Preparing MS Exchange

URL to Exchange web services and admin user with impersonation access to all mailboxes is required.

Admin user account used for connecting to Exchange server should be able to impersonate as any mailbox user involved in synchronization with SugarCRM.

To configure Microsoft Exchange Impersonation for specific users or groups of users, complete the following steps.

Microsoft Exchange Server 2007

Click Start > All programs > Microsoft Exchange Server 2007 > Exchange Management Shell.

On the Microsoft Exchange Server, while logged in as domain administrator, run the following power shell commands to set the correct impersonation rights:

Get-MailboxServer "<ex2007_server_name>" | Add-AdPermission
-User "<SyncAdmin>" -AccessRights ExtendedRight -ExtendedRights
ms-Exch-EPI-May-Impersonate, ms-Exch-EPI-Impersonation

For example:

Get-MailboxServer "ex07" | Add-AdPermission -User "Administrator"
-AccessRights ExtendedRight -ExtendedRights ms-Exch-EPI-May-Impersonate,
ms-Exch-EPI-Impersonation

For more information about configuring the Microsoft Exchange 2007 Impersonation feature, visit MSDN Library and search for "Configuring Exchange Impersonation" (http://msdn.microsoft.com/en-us/library/bb204095(EXCHG.80).aspx)

Microsoft Exchange Server 2010

Click Start > All programs > Microsoft Exchange Server 2010 > Exchange Management Shell.

Type the following command to allow impersonation:

New-ManagementRoleAssignment -Name "<NewExchangeRole>"
-Role:ApplicationImpersonation -User "<SERVICE_ACCOUNT>"

For example:

New-ManagementRoleAssignment -Name "Sugar Admin EWS"
-Role:ApplicationImpersonation -User Administrator

For more information about configuring the Microsoft Exchange 2010 Impersonation feature, visit MSDN Library and search for "Configuring Exchange Impersonation" (http://msdn.microsoft.com/en-us/library/bb204095(v=exchg.140).aspx)

Office 365 2010

To connect to Office365 Exchange 2010 instance you will need the Exchange URL, administrator username and password.

Here are simple steps to discover the URL:

1. Login to Office365 admin interface and click Settings in Outlook section.

2. On the opened page click Mail link.

3. Admin mailbox will be opened. Notice the Exchange server name in the browser address box.

4. To obtain Exchange URL simply append /EWS/Exchange.asmx to Exchange server name. Then enter values in the synchronization profile wizard.

Important note: URL obtained by logging with non-admin user is not valid. E.g. in our case it is https://bluprd0511.outlook.com. It is different from https://sn2prd0510.outlook.com and is not suitable for connection.

Office 365 2013

To connect to Office365 Exchange 2013 instance you will need the Exchange URL, administrator username and password.

Here are simple steps to discover the URL:

1. Login to Office365 admin interface at https://portal.microsoftonline.com and click Outlook link on the toolbar.

2. To obtain Exchange URL simply append /EWS/Exchange.asmx to Exchange server name (selected on the picture above). Then enter values in the synchronization profile wizard.