Add an Exchange server

  1. From Administration, select Exchange integration. The Exchange integration page appears.

  2. Select Manage Exchange servers. The Manage Exchange Servers page appears.

  3. Select Add. The Add Exchange server screen appears.

  4. In the User name and Password fields, enter the Exchange credentials to provide access to the Exchange mailbox.

  5. In the Domain and URL fields, enter the Exchange server domain and URL.

  6. To allow the program to use the Exchange permissions associated with the users on the server and access their Exchange mailboxes, select Use Exchange impersonation. We recommend you always select this checkbox. When you clear it, the program can access only the Exchange mailbox for the user in the User name field.

  7. To designate the server as the default, select Default server. When you do this, the server is used unless an application user is specifically assigned to a different server.

  8. To make sure the user name, password, domain, and URL are correct, select Test login. If the credentials are authenticated, a confirmation message appears. Otherwise, a failure message appears.

  9. Select Save. You return to the Manage Exchange Servers page and the server appears in the grid.