> ## Documentation Index
> Fetch the complete documentation index at: https://docs.sync.cdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Microsoft Exchange

You can use the Microsoft Exchange connector from the CData Sync application to capture data
from Microsoft Exchange and move it to any supported destination. To do so, you need to add
the connector, authenticate to the connector, and complete your connection.

## Add the Microsoft Exchange Connector

To enable Sync to use data from Microsoft Exchange, you first must add the
connector, as follows:

<ol>
  <li>Open the **Connections** page of the Sync dashboard.</li>
  <li>Click **Add Connection** to open the **Select Connectors** page.</li>
  <li>Click the **Sources** tab and locate
  the **Microsoft Exchange** row.</li>

  <li>
    Click the **Configure Connection** icon at the end of that row to open
    the **New Connection** page. This action opens the
    **Add Connection** dialog.

    **Note:** If the **Configure Connection** icon is not
    available, click the **Download Connector** icon to install
    the Microsoft Exchange connector.
  </li>

  <li>Enter a name for your connection in the **Add Connection** dialog.</li>
  <li>Click **Add** to open the **Settings** tab for your connector.</li>
</ol>

For more information about installing new connectors, see
[Connections](https://docs.sync.cdata.com/26.4/en/connections/connections.md).

## Authenticate to Microsoft Exchange

After you add the connector, you need to set the required properties.

* **Platform:** Select the platform that is associated with your Exchange server. The default platform is **Exchange\_Online**.
* **Server:** Enter the address of the Exchange server to which you want to connect.
* **Office365 Environment:** Select the Microsoft Office 365 environment to use when you connect to Microsoft Exchange.

CData Sync supports the ability to connect to local and cloud-hosted Microsoft Exchange files. Select your connection type below to proceed to the relevant section that contains the connection details.

* [**Oauth**](#oauth)
* [**Azure Active Directory**](#azure-active-directory) (default)
* [**Azure Managed Service Identity**](#azure-managed-service-identity)
* [**Azure Service Principal**](#azure-service-principal)
* [**Azure Service Principal Certificate**](#azure-service-principal-certificate)

### OAuth

CData Sync provides an embedded OAuth application with which to connect. To use the application, select **OAuth** for **Auth Scheme**. No additional properties are required.

### Azure Active Directory

To connect with an Azure Active Directory (AD) user account, specify the following properties:

* **Auth Scheme:** Select **AzureAD**.
* **Azure Tenant:** Enter the Microsoft Exchange tenant that is used to access data, either by name (for example, contoso.omnicrosoft.com) or identifier.

### Azure Managed Service Identity

To leverage Azure Managed Service Identity (MSI) when CData Sync is running on an Azure
virtual machine, select **Azure MSI** for **Auth Scheme**. No
additional properties are required.

### Azure Service Principal

To connect with an Azure service principal and client secret, set the following properties:

<ul><li>**Auth Scheme:** Select **AzureServicePrincipal**.</li>
<li>**Azure Tenant:** Enter the Microsoft Online tenant to which you want to connect.</li>
<li>**OAuth Client Id:** Enter the client Id that you were assigned when you registered your application with an OAuth authorization server.</li>
<li>**OAuth Client Secret:** Enter the client secret that you were assigned when you registered your application with an OAuth authorization server.</li></ul>

To obtain the OAuth client Id and client secret for your application:

<ol><li>Log in to the [Azure portal](https://portal.azure.com).</li>
<li>In the left navigation pane, select **All services**. Then, search for and select **App registrations**.</li>
<li>Click **New registrations**.</li>
<li>Enter an application name and select **Any Azure AD Directory - Multi Tenant**.</li>
<li>After you create the application, copy the application (client) Id value that is displayed in the **Overview** section. Use this value as the OAuth client Id.</li>
<li>Navigate to the **Certificates & Secrets** section and select **New Client Secret** for the application.</li>
<li>Specify the duration and save the client secret. After you save it, the key value is displayed.</li>
<li>Copy this value because it is displayed only once. You will use this value as the OAuth client secret.</li>
<li>On the **Authentication** tab, make sure to select **Access tokens (used for implicit flows)**.</li></ol>

### Azure Service Principal Certificate

To connect with an Azure service principal and client certificate, set the following properties:

<ul><li>**Auth Scheme:** Select **AzureServicePrincipalCert**.</li>
<li>**Azure Tenant:** Enter the Microsoft Online tenant to which you want to connect.</li>
<li>**OAuth Client Id:** Enter the client Id that you were assigned when you registered your application with an OAuth authorization server.</li>
<li>**OAuth JWT Cert:** Enter your Java web tokens (JWT) certificate store.</li>
<li>**OAuth JWT Cert Type:** Enter the type of key store that contains your JWT Certificate. The default type is **PEMKEY\_BLOB**.</li>
<li>(Optional) **OAuth JWT Cert Password:** Enter the password for your OAuth JWT certificate.</li>
<li>(Optional) **OAuth JWT Cert Subject:** Enter the subject of your OAuth JWT certificate.</li></ul>

To obtain the OAuth certificate for your application:

<ol><li>Log in to the [Azure portal](https://portal.azure.com).</li>
<li>In the left navigation pane, select **All services**. Then, search for and select **App registrations**.</li>
<li>Click **New registrations**.</li>
<li>Enter an application name and select **Any Azure AD Directory - Multi Tenant**.</li>
<li>After you create the application, copy the application (client) Id value that is displayed in the **Overview** section. Use this value as the OAuth client Id.</li>
<li>Navigate to the **Certificates & Secrets** section and select **Upload certificate**. Then, select the certificate to upload from your local machine.</li>
<li>Specify the duration and save the client secret. After you save it, the key value is displayed.</li>
<li>Copy this value because it is displayed only once. You will use this value as the OAuth client secret.</li>
<li>On the **Authentication** tab, make sure to select **Access tokens (used for implicit flows)**.</li></ol>

## Complete Your Connection

To complete your connection:

1. Define advanced connection settings on the **Advanced** tab. (In most cases, though, you should not need these settings.)
2. If you authenticate with oauth, click **Connect to Microsoft Exchange** to connect to your Microsoft Exchange account.
3. Click **Create & Test** to create your connection.

## More Information

For more information about interactions between CData Sync and Microsoft Exchange, see
[Microsoft Exchange Connector for CData Sync](https://cdn.cdata.com/help/CEN/synch/default.htm).


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