Create a Microsoft Exchange Connection

Create a Connection to Microsoft Exchange in Hero Platform_

    1. Open Hero Platform_.

    2. Open Integration from the navigation menu and select Connections.

   3. Click Create New Connection.

   4. Give the Connection a name and select Microsoft Exchange from the drop-down list for Connection type.


   5. The Microsoft Exchange Connection details screen pops up with fields that need to be configured. 

  • Enter the exchange service URL.
  • Enter the email address for the service.
  • Enter the password for the user.
  • Mark the radio button if impersonating a user is required. (optional)
    • Enter the target user's email address.
  • Mark the radio button if using a proxy is required. (optional)
    • Enter the proxy host URL.
    • Enter the proxy host port.
    • Mark if proxy authentication is required. 
      • Enter proxy username.
      • Enter the proxy password.
      • Enter the proxy domain URL.
  • Click OK.


     6. Click Test connection. A confirmation message is displayed if the connection has been established in Hero Platform_.


     7. Click OK to finish saving the Connection in Hero Platform_.