# Install Exchange Web Service Connector

To install the Exchange Web Service Connector on Windows, use the following procedure.

To install the Exchange Web Service Connector

1. Run the Exchange Web Service Connector installation program.

   The installation wizard opens.

2. Read the installation instructions and click Next.

   The License Agreement dialog box opens.

3. Read the license agreement. If you agree to its terms, click I accept the agreement and click Next.

   The Installation Directory dialog box opens.

4. Choose an installation folder for Exchange Web Service Connector and click Next.

   The Service Name dialog box opens.

5. In the Service name box, type a name to use for the connector’s Windows service and click Next.

   The Service Port and ACI Port dialog box opens.

6. Type the following information, and click Next.

   Service port | The port used by the connector to listen for service actions.
   ACI port | The port used by the connector to listen for actions.

   The License Server Configuration dialog box opens.

7. Type the following information, and click Next.

   License server host | The host name or IP address of your License server.
   License server port | The ACI port of your License server.

   The IDOL database dialog box opens.

1. In the IDOL Database box, type the name of the IDOL database into which you want to index documents, and click Next.

   The Proxy Server dialog box opens.

2. If a proxy server is necessary to access the Exchange Server (or Exchange Online) from the connector machine, type the following information and click Next.

   Proxy host | The host name or IP address of the proxy server to use to access the repository.
   Proxy port | The port of the proxy server to use to access the repository.
   Proxy username | The user name to use to authenticate with the proxy server.
   Proxy password | The password to use to authenticate with the proxy server.

3. Choose whether you want to connect to Exchange Online.

   - To connect to Exchange Online, click Yes and then click Next.

     The Exchange Online dialog box opens. Type the Username and Password to use to access Exchange Online and click Next. Then, type either a comma-separated list of Mailboxes to synchronize or specify the application key and application secret for your Microsoft Graph OAuth application. Then, click Next and go to step 14.

   - To connect to an Exchange Server click No and then click Next.

     The Exchange Server dialog box opens. Go to the next step.

4. Enter the following information and click Next.

   Hostname | The hostname or IP address of the machine running Exchange.
   Port | The port on which the Exchange web service is listening.
   Exchange version | In the list, click the version of Exchange that is running on the server you want to connect to.

5. Enter the following information and click Next.

   Enable mapped security | To enable mapped security and add access control lists (ACLs) to documents, select this check box.
   Username | The user name to use to connect to the Exchange web service.
   Password | The password to use to connect to the Exchange web service.
   Domain | The domain name of the user specified by Username.

   The LDAP Server dialog box opens.

6. The Exchange Web Service Connector can connect to LDAP and retrieve a list of mailboxes to synchronize. Enter the following information and then click Next.

   LDAP hostname | The hostname or IP address of the LDAP server.
   LDAP port | The port of the LDAP server.
   LDAP username | The user name for authentication with the LDAP server. The user name must be in the format `Domain\Username`.
   LDAP password | The password for authentication with the LDAP server.
   LDAP filter | An LDAP filter to limit the mailboxes that are processed. For example, `(&(objectClass=user)(mail=*))`

   The CFS dialog box opens.

7. Choose whether to install a new CFS or use an existing CFS.

   - To install a new CFS, select the Install a new CFS check box and click Next.

     The Installation directory dialog box opens. Go to the next step.

   - To use an existing CFS, clear the Install a new CFS check box and click Next.

     The CFS dialog box opens. Type the Hostname and Port of your existing CFS installation. Then, click Next and go to Step 19.

1. Choose an installation folder for the Connector Framework Server and then click Next.

   The Installation name dialog box opens.

2. In the Service name box, type a unique name for the Connector Framework service and click Next. The name must not contain any spaces.

   The CFS dialog box opens.

3. Type the following information, and click Next.

   Service port | The port used by CFS to listen for service actions.
   ACI port | The port used by CFS to listen for actions.

4. Type the following information and click Next.

   IDOL Server hostname | The host name or IP address of the IDOL server that you want to index documents into.
   ACI port | The ACI port of the IDOL server.

   The Pre-Installation Summary dialog box opens.

5. Review the installation settings. If necessary, click Back to go back and change any settings. If you are satisfied with the settings, click Next.

   The connector is installed.

1. Complete the installation procedure.

   - If you are retrieving information from Exchange Online and want to configure OAuth authentication with the Microsoft Graph API, select the Run OAuth tool check box and click Next. The OAuth tool creates a file named `oauth.cfg`, in the connector's installation folder. This contains the tokens required by the connector to authenticate with the API.
   - If you are retrieving information from Exchange Online but want to run the OAuth tool at a later time or do not need the features provided by the Microsoft Graph API, clear the Run OAuth tool check box. Then click Next followed by Finish. For information about how to run the OAuth tool at a later time, see Configure OAuth Authentication (Graph API).
   - If you are not retrieving information from Exchange Online there is no need to run the OAuth tool. Click Finish.

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