FAQs in this section
What is an Exchange Connector?
How does an Exchange Connector work?
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 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 can I install the Exchange server component in Exchange Connector?

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:
  1. Administrator credentials that have permissions to Read/Write access on the IIS server.
  2. 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:
  1. Contact the Vtiger support team to get the Vtiger Exchange server component file in zip format.
  2. Extract the zip file. 
  3. Double-click the setup.exe file.
  4. Click Next in the Vtiger Exchange Connector Setup dialog box.
  5. Click Browse.
  6. Select the path where the Exchange connector will be installed. 
  7. Click Next.
  8. Read the license agreement.
  9. Click the ​checkbox to accept the license. 
  10. Click Next.
  11. Click Browse.
  12. Select the installation path.
  13. Click Next.
  14. Enter the License Key provided to you.
  15. Click Next.
  16. Provide your Vtiger CRM URL, Username, and Access Key. You can get Username and Access Key from your My Preferences page.
  17. Click Next.
  18. Provide your Active Directory information. 
  19. Click Next.
  20. Click Finish.
The Exchange component is successfully installed.
To know more about Exchange Connector, click here.
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