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Note that you require the latest version of both Chase and the Task Scheduler to enable this functionality

Microsoft has decided to discontinue Basic Authentication from 1 October 2022.

We decided to implement Microsoft identity platform and OAuth 2.0 delegated authentication.

This requires someone to authenticate the Chase PA mailbox from the Chase UI in Company Configuration.

You will be following similar steps as detailed in Setting up Microsoft 365 for Application Linking

Below are steps to show you how to:

Step-by-step guide

Set up Chase Integration in Microsoft Azure

  1. Navigate to your Internet Browser e.g Chrome, Internet Explorer, Safari, and enter this Azure portal link:

    The Microsoft Azure screen opens. 

  2. Enter your login details and click the Sign in button.

  3. Click on New registration

    The Register an application screen appears.

  4. In the Name field, enter the app that will be integrated with Microsoft Graphs.  

    In this example, Chase Software (PA Mailbox) was entered. 

  5. Ensure that the first radio button is selected under the Supported account types section. 

    For this example, Accounts in this organisation directory only (CHASE SOFTWARE only - Single Tenant) was selected. 

  6. Enter your Chase Production URI under the Redirect URI section.

    Please copy this link and replace the red text "site url" with your Chase Production URL and "api target id" with the correct endpoint from csApiTarget: https://<site url>/ConnectToOAuthApiTarget.aspx/<api target id>.

    In this example, http://localhost:50528/ConnectToOAuthApiTarget.aspx/8 was entered in the Redirect URI field.

  7. Click the Register button.

  8. Once registered, follow the Configure for delegated authentication setup

  9. Select API permissions under Manage. Confirm that the EWS.AccessAsUser.All permission is listed.

  10. Click on Certificates & secrets on the left side of the screen.

    The Certificates & secrets screen appears.

  11. Click the New client secret button.

    The Add a client secret screen appears.

  12. In the Description field enter the name for the client secret.

    This can be a short code or abbreviation. 

    In this example, ChasePA 2023 was entered.  

    Expiry can only be set to a maximum of 2 years. Select 730 days (24 months)

  13. Click the Add button.

    The Client secret code will be generated. 

    Save the OAuth Client Secret code somewhere as this will be required in Chase.

  14. On the left side of the screen, click on Overview.

  15. Click the Copy to clipboard icon next to the Application (client) ID and Directory (Tenant) ID code. 

    The icon will appear when you hover over the ID code.  This is the OAuth Client ID and API Account ID which will be used when setting up EWS in Chase.


  16. Close the screen and Log into Chase.

Set up EWS in Chase

  1. Click the Settings button and select the API Targets item.

    The API Targets screen appears.

  2. Click the Api Target drop down and select the application you want to integrate with. 

    For this example, EWS was selected. 

    More field are added to the screen with information relevant to msGraph.

  3. In the OAuth Client ID field enter the Client ID created when you were setting up Chase details in MS Azure.

    Please refer to this screenshot on Set up Chase PA in Microsoft Azure

  4. Enter the OAuth Client Secret received when you were setting up Chase details in MS Azure.

    Please refer to the screenshot on Set up Chase PA in Microsoft Azure

  5. Ensure that the Is Active checkbox is selected.

  6. Scroll down to the API Target Config tab and enter the Directory (tenant) ID in the Api Account ID field. 

    This is the code that you copied on the last screenshot on Set up Chase PA in Microsft Azure

    Click on Save

  7. Navigate to Settings > Company Configuration > Company Details > Traffic Settings

    Click on Authenticate

    The Sign in screen appears.

  8. Here you need to enter the Chase PA Mailbox login details and click the Next button.

    Once authenticated, the window will close and you are good to go.

  9. Once the setup is complete, you can setup the Task Scheduler to run the Chase PA functionality on a scheduled basis .  

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