Access Token for Exchange Server

Configure an access token to connect to Exchange Server.

Exchange Server Access Token Configuration screen


Exchange Server Access Token Configuration screen

Background and Setup

Good to Know

  • In most cases, you can use a global access token or an application level access token:
    • Global access tokens are shared across all users and applications. If you want all process designers and form users in your AgilePoint NX tenant to be able to connect to an external data source, use a global access token. An example is a SharePoint site on an intranet that all employees in a company can access.
    • Application level access tokens are shared with all processes in a process-based app, or restricted to use within a form-based app. Use application level access tokens if only process designers or form users for a particular application should access an external system — for example, a Google Drive account that is only used to share files within a small team.
  • Documentation for Integrations with Third-Party, External, or Open Source Technologies

    The highest priority for AgilePoint NX Product Documentation is accuracy. Whenever feasible, AgilePoint provides input details, business rules, or example values for third-party integrations. These can include any technology that is not native to AgilePoint NX, such as Salesforce, Active Directory, or REST. However this information is subject to change without notice to AgilePoint. Because we can not guarantee the accuracy of this information, the details provided for third-party product input values, as well as examples for third-party product integrations, are limited in the AgilePoint documentation. It is the responsibility of third-party vendors to provide documentation related to these aspects of their software and services.

    For examples of use case implementations or configuration field input values for third-party products, AgilePoint recommends these resources:

    • AgilePoint Community Forums - An AgilePoint-moderated, crowd-sourcing user forum where you can ask questions about specific techniques, the solutions to use cases, workarounds, or other topics that may not be covered in the Product Documentation.
    • Professional Services - If you can not find the information you need for your specific business problem, mentoring is available through AgilePoint Professional Services.
    • Personalized Training - AgilePoint can provide personalized training for your organization. To request personalized training, contact AgilePoint Sales.
    • Third-Party Vendor Documentation - Whenever feasible, AgilePoint provides links to third-party vendor documentation.

      This does not include technology standards or protocols, such as JavaScript, REST, or FTP. Resources for these technical standards are publicly available on the Internet.

Fields

Field Name Definition

Token Name

Function:
Specifies the unique name for your connection to Exchange Server.
Accepted Values:
A text string that can include letters, numbers, and spaces
Default Value:
None

Description

Function:
A description for your access token.
Accepted Values:
More than one line of text.
Default Value:
None
Example:
Refer to:

E-mail Server

Function:
Specifies the version of your Microsoft Exchange or e-mail server.
Accepted Values:
  • Exchange Server 2007 - Configures this activity to access Exchange Server 2007.
  • Exchange Server 2010/2013 - Configures this activity to access Exchange Server 2010 or 2013.
  • Office 365 - Configures this activity to access e-mail on Office 365.
Default Value:
Exchange Server 2007

URL

Function:
Specifies the Exchange Server URL.
Accepted Values:
  • Exchange Server 2007 - https://[machine name]:[port].
  • Exchange Server 2010/2013 - https://[machine name]:[port]/EWS/Exchange.asmx.
  • Office 365 > Basic - https://outlook.office365.com/EWS/Exchange.asmx
Default Value:
None
Limitations:

Domain

Function:
Specifies the domain name for the Exchange Server.
To Open this Field:
Do one of these:
  • Click Exchange Server 2007 > Custom User.
  • Click Exchange Server 2010/2013 > Custom User.
Accepted Values:
One line of text with no spaces.
Default Value:
None

User Name

Function:
The user name for an Exchange Server administrator.
To Open this Field:
Do one of these:
  • Click Exchange Server 2007 > Custom User.
  • Click Exchange Server 2010/2013 > Custom User.
  • Click Office365 > Basic.
Accepted Values:
A valid user name.
Default Value:
None
Limitations:

Password

Function:
The password for the authentication account.
To Open this Field:
Do one of these:
  • Click Exchange Server 2007 > Custom User.
  • Click Exchange Server 2010/2013 > Custom User.
  • Click Office365 > Basic.
Accepted Values:
An alphanumeric string that represents a password.
Default Value:
None
Limitations:

Application ID

Function:
Specifies the Microsoft application ID of the app you created or added in Windows Azure Active Directory.
To Open this Field:
  1. Click Office365 > OAuth2
Accepted Values:
A string with letters and numbers.
Default Value:
None
Limitations:

AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 Software Update 1 or higher.

Key

Function:
Specifies the key of the app you created or added in Windows Azure Active Directory.
To Open this Field:
  1. Click Office365 > OAuth2
Accepted Values:
A string with letters and numbers.
Default Value:
None
Limitations:

AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 Software Update 1 or higher.

Reply URL

Function:
Specifies the callback URL from the connected application.
Accepted Values:
A valid URL.
To Open this Field:
  1. Click Office365 > OAuth2
Default Value:
https://mysite.com/manage/shared/success.html
Limitations:

AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 Software Update 1 or higher.

EWS URL

Function:
Specifies the Exchange Web Service URL for Office 365.
To Open this Field:
  1. Click Office365 > OAuth2
Accepted Values:
https://outlook.office365.com/EWS/Exchange.asmx
Default Value:
https://outlook.office365.com/EWS/Exchange.asmx

AgilePoint recommends that you do not change this value.

Limitations:

AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 Software Update 1 or higher.

OAuth2 Access Token

Function:
Specifies an access token, or code, from Windows Azure Active Directory.
To Open this Field:
  1. Click Office365 > OAuth2
Accepted Values:
A valid access token

This value comes from Windows Azure Active Directory.

Default Value:
An unique access token.
Limitations:

AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 Software Update 1 or higher.

Get OAuth2 Access Token

Function:
Sends a request to the Windows Azure Active Directory service to get the access token.

To complete this process, you must sign in to Windows Azure Active Directory, and specify your consent when prompted.

To Open this Field:
  1. Click Office365 > OAuth2
Limitations:

AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 Software Update 1 or higher.

Renewal Rate

Function:
Specifies how frequently to renew your application's access token.
To Open this Field:
  1. Click Office365 > OAuth2
Accepted Values:
  • Disabled
  • Every 15 minutes
  • Every half an hour
  • Every hour
Default Value:
Every hour
Limitations:

AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 Software Update 1 or higher.

Test Connection

Function:
Makes sure the specified Exchange Server account is correct.

Encrypt

Function:
Stores the access token in the AgilePoint database as encrypted data.
Note: AgilePoint recommends you to store this access token in the database in encrypted format.
Accepted Values:
  • Deselected - The access token is in plain text in the database.
  • Selected - The access token is encrypted in the database.
Default Value:
Selected