Installing and working with lookups in Exchange
- Borja Moro Moreno
About lookups
Predefined lookups are designed to later enrich specific queries in the context of a given use case.
Visit Data enrichment to know more.
What permissions do I need?
Apart from the Exchange (manage) permission required to access Exchange and install content, the Lookups (manage) permission is also required to install/uninstall lookups via Exchange.
Install and uninstall
The lookup installation process presents the peculiarity that it is asynchronous. This means that after clicking Install, Exchange sends a message to Devo to start the installation process and will have to wait for completion confirmation, at which point you will be notified. This also happens with the uninstallation process.
You’ll be warned about the particular nature of the process after clicking Install, which you need to acknowledge before proceeding.
While the process is being carried out, the lookup card in Exchange will show as Installing and you cannot interact with it until the process is complete.
To get rid of a lookup you no longer need, simply click the Uninstall button at the top right of its card or access the Manage installed content area.
Lookup outside Exchange
If the lookup already exists in the domain but is not registered with Exchange, trying to install it from Exchange will return an error.
Open and navigate
When you install a lookup, you can access the Lookup Management area and see the lookups installed by clicking the Open button that appears on its card after the installation is completed. The Lookup Management area will open in a new browser tab so that you can keep your current session while you work.
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