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Implementation

Setup is designed to be short, predictable, and IT-friendly.

The Cloud Hosted plan usually requires one Microsoft 365 administrator approval and one client software settings change.

01 // CLOUD SETUP

Cloud Hosted Setup

  1. Purchase your Exchange Sync Bridge subscription.
  2. A Microsoft 365 administrator grants consent to the Exchange Sync Bridge enterprise application.
  3. We receive your tenant details and activate your environment.
  4. You redeem your license key.
  5. We issue the API key for your installation.
  6. Your IT admin updates your existing software's Exchange Sync settings so it contacts Exchange Sync Bridge.
  7. Your existing software continues using its Exchange Sync feature through Exchange Sync Bridge.
02 // ON YOUR SERVER

Customer-Hosted Setup

  1. Purchase or request the Customer-Hosted plan.
  2. Install the Exchange Sync Bridge Windows service on a server in your environment.
  3. Complete the same Microsoft 365 admin consent process.
  4. Redeem your license key and obtain the install API key.
  5. Point the Windows service and your client software to Exchange Sync Bridge.
  6. Test sync traffic through your customer-hosted relay.
03 // PREREQUISITES

What You Need Before Setup

  • Microsoft 365 administrator access for one-time consent.
  • The existing software that currently uses Exchange Web Services (EWS).
  • Access to update the Exchange Sync endpoint/settings in that software.
  • A list of users configured to use Exchange Sync.
  • For Customer-Hosted deployments, a Windows server with outbound HTTPS access and permission to run a Windows service.
04 // END USERS

What Users Need To Do

In most deployments, end users do not need to do anything. There is no Exchange Sync Bridge login and no separate password to distribute.

Ready to start your implementation?

Get in touch and we'll walk you through the right setup for your environment.

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