Connector for Microsoft Exchange in applications

Applications module Integrate external data

1. Exchange applications

In the installation directory \adapter\microsoft_exchange you will find the file "exchange_applications.lax" which you can import into your portal as usual. If these applications are called up for the first time in the portal, your login data will be requested with a login box. Depending on the configuration of the connection to the Exchange server, the login will then no longer be requested the next time an Exchange application is accessed. In the following, you will find a short overview of the features of the Intrexx Exchange applications.

1.1. Exchange - Calendar




The handling of appointments is one of the most important tasks of the Connector for Microsoft Exchange. The following areas of use are supported by the connector: General information about the calendar functions can be found here. By default, the subject and description of private appointments in public calendars of other users will be shown as "private" and cannot be changed. This behavior can be deactivated in the properties of the Appointment data group in the expert settings. There, create an additional setting "hidePrivateAppointmentsOfSharedUsers" (boolean) with the value "false".

1.2. Exchange - Contacts




With this Intrexx Exchange application, you can access your contacts, as well as change and/or show them. The following functions are supported:

Business cards

Every contact will be shown as a business card on this page.

Enter new contact




Click on this link to open a tooltip where a new contact can be defined.

View contact




If you click on a contact in the contact overview, you will reach the detail view.

Contact list




Every contact is shown in a table on this page. You can search for contacts using the search field.

1.3. Exchange - Notes




You can access your notes in Exchange, as well as change and display them. The following functions are supported:

Overview

On the overview page, you will see all existing notes. Clicking on an existing note opens the detailed view.

Search

In the search field, you have the ability to search for text in notes.

Add note




Click on this link to open a window where new notes can be created

Edit

Opens a window where the text of the currently selected note can be modified.

Delete

Deletes the currently selected note.

1.4. Exchange - Email




This Intrexx Exchange application will show you your personal emails from the inbox, sent mail, and deleted folders. The following folders are available: If you click on an email, the detailed view will be shown.



The functions here correspond to those of a standard email program.

1.5. Exchange - Resource




The resource view makes possible a handy display of appointments for individual employees. The appointments can be filtered however you wish. In addition, the user can set whatever data she wishes to view from other employees. In this it is decisive to what extent the user possesses corresponding permissions to the appointments of additional resources. These permissions can only be assigned by the corresponding users via Microsoft Outlook. In addition, the possibility exists to not only execute access to the appointments of individual users with the individual account of the current portal user, but rather to enter a specific account for the application, in the user content of which the individual appointments will be accessed. This makes it possible, for example, to create a "Sales" mailbox in Exchange. This mailbox will give the individual sales employees access permissions to its personal calendar. In this way, you will be able to make possible complex views of the appointments of individual users within Microsoft Exchange with only a few changes to the permissions structure. The resource overview accesses the public calendars directly and shows them in a concise manner in an individually adjustable chart. General information about the functions of this application can be found here.

1.6. Exchange - Tasks




With the connector, you can access your tasks in Exchange and then change or show them as required. The following functions are supported:

New task




By clicking on this link, a tooltip where you can enter a task will open.

1.7. Exchange - Settings




Access to shared items are defined in this application. The Microsoft Exchange Server does not make information about shared items available. These must – as is usual in Microsoft Outlook – always be entered by the users themselves.

Add access to shared items

Clicking on this link opens a window where a new share can be defined.

User email address

Important for sharing an item is the mailbox of the user. As a rule, this corresponds to the user name when logging on to the Windows network or the main email address; however, it may – depending on the IT strategy – differ from this.

Foreground color / Background color

To distinguish between individual users, foreground and background colors can be defined for coloring the diagrams in the the Intrexx Exchange applications.

Use in Intrexx

Enter here the resources that you wish to access: After saving, you will see whether you have the permission to access these resources in the public/private overview.

2. Creating Exchange applications

A connection to an Exchange data source can be used in any Intrexx application. To do so, select the application node and create a new external data group via the New menu / External data group.

Title

Define the title for the external data group here.

Database connection

The desired connection can be selected here.

Data handler

The appropriate data handler is entered automatically when you select an OData connection.

Table / View

You can enter the name of the table or view directly or click on "Search" and search for name of the table or view in the dialog that opens. Click on "OK" once you have selected your table/view. Click here for mroe information about the settings for logging in. The data fields, which should be used in the application, can now be selected on the Data fields tab and then linked to application elements. At the bottom of the dialog, a user for accessing Exchange can be defined. With the option "Login as current user", the currently logged-in user will be used to access Exchange. By selecting "Login as static user", the "Select user" link will be activated. Clicking on this link opens a dialog where existing Exchange users and users mapped to Exchange users from the data source configuration can be selected.



Click on "Add new assignment for Exchange configuration" in order to create and assign a new user.



Enter the Password for the MediaGateway administrator account. The password only needs to be entered once per session. Click on "OK" here.



Click here for more information. Click on "OK" once you have entered all of the specifications.



By clicking on "Manage access to shares", you can change settings for all shared items in an subsequent dialog.

3. Exchange controls

3.1. Exchange file selection for attachments

With this control, file attachments can be inserted into Exchange applications. The control may only be implemented in the external data groups of an Exchange connection.



You can also find this element in the Exchange - Email application on the "Edit email" page. An Exchange file selection for attachments can be used under the following conditions: The page, where the element is located, must be placed on a page underneath an Exchange data group. If requirements are not fulfilled, you will be notified in this dialog which elements and structures are required for the use of the Exchange control.



The Exchange object, such as an email that a file should be uploaded for, must be available. This is the case if the edit page, where mail content is entered for example, is saved in an Intrexx Exchange application. The "Exchange file selection for attachments" must therefore be implemented on its own page, which will then be loaded by the edit page via a button with the action Save. The edit page where the "Exchange file selection for attachments" is located must be loaded in the main window or a pop-up. The option Jump to existing data set must be defined for the button that loads the page with the element. The page that is requested, such as the edit page where the email contents are entered, must be set as target destination. In addition, the expert attribute rq_msexcaction must be entered with the value "upload".

3.2. Exchange file view for attachments

With this control, file attachments from an Exchange data group can be displayed as a collection of download links. When you create this element, a wizard will open automatically that will guide you through the configuration. You can reach the help for each dialog by pressing F1 or the "Help" button in the respective dialog.

3.3. Exchange tree

With the Exchange tree, folder structures from Exchange, such as the mailbox structure, can be represented in Intrexx Exchange applications. To create this element, the external Exchange data group Folder is required, which you can find in the Exchange - Email application, for example.

4. More information

Configure Exchange connection
Exchange data sources in processes
Create elements