Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Insert excerpt
_Banners
_Banners
nameadministration
nopaneltrue

Overview

PhixFlow supports fetching and sending emails through Microsoft Office 365 Outlook and Google accounts. This page describes the setup required for both.


System Configuration Setup in PhixFlow

  1. On the
    Insert excerpt
    _administration
    _administration
    nopaneltrue
    menu, access  
    Insert excerpt
    _system_config
    _system_config
    nopaneltrue
    1. Check the System URL field is set to the public URL PhixFlow is accessed on by users
      1. For example, http://phixflowhost.com/phixflow/
  2. Ensure the secure flag is set on cookies, see Install Tomcat

Email Host's Application Configuration

Microsoft Office 365 Settings

Expand
titleMicrosoft Office 365

An Office 365 Administrator is required to perform the following step to enable a PhixFlow instance to interact with Microsoft Office 365 Outlook.

  1. Open the Microsoft Entra Admin Center at https://entra.microsoft.com/#home
  2. Select ApplicationsApp Registrations
  3. Click New Registration
    1. Name: PhixFlow O365 Integration, or another appropriate value
    2. Supported Account types: Choose Accounts in this organizational directory only
    3. Redirect URI:
      1. Select a Platform: Web 
      2. URL: SystemURL+receiveTokenAuthentication.htm
        e.g. http://phixflowhost.com/phixflow/receiveTokenAuthentication.htm
  4. Click Register
  5. Take a note of the Application (client ID)
  6. Click Add a certificate or secret
  7. Click New client secret
    1. Give the certificate a name
    2. Set the expires time, after which the secret has to be refreshed. Either use the default 180 days, or pick an alternative value such as 730 days.
      1. Ensure you create a new the secret before it expires.
    3. Press Add
    4. Take a note of the value, this is the Client Secret 

Google Settings

Expand
titleGoogle
  1. Configure the application in Azure, Google Developer or similar
    1. https://learn.microsoft.com/en-us/exchange/client-developer/legacy-protocols/how-to-authenticate-an-imap-pop-smtp-application-by-using-oauth
    2. https://learn.microsoft.com/en-us/power-platform/admin/connect-gmail-oauth2
  2. Configuration parameters
  3. The application type is Web
  4. The redirect URL is yourPhixFlowInstance/receiveTokenAuthentication.htm
    1. For example, http://phixflowhost.com/phixflow/receiveTokenAuthentication.htm

Client Token Configuration in PhixFlow

Client Token Configurations are created in PhixFlow from the Full Repository.

Insert excerpt
Client Token Configuration
Client Token Configuration
nameFullPage
nopaneltrue

Create an Email Account in PhixFlow

  1. Create an Email Account in the Full Repository
    1. In PhixFlow version 11.3+, this can be done from the application's repository
  2. Set a Name which you'll use to identify the email account, e.g. Customer Service
  3. Toggle on Enabled
  4. Set the Type to Inbound or Outbound, depending on your requirements

Microsoft Office 365 Settings

Expand
titleMicrosoft Office 365

For an inbound email account:

  1. Set Host to outlook.office365.com
  2. Set the Protocol to MicrosoftAfter setting
  3. Set the Encryption to SSL/TLS
  4. Toggle on Use Default Port
  5. For the Authorisation Type, set select OAuth 2
  6. Set the Login to the account email address address being monitored
  7. Set the On Email Received:
    1. Choose Hold for collection via file collector if you want PhixFlow to monitor and process the emails in a 
      Insert excerpt
      _file_collector
      _file_collector
      nopaneltrue
      1. See Reading Data From an Email Account
    2. Choose Trigger an email endpoint actionflow if you want PhixFlow to monitor and process the emails using the
      Insert excerpt
      _email_endpoint
      _email_endpoint
      nopaneltrue
      specified in Email Endpoint Action
      1. See Setting up an Email Endpoint
  8. Select your Client Token ConfigurationClick
  9. Insert excerpt
    _save
    _save
    nopaneltrue
    the changes
  10. Next to Status, click
    Insert excerpt
    _emailConfiguration
    _emailConfiguration
    nameicon
    nopaneltrue
     Authenticate Email Account to perform the authentication process which provides access to your Microsoft account
  11. Hover over
    Insert excerpt
    _more_options
    _more_options
    nopaneltrue
    and select Test Configuration

Google Settings

Expand
titleGoogle
  1. Set Host to imap.gmail.com
  2. Set the Protocol to IMAP
  3. Set Authorisation Type to OAuth2
  4. Select your Client Token Configuration
  5. Click
    Insert excerpt
    _emailConfiguration
    _emailConfiguration
    nameicon
    nopaneltrue
    Authenticate Email Account to perform the authentication process which provides access to your Google account
    1. POP, IMAP, and SMTP settings for Outlook.com - Microsoft Support
    2. For POP Outlook add to the properties mail.pop3s.auth.xoauth2.two.line.authentication.format=true