Adding the Account - Mailbox Importer - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - Standard - external - Standard - Premier

Mailbox Importer

Platform
OnBase
Product
Mailbox Importer
Release
Foundation 23.1
License
Standard
Premier
Note:

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

To add a Gmail 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. Leave the Address/Tenant ID and Port fields blank. These fields are disabled when Google API 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 Google API as the port type to associate with the account.
    Note:

    The Address/Tenant ID, Port, and Use SSL options are disabled when Google API 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.
  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 Google.
  12. From the Settings section, in the Client ID field, enter your Google Service account Client ID. The Client ID can be obtained from the Google API Console when creating your Google Service Account.
  13. In the Private Key field, enter your Google Service Account Private Key. The private key can be obtained from the Google API Console when creating your Google Service Account.
    Note: For information on creating a new private key, see the Create access credentials article on the Google for Developers website.
  14. Once a private key is generated, save it as a JSON file.
    Note: The private key is automatically dowloaded to your workstation's default folder for Downloads.
  15. Open the JSON file and look for the field named "private_key".
  16. Copy data between -----BEGIN PRIVATE KEY----- and -----END PRIVATE KEY----- and paste into the Private Key field in the Web Integration Settings dialog box in the Configuration module.
    Note: You can choose to include or exclude the \n characters.
  17. Click Save and then click Close from the Web Integration Settings dialog box to return to the Mail Account - OAuth2 dialog box.
  18. From the OAuth2 Profile drop-down list, select your configured Client ID.
  19. From the Workstation drop-down list, select your workstation to associate with the account.
  20. Click OK. The Account Settings dialog box is displayed.
  21. Click Save.