Communications Mining user guide

Overview​

Prerequisites​

• Azure Portal access: Administrative access to the Azure portal of your organization.
• Permissions: The ability to register applications and grant admin consent in Azure AD.
• Integration access: Administrative access to your Communications Mining integrations.
• Mailbox information: List of all mailboxes currently connected via EWS integrations.

Migration process​

Step 1: Identify your current EWS integrations​

1. Log into Communications Mining through IXP in Automation Cloud.
2. Navigate to Settings, then to the Integrations tab.
3. Document all existing Exchange integrations, including:
   • Integration names
   • Connected mailboxes
   • Associated projects

Step 2: Register an Azure application​

2.1 Create the application registration​

1. Sign into your Azure portal.

2. Navigate to App Registrations and select New Registration.

   

3. Configure the application as follows:

   • Name: Use a descriptive name, for example, uipath-exchange-graph-integration.
   • Supported account types: Select Accounts in this organizational directory only (Single tenant).

4. Select Register.

5. Note down the following values from the application overview page:

   • Application (client) ID
   • Directory (tenant) ID

2.2 Create a client secret​

1. In your application, select Certificates & secrets from the left menu.

2. Under Client secrets, select New client secret.

   

3. This opens the Add a client secret sidepanel. Configure the secret:

   • Description: Enter a meaningful description, for example, Exchange Graph Integration Secret.
   • Expires: Select an expiration period. The recommended option is 12 or 24 months.

4. Select Add.

5. Immediately copy the secret Value and store it securely.

   

2.3 Set API permissions for Microsoft Graph​

1. Select API permissions from the left menu.

2. Select Add a permission.

   

3. Select Microsoft Graph under the Microsoft APIs tab.

   

4. Select Application permissions.

   

5. Expand Mail and select Mail.Read.

   

6. Select Add permissions.

7. Select Add a permission again, then select Microsoft Graph → Application permissions.

8. Expand MailboxSettings and select MailboxFolder.Read.All.

11. Select Add permissions.

12. Returning to the API permissions menu, select Grant admin consent for [Your Organization].

13. Select Yes in the confirmation dialog.

    

• Mail.Read (Application) — green checkmark under Status.
• MailboxFolder.Read.All (Application) — green checkmark under Status.

2.4 Restrict mailbox access (recommended)​

Step 3: Test your Graph API credentials (recommended)​

1. Go to Communications Mining in IXP in Automation Cloud.
2. Navigate to Settings → Integrations tab.
3. Select New integration.
4. Configure the test integration:
   • Select a test project.
   • Enter a clear test name, for example, Exchange Graph Test or [Production Name] - Test.
5. Fill in the credentials from Step 2:
   • OAuth Authority: https://login.microsoftonline.com/{tenant_id}
   • OAuth Client ID: Your Application (client) ID.
   • Client Secret: Your client secret value.
   • Authentication Method: Select With application access.
   • API Version: Select Microsoft Graph.
6. Select Validate and save credentials.
7. Add the mailboxes used in your production integration. Use a recent start timestamp to limit the amount of data synced initially.
8. Select Create Integration.
9. Wait 15–30 minutes for the first sync to complete, then verify that emails are syncing successfully and that no error messages appear on the integration status page.

Step 4: Back up your current EWS configuration​

Step 5: Update your production integration​

1. Go to Communications Mining in IXP in Automation Cloud.

2. Navigate to Settings, then to the Integrations tab.

3. Locate the production integration you want to migrate and open its settings.

4. Select the Credentials tab, then select Change Credentials.

5. Update the following fields:

   • OAuth Authority: https://login.microsoftonline.com/{tenant_id} — replace {tenant_id} with your Azure Directory (tenant) ID.
   • OAuth Client ID: Your Application (client) ID.
   • Client Secret: Your client secret value.
   • Authentication Method: Select With application access.
   • API Version: Select Microsoft Graph.

6. Select Validate and save credentials to verify your configuration.

   Note:

   If validation fails, double-check your tenant ID, client ID, and client secret. Ensure admin consent was granted for the API permissions.

7. Select Save or Continue to apply the updated configuration.

8. Monitor the integration for at least one hour to confirm stable operation and successful email sync.

Step 6: Update remaining integrations​