User email server configuration for EWS without SSO

Email configuration in Case Manager has changed with the release of version 6.3 due to a shift towards Modern Authentication.

This page applies to email configuration for Version 6.3 onwards.

When your outgoing mail server is EWS and users sign in to Case Manager using their Microsoft online credentials there is no need to configure their outgoing mail servers.

This page applies when:

  • you are using Office 365, or
  • you are using Exchange online hosted by Microsoft, or
  • you use Microsoft Outlook and want to see emails sent from Case Manager in the Sent folder of your Outlook mailbox

and

  • users are not yet set up to sign in to Case Manager using their Microsoft online credentials.

Exchange Web Services (EWS) is an API, a programming interface that enables communication between the Exchange server and other programs. We use it to connect Case Manager to Microsoft Outlook.

To enable this functionality, change the user's email outgoing mail server settings to EWS. You can follow the same instructions as for version 6.2 at User email server configuration for EWS.