What's Provided

Exchange is a common email interface used by many organizations. We get email, contacts and calendar meetings from Exchange.

Contact Sync

Connecting

There are multiple options for connecting your Exchange services to SigParser. They depend on how you're using SigParser.

To get started

1. Go to Mailboxes ➔ Add Mailbox  and select Microsoft Exchange.
2. Put your username and password in and click Auto Discover. It may take up to 30 seconds.
3. You should see a screen to configure your mailbox settings. Setup how you want SigParser to update and create contacts in your Exchange contacts mailbox.
4. Click "Save"
   1. Add additional mailboxes if required. See more information on mailboxes below.
5. Go to the Dashboard to see the email processing progress. You will get an email when processing completes.

Advanced Setup

If SigParser can't autodiscover your email settings, you can try to manually configure them using the "Advanced Setup" button.

1. Click "Advanced Setup" button
2. Find your Outlook settings and try those in these fields.
3. Set the mailbox server paths to your provider.

If you can't get Exchange to work, try switching the connector type to IMAP and follow the advanced setup steps for IMAP. That will oftentimes work.

Individual Mailbox for Individual Users

If you have an entire team of people using SigParser, you'll likely want to setup a single Exchange connection for the entire team which doesn't expire credentials. There are two options in this case. Either Impersonation account or a Delegated access account.

If you're just going to connect your Exchange account to SigParser to get all your data in SigParser, the easiest way is to go to Settings -> Data Sources -> Outlook/Exchange. Enter your credentials.

Unfortunately if your Exchange account credentials are changed every 90 days or on some other schedule like many organizations require, you will need to login to SigParser and fix this. SigParser will email you each time we are unable to connect to your Exchange server.

Exchange Delegated Access

Delegated access grants a user account access to another user or multiple user's email accounts. This is good when you don't want to setup your entire organization in SigParser.

1. In Exchange create a new user for SigParser
2. In Exchange go each each of the mailboxes SigParser will need to be able to access.
   1. Go to the Users list
   2. Click on the user name
   3. Under Exchange menu on the left click Full access and send as
   4. Type in the email address for the SigParser User you created and grant full access
3. Wait 20 minutes for Exchange permissions to catchup.
4. Login to SigParser
   • Connect the SigParserExchange user you just created to SigParser.
     • Click Mailboxes -> Add Mailbox -> Add for Exchange
     • Authenticate as the SigParser user account you just setup in Exchange.
   • Add all the child mailboxes.
     • Click Mailboxes -> Add Mailbox but this time scroll down to the Connect Many Mailboxes section and click Add for Exchange
     • Click the name of the connection you just setup.
     • Paste or type a list of mailboxes into the textbox.
     • Click Add Mailboxes
     • You should see each of the mailboxes at the bottom of the screen as they are added. The mailboxes will automatically start processing within a few hours. You can manually start the processing for a few of the mailboxes if you'd like.

Online tutorials for different versions:

Office 365 Setup for Exchange Delegation

Youtube: Configure Mailbox Delegation in Exchange 2010

Exchange Impersonation (Beta)

Exchange Impersonation approach you can configure one Exchange account to access all mailboxes for an entire organization. This is nice if you know you want to monitor every employee and makes adding new mailboxes as simple as just adding them mailbox to the list in SigParser instead of having to touch both Exchange and SigParser for each new mailbox monitored.

To use impersonation

1. In Exchange create a new "Admin" role
2. In Exchange, assign to the new role the “ApplicationImpersonation” management role.
3. In Exchange, create a new user for SigParser and assign that user the new role you just created which allows impersonation.
4. Login to SigParser
   • Connect the "SigParser" Exchange user you just created to SigParser.
     • Click Mailboxes -> Add Mailbox -> Add for Exchange
     • Authenticate as the SigParser user account you just setup in Exchange.
   • Add all the child mailboxes.
     • Click Mailboxes -> Add Mailbox but this time scroll down to the Connect Many Mailboxes section and click Add for Exchange
     • Click the name of the connection you just setup.
     • Paste or type a list of mailboxes into the textbox.
     • Click Add Mailboxes
     • You should see each of the mailboxes at the bottom of the screen as they are added. The mailboxes will automatically start processing within a few hours. You can manually start the processing for a few of the mailboxes if you'd like.

Data Update Frequency

SigParser uses two mechanisms to get data from Exchange. Once per day it will connect to each Exchange mailbox and pull down the latest emails, contacts and meetings.

If using Exchange Server 2010 or higher, SigParser will also setup an Exchange webhook subscription so that as soon as an email arrives or a meeting is updated, SigParser will receive that update. Typically the delay is 2 - 5 seconds for the meeting or email to show up in SigParser.

Subfolders

Only the folders Inbox, Sent Items and Deleted Items will be checked each time. Subfolders will only be checked for new emails every 3 days.

Security Considerations

The users listed under "Accessible By" for an Exchange Mailbox will have access to any contacts, emails, calendar meetings or attachments which are in that mailbox. So it is important to only grant access to this mailbox to the owner and whoever needs to

Email Sending Permissions

The email addresses a user can send as come from the Exchange mailboxes they are listed on as "Accessible By".