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Microsoft Exchange

The Microsoft Exchange package provides automation capabilities for Microsoft Exchange Server email operations using Exchange Web Services (EWS). This package enables you to retrieve emails, send messages, and manage attachments programmatically.

Overview​

The Microsoft Exchange package allows you to:

  • Connect to on-premises Exchange Server or Exchange Online via EWS
  • Retrieve emails from specific folders (Inbox, Sent Items, etc.)
  • Filter emails by read/unread status
  • Send emails with HTML or plain text content
  • Attach multiple files to outgoing emails
  • Save email attachments to local storage
  • Mark emails as read automatically

Authentication​

The package uses basic authentication with Exchange Web Services. You need to create credentials in your vault with the following structure:

{
  "username": "your_email@company.com",
  "password": "your_password"
}

Exchange Server Configuration​

To use this package, you need:

  1. Exchange Web Service URL - The EWS endpoint URL for your Exchange Server

    • On-premises: https://mail.company.com/EWS/Exchange.asmx
    • Exchange Online: https://outlook.office365.com/EWS/Exchange.asmx

  2. Exchange Version - Select the appropriate version:

    • Exchange2007_SP1
    • Exchange2010
    • Exchange2010_SP1
    • Exchange2010_SP2
    • Exchange2013
    • Exchange2013_SP1

  3. Valid Credentials - Email account username and password with EWS access

note

For Exchange Online, ensure that Basic Authentication is enabled for EWS. Modern authentication via OAuth2 is not supported by this package. Consider using the Microsoft Graph API packages for OAuth2-based authentication.

Common Use Cases​

Email Monitoring & Processing​

  • Monitor inbox for new emails
  • Retrieve unread emails for processing
  • Filter emails by folder
  • Extract email content and metadata
  • Download and process email attachments

Automated Email Communication​

  • Send automated notifications and alerts
  • Send reports with attachments
  • Respond to customer inquiries
  • Send bulk emails with personalized content

Document Management​

  • Extract attachments from incoming emails
  • Save attachments to specific folders
  • Process invoices, receipts, and documents
  • Archive email attachments automatically

Integration & Workflow​

  • Integrate with other systems via email
  • Trigger workflows based on incoming emails
  • Send status updates to stakeholders
  • Create email-based approval processes

Features​

Robust Error Handling​

  • Automatic retry logic with exponential backoff
  • Handles transient errors (server busy, timeouts, connection issues)
  • Clear error messages for troubleshooting
  • Detailed error codes for different failure scenarios

Performance Optimization​

  • Configurable message retrieval limits
  • Efficient property loading
  • Connection timeout management (100 seconds)
  • Support for large attachments

Flexible Configuration​

  • Multiple Exchange version support
  • Custom folder access
  • HTML and plain text email support
  • Multiple recipient support (To, Cc, Bcc)
  • SSL configuration options

Available Nodes​