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.

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

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.