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Adding an Exchange SMTP Connection
Adding an Exchange SMTP Connection
Chelsie Pettit avatar
Written by Chelsie Pettit
Updated over 2 months ago

If you have an On-Premise Exchange setup for an SMTP Email Connection, you will be required to enter your EWS server URL when adding your email connection. You will want to use the below steps to add this type of connection.

To start, select your navigation menu and select Manage Your Profile & Preferences

Then select Email Connections to Add Email Connection and choose Exchange.

In the prompt, you will be asked to enter your credentials and a server URL. Please use the instructions below to locate the proper server URL.

Discover Server URL

Option 1: Use Outlook's "Test E-mail AutoConfiguration" function

  1. Locate the Outlook icon in the notification area of the Start Bar and Ctrl+Left-click it.

  2. Select "Test E-mail AutoConfiguration..."

3. Enter a valid user account and password (it is recommended to use the K2 Service account credentials, if possible.)

4. Locate the EWS URL on the XML tab.

Option 2: Use Microsoft's Remote Connectivity Analyzer

Using Microsoft's Remote Connectivity Analyzer, you will be able to determine if the EWS URL you are using is incorrect.

For information on Microsoft's Remote Connectivity Analyzer, see the article on the Exchange Team blog.

The online tool can be found at https://testconnectivity.microsoft.com/ and is the recommended tool to use if your network has few restrictions. Use the Client tab to install the app locally if you can't test with the Online tool.

  1. Select the Exchange Server tab and the Exchange ActiveSync Autodiscover test then click Next. Using the K2Service account is recommended.

  2. Enter the required information and click Perform Test.

If the EWS URL is not returned in the XML Autodiscover response, there is a configuration problem on the Exchange environment.

After finding and entering the proper server URL, your connection will be successful and you will be ready to begin emailing from within Crelate.

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