Fusion 23.4.0 Connect Help Center

# Exchange connection

If you will be creating datasets that process Exchange data, you must complete additional tasks to enable processing by the processing agent.

## Configure the O365 organization connection

NOTE: Applies only to use of Exchange datasets connecting to O365.

Microsoft is moving EWS (Exchange Web Services), used by the processing agent, from basic authorization access to an OAuth based model, refered to as modern authorization. For more information about these changes from Microsoft, see https://techcommunity.microsoft.com/t5/exchange-team-blog/upcoming-changes-to-exchange-web-services-ews-api-for-office-365/ba-p/608055.

NOTE: On-premises Exchange will continue to use basic authorization access.

Basic access to O365 EWS is currently available and is expected to be supported until mid- to late-2022. To ensure connection going forward, configure the O365 organization to allow the processing agent to use modern authentication.

To configure the O365 organization to use modern authentication

1. Open a browser and connect to the Azure Active Directory admin center for the organization as an account with appropriate privileges.

2. In the left pane, click Azure Active Directory.

   Under Manage, click App registrations.

3. Click New registration and complete the options as follows.

   Option | Description
   --- | ---
   Name | Type FAS-DD_Exchange_Collection as the application name.
   Support account types | Select Accounts in this organizational directory only.
   Redirect URI | Select Public client (mobile & desktop) and then type `urn:ietf:wg:oauth:2.0:oob` for the redirect URI.

4. Click Register. The overview page for the new application registration displays.

   Take note of the resulting Application (client) ID and Directory (tenant) ID values. These will be required when defining the source in the Connect UI.

5. In the left pane of the new application registration page, click API permissions.

   Click Add a permission.

6. In the Request API permissions dialog, click APIs my organization uses.

7. Type office 365 exchange online in the search box and then click Office 365 Exchange Online in the resulting list.

8. Click Application Permissions.

9. Search for and select full_access_as_app.

   Click Add permissions.

10. On the API permissions page, click Grant admin consent for organizationName.

    A confirmation message displays. Click Yes to confirm consent.

11. In the left pane of the new application registration page, under Manage, click Certificates & secrets.

12. Click New client secret.

    Type the desired description for the secret and select the desired expiration period.

    Click Add.

13. After the secret is created, make a copy and record the resulting value in a safe location. This will be required when defining the source in the Connect UI.

## Configure special processing for Exchange folders (Optional)

You can configure the processing agent to process hidden folders and to exclude specific folders within Exchange. By default, Fusion does not process hidden Exchange folders and excludes a pre-defined set of folders.

The following Exchange folders are excluded by default.

- `Calendar` and all subfolders

- `Contacts` and all subfolders

- `Suggested Contacts` and all subfolders

- `Draft` and all subfolders

- `Deleted Items` and all subfolders

- `Conflict` and all subfolders

- `Sync Issues` and all subfolders

- `Versions` and all subfolders

- `Purges` and all subfolders

- `MigratedMessages` and all subfolders

- `Conversation Action Settings` and all subfolders

- `Files` and all subfolders

- `Social Activity Notifications` and all subfolders

- `PersonMetadata` and all subfolders

- `Yammer Root` and all subfolders

- `Quick Step Settings` and folders that start with this name, such as `Quick Step Settings01`

- `ExternalContacts` and all subfolders

To configure the agent to process items in hidden Exchange folders

1. On the agent host server, open the Agent administration UI.

   From the Start menu, click Fusion Agent > Agent Admin. The Advanced process settings page opens.

2. In the Category list, click Exchange.

3. Locate the ProcessHiddenFolders option and set the value to True.

4. Click Save.

To configure the agent to exclude items in specific Exchange folders from processing

1. On the agent host server, open the Agent administration UI.

   From the Start menu, click Fusion Agent > Agent Admin. The Advanced process settings page opens.

2. In the Category list, click Exchange.

3. Locate the ExcludeFolderList option and modify as desired.

   NOTE: The following folders are defined to be excluded from processing by default: `Calendar\, Contacts\, Suggested Contacts\, Drafts\, Deleted Items\, Conflict\, Sync Issues\, Versions\, Purges\, MigratedMessages\, Conversation Action Settings\, Files\, Social Activity Notifications\, PersonMetadata\, Yammer Root\, Quick Step Settings, ExternalContacts\`

   - Separate each folder entry with a comma, with or without a trailing space.

     Example: `Calendar\, Contacts\, Suggested Contacts\` or `Calendar\,Contacts\,Suggested Contacts\`

   - Include a backslash (\) after the folder name to process all items in this folder and all items in all subfolders.

     Example: `Calendar\, Contacts\, Suggested Contacts\`

   - Do not include a backslash (\) after the folder name to process items from folders starting with the defined folder name.

     Example: `Quick Step Settings` excludes folders `Quick Step Settings` and `Quick Step Settings01` from processing.

4. Click Save.

## Configure users and groups for Exchange datasets

Exchange processing is based on Fusion datasets and their associated groups. Before creating Exchange datasets, you will create one or more Fusion groups. You will also create a Fusion user for each Exchange mailbox to be processed and assign those Fusion users to Fusion groups.

When creating datasets, processing is based on Fusion groups. All Exchange items for all users within the group and associated with a specific dataset are processed in the same manner. Complete the following tasks to create Fusion users and groups and to create datasets for Exchange processing.

To create Fusion groups and users

1. In Administration, create a new group.

   For full details about creating groups, see "Groups" in the Administration Help Center.

   1. On the Details tab, type a Name for the group. The name should allow you to differentiate this group for any others you may create. For example, "Exchange NA01".

   2. On the Roles tab, do not select any roles.

   3. Click CREATE.

   4. Repeat for any additional groups.

2. In Administration, create a new user for each Exchange mailbox you want to process.

   For full details about creating users, see "Users" in the Administration Help Center.

   1. On the Details tab for the new user, define the options as follows.

      Option | Selection to define
      --- | ---
      Email | Type the primary email address for the Exchange user mail account to be processed.
      User name | Defaults to the Email entry; ensure this is accurate.
      First Name | Type the first name of the user.
      Last Name | Type the last name of the user.
      Groups | Select the group you created for Exchange processing.

   2. On the Roles tab, do not select any roles.

   3. Click CREATE.

   4. Repeat for each Exchange user account mailbox you will process.

To create datasets to process Exchange items

1. In Connect, create a new Exchange source.

   For full details on creating sources, see To create a source.

   1. From the Sources > Manage Sources page, click NEW SOURCE.

   2. On the General page of the New Source wizard, select Exchange or Exchange Online (O365) as the source type and complete the remaining options as appropriate to create the source

2. In Connect, create a new dataset.

   For full details on creating datasets, see To create a dataset.

   1. From the Sources > Manage Datasets page, click NEW DATASET.

   2. On the General options page, select the new source just created and then complete the remaining general options as desired. Click NEXT.

   3. In the Default action will be taken on mailboxes from the following group list on the Primary Capture Rules page, select the desired action to take when processing documents from this dataset and then select the name of the new Fusion group you created. Complete the remaining primary capture options as desired and then click NEXT.

   4. Complete the rest of the new dataset options as desired.

   5. Click FINISH.

      The selected action will take place for the new group you created.

3. From the list of datasets in Connect, update () the new dataset to trigger processing.

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Version 23.4.0 | Last updated October 2023
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