Connecting to on-premises Exchange server

This article contains instructions on how to connect to an on-premises Exchange server. If your organization is using Office 365, follow this link.

Important

You can connect to one server at a time. CodeTwo Out of Office Manager does not support multiple server connections.

If you're running the program for the first time, the Target server connection wizard will open automatically. To open the wizard from the Administration Panel, click Connection on the toolbar (Fig. 1.).

OOOM - Changing Exchange connection.
Fig. 1. Locating the Connection button.
 
In the first step, Target server, select On-Premises Exchange Server (Fig. 2.) and click Next.
 
Choosing server type connection.
Fig. 2. Choosing the type of an Exchange server.

On the Server connection screen, you can decide how to connect to your server, depending on which domain your server is located in. If your server is located in the same domain as the machine the program is installed on, choose the Autodiscover function that will locate the server automatically (Fig. 3.).

Target server connection wizard.
Fig. 3. Locating the Exchange server automatically.

If your server is located in a different domain, you will need to enter the server's location manually. To do that, select Configure connection manually and enter the full name of the server (DNS name) or its IP address (Fig. 4.). You don't need to fill the EWS URL field as it will be filled in automatically. Click Next to continue.

Manually configuring Exchange Server's location.
Fig. 4. Configuring the connection to the Exchange server manually.

In the next step, you will find out that the User Principal Name (UPN) of the target server administrator has been filled in automatically. This account will be used to create auto-replies for all users in your organization. To use UPN from outside your domain, enter the UPN manually (Fig. 5.) or click Browse to pull the appropriate UPN from your Active Directory.

Choosing the administrator's UPN.
Fig. 5. Typing in the Administrator's UPN.

Important

Make sure that the Administrator has their UPN configured. Otherwise, the program may work incorrectly.

Once you choose the Browse button, AD user picker will open. By clicking Locations, you can specify the domain from which the UPN will be taken (Fig. 6.).

Selecting the administrator's UPN from Active Directory.
Fig. 6. Selecting the administrator's UPN from Active Directory.

After choosing the domain, enter the administrator's name and select Check Names. A list of matching users will appear. Choose a user and click OK. The Administrator's UPN field will be filled in automatically. Enter the password and move on to the Verification step.

Important

Please note that the AD user picker can only list the UPNs of administrators from the same domain or different trusted domains. This option is unavailable for the untrusted domains. If you want to select UPN from the untrusted domain, you will have to type it in manually.

In the Verification step, the program checks the connection to the server, the impersonation rights status and the connection to the target PowerShell console (Fig. 7.)

Verification stage of the target server connection wizard.
Fig. 7. Verification step of the Target server connection wizard.

To check if the administrator has impersonation rights to a given mailbox on the target server, click Test in the Steps to consider section. In the Select Active Directory user window that opens, click Browse, select a target mailbox and click Test (Fig. 8.).

OOOM - Test user.
Fig. 8. Impersonation rights test window.

If the administrator has been granted appropriate rights to the selected mailbox, the Test succeeded notification will show (Fig. 9.).

OOOM - Test succeeded 2.
Fig. 9. Test succeeded notification.

If the chosen administrator does not have impersonation rights to the selected mailbox, you will receive the Test failed warning (Fig. 10.). In such a case, double check the administrator's email address and password, and confirm if their permissions in Active Directory are sufficient to access the user’s mailbox. Read this KB article to learn how to assign the impersonation rights manually.

OOOM - Test failed.
Fig. 10. Test failed notification.

If the administrator has appropriate permissions and the test is passed, you can submit your configuration via the Finish button.

Please note that you can edit the connection to Exchange Server at any time by clicking the Connection button located on the Administration Panel's toolbar (Fig. 1. above).

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