How to configure Outlook OAuth for Email Integration Plugin | Targetprocess - Enterprise Agility Solution

How to configure Outlook OAuth for Email Integration Plugin

Outlook OAuth is a safe and secure way to connect Email Integration Plugin to Microsoft Exchange Online (Office 365) account. This article will describe how to do that step-by-step.

  •  Open Microsoft Azure Portal and click on +New registration.

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    Give your application a name, for example, “Email Integration”. As Supported account types choose the second option - "accounts in organizational directory and personal accounts". Specify Redirect URI  as

    https://{account}.tpondemand.com/Admin/Plugins.aspx

    where {account}.tpondemand.com is your Targetprocess URL.

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  • Go to API permissions section. Click on +Add a permission, then in the next window select Microsoft Graph.

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    Select “Delegated permissions” and then tick checkboxes for the next permissions: User.Read, email, offline_access, openid, profile, IMAP.AccessAsUser.All and POP.AccessAsUser.All.

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    After you add them your window with granted permissions will look like in the screenshot below.

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  • Let's go to Overview section and copy Application (client) ID from there.

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    Now open Credentials & secrets section and  click on +New client secret, add any Description there and set Expiration date to Never.

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    After you add it make sure that you copy value of this Client secret somewhere.

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  • Now open your Targetprocess account and go directly to Settings >Plugins > Project Email Integration. You can create a new one or use the existing profile. In the configuration you need to choose Outlook OAuth in Secure access method dropdown. After it's done you can fill out Client id and Client secret values with the ones you got in the previous step.

    So far POP is not supported in Office 365 Oauth configuration. Microsoft is working on making it available at the moment: https://developer.microsoft.com/en-us/office/blogs/announcing-oauth-2-0-support-for-imap-smtp-client-protocols-in-exchange-online/

     

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  • Finally, you can click Sign in, login with email you've configured your application for and confirm that you want to give permissions for this app to access your mailbox.

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    Afterward, in the Email Integration profile page you will see green Sign out button and your email next to Client id. You can also double-check that everything is ok by pressing Check connection and getting the response "Connection was established successfully".

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That's it! Now your Email Integration Plugin is connected to the mailbox using Outlook OAuth.

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