FAQs in this section
What is an Exchange Connector?
Why should I use Exchange Connector?
What are the benefits of Exchange connector over Vtiger Outlook plugin?
What happens when I configure the Exchange Connector?
Is Exchange Connector available in the Sales Starter edition?
How can I install Exchange Connector?
Are there any prerequisites to install Exchange Connector?
I am a Vtiger CRM cloud user. How can I install the Vtiger component in Exchange Connector?
I am a Vtiger CRM open-source user. How can I install the Vtiger component in Exchange Connector?
How can I install the Exchange server component in Exchange Connector?
How can I fetch the information from Vtiger to Exchange?
How can I set up a cron for exchange in the task scheduler?
I am unable to see some records in Exchange Connector?
How can I map users in Exchange Connector?
How can I monitor the folders in Exchange Connector?
How can I fix the errors in Exchange Connector?
How can I sync Vtiger data to the Exchange Connector?
How can I sync emails in Exchange Connector?
How can I sync contacts in Exchange Connector?
How can I sync events in Exchange Connector?
How can I sync tasks in Exchange Connector?

How does an Exchange Connector work?

You must understand Powershell and Exchange Server administration before you install Exchange connectors.
 
Here are some terminologies that you must understand before installing the Exchange connector:
  • Exchange Server

Exchange Server is a collaborative application developed by Microsoft. It is an information management system that helps you to manage emails, share calendars, contact lists, etc. Exchange is typically installed on your servers or accessed from a hosted exchange provider.
  • Users

You will need to create users in the Exchange server and map them to users in Vtiger CRM.
You can create users in Exchange Server by clicking on Start > Active Directory Users and Computers.
  • Mailbox

You can configure mailboxes for your Exchange users. This eliminates the burden of installing Outlook on every user’s machine. While creating mailboxes, you can select the users to whom the mailboxes will be assigned.
You can create and designate mailboxes to Exchange users by clicking on Start > Exchange Management Console > Recipient Configuration > Mailbox.
  • Powershell

Powershell is an object-oriented programming language and interactive command-line shell for MS Windows. It was designed to automate system tasks, such as batch processing, and create system management tools for commonly implemented processes. It can integrate with the .NET environment and also be embedded within other applications.
  • Outlook

Even if the Exchange is installed on your servers, users cannot access it directly. Outlook acts as an interface to view and manage data that is stored in Microsoft Exchange.

To know more about Exchange Connector, click here.
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