Connector for Microsoft Exchange in applications

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.

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:

  • List of one's own appointments for the day in a table display

  • Display of an individual appointment

  • Display of participants

  • Display of attachments, with download

  • Display of one's own appointments in calendar display, with the ability to move appointments via drag & drop

  • Display of entries for public calendar entries with Exchange permissions taken into account

  • Display of users that are recognized as resources, such as conference rooms

  • Creating appointments

  • Editing appointments

  • Deleting of appointments

  • List of entries using tables, free layout tables and calendars

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".

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:

  • Creating one's own contacts

  • Changing one's own contacts

  • Deletion one's own contacts

  • List of contacts via tables, free layout tables, calendars

  • Display of all contacts on mobile end devices

  • Use of dynamic filters

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.

Exchange - Notes

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

  • Create notes

  • Edit notes

  • Delete notes

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 selected note.

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:

  • List emails with tables, free layout tables, calendars

  • Display and selection of the folder structure of the personal mailbox

  • Link on the OWA

  • Notification of new emails

  • Display number of unread emails

  • Display emails

  • Create emails

  • Delete emails

If you click on an email, the detailed view will be shown.

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

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. Click here for more information.

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:

  • Enter own tasks

  • Edit own tasks

  • Delete own tasks

  • List tasks with tables, free layout tables, calendars

  • Display of all tasks on mobile end devices

  • Use of dynamic filters

New task

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

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 shares

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

The business email address of the user.

The mailbox of the user is important for the release. 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 Intrexx Exchange applications.

Use in Intrexx

Enter here the resources that you wish to access:

  • Calendar plugin

  • Contacts

  • Inbox

  • Journal

  • Notes

  • Tasks

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

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.

Datahandler

The appropriate datahandler is entered automatically when you select an Exchange 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 more 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. With the "Login as static user" option, the "Select user" link will be activated. Clicking on this link opens a dialog that allows users from the data source configuration that have been created and assigned to Exchange users to 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 about this dialog. 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.

Exchange controls

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

  • Exchange - Appointments

  • Exchange - Messages

  • Exchange - Contacts

  • Exchange - Tasks

  • Exchange - Resources - Appointments

of an Exchange connection.

You can also find this element in the Exchange - Email application on the "Edit email" page. An Exchange file selector for attachments can be used under the following conditions: The page where the element is located must be located on a page below the 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 record must be defined for the button that loads the page with the element. The button that saves the "Exchange file selection for attachments" page must also be set with the Jump to existing record option. 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".

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.

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.

More information

Configure Exchange connection
Exchange data sources in processes
Create elements