Set Up an IMAP Event Source for Exchange Online

You have the option of defining processes in an email inbox as triggering events for Intrexx processes. For example, you can define that when an email is received, another email is sent or a record is written.

To set triggering events, access to the mailbox must be set up via IMAP.

To enable Intrexx to access the IMAP mailbox on Microsoft Exchange Online, you must perform a series of tasks in Microsoft Azure, Microsoft Exchange Online, and Intrexx. The following chart provides an overview of our key activities.

Microsoft Azure

Microsoft Exchange Online

Intrexx

Step-by-Step

To set up an IMAP event source for Exchange Online, follow these steps:

1. Open the process in which you want to set up an IMAP event source.

2. Select the "IMAP Event Source" element and drag and drop it onto the workspace.

3. Double-click the item or press ENTER.

4. The "General" dialog box appears.

   

   Title

   Enter a title for the event source here.

   Description

   You can enter a description for the event source here.

   Multilingualism

   You can enter texts in multiple languages.

   For detailed information on this, see the " Multilingualism" section.

5. Click "Next."

   This takes you to the "Event Source Type" dialog box.

   

6. Select "Exchange Online."

   Standard IMAP

   If you want to set up a "Standard IMAP Event Source," you can find the instructions in the section " Set Up a Standard IMAP Event Source."

7. Click "Next."

   This will take you to the "Email Server" dialog box.

   In this dialog box, you must enter the information from Microsoft Azure (Microsoft Azure).

   

   Starting with Intrexx version 12.0.0

   

   Standard IMAP

   If you want to set up a "Standard IMAP Event Source," you can find the instructions in the section " Set Up a Standard IMAP Event Source."

   Tenant

   Enter the Tenant ID here. You can find these at Microsoft Azure in the "Directory ID (Client)" field ().

   

   User Principal Name (UPN)

   Enter the user principal name (UPN) of a user who has access to Microsoft Exchange Online or the corresponding mailbox.

   Application ID (Client ID)

   Enter the application ID (client ID) here. You can find this information at Microsoft Azure in the "Application ID (Client ID)" field ().

   Client Secret

   Enter the value (!) of the client secret here. You can find this in Microsoft Azure under the "Certificates & Secrets" menu item. For detailed information on this topic, see the " Generate a secret client key" section.

   Starting with Intrexx version 12.0.0

   If you click the small downward-pointing arrow to the right of the " " key icon, a menu will open where you can choose whether to save the password with the process or retrieve it from the Credential Store.If you select "From Credential Store," the key icon changes, and the password input field becomes a drop-down list from which you can select the desired credential. The name of the credential is then saved during the process.

   You can find all additional information about the Intrexx Credential Store and the use of credentials in process elements here.

   Folder path

   Enter the path to the folder you want to monitor here. The root directory of an IMAP mailbox is usually named INBOX. Folder names and the path separator depend on the IMAP server product being used and its configuration.

8. Click "Next."

9. This will take you to the "Options" dialog box.

   

   Polling interval

   This is the time that elapses before new requests are sent to the server. The drop-down list allows you to define the time unit in milliseconds, seconds, minutes, or hours.

   Filter for selecting emails

   Here you can set the emails for selection.

   • Only unseen emails

   • Only seen emails

   • All emails

   If, in the IMAP event source, the status of the processed emails is not changed—either through a final action in the configuration dialog or via a Groovy script—in such a way that the filter condition no longer applies, the IMAP event will be executed repeatedly for the first email in the query's result set—not just at the next scheduled time according to the polling interval, but immediately. It is intended that it is not compulsory to select a final action in the dialog. In that case, a final action should definitely be executed with a Groovy script. It should be ensured that the filter condition for selecting emails no longer applies to the processed emails after the process has been executed. The condition consists of a folder path and a filter. Therefore it is always sufficient to move an email to another folder or to delete it. It is equally sufficient to label emails as deleted, for example. If unread emails are filtered out, simply mark them as read.

   Execute final actions on the email server

   Mark as seen

   The filtered emails are marked as read.

   Move

   Moves the emails to the folder path defined here.

   Folder path

   Enter the corresponding folder path here.

   Delete

   The filtered emails are marked as deleted.

   Delete and expunge

   The filtered emails are deleted.

   The following settings have a major effect on the content of the selected folder:

   • Move

   • Delete

   • Delete and expunge

   We only recommend these settings for mailboxes specifically set up for this purpose. United Planet assumes no responsibility for errors that result from choosing the incorrect setting here.

   IMAP provider settings

   The provider settings can be configured here.

   Edit IMAP Provider Settings
   

   Opens a dialog box where you can edit the settings.

   

   Name

   The name of the IMAP provider setting is shown here.

   Value

   The value of the IMAP provider setting is shown here.

   Add an entry

   Creates a new row. In the "Name" column, you can select a setting or enter one directly. You can enter the value by double-clicking the corresponding cell.

   You can find an overview of the possible entries at the following link: Package com.sun.mail.imap

   Delete entry

   Removes the currently selected setting from the list.

   You can find information about IMAP provider settings here.

   Access to Shared Mailboxes

   To access shared mailboxes using the IMAP event source, add the following two parameters here with the value "true."

   • mail.imaps.auth.plain.disable

   • mail.imaps.auth.ntlm.disable

   Run process with administrator rights

   With this setting, the process's actions are performed with the appropriate permissions.

10. Click "Next."

    This takes you to the "User Selection" dialog box.

    

    You can choose a user whose context should be used to execute the action here.

    Default User from the Portal Properties

    If no specific user is selected, this option automatically uses the user defined in the portal properties.

    Static users

    A specific user is specified here.

    Select a user

    Opens a dialog box where a user can be selected.

    User from System Value

    The user can also be identified from a system data group.

    Edit system value

    Opens a dialog box in which a value from a system data group can be referenced.

11. Click "Next."

    This will take you to the "Connection Test" dialog box.

    

    Test

    Click here to test the IMAP connection.

    

12. Click "OK."

Your Next Steps

Set Up an IMAP Event Handler

More Information

Set Up a Standard IMAP Event Source