Vtiger CRM cloud users and open-source users must install an IIS application, which acts as a middleware between Vtiger CRM and Exchange server. Click to download the Exchange server for
2010 and
2013.
To install this application, you must have the following privileges:
- Administrator credentials that have permissions to Read/Write access on the IIS server.
- Impersonation role for the administrator. This can be done by running the following command on Exchange Management Shell: New-ManagementRoleAssignment -Name:”ROLENAME” -Role:ApplicationImpersonation -User:”USER_NAME”
For instance, New-ManagementRoleAssignment -Name:exchange_connector -Role:ApplicationImpersonation -User:Administrator
Note: This version of the connector assumes that the default HTTP port is 80 and HTTPS port is 443. |
Follow these steps to install the Exchange server component:
- Contact the Vtiger support team to get the Vtiger Exchange server component file in zip format.
- Extract the zip file.
- Double-click the setup.exe file.
- Click Next in the Vtiger Exchange Connector Setup dialog box.
- Click Browse.
- Select the path where the Exchange connector will be installed.
- Click Next.
- Read the license agreement.
- Click the checkbox to accept the license.
- Click Next.
- Click Browse.
- Select the installation path.
- Click Next.
- Enter the License Key provided to you.
- Click Next.
- Provide your Vtiger CRM URL, Username, and Access Key. You can get Username and Access Key from your My Preferences page.
- Click Next.
- Provide your Active Directory information.
- Click Next.
- Click Finish.
The Exchange component is successfully installed.
To know more about Exchange Connector, click
here.