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Schedule by email plugin

The Schedule by email plugin must be configured to be able to use the Schedule by email data source.

On premise only

This configuration is only needed for on premise installations. For cloud service, please see Schedule by email.

Requirements​

  • A shared mailbox in Microsoft 365
  • Plus addressing enabled in Exchange Online
  • An app registration in Azure AD to provide access to the mailbox

Optional

  • An application access policy in Exchange Online to limit which mailboxes the app has permission to (security recommendation)

Enable plus addressing​

This will affect the entire organization, not just the shared mailbox. Please read the link below for information about what it means and how it's enabled.

https://docs.microsoft.com/en-us/exchange/recipients-in-exchange-online/plus-addressing-in-exchange-online

Create a shared mailbox​

We recommend using a dedicated mailbox for the purpose. Please refer to Microsoft's documentation on how to create one.

https://docs.microsoft.com/en-us/microsoft-365/admin/email/create-a-shared-mailbox?view=o365-worldwide

Register an app to access the shared mailbox​

Microsoft 365/Azure AD administrator access required

  1. Go to https://aad.portal.azure.com/ and login with an admin user

  2. Click Azure Active Directory

  3. Click App registrations

  4. Click New registration

  5. Enter a suitable name for the app. for example "Smartsign - Schedule by email" and select Accounts in this organizational directory under Support account types. Complete the task by clicking Register. 
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  6. The app will now be created. Please make a note of the Application (client) ID and Directory (tenant) ID. You will need them later.
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  7. Click Certificates & secrets

  8. Click New client secret

  9. Give the secret a description and select when it should expire (typically never).

  10. The secret will be created and shown below Client secrets.
    IMPORTANT! Make a note of the secret right away. You will not be able to access it again. 

  11. Click API permissions

  12. Click Add a permission

  13. Select Microsoft Graph 

  14. Select Application permissions  

  15. You can type in the search field to find permissions. You'll need to add the following permissions.

    PermissionUsed for
    Mail.readReading email from the shared mailbox

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    Check each permission and click Add permission to add them.

  16. With the permissions added, click Grant admin consent for <your company> and then confirm.
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  17. Verify all permissions are green. 

  18. Done!

Create an application access policy for increased security (optional)​

In order to limit the app you have registered to specific mailboxes, an application access policy must be created in Exchange Online. Please see Microsoft's instructions on the link below.

https://docs.microsoft.com/en-us/graph/auth-limit-mailbox-access

Configure the plugin​

  1. Login to Smartsign Publisher as an admin

  2. If you have more than one site, go to the root site

  3. In the menu, go to Management → System → Services

  4. Find your server and click View

  5. Click the Plugins tab

  6. Click View on the Schedule By Email plugin

  7. If you have more than one site and want to be able to create Schedule by Email data sources in other sites than the root site, enable the setting Available to all sites on the Info tab of the plugin.

  8. Click the Settings tab

  9. Enter the information you have prepared in the previous sections

    SettingDescriptionExample
    Shared mailbox nameInput the name of the shared mailbox in Microsoft 365, only the part before '@'publish
    Shared mailbox folder nameOptional, input the name of a specific folder to check for emails. Inbox will be used if left emptyToSmartsign
    Organization domainInput the email domain, this must match the domain of the shared mailbox usedexample.com
    Tenant IDInput the Tenant ID of your Microsoft 365 tenantffb2e502-77ec-477b-8582-c8105f9cddaa
    Application IDInput the Application (client) ID of the application you have registered in your Azure AD.349e395b5-30f1-4b13-99f1-cd225523dbc0
    SecretInput the client secret of the application you have registered in your Azure AD.n_0.WSRXX1VjFxtUSVjFxtUS.9-618.DlkE

  10. Click Save in the action bar

  11. Done, you now can create Schedule by Email data sources