2023:Exchange (CMIS Binding)

The Exchange Connection Type is a CMIS Binding that connects Grooper to email messages and folders through a Microsoft Exchange Server.

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 Exchagne 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 Legacy Export providers, they are depreciated 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

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In the "Connection Properties" panel, select "Exchange" from the "Connection Type" drop down list. Expand the "Connection Settings" heading. Enter the host name or IP address of the Microsoft exchange server. For example, "outlook.office365.com" is the hostname for exchange online.

Choose your Authentication Method.

• Auto Authentication - Authenticates automatically using the current Windows user's credentials.
• Basic Authentication - Implements Basic HTTP Authentication as defined in RFC-7617. If you choose this option, you will need to enter your user name and password
• NTLM Authentication - Implements NTLM Authentication as defined in MS-NLMP. If you choose this method, you will need to enter the Windows Active Directory domain name and user name and password.
• OAuth Authentication - Implements OAuth 2.0 for connections to Exchange. If you choose this method, you will click a nested button to log in using a Microsoft account.

Under "Mailbox List" press the ellipsis button to bring up a list editor. Here you can enter a list of email addresses you want to access as repositories. This means you can access multiple mailboxes using one "superuser" account.

!	In versions before 2.80, this property may be named "Delegate Accounts".

Select "Import Repository" to bring in these repositories for Grooper to import and export to the corresponding folders in the connected file system. The red circle on the upper right corner of the icon will go from red to green once the repository is imported.

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

Exchange Binding Content Types

The Exchange Binding has four content types, Messages, Appointments, Contacts, and Tasks. Each one has its own set of properties you can query using the "Search Repository" tab when selecting an imported repository. All four content types are full text searchable.  There is also a base type "Item" which all four content types inherit. It is also full-text searchable, defining a common set of properties to all four document types.

Content Type	Description	Properties
Appointment	Represents a calendar appointment MIME Type: text/calendar File Extension: .ics	Subject Organizer Size Has Attachments
Contact	Represents a contact card. MIME Type: text/x-vcard File Extension: .vcf	Display Name Subject Size Has Attachments
Message	Represents an email message. 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
Task	Represents a task MIME Type: text/plain File Extension: .txt	Subject Size Has Attachments
Item	The base type item, which all document types inherit	Subject Size Has Attachments

Exchange Query Examples

You can search across all item types, including searching for e-mail messages. A use for this could be using **Import Query Results** to narrow down what you want to import across several mailboxes.

Query 1

SELECT * FROM Message WHERE HasAttachments=True AND Subject LIKE '%Sales Order%' AND Subject LIKE '%grooper%' AND DateTime Received>='1/1/2018'

This query would search the Message content type for certain property values. Namely, that the messages have attachment, contain the words "Sales Order" and "grooper" in the title and were received after Jan 01, 2018.

Note you cannot search for identity in a subject line.  You cannot use the = operator to search for something in a subject. Instead, use the LIKE predicate. Search using grammar like this: Subject LIKE '%put what you're searching for here%'

Query 2

SELECT * FROM Item WHERE CONTAINS ('grooper AND 2.72 AND beta')

You can also search across all document types. This query would return any Messages, Contacts, Appointments or Tasks that have the words "grooper" "2.72" and "beta" in their text (including subject lines). You also have access to OR and NOT operators.