Configuring the Email Manager Overview
Configuration Overview
Configuring the Email Manager for use involves the following:
Configuring the email environment for retrieving / sending email
- Microsoft Azure App Registration (if using M365)
- Global Email Accounts
Configuring the template system to log jobs, update jobs
- Creating a number of HelpMaster Job Templates, Action Templates and Email Templates that the Email Manager will use to log jobs, action jobs and send email.
Configuring the Email Manager Profiles to perform the automation
- Configuring the Email Manager Mailbox Folders
- Configuring the Email Manager service
- Creating Email Manager Profiles. These are the rules that the Email Manager will execute on your incoming email.
It is recommended that you perform each of these steps in the order listed above.
Important Configuration if using Microsoft Outlook Profiles
If using Microsoft Outlook Profiles to process email, it is vital to observe the following when configuring, or updating the Email Manager.
- You are working on the same machine that the Email Manager service is running on (HelpMaster Server)
- You are logged into that machine with the HelpMaster Service Account, the same Windows account that the Email Manager service is running as
- The HelpMaster Service Account has Full AND Send As (or Send on Behalf Of) permissions to any mailboxes being scanned. Check your Exchange / Microsoft 365 permissions
The reason for this is so that you “see” what the HelpMaster Service Account “sees”. When you are logged on with the service account, it will be the operating environment that the HelpMaster Email Manager service will see when it is running under the same security (logon account) account.
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