Step 3. Specify Microsoft Exchange Connection Settings

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    At this step of the wizard, specify a Microsoft Exchange server to which you want to connect, provide user credentials, assign appropriate permissions and configure advanced settings.

    To specify connection settings to the on-premises Microsoft Exchange server, do the following:

    1. In the Server name field, specify a Microsoft Exchange server to which you want to connect.

    You can use a DNS name of a server, NetBIOS name or its IP address. Make sure that the server has the Mailbox Server role.

    1. In the Username and Password fields, specify authentication credentials to connect to the Microsoft Exchange server using either of the following formats: domain\account or account@domain.

    For more information, see Required Permissions.

    Consider that using ADFS accounts to add on-premises Microsoft organizations is not possible. Only Office 365 organizations can be added with non-MFA enabled ADFS accounts.

    1. Select the Grant this account required roles and permissions check box to automatically assign the ApplicationImpersonation role.

    Make sure the account that you use is a member of the Organization Management group and has been granted the Role Management role upfront. Otherwise, the automatic assignment of the ApplicationImpersonation role will fail; an organization will not be added.

    1. Select the Configure throttling policy check box to set the throttling policy for the account being used to Unlimited.

    Adding Microsoft On-premises Exchange Organization

    1. Click Advanced if you want to skip one or more SSL verifications and select any of the following check boxes:
    • Skip certificate trusted authority verification
    • Skip certificate common name verification
    • Skip revocation check

    Step 3. Specify Microsoft Exchange Connection Settings