Microsoft Exchange Connector Prerequisites

The following tables details the permissions required to use the BA Insight Microsoft Exchange connector:

User Accounts and Application Permissions

Required Permission Description
Active Directory
  • Exchange Online

    • The account user in the Authentication Mechanism OAuth process must have:

      • ApplicationImpersonation permissions/role over the accounts and mailboxes to be indexed

      • Mailbox Search permissions on the Exchange Server

      • View-Only Audit Logs / Audit Logs role on the account or Records Management / Organization Management role group (plus audit logging enabled for mailboxes).

      • Additional Roles - see Roles and Permissions below.
Domain Account
  • The domain account must have:
    • READ access to the Exchange Accounts list.
    • A mailbox in Exchange (to support public folders).
Roles and Permissions

  • Role/Role Group

    • Either of the following must be used:

      • Role: View-Only Audit Logs/Audit Logs role (over the account)

      • Role Group: Records Management/Organization Management role group (plus audit logging-enabled for mailboxes)

Connector Features and Requirements

Features Supported Additional Information
Application version
  • Exchange Online

Exchange Online

  • Accessed via EWS
  • Supported:
    • Private Mailboxes
    • Archives

  • Public folders NOT supported
Searchable content types Yes All content types.
Content Update Full and Incremental All BA Insight Connectors support both Full and Incremental crawls, unless noted.
Permission Types Yes

  • All BA Insight Connectors support fetch ACLs from the source system.

  • To make items public or restricted to a single user/set of users, you can do so within the Connector Framework.

  • The Exchange domain and the Connectivity Hub or Connector Framework domain must be trusted in order for security trimming to work.
Required Software

  • .NET Framework v4.7.2

  • .NET Framework v3.5 - for MSI installer

  • Connector Framework or Connectivity Hub must be installed.

  • The PowerShell module "ExchangeOnlineManagement" must be installed.

Exchange Powershell management  

Open Powershell as an admin and run the following command:

  • Install-Module -Name ExchangeOnlineManagement -Force