Exchange (CMIS Binding) - Revision history

Dgreenwood: /* OAuth Service Login set up */

2025-09-19T15:21:00Z

OAuth Service Login set up

← Older revision		Revision as of 10:21, 19 September 2025
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	\|}		\|}

	== OAuth Service Login ~~set up~~ ==		== OAuth Service Login setup ==

	OAuth Service Login is the preferred Authentication Method for Exchange connections. The OAuth Service Login method implements OAuth 2.0 authentication using the client credentials flow for secure server-to-server access in Grooper. This method is preferred because:		OAuth Service Login is the preferred Authentication Method for Exchange connections. The OAuth Service Login method implements OAuth 2.0 authentication using the client credentials flow for secure server-to-server access in Grooper. This method is preferred because:

Dgreenwood: /* Step 2: Configure the CMIS Connection */

2025-09-19T15:15:18Z

Step 2: Configure the CMIS Connection

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 * The app registration's client ID ("Application (client) ID").
 * The app registration's client secret value.
 == Known Issues & Limitations ==

Dgreenwood: /* How To: Create a New Exchange Connection */

2025-09-19T14:59:06Z

How To: Create a New Exchange Connection

← Older revision		Revision as of 09:59, 19 September 2025
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	#On the CMIS Connection tab, select "Exchange" from the "Connection Settings" drop-down menu.		#On the CMIS Connection tab, select "Exchange" from the "Connection Settings" drop-down menu.
	#Enter the host name or IP address of the Microsoft exchange server.		#Enter the host name or IP address of the Microsoft exchange server.
	#*~~For example,~~ outlook.office365.com is the hostname for ~~exchange online~~.		#*<li class="fyi-bullet"><code>outlook.office365.com</code> is the hostname for Exchange Online.
	#Choose your Authentication Method.		#Choose your Authentication Method.
	#* '''Auto Authentication''' - Authenticates automatically using the current Windows user's credentials.		#* '''Auto Authentication''' - Authenticates automatically using the current Windows user's credentials.

Dgreenwood: /* Exchange CMIS Content Types */

2025-09-19T14:56:39Z

Exchange CMIS Content Types

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 * Has Attachments
 |}
 == Known Issues & Limitations ==

Dgreenwood: /* Exporting */

2025-09-19T13:40:03Z

Exporting

← Older revision		Revision as of 08:40, 19 September 2025
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	=== Exporting ===		=== Exporting ===
			*<li class="attn-bullet"> While it's common to import documents from an email source, it's not common to export documents to an email source. While exporting to a CMIS Repository using the Exchange binding is technically possible, it is not common. While exporting to an Exchange CMIS Repository is partially documented in this article, it is not widely done in production scenarios.

	==== Configuring an Export Behavior ====		==== Configuring an Export Behavior ====
	[https://app.supademo.com/demo/cmaco94d300nn0h0iebevcgvh?step=1 Click here for an interactive walkthrough]		[https://app.supademo.com/demo/cmaco94d300nn0h0iebevcgvh?step=1 Click here for an interactive walkthrough]

Dgreenwood: /* Submitting an Import Job with Exchange from the Batches Page */

2025-09-19T13:16:58Z

Submitting an Import Job with Exchange from the Batches Page

← Older revision		Revision as of 08:16, 19 September 2025
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	=== Importing ===		=== Importing ===
	==== Submitting an Import Job with Exchange from the Batches Page ====		==== Submitting an Import Job with Exchange from the Batches Page ====
	~~[https://app.supademo.com/demo/cmab8oykh0001zi0ixt05vy3r?step=1 Click here for an interactive walkthrough]~~

	# Click the Imports icon.		# Click the Imports icon.
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	# When finished, click Submit.		# When finished, click Submit.
	# Once your Import Job is complete, go to the Design page, then Batches --> Test --> Imported Batches and select the newly imported Batch to view the contents.		# Once your Import Job is complete, go to the Design page, then Batches --> Test --> Imported Batches and select the newly imported Batch to view the contents.

