Migrate to new Microsoft Exchange Hybrid connectivity

Perform the following process to update the current Exchange Hybrid connector to the new version.

Installation requirements

Cloud: No manual installation required. Perform the process below to update the connector.
On-prem : Download and then install the connectivity package for the new Exchange Hybrid connectivity. Update it by following this section.

Modify the existing queries and mappings

Modify the following Resource and Resource assignment objects in queries and mappings:

Resources

1. Add the following expression in the Filter:

Type != "Exchange Equipment Mailbox" && Type != "Exchange Room Mailbox" && Type != "Exchange Shared Mailbox"

2. Modify the resource for DistributionGroups:

Distinct - Yes

Destination	Operator	Source
Security resource business key	Map	DistributionGroupGuid
Category	Constant	Permission
Logic key	Expression	!string.IsNullOrEmpty(DistributionGroupCustomAttribute1) ? DistributionGroupCustomAttribute1 : DistributionGroupGuid

3. Create a new Resource object type:

Source	Mailboxes
Query scope	Local and Cloud
Mailbox subtype	EquipmentMailbox, RoomMailbox, SharedMailbox
Distinct	Yes
Enabled	Selected
Description	SharedMailbox, EquipmentMailbox, RoomMailbox - FullAccess

Destination	Operator	Source
Business key	Expression	ExchangeGuid + "_FullAccess"
Security resource business key	Expression	ExchangeGuid + "_FullAccess"
Name	Expression	DisplayName + "_FullAccess" + "_" + (ServerName == "exchange-ps" || ServerName == "exchange-local" ? "Local" : "Cloud")
Category	Constant	Permission
Type	Expression	RecipientTypeDetails == "EquipmentMailbox" ? "Exchange Equipment Mailbox" : RecipientTypeDetails == "RoomMailbox" ? "Exchange Room Mailbox" : RecipientTypeDetails == "SharedMailbox" ? "Exchange Shared Mailbox" : null
Short name	Expression	DisplayName + "_FullAccess" + "_" + (ServerName == "exchange-ps" || ServerName == "exchange-local" ? "Local" : "Cloud")
Logical key	Expression	string.Format("<exchangeguid>{0}</exchangeguid>", DisplayName)
RecipientTypeDetails	Map	RecipientTypeDetails
PrimarySmtpAddress	Map	PrimarySmtpAddress
Identity	Map	Identity

4. Create a new Resource object type:

Source	Mailboxes
Query scope	Local and Cloud
Mailbox subtype	EquipmentMailbox, RoomMailbox, SharedMailbox
Distinct	Yes
Enabled	Selected
Description	SharedMailbox, EquipmentMailbox, RoomMailbox - SendAs

Destination	Operator	Source
Business key	Expression	ExchangeGuid + "_SendAs"
Security resource business key	Expression	ExchangeGuid + "_SendAs"
Name	Expression	DisplayName + "_SendAs" + "_" + (ServerName == "exchange-ps" || ServerName == "exchange-local" ? "Local" : "Cloud")
Category	Constant	Permission
Type	Expression	RecipientTypeDetails == "EquipmentMailbox" ? "Exchange Equipment Mailbox" : RecipientTypeDetails == "RoomMailbox" ? "Exchange Room Mailbox" : RecipientTypeDetails == "SharedMailbox" ? "Exchange Shared Mailbox" : null
Short name	Expression	DisplayName + "_SendAs" + "_" + (ServerName == "exchange-ps" || ServerName == "exchange-local" ? "Local" : "Cloud")
Description	Map	DisplayName
RecipientTypeDetails	Map	RecipientTypeDetails
mailPrimarySmtpAddress	Map	PrimarySmtpAddress
Identity	Map	Identity

5. Create a new Resource object type:

Source	Mailboxes
Query scope	Local and Cloud
Mailbox subtype	EquipmentMailbox, RoomMailbox, SharedMailbox
Distinct	Yes
Enabled	Selected
Description	SharedMailbox, EquipmentMailbox, RoomMailbox - SendOnBehalf

