Connectors

Appointments

The Appointments provider in Data Sync connects to Microsoft Exchange mailboxes and returns the appointments from those mailboxes.

The following Data Sync providers can be connected to the Email provider to download Appointments.

  • FileSystem Provider
  • SharePoint Document Library
  • Amazon S3
  • Azure Blob Storage
  • SQL Server Table with Blob Column configuration.

Connecting with Basic Authentication Credentials

If your exchange server allows for it you can connect using your username and password by clicking onto the ellipsis in the credentials box.

Connect to Appointments

Enter your username and password to the fields shown in the window and click OK.

If your account is using MFA you will need to use an app password to connect. To get an app password you can go to https://account.activedirectory.windowsazure.com/AppPasswords.aspx or ask your administrator to get one for you.

Then complete the remaining fields as required. You can leave OAuth credentials blank as these are only required when connecting via OAuth.

Users - FailOnMailboxAccessError

Set this value to true in the connection properties if you want the whole process to fail if a mailbox cannot be accessed.

Set this value to false in the connection properties if you want the process to continue to run if a mailbox cannot be accessed.

Connecting with OAuth

Create Azure App

To begin you need to register an app in your Azure AD portal to grant access to Exchange.

To do this open your Azure AD Portal and go to Manage > App Registrations > New Registration. Now enter in a name for your application and choose the supported account types, for this we only need access to those within our organization so we have selected Accounts in this organizational directory only.

Once complete click on Register to create the app.

New App Registration

You will now be given an overview of your app credentials (Client ID and Tenant ID), but you need to configure the API permissions before you can use the credentials in Data Sync.

Configure Permissions

Go to API Permissions and click onto Add Permission.

Add Permission

Locate Exchange in the list, choose Application permissions and check Calendars.Read.All and full_access_as_app, click onto Add Permissions to add them.

Exchange Permission

Exchange Permissions

Then grant admin consent for the two permissions by clicking onto the Grant admin consent tab and following the instructions on screen.

Create Client Secret

We now need to create the Client Secret that Data Sync will use. To do this go to Certificates & Secrets and under Client secrets click New client secret.

Enter in a name/description for the secret, choose the expiry timescale and then click Add.

Generate Client Secret

Once it has been added your client secret will be shown on screen, copy this and make a note of it as you will not be able to view it again.

Copy Client Secret

These details can now be added to Data Sync to connect to Exchange.

Credentials

To connect via OAuth2 click on the ellipsis(...) in the OAuth box and leave the credentials field blank.

Connect to Appointments

This will open a new window where you need to enter in the following details:

OAuth2 Credentials

Tenant

Enter in your tenant domain for example simego.com.

Client Id

Enter in your Client ID from the App you created earlier to connect to Exchange. This can be found on the App overview page in Azure AD App Registrations.

Client ID

Client Secret

Enter in your Client Secret that you saved from the App you created earlier.

Once your details have been entered click OK to go back and complete the remaining fields as required.

ExchangeServerUrl

This is the URL to the Exchange WebServices endpoint. For Office 365 this is https://outlook.office365.com/ews/Exchange.asmx

Filter - ByCategory

Use this to return only entries found within this category set.

Users - Mailboxes

Return entries from these mailboxes. You will need to add the mailboxes to the collection editor by clicking the ellipsis and then adding members to the list.

Add Mailboxes

Make sure to add the email address into the value box. Once you have added all the mailboxes you need click OK to go back to the connection window.

Add Mailbox

Users - FailOnMailboxAccessError

Set this value to true in the connection properties if you want the whole process to fail if a mailbox cannot be accessed.

Set this value to false in the connection properties if you want the process to continue to run if a mailbox cannot be accessed.