			<div style="position: relative; box-sizing: content-box; max-height: 80vh; max-height: 80svh; width: 100%; aspect-ratio: 1.7777777777777777; padding: 40px 0 40px 0;"><iframe src="https://app.supademo.com/embed/cmab8oykh0001zi0ixt05vy3r?embed_v=2&utm_source=embed" loading="lazy" title="Submitting an Import Job with Exchange" allow="clipboard-write" frameborder="0" webkitallowfullscreen="true" mozallowfullscreen="true" allowfullscreen style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div>

	=== Exporting ===		=== Exporting ===

Dgreenwood: /* How To: Create a New Exchange Connection */

2025-09-19T13:12:02Z

How To: Create a New Exchange Connection

← Older revision		Revision as of 08:12, 19 September 2025
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	== How To: Create a New Exchange Connection ==		== How To: Create a New Exchange Connection ==

	~~[https://app.supademo.com/demo/cm8rdgob90001msbr27v26jzm Click here for an interactive walkthrough]~~



	#Expand your Projects Folder.		#Expand your Projects Folder.
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	# Selecting the imported repository, you see you can have access to all email folders from messages to contacts.		# Selecting the imported repository, you see you can have access to all email folders from messages to contacts.
	#You can bring in any email message, including attached files into Grooper.		#You can bring in any email message, including attached files into Grooper.

			<div style="position: relative; box-sizing: content-box; max-height: 80vh; max-height: 80svh; width: 100%; aspect-ratio: 1.7777777777777777; padding: 40px 0 40px 0;"><iframe src="https://app.supademo.com/embed/cm8rdgob90001msbr27v26jzm?embed_v=2&utm_source=embed" loading="lazy" title="Exchange (CMIS Connection Type) - How to Create a New Exchange Connection" allow="clipboard-write" frameborder="0" webkitallowfullscreen="true" mozallowfullscreen="true" allowfullscreen style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div>

	== Importing and Exporting using an Exchange CMIS Connection==		== Importing and Exporting using an Exchange CMIS Connection==

Dgreenwood at 19:36, 18 September 2025

2025-09-18T19:36:37Z

← Older revision		Revision as of 14:36, 18 September 2025
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	The '''''Exchange''''' '''''Connection Type''''' allows you to access Outlook files and folders. You can access mail messages, calendar appointments, contact cards, and tasks all using this binding. Once connected, you can import full mail message threads and attached files into Grooper.		The '''''Exchange''''' '''''Connection Type''''' allows you to access Outlook files and folders. You can access mail messages, calendar appointments, contact cards, and tasks all using this binding. Once connected, you can import full mail message threads and attached files into Grooper.

			== About ==
			Microsoft Exchange Server is "[https://en.wikipedia.org/wiki/Microsoft_Exchange_Server a mail server and calendaring server developed by Microsoft]".
			:*<li class="fyi-bullet"> Microsoft Outlook is an email client that is usually hosted on Exchange servers.
			:** If using Outlook with a Microsoft 365 subscription, your email is (typically) hosted on Exchange Online (outlook.office365.com).
			:** In corporate environments, Outlook often connects to an on-premise Exchange server managed by the organizations IT.

			The "Exchange" CMIS Binding provides Grooper connectivity to Microsoft Exchange mail servers (on-prem Exchange or Exchange Online) via Exchange Web Services. This enables Grooper to access, search and manage mail messages, appointments, contacts and tasks from one or more Exchange mailboxes. Mailboxes are exposed to Grooper as a CMIS Repository. CMIS Repository nodes are created as children of the CMIS Connection by importing a reference to their source location.

			The Exchange CMIS Repository allows Grooper to "see" emails in the mailbox. Once a CMIS Repository is created, you can import, browse and query emails from Grooper.
			* The Exchange binding can be used for import operations via [[CMIS Import]] using "Import Descendants" or "Import Query Results".
			* It can be used for export operations via [[CMIS Export]].
			**<li class="attn-bullet"> While it's common to import documents from an email source, it's not common to export documents to an email source. While exporting to a CMIS Repository using the Exchange binding is technically possible, it is not common. While exporting to an Exchange CMIS Repository is partially documented in this article, it is not widely done in production scenarios.

