Exact Globe+

Sending emails using Exchange Online with OAuth

Requirements

• Exact Globe+ or Exact Compact+ 500SP7 or 501SP1 from 15 December 2022 or newer.
• Exact Globe Next or Exact Compact 422SP14, 423SP7, or 424SP1 from 9 December 2022 or newer.
• Exact Synergy Enterprise 267SP14, 500SP7 or 501SP1 from 15 December 2022 or newer.
  
• Exact Lightweight Integration Server (ELIS) for product update 267SP14, 500SP7 or 501SP1 from 5 December 2022 or newer.

Creating application ID in Microsoft Azure for Microsoft Exchange Online

1. Go to https://portal.azure.com. 
2. Under the Azure services section, click Azure Active Directory. 
3. On the left panel, click App registrations.
4. Click + New registration.
5. On the Register an application page, define a name for the application and click Register. 
6. The Tenant ID is displayed at Directory (tenant) ID, and the Client ID is displayed at Application (client) ID under the Essentials section.
7. On the left panel, click Certificates & secrets.
8. Click + New client secret.
9. Define the description, select the expiry period, and click Add.
   Note: When the client secret expires, you must create a new client secret and enter the new value in your Exact product.
10. The Client secret is displayed in the Value column.
    Note: It is important to note down the client secret at this point because it is only visible after creating it. The client secret will not be displayed again.
11. On the left panel, click API permissions.
12. Click + Add a permission.
13. Click Microsoft Graph in the Microsoft APIs tab.
14. Click Application permissions.
15. Click Mail and select Mail.Send.
16. Click Add permissions.
17. If the Status column for the respective API or permission name is blank or it displays “Not granted for the Domain name”, click Grant admin consent for [Domain name].
18. You will see the “Grant admin consent confirmation.” message.
19. Click Yes. The status will be updated to “Granted”.

Define settings in Exact Globe+, Exact Globe Next, Exact Compact+, and Exact Compact

1. Go to System > General > User settings.
2. Click the Output tab.
3. Select Exchange Online under the E-mail section.
4. At Account under the Sender section, define the e-mail address that will be used for the sender.
5. At Client ID, enter the Client ID from the Azure portal.
6. At Tenant ID, enter the Tenant ID from the Azure portal.
7. At Client Secret, enter the Client secret from the Azure portal.
8. Click Save.
   

Define settings in Exact Synergy Enterprise

1. Go to Modules > HRM > Setup > General > Settings.
2. Click Edit.
3. Under the Server section at E-mail, select Exchange Online.
4. At Tenant ID, enter the Tenant ID from the Azure portal.
5. At Client ID, enter the Client ID from the Azure portal.
6. At Client Secret, enter the Client secret from the Azure portal.
7. At Sender account (email), define the e-mail address that will be used for the sender.
8. Click Save.

Define settings in Exact Lightweight Integration Server (ELIS)

1. Open ELIS Lightweight Integration Server Management Console.
2. Select Settings on the left panel.
3. Select Exchange Online at Server.
4. Type the tenant ID at Tenant ID.
5. Type the application (client) ID at Client ID.
6. Type the client secret at Client secret.
7. Type the sender account email at Sender account.