Destination	Operator	Source
Business key	Expression	ExchangeGuid + "_SendOnBehalf"
Security resource business key	Expression	ExchangeGuid + "_SendOnBehalf"
Name	Expression	DisplayName + "_SendOnBehalf" + "_" + (ServerName == "exchange-ps" || ServerName == "exchange-local" ? "Local" : "Cloud")
Category	Constant	Permission
Type	Expression	RecipientTypeDetails == "EquipmentMailbox" ? "Exchange Equipment Mailbox" : RecipientTypeDetails == "RoomMailbox" ? "Exchange Room Mailbox" : RecipientTypeDetails == "SharedMailbox" ? "Exchange Shared Mailbox" : null
Short name	Expression	DisplayName + "_SendOnBehalf" + "_" + (ServerName == "exchange-ps" || ServerName == "exchange-local" ? "Local" : "Cloud")
Description	Map	DisplayName
RecipientTypeDetails	Map	RecipientTypeDetails
PrimarySmtpAddress	Map	PrimarySmtpAddress
Identity	Map	Identity

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After applying all the changes, the queries and mappings should list the following objects:

Resource assignments

1. Modify the Resource assignment for Local shared mailboxes:

   • Remove EquipmentMailbox, RoomMailbox, SharedMailbox from the Mailbox subtype.
   • Distinct: Yes

2. Modify the Resource assignment for Cloud shared mailboxes:

   • Remove EquipmentMailbox, RoomMailbox, SharedMailbox from the Mailbox subtype.
   • Distinct: Yes

3. Modify the Resource assignment for Local send on behalf mailboxes:

   • Remove EquipmentMailbox, RoomMailbox, SharedMailbox from the Mailbox subtype.

4. Modify the Resource assignment for Cloud send on behalf mailboxes:

   • Remove EquipmentMailbox, RoomMailbox, SharedMailbox from the Mailbox subtype.

5. Modify the Resource assignment for Local user mailboxes:

   • Remove EquipmentMailbox, RoomMailbox, SharedMailbox from the Mailbox subtype.

6. Modify Resource assignment for Cloud user mailboxes:

   • Remove EquipmentMailbox, RoomMailbox, SharedMailbox from the Mailbox subtype.

7. Modify the Resource assignment for Cloud administrative role:

   • Distinct: Yes
   • Filter: Type=="Members" && RecipientType?.ToString().IndexOf("Group") < 0 && RecipientType =="UserMailbox" |

Destination	Operator	Source
Business key	Expression	string.Format("<account>{0}</account><resource>{1}</resource><target>{2}</target>", MemberName, MemberRecipientTypeDetails, RoleGroupSamAccountName.ToLower())

8. Create a Resource assignment for Local equipment, room and shared mailboxes (send on behalf):

Source	Mailboxes
Query scope	Local
Mailbox subtype	EquipmentMailbox, RoomMailbox, SharedMailbox
Distinct	Yes
Filter	Type=="Send on behalf"
Enabled	Selected
Description	Local send on behalf - equipment, room and shared mailboxes

Destination	Operator	Source
Resource business key	Expression	ExchangeGuid + "_SendOnBehalf"
Account - CBK	Lookup	Path=GrantSendOnBehalfTo
Target - CBK	Expression	string.Format("{0}_<exchangeguid>{1}</exchangeguid>", BuiltIn.SourceSystemID, ExchangeGuid)
Business key	Expression	string.Format("<account>{0}</account><resource>{1}</resource><target>{2}</target>", GrantSendOnBehalfTo, Type, ExchangeGuid)
PRIMARY_EMAIL	Map	PrimarySmtpAddress
Identity	Map	Identity
RecipientTypeDetails	Map	RecipientTypeDetails
ExternalDirectoryObjectID	Map	ExternalDirectoryObjectID
GrantSendOnBehalfTo	Map	GrantSendOnBehalfTo
MAILBOXREF	Expression	string.Format("{0}_<exchangeguid>{1}</exchangeguid>", BuiltIn.SourceSystemID, ExchangeGuid)

9. Create a Resource assignment for Cloud equipment, room and shared mailboxes (send on behalf):

Source	Mailboxes
Query scope	Cloud
Mailbox subtype	EquipmentMailbox, RoomMailbox, SharedMailbox
Distinct	Yes
Filter	Type=="Send on behalf"
Enabled	Selected
Description	Cloud send on behalf - eq, room and shared mailboxes