	== How To: Create a New Exchange Connection ==		== How To: Create a New Exchange Connection ==

Dgreenwood: /* Version Differences */

2025-09-18T19:10:06Z

Version Differences

← Older revision		Revision as of 14:10, 18 September 2025
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	The '''''Exchange''''' '''''Connection Type''''' allows you to access Outlook files and folders. You can access mail messages, calendar appointments, contact cards, and tasks all using this binding. Once connected, you can import full mail message threads and attached files into Grooper.		The '''''Exchange''''' '''''Connection Type''''' allows you to access Outlook files and folders. You can access mail messages, calendar appointments, contact cards, and tasks all using this binding. Once connected, you can import full mail message threads and attached files into Grooper.

	~~== Version Differences ==~~
	Prior to version 2.72, connections to Exchange servers were made using the Mail Import and Mail Export providers. The '''''Exchange''''' binding replaces the old '''''Mail Import''''' provider and provides increased functionality. '''''Mail Import''''' is still available as a "legacy" provider. While these providers still exists in Grooper as legacy import and export providers, they are deprecated components and no longer recommended for use.

	For increased functionality in 2.72, create a '''[[CMIS Connection]]''' using the '''''Exchange''''' '''''Connection Type''''' and utilize the new '''''[[CMIS Import]]''''' and '''''[[CMIS Export]]''''' capabilities.

	== How To: Create a New Exchange Connection ==		== How To: Create a New Exchange Connection ==

Dgreenwood: /* Exchange CMISQL Query Examples */

2025-06-13T15:53:48Z

Exchange CMISQL Query Examples

← Older revision		Revision as of 10:53, 13 June 2025
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	You can also search across all content types. This query would return any Messages, Contacts, Appointments or Tasks that have the words "grooper" "2023" and "beta" in their text (including subject lines). You also have access to <code>OR</code> and <code>NOT</code> operators.		You can also search across all content types. This query would return any Messages, Contacts, Appointments or Tasks that have the words "grooper" "2023" and "beta" in their text (including subject lines). You also have access to <code>OR</code> and <code>NOT</code> operators.

			== Exchange CMIS Content Types ==

			The Exchange Binding has five "CMIS content types": Item, Messages, Appointments, Contacts and Tasks. Each one has its own set of properties you can query using CMISQL queries (Either using a CMIS Repository's "Search Tab" or using '''''Import Query Results''''' to import files from an inbox). The "Item" content type is a base type from which all four content types inherit. It defines a common set of properties to the other four content types. All five content types are full text searchable using the <code>CONTAINS()</code> predicate.

			{\|cellpadding="10" cellspacing="10"
			\|'''Content Type'''\|\|'''Description'''\|\|'''Properties'''
			\|-valign="top"
			\|Item
			\|The base type item, which all content types inherit.

			'''Users should ''only'' query using this content type if they want to return files of all types (Messages, Appointments, Contacts and Tasks).'''
			\|
			* Subject
			* Size
			* Has Attachments
			\|-valign="top"
			\|Message
			\|Represents an email message.
			'''This is the most commonly used Exchange content type.'''
			'''Most typically users want to query/import email messages.'''

			* MIME Type: message/rfc822
			* File Extension: .eml
			\|
			* Subject
			* Sender
			* To Recipients
			* Cc Recipients
			* Bcc Recipients
			* Date Time Recieved
			* Date Time Sent
			* Is Read
			* Size
			* Has Attachments
			\|-valign="top"
			\|Appointment
			\|Represents a calendar appointment

			* MIME Type: text/calendar
			* File Extension: .ics
			\|
			* Subject
			* Organizer
			* Size
			* Has Attachments
			\|-valign="top"
			\|Contact
			\|Represents a contact card.

			* MIME Type: text/x-vcard
			* File Extension: .vcf
			\|
			* Display Name
			* Subject
			* Size
			* Has Attachments
			\|-valign="top"
			\|Task
			\|Represents a task

			* MIME Type: text/plain
			* File Extension: .txt
			\|
			* Subject
			* Size
			* Has Attachments
			\|}

	== Known Issues & Limitations ==		== Known Issues & Limitations ==