Exchange Integration with Azure Application Authentication

Introdução

This step-by-step guide will show you a 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.

Por que uma integração bem-sucedida é importante?

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 these steps and complete the process in its entirety.

The Integration Process—step by step

1. Sign in with Azure.
   Faça login no Portal do Azure Cloud.
2. Register a new application for Communications Mining.

   Access the App Registrations menu and select the New Registration option.

   
   

   

   
   

   Registrar um novo aplicativo:

   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.

   
   

   

   
   
3. Create a Client Secret for your Communications Mining application.

   To keep your application secure, you must create a Client Secret to log intoyour 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.
      
      
      
      

   Você criou um Valor secreto para o seu aplicativo Communications Mining.

   
   

   

   
   

   Note: 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. Definir permissões da API
   1. Navigate to API permissions under the Manage sidebar.
   2. Selecione Adicionar uma permissão
      
      
      
      
   3. Select APIs my organization uses.
      
      
      
      
   4. Search for and select "Office 365 Exchange Online"
   5. Select "Application Permissions"
      
      
      
      
   6. Select the option "full_access_as_app"
   7. Clique em Adicionar permissões
      
      
      
      
   8. Back in the API permissions menu, hit Grant admin consent for Communications Mining.
   9. In the Grant admin consent confirmation pop-up, select Yes.
      
      
      
      
5. Restrict access to the mailbox with a conditional access policy
   At this point, you will likely want to limit the applications permissions so that it can only access certain mailboxes within your organisation. To learn how to do this, read Microsoft's article Limiting application permissions to specific Exchange Online mailboxes.
6. Fazer login no Communications Mining
   Sign into Communications Mining through UiPath Automation Cloud as usual.
7. Criar uma nova integração no Communications Mining
   1. Navigate to the Integrations page through the settings cog at the top right.
   2. Select New Integration.
      
      
      
      
   3. Select an existing project and enter a name for your integration, and add a title if desired.
   4. Clique em Continuar.
      
      
      
      
   5. Populate your oauth authority using the tenant ID generated in Step 2, in the following format: https://login.microsoftonline.com/{tenant_id}.
   6. Populate your client ID generated in Step 2.
   7. Populate your Client Secret generated in Step 3.
   8. Select the option With application access.
   9. Click Validate & Save Credentials to check that your credentials are valid.
   10. Clique em Continuar.
       
       
       
       
   11. Click Add Mailbox to open the mailbox form.
   12. Enter the email address for which you wish to copy emails into Communications Mining.
   13. Click Add Mailbox again to save the mailbox.
   14. Click Create Integration.
       
       
       
       

Etapas finais

Você criou com sucesso uma integração entre o Communications Mining e o Microsoft Exchange através do Azure. Você pode desabilitar a integração pressionando o botão de alternância no canto superior direito da página Integrações. Para excluí-lo, selecione o ícone de lixeira.

Você também pode habilitar a sincronização de anexos no nível da caixa de correio em uma integração do Exchange. Então, a API de streams torna os anexos recuperáveis por meio de uma referência de anexo. Verifique mais sobre a sincronização de anexos nas páginas Anexos e Usando integrações do Exchange .

Se você tiver dúvidas ou precisar de ajuda com o processo de integração, entre em contato com o suporte da UiPath.