Destination	Operator	Source
Resource business key	Expression	ExchangeGuid + "_SendOnBehalf"
Account - CBK	Lookup	BusinessKey=GrantSendOnBehalfTo
Target - CBK	Expression	string.Format("{0}_<exchangeguid>{1}</exchangeguid>", BuiltIn.SourceSystemID, ExchangeGuid)
Business key	Expression	string.Format("<account>{0}</account><resource>{1}</resource><target>{2}</target>", GrantSendOnBehalfTo, Type, ExchangeGuid)
PRIMARY_EMAIL	Map	PrimarySmtpAddress
Identity	Map	Identity
RecipientTypeDetails	Map	RecipientTypeDetails
ExternalDirectoryObjectID	Map	ExternalDirectoryObjectID
GrantSendOnBehalfTo	Map	GrantSendOnBehalfTo
MAILBOXREF	Expression	string.Format("{0}_<exchangeguid>{1}</exchangeguid>", BuiltIn.SourceSystemID, ExchangeGuid)

10. Create a Resource assignment for Local Mailbox access:

Source	Mailbox access
Query scope	Local
Mailbox subtype	EquipmentMailbox, RoomMailbox, SharedMailbox
Distinct	Yes
Filter	LinkedMasterAccount != null && LinkedMasterAccount != "NT AUTHORITY" && Type == "Full access"
Enabled	Selected
Description	Local mailbox access- FullAccess

Destination	Operator	Source
Resource business key	Expression	ExchangeGuid + "_FullAccess"
Account - CBK	Lookup	Name=LinkedMasterAccount
Target - CBK	Expression	string.Format("{0}_<exchangeguid>{1}</exchangeguid>", BuiltIn.SourceSystemID, ExchangeGuid)
Business key	Expression	string.Format("<account>{0}</account><resource>{1}</resource><target>{2}</target>", LinkedMasterAccount, Type, ExchangeGuid)
LinkedMasterAccount	Map	LinkedMasterAccount
AccessType	Map	Type
MAILBOXREF	Expression	string.Format("{0}_<exchangeguid>{1}</exchangeguid>", BuiltIn.SourceSystemID, ExchangeGuid)

11. Create a Resource assignment for Local Mailbox access (Send as):

Source	Mailbox access
Query scope	Local
Mailbox subtype	EquipmentMailbox, RoomMailbox, SharedMailbox
Distinct	Yes
Filter	LinkedMasterAccount != null && LinkedMasterAccount != "NT AUTHORITY" && Type == "Send as"
Enabled	Selected
Description	Local mailbox access- SendAs

Destination	Operator	Source
Resource business key	Expression	ExchangeGuid + "_SendAs"
Account - CBK	Lookup	Name=LinkedMasterAccount
Target - CBK	Expression	string.Format("{0}_<exchangeguid>{1}</exchangeguid>", BuiltIn.SourceSystemID, ExchangeGuid)
Business key	Expression	string.Format("<account>{0}</account><resource>{1}</resource><target>{2}</target>", LinkedMasterAccount, Type, ExchangeGuid)
LinkedMasterAccount	Map	LinkedMasterAccount
AccessType	Map	Type
MAILBOXREF	Expression	string.Format("{0}_<exchangeguid>{1}</exchangeguid>", BuiltIn.SourceSystemID, ExchangeGuid)

12. Create a Resource assignment for Cloud Mailbox access:

Source	Mailbox access
Query scope	Cloud
Mailbox subtype	EquipmentMailbox, RoomMailbox, SharedMailbox
Distinct	Yes
Filter	LinkedMasterAccount != null && LinkedMasterAccount != "NT AUTHORITY" && Type == "Full access"
Enabled	Selected
Description	Online mailbox access - FullAccess

Destination	Operator	Source
Resource business key	Expression	ExchangeGuid + "_FullAccess"
Account - CBK	Lookup	DistinguishedName=LinkedMasterAccount
Target - CBK	Expression	string.Format("{0}_<exchangeguid>{1}</exchangeguid>", BuiltIn.SourceSystemID, ExchangeGuid)
Business key	Expression	string.Format("<account>{0}</account><resource>{1}</resource><target>{2}</target>", LinkedMasterAccount, Type, ExchangeGuid)
LinkedMasterAccount	Map	LinkedMasterAccount
AccessType	Map	Type
MAILBOXREF	Expression	string.Format("{0}_<exchangeguid>{1}</exchangeguid>", BuiltIn.SourceSystemID, ExchangeGuid)

