Exchange prerequisites

If you use WorkZone Process, you need to specifically configure Exchange.

You must create an Exchange Account and set it up to:

  • Send smartmails.
  • Send email notifications.
  • Monitor mailboxes.

You can set up the account on an Exchange On-Premises server or in Exchange Online.

You can use an email account different from the email account of the SOMESERVICEUSERNAME to send smartmails. Thus allowing a user friendly sender to be seen as sender on smartmails. To do this, you will need to configure an email account that grants SOMESERVICEUSERNAME the right to send on behalf of the configured mail account.

Microsoft documentation links

To make SOMESERVICEUSERNAME able to send messages on behalf of a MailAgent user, make the configurations described here: http://technet.microsoft.com/en-us/library/aa998291(EXCHG.80).aspx

For more information about setting up Send As permission, see: 

Example: A mailbox which allows SOMESERVICEUSERNAME to send on behalf of someone could be MailAgent@lmdom.local.

See Configure WorkZone Process.

You can automate the configuration of how you want to send smartmails by configuring the Autodiscover service on the Exchange Server. The Exchange autodiscover service finds the endpoint for the Exchange service automatically when you configure how to send smartmails in WorkZone Process Configurator. See Configure WorkZone Process and the ExchangeWebServicesUri and UseAutoDiscover parameters in the Exchange configurations section, if you use command line configuration.

See also Autodiscover for Exchange in the Microsoft documentation.

Verify that the following is in place:

On the agent server

  • Verify access to the Exchange EWS web service:
    1. Open Internet Explorer as the user who is sending e-mails.
    2. Go to http(s)://<Exchange Server Name>/EWS/Exchange.asmx.

      3. This should return XML.

  • Verify access to oData with SOMESERVICEUSERNAME:
    1. Open Internet Explorer as SOMESERVICEUSERNAME.
    2. Click Tools > Internet options > Content.
    3. Under Feeds and web slices, click Settings.
    4. Under Advanced, deselect the Turn on feed reading view check box.
    5. Click OK, and then go to http://<hostname>/OData.

      6. This should return XML.

On the web servers

Verify access to oData with SOMESERVICEUSERNAME.

  1. Open Internet Explorer as SOMESERVICEUSERNAME.
  2. Go to http://<hostname>/OData.

    3. This should return XML.