Using WorkView with Microsoft Exchange Online accounts - WorkView - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Premier - OnBase/WorkView/Foundation-24.1/WorkView/Configuring-the-Distribution-Service/Troubleshooting/Using-WorkView-with-Microsoft-Exchange-Online-accounts - 2025-10-15 - Starting from March 1 2026, Microsoft Exchange Online does not support Basic Authentication with SMTP anymore. Due to this reason, the authentication set for Microsoft accounts has to be changed.

WorkView
Platform
OnBase
Product
WorkView
Release
Foundation 24.1
License
Premier
ft:locale
en-US

Starting from March 1 2026, Microsoft Exchange Online does not support Basic Authentication with SMTP anymore. Due to this reason, the authentication set for Microsoft accounts has to be changed.

Note: This feature is available in version 24.1.24.1000 and later.

In order to use an Azure account and Microsoft Graph API with WorkView, the Azure account must be configured and registered in Microsoft Entra ID. For detailed information on configuring Azure, see its Microsoft documentation.

When configuring and registering your Azure solution, keep the following considerations in mind:

  • The Mail.Send API permission set to Send mail as any user is required to send mails.

  • The Mail.ReadWrite API permission is required in order to send attachments over 4 MB.

  • It is considered a best practice to limit mailbox access for the App Registration being used.

To configure a Microsoft mailbox with WorkView

  1. In the Configuration module, navigate to Utils | Distribution Service Settings. The Distribution Service Settings dialog box is displayed.
    Distribution Server Settings with empty data.
  2. Click Email Server Settings. The Mail Server Settings dialog box is displayed.
    Mail Server Settings dialog box.
  3. Select MS Graph from the Server Type drop-down menu.
    When this option is selected, the two checkboxes are checked by default and grayed-out.
  4. Select Modify Mail Account... button to display the Mail Account - OAuth2 dialog box.
    Mail Account - OAuth2 dialog box.
  5. Enter the default sender email address in the Default sender email address field.
  6. If it is your first time using the MS Graph server, the OAuth2 Profile is empty. To create a new OAuth2 profile, click the Web Integration Settings button to proceed to the Web Integration Settings dialog box.
  7. Select Distribution Service from the Integration Type drop-down list.
  8. Select Office 365 from the Service Type options. The Client ID and Client Secret fields become available, and the Authentication Type is automatically set to OAuth.
  9. Enter the Client ID field with the client ID generated with the Azure portal.
  10. Enter the Client Secret field with the client secret generated with the Azure portal.

    The settings should be similar to the ones below:

    Web Integration Settings dialog box with filled details.
  11. Click Save.
    The profile should be added to the OAuth2 Profile drop-down menu automatically.
  12. Click OK to accept the mail account settings.
  13. Click Save to save the mail server settings.