13. Create a Resource assignment for Cloud Mailbox access (Send as):

Source	Mailbox access
Query scope	Cloud
Mailbox subtype	EquipmentMailbox, RoomMailbox, SharedMailbox
Distinct	Yes
Filter	LinkedMasterAccount != null && LinkedMasterAccount != "NT AUTHORITY" && Type == "Send as"
Enabled	Selected
Description	Online mailbox access - SendAs

Destination	Operator	Source
Resource business key	Expression	ExchangeGuid + "_SendAs"
Account - CBK	Lookup	DistinguishedName=LinkedMasterAccount
Target - CBK	Expression	string.Format("{0}_<exchangeguid>{1}</exchangeguid>", BuiltIn.SourceSystemID, ExchangeGuid)
Business key	Expression	string.Format("<account>{0}</account><resource>{1}</resource><target>{2}</target>", LinkedMasterAccount, Type, ExchangeGuid)
LinkedMasterAccount	Map	LinkedMasterAccount
AccessType	Map	Type
Identity	Map	Identity
MAILBOXREF	Expression	string.Format("{0}_<exchangeguid>{1}</exchangeguid>", BuiltIn.SourceSystemID, ExchangeGuid)

14. Run an import.

Event definitions

Create the following event definitions:

Event Exchange Hybrid – Shared, Equipment, Room - Create

1. Go to Setup > Administration > Process configuration > Event definitions. Click New. Enter the following details:

   • Name: Event Exchange Hybrid – Shared, Equipment, Room - Create
   • Event is triggered when: A new object is created
   • Triggers on objects of type: Resources

2. Click Apply and then New.

3. Select Execute code method and click OK.

4. Enter the following configuration:

   

5. Click OK.

6. Select Execute code method and click OK.

7. Enter the following details:

   

8. Click Filter and then Filter expressions. Click New.

9. Enter the following details:

   

10. Click New and enter the following details:

    

11. Click OK.

Event Exchange Hybrid – Shared, Equipment, Room – Delete

1. Go to Setup > Administration > Process configuration > Event definitions. Click New. Enter the following details:

   • Name: Event Exchange Hybrid – Shared, Equipment, Room - Delete
   • Event is triggered when: An existing object is deleted
   • Triggers on objects of type: Resources

2. Click Apply and then New.

3. Select Execute code method and click OK.

4. Enter the following configuration:

   

5. Click Filter and then Filter expressions. Click New.

6. Enter the following details:

   

7. Click New and enter the following details:

   

8. Click OK.

Event Exchange Hybrid – Distribution Group - Create

1. Go to Setup > Administration > Process configuration > Event definitions. Click New. Enter the following details:

   • Name: Event Exchange Hybrid – Distribution Group - Create
   • Event is triggered when: A new object is created
   • Triggers on objects of type: Resources

2. Click Apply and then New.

3. Select Execute code method and click OK.

4. Enter the following configuration:

   

5. Click Filter and then Filter expressions. Click New.

6. Enter the following details:

   

7. Click OK. Click Filter and then Filter expressions. Click New.

8. Enter the following details:

   

9. Click OK.

Event Exchange Hybrid – Distribution Group - Delete

1. Go to Setup > Administration > Process configuration > Event definitions. Click New. Enter the following details:

   • Name: Event Exchange Hybrid – Distribution Group - Delete
   • Event is triggered when: An existing object is deleted
   • Triggers on objects of type: Resources

2. Click Apply and then New.

3. Select Execute code method and click OK.

4. Enter the following configuration:

   

5. Click OK. Click Filter and then Filter expressions. Click New.

6. Enter the following details:

   

7. Click OK.

Provisioning

Task mappings

The following task mappings should be available as the starting point:

