Configuring the email source

Configuring the email source

The Email Manager needs to be able to connect to your email in order to process it.  This can be done in 2 ways:

  1. Using a Microsoft Outlook profile, or
  2. Direct legacy IMAP connections to any email system that supports legacy IMAP, including Microsoft Exchange (if legacy IMAP connectivity is installed and configured).

When you install and configure the Email Manager, you must choose one of these methods to access your email.  It is possible to change connection methods, but this will require re-configuring the folders used within the Email Manager profiles.  Choose your email connection type via the Email Connectivity screen as shown below.  This screen is accessed via the Automation (ribbon) > Email Manager Profiles (button).

email connectivity 

Microsoft Outlook profile

If using a Microsoft Outlook profile you will need to install Microsoft Outlook on the machine running the Email Manager service and configure it to connect to the email data source of your choice.  Ensure that you install the same bit version of Outlook as the bit version of HelpMaster. ie.  If you have installed the 32 bit version of HelpMaster, you'll need to install the 32 bit version of Outlook.  64 Bit version of HelpMaster = 64 Bit version of Outlook.  They must match or email connectivity will fail.

You can use an Outlook profile to connect to email accounts within Microsoft Exchange, Microsoft 365, or any Internet based Cloud mail accounts via IMAP4. Outlook profile management can be found in Control Panel > Mail > Profiles.

An Outlook profile allows you to connect to multiple email accounts within a single profile.  This is useful if you wish to scan more than one email inbox from a single Email Manager Profile. 


If using IMAP to access your email, you will require login credentials to each of your email accounts. Using built-in IMAP will also limit each Email Manager Profile to utilising a single email inbox. Common processing from multiple mailboxes will require replication of Email Manager Profiles for each mailbox.

See Also

Configuring the Email Manager Mailbox folders