Adding the Account - Mailbox Importer - English - Foundation 22.1 - OnBase - Premier - Standard - external - Premier - Standard

Mailbox Importer

Platform
OnBase
Product
Mailbox Importer
Release
Foundation 22.1
License
Premier
Standard
Note:

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

To add an MS Graph 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 Tenant ID of the mail account in the Address / Tenant ID field.
    Note:

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

  4. In the Polling Period (Minutes) 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.
  5. From the Type drop-down list, select MS Graph as the port type to associate with the account.
    Note:

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

  6. In the Mail Account Information section, click Modify Mail Account. The Mail Account - OAuth2 dialog box is displayed.
  7. In the Username field, enter the user name or email address associated with the mail account you want to use.
    Note: Shared mailboxes are supported only if you have an Office 365 mail account with OAuth2 authentication and MS Graph as the account type. For more information on shared mailboxes, see Microsoft Documentation.
  8. Click Web Integration Settings. The Web Integration Settings dialog box is displayed.
  9. Click Create. The Web Integration Settings dialog box is displayed.
  10. From the Integration Type drop-down list, select Mailbox Importer.
  11. From the Service Type section, select Office 365.
  12. From the Settings section, in the Client ID field, enter your Office 365 account Client ID.
  13. In the Client Secret field, enter your Office 365 account Client Secret.
  14. Click Save and then click Close from the Web Integration Settings dialog box to return to the Mail Account - OAuth2 dialog box.
  15. From the OAuth2 Profile drop-down list, select your configured Client ID.
  16. From the Workstation drop-down list, select your workstation to associate with the account.
  17. Click OK. The Account Settings dialog box is displayed.
  18. 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.

  19. Click Save.