Exchange Integration with Azure

Introduction

This step-by-step guide will show you the most popular method for creating a Microsoft Exchange application for Communications Mining in your Azure Cloud Platform. You'll learn how to create an Application (client) with an ID and Client Secret, and find your existing Directory (tenant) ID. This will allow users to access Exchange mailbox integrations in Communications Mining.

Why is a successful integration important?

Failure to create an Exchange-Communications Mining application in Azure can lead to permissions errors that prevent users from accessing their mailbox integrations. To gain the full benefits of Communications Mining, follow the steps below and complete the process in its entirety.

The Integration Process—Step by Step

1. Sign into Azure

   Sign into your Azure Cloud Portal.

2. Register a new Application for Communications Mining

   Access the App Registrations menu and select the New Registration option

   
   

   

   
   

   Register a new application:

   1. Enter an application name—for example 'reinfer-exchange-integration'
   2. Under Supported account types select the single tenant option
   3. Hit Register to complete the registration
      
      

      

      
      

      Azure will give you an Application (client) ID and a Directory (tenant) ID. Save these for later and go to Step 4.

      
      

      

      
      
3. Create a Client Secret for your Communications Mining application

   To keep your application secure, you must create a Client Secret to log into your application. First, click on Certificates & Secrets under the Manage sidebar, then follow the steps below:

   1. Select the Client secrets option if it's not already selected
   2. Select New client secret
      
      

      

      
      
   3. In the sidebar, add an easily recognizable Description and select an expiry date—we recommend 12 months
   4. Hit Add
      
      

      

      
      

      You've now created a Secret Value for your Communications Mining application.

      
      

      

      
      
      Note: Please note that Azure will only display this Secret Value to you once so make sure to copy it. If you ever lose your secret value, simply complete Step 3 again to create a new one.
4. Set API permissions
   1. Navigate to API permissions under the Manage sidebar
   2. Select Add a permission
      
      

      

      
      
   3. Select Microsoft APIs and choose the Microsoft Graph option
      
      

      

      
      
   4. Choose Delegated permissions
   5. In the Select permissions textbox, enter 'EWS.Access'
   6. Expand the EWS permission and check the box for EWS.AccessAsUser.All
   7. Hit Add permissions
      
      

      

      
      
   8. Back in the API permissions menu, hit Grant admin consent for Communications Mining
   9. Select Yes in the Grant admin consent confirmation pop-up
      
      

      

      
      
5. Give the service user access to the shared mailboxes

   You will need a service account with access to the mailboxes you wish to connect to Communications Mining.

   1. Create a service account:
      • Add user—find out how.
      • Assign licenses to the user—find out how.
   2. Give a service account access to shared mailboxes (it is sufficient to give the service account read-only access). There are two main methods you can use to do this:
      • Create shared mailboxes and give access to users (including the service account)—find out how.
      • Give the service account access to a user's emails—find out how.
6. Sign into Communications Mining

   Sign into Communications Mining through UiPath Automation Cloud as normal.

7. Create a new integration in Communications Mining
   1. Navigate to the Integrations page through the dropdown menu
   2. Select New Integration
      
      

      

      
      
   3. Select an existing project and enter a name for your integration, and add a title if desired
   4. Click Continue
      
      

      

      
      
   5. Ensure Microsoft Exchange is selected when choosing your integration type
   6. Click Continue
      
      

      

      
      
   7. Populate your oauth authority using the tenant ID generated in Step 2, in the following format: https://login.microsoftonline.com/{tenant_id}
   8. Populate username and password of your service account
   9. Populate your client ID generated in Step 2
   10. Populate your Client Secret generated in Step 3
   11. Click Check Credentials to check that your credentials are valid
   12. Click Save Integration
   13. Click Continue
       
       

       

       
       
   14. Click Add Mailbox to open the mailbox form
   15. Enter the email address for which you wish to copy emails into Communications Mining
   16. Click Add Mailbox again to save the mailbox

       Click Create Integration

       
       

       

       
       

Final Steps

You have now successfully created an integration between Communications Mining and Microsoft Exchange through Azure. You can disable the integration by hitting the switch in the top-right corner of the Integrations page. To delete it, select the trash can icon.

You can also enable attachment syncing at mailbox level on an Exchange integration. The streams API then makes the attachments retrievable via an attachment reference. Check more about syncing attachments in the Attachments and Using Exchange Integrations pages.

If you have any questions or need assistance with the integration process, please contact UiPath support.