K2 BLACKPEARL PRODUCT DOCUMENTATION: USER GUIDE
Exchange Wizard - Overview

Exchange Event Wizard - Overview

For most enterprises, e-mail is the mission-critical communication tool that allows their employees to produce their work. This greater reliance on e-mail has increased the number of messages sent and received, the variety of work getting done, and even the speed of business itself. Microsoft Exchange Server meets these challenges and address the needs of the different groups who have a stake in the messaging system.

The K2 Exchange Event Wizard was created to make the configuration and use of the Microsoft Exchange Server a part of the workflow process. It provides the workflow creator with the ability to create and disable mailboxes on the MicroSoft Exchange Server, and to create meeting requests and tasks as part of a K2 Process.

The Exchange Event Wizard requires Microsoft Exchange Management Tools from the Microsoft Exchange Server 2007 SP2 or SP3 installer.

Permissions

The K2 Service Account must have View-Only Administrator rights on the Microsoft Exchange Server.

In the Object Browser, in order to be able to expand the Exchange Server field into the Storage Group and Mailbox Database nodes, the K2 Service account will need Exchange View Only Administrator rights.

To be able to execute the Create Mailbox and Disable Mailbox actions, the Exchange Event should be configured to run as a service or user account with Exchange Organization Administrator rights.

To be able to execute the Send Meeting Request and Send Task actions the Exchange Event should be configured to run as a service or user account with impersonation rights and NOT Exchange Organization Administrator rights.  The service or user account should also have a trusted server certificate from the Exchange web service in his Personal certificate store.

For more information please see:

Exchange Wizard - Design-time Operational Rights

Exchange Wizard - Runtime Operational Rights

Troubleshooting

If the Microsoft Exchange Server that is configured for a particular K2 Exchange action is not available on the network during the runtime of the event, the process will enter an error state. If the process is in error state, make sure that the Exchange Server is started and available and then retry the process.

See Also

 

 


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