To Set Up a Connection with an Exchange Server

To set up a connection with an Exchange server, you add an account for the Exchange Server instance to your MYOB Acumatica instance by using the Exchange Server Configuration (SM204015) form.

Prerequisites

You have to set up a delegate mailbox to be used for synchronization between the Exchange server and the MYOB Acumatica instance. The delegate must have full access to the mailboxes of the users whose accounts should be synchronized.

To Add an Account for an Exchange Server

1. Open the Exchange Server Configuration (SM204015) form.
2. In the Account Name box of the Summary area, type the name of the Exchange server account.
3. In the Login box, enter the email account to be used for synchronization.
4. In the Authentication Method box, select the Basic Authentication option.
5. In the Password box, enter the password of the email account to be used for synchronization.
6. In the Default Policy Name box, select the synchronization policy to be used if a synchronization policy is not selected for an employee account.
7. Optional: In the Mail Server (optional) box, specify the URL of your Exchange server instance.
8. In the Logging Level box, select Default.
9. On the form toolbar, click Save to save the account.
10. On the form toolbar, click Test Account to test the account settings.

    The green check box on the form toolbar indicates that the connection is set up.

11. Select the Is Active check box to allow synchronization with the Exchange server.
12. On the form toolbar, click Save to save the account.