Equipment Resource Type

1. Go to Task mappings. Click New and select EquipmentMailbox.
2. Enter the following details:

3. Click Mappings. Enter the following details:

Destination	Operator	Source
Object Id	Map	ObjectId
Object type	Constant	EquipmentMailbox
Operation	Map	Operation
Identity	Expression	RLM_NAME.Replace("_SendOnBehalf", "").Replace("_SendAs", "").Replace("_FullAccess", "").Replace("_Local", "").Replace("_Cloud", "")
Name	Expression	Operation == "CreateIfNotExists" ? RLM_NAME.Replace("_SendOnBehalf", "").Replace("_SendAs", "").Replace("_FullAccess", "").Replace("_Local", "").Replace("_Cloud", "") : null
DisplayName	Expression	RLM_NAME.Replace("_SendOnBehalf", "").Replace("_SendAs", "").Replace("_FullAccess", "").Replace("_Local", "").Replace("_Cloud", "")
Alias	Expression	RLM_NAME.Replace(" ", "").Replace("_SendOnBehalf", "").Replace("_SendAs", "").Replace("_FullAccess", "").Replace("_Local", "").Replace("_Cloud", "")
MailboxLocation	Map	RLM_MAILBOXLOCATIONSET

4. Click OK and then New.
5. Select MailboxAccess and click OK.
6. Enter the following details:

7. Click Mappings. Enter the following details:

Destination	Operator	Source
Object Id	Map	ObjectId
Object type	Constant	MailboxAccess
Operation	Map	Operation
Identity	Map	ROPE_DistinguisedName
mailboxPermission	Expression	ROPE_ResourceIdentifier.Contains("FULLACCESS") ? "Full Access" : ROPE_ResourceIdentifier.Contains("SENDAS") ? "Send As" : ROPE_ResourceIdentifier.Contains("SENDONBEHALF") ? "Send on Behalf" : null
userMailboxGuid	Expression	ROPE_ResourceCBK.Substring(ROPE_ResourceCBK.IndexOf("_") + 1, ROPE_ResourceCBK.LastIndexOf("_") - ROPE_ResourceCBK.IndexOf("_") - 1)

8. Click OK.

Room Resource Type

1. Go to Task mappings. Click New and select RoomMailbox.
2. Enter the following details:

3. Click Mappings. Enter the following details:

Destination	Operator	Source
Object Id	Map	ObjectId
Object type	Constant	RoomMailbox
Operation	Map	Operation
Identity	Expression	RLM_NAME.Replace("_SendOnBehalf", "").Replace("_SendAs", "").Replace("_FullAccess", "").Replace("_Local", "").Replace("_Cloud", "")
Name	Expression	Operation == "CreateIfNotExists" ? RLM_NAME.Replace("_SendOnBehalf", "").Replace("_SendAs", "").Replace("_FullAccess", "").Replace("_Local", "").Replace("_Cloud", "") : null
DisplayName	Expression	RLM_NAME.Replace("_SendOnBehalf", "").Replace("_SendAs", "").Replace("_FullAccess", "").Replace("_Local", "").Replace("_Cloud", "")
Alias	Expression	RLM_NAME.Replace(" ", "").Replace("_SendOnBehalf", "").Replace("_SendAs", "").Replace("_FullAccess", "").Replace("_Local", "").Replace("_Cloud", "")
MailboxLocation	Map	RLM_MAILBOXLOCATIONSET

4. Click OK and then New.
5. Select MailboxAccess and click OK.
6. Enter the following details:

7. Click Mappings. Enter the following details:

Destination	Operator	Source
Object Id	Map	ObjectId
Object type	Constant	MailboxAccess
Operation	Map	Operation
Identity	Map	ROPE_DistinguisedName
mailboxPermission	Expression	ROPE_ResourceIdentifier.Contains("FULLACCESS") ? "Full Access" : ROPE_ResourceIdentifier.Contains("SENDAS") ? "Send As" : ROPE_ResourceIdentifier.Contains("SENDONBEHALF") ? "Send on Behalf" : null
userMailboxGuid	Expression	ROPE_ResourceCBK.Substring(ROPE_ResourceCBK.IndexOf("_") + 1, ROPE_ResourceCBK.LastIndexOf("_") - ROPE_ResourceCBK.IndexOf("_") - 1)

