Adding an IMAP, POP3, or EWS Account - Mailbox Importer - English - Foundation 22.1 - OnBase - Premier - Standard - external - Standard - Premier

Mailbox Importer

Platform
OnBase
Product
Mailbox Importer
Release
Foundation 22.1
License
Standard
Premier

You can create an IMAP, POP3, or EWS account to use with the Mailbox Importer service. An account contains necessary information such as the username and password to the account itself.

Note:

The Mailbox Importer Service must be running prior to adding a mail account.

To add an IMAP, POP3, or EWS mail account:

  1. From the Configuration module, select Import | Mailbox Importer | Accounts. The Accounts dialog box is displayed.
  2. Enter a unique name for the account in the field below the Accounts list and click Create. The Account Settings dialog box is displayed.
  3. From the Server Information section, enter the email server address in the Address / Tenant ID field. For example, if you are connecting to an email server, the address should be entered as https://[SERVER]/EWS/Exchange.asmx.
    Note:

    The same email address can be configured multiple times, but only if a different user name is provided for each connection.

  4. In the Port field, enter the associated email port number. Ports are configurable and may vary in different environments. The default ports are:
    • IMAP (non-secure) Port = 143

    • IMAP for secure HTTPS binding = 993

    • POP (non-secure) Port = 110

    • POP for secure HTTPS binding = 995

    Note:

    A port number is not used with EWS. The Port field is disabled when EWS is selected from the Type drop-down list.

  5. In the Polling Period field, enter the number of minutes between polling periods. Polling periods can range from a minimum of 1 minute to a maximum of 1,440 minutes.
    The polling period takes effect after all messages are processed in the user's mailbox. If the polling period is set to 1 minute, a sleep cycle of 1 minute initiates after Mailbox Importer connects to the configured mailbox and processes all messages. After the sleep cycle ends, Mailbox Importer checks for new messages.
  6. From the Type drop-down list, select the port type to associate with the account. The available port type options are IMAP, POP3, and EWS.
    Note:

    When messages are archived into OnBase using a POP3 email connection, they are automatically deleted from the email server.

  7. Select Use SSL if the mail server address requires a connection using SSL or TLS.
    Note:

    The Use SSL option is disabled when EWS is selected in the Type drop-down list.

  8. In the Mail Account Information section, click Modify Mail Account. The Mail Account dialog is displayed.
  9. In the Username field, enter the user name or email address associated with the mail account you want to use.
  10. In the Password field, enter the password associated with the mail account.
  11. In the Verify Password field, enter the password for the associated mail account again.
  12. From the Workstation drop-down list, select the workstation to associate with the account.
  13. Click OK. The Account Settings dialog is displayed.
  14. If you are using an institutional database, select an institution from the Institution drop-down list.
    Note:

    For users with non-administrative rights, accounts designated an institution are only displayed for users within that institution.

  15. Click Save.