8. Click OK.

Shared Resource Type

1. Go to Task mappings. Click New and select SharedMailbox.
2. Enter the following details:

3. Click Mappings. Enter the following details:

Destination	Operator	Source
Object Id	Map	ObjectId
Object type	Constant	SharedMailbox
Operation	Map	Operation
Identity	Expression	RLM_NAME.Replace("_SendOnBehalf", "").Replace("_SendAs", "").Replace("_FullAccess", "").Replace("_Local", "").Replace("_Cloud", "")
Name	Expression	Operation == "CreateIfNotExists" ? RLM_NAME.Replace("_SendOnBehalf", "").Replace("_SendAs", "").Replace("_FullAccess", "").Replace("_Local", "").Replace("_Cloud", "") : null
DisplayName	Expression	RLM_NAME.Replace("_SendOnBehalf", "").Replace("_SendAs", "").Replace("_FullAccess", "").Replace("_Local", "").Replace("_Cloud", "")
Alias	Expression	RLM_NAME.Replace(" ", "").Replace("_SendOnBehalf", "").Replace("_SendAs", "").Replace("_FullAccess", "").Replace("_Local", "").Replace("_Cloud", "")
MailboxLocation	Map	RLM_MAILBOXLOCATIONSET

4. Click OK and then New.
5. Select MailboxAccess and click OK.
6. Enter the following details:

7. Click Mappings. Enter the following details:

Destination	Operator	Source
Object Id	Map	ObjectId
Object type	Constant	MailboxAccess
Operation	Map	Operation
Identity	Map	ROPE_DistinguisedName
mailboxPermission	Expression	ROPE_ResourceIdentifier.Contains("FULLACCESS") ? "Full Access" : ROPE_ResourceIdentifier.Contains("SENDAS") ? "Send As" : ROPE_ResourceIdentifier.Contains("SENDONBEHALF") ? "Send on Behalf" : null
userMailboxGuid	Expression	ROPE_ResourceCBK.Substring(ROPE_ResourceCBK.IndexOf("_") + 1, ROPE_ResourceCBK.LastIndexOf("_") - ROPE_ResourceCBK.IndexOf("_") - 1)

8. Click OK.

Distribution Resource Type

1. Go to Task mappings. Open DistributionGroup and click Mappings.
2. Modify/add the following items to the already existing task mapping:

Destination	Operator	Source
Name	Expression	Operation == "CreateIfNotExists" ? RLM_NAME : null
Alias	Map	RLM_NAME
bundledAttributes	Expression	string.Format("CustomAttribute1=0", RLM_ODWLOGICKEY)

3. Click OK and then New.
4. Select DistributionGroupAssignment and click OK. Enter the following details:

5. Click Mappings. Enter the following details:

Destination	Operator	Source
Object Id	Map	ObjectId
Object type	Constant	DistributionGroupAssignment
Operation	Map	Operation
Identity	Map	ROPE_DistinguisedName
distributionGroupGuid	Expression	ROPE_ResourceCBK.Substring(ROPE_ResourceCBK.IndexOf("_") + 1, ROPE_ResourceCBK.LastIndexOf("<") - ROPE_ResourceCBK.IndexOf("_") - 1)
DistributionGroupLocation	Constant	Cloud

6. Click OK.

MailboxAccess Resource Type

1. Go to Task mappings. Click New and select MailboxAccess.
2. Enter the following details:

3. Click Mappings. Enter the following details:

Destination	Operator	Source
Object Id	Map	ObjectId
Object type	Constant	MailboxAccess
Operation	Map	Operation
Identity	Map	ROPE_DistinguisedName
mailboxPermission	Expression	ROPE_ResourceIdentifier.Contains("FULLMAILBOXACCESS") ? "Full Access" : ROPE_ResourceIdentifier.Contains("SENDAS") ? "Send As" : ROPE_ResourceIdentifier.Contains("SENDONBEHALF") ? "Send on Behalf" : null
userMailboxGuid	Expression	ROPE_ATTR_MAILBOXREF.Remove(0, ROPE_ATTR_MAILBOXREF.IndexOf('>') + 1).Remove(ROPE_ATTR_MAILBOXREF.Remove(0, ROPE_ATTR_MAILBOXREF.IndexOf('>') + 1).IndexOf('<'))
MailboxLocation	Map	ROPE_ATTR_MAILBOXLOCATION

Click OK.

Attribute sets

1. Go to Setup > Attribute sets
2. Click Exchange User Mailbox Attributes and then the Mailbox Location attribute.
3. Disable the Hide Attribute option.
4. Click OK.