Configuring Mail Connector settings

You create or modify Mail Connector jobs using the Mail Connector window of your Settings App. Mail Connector settings, which are available on the Settings tab, include the following sections:

• Mail Server: Mail server settings are mandatory to start using the Mail Connector. Other settings are optional, you have to configure them only if you need to customize the default Mail Connector behavior.

• Schedule: In this section you can customize the default schedule according to which the Mail Connector runs.

• Profile Account (for MAPI only): Here you can configure the Mail Connector job to run under a dedicated Windows account.

IMPORTANT: Mail Connector jobs run on the Automation Server, which must be properly configured and started beforehand. For details, see Starting and stopping the Automation Server.

To access the Mail Connector window, from the Sidebar, navigate to the E-mail Processing > Mail Connector section and click New to create a new job or double-click an existing one to modify it. The Mail Connector window appears.

If you have multiple jobs and you want to change their default names (such as "Mail Connector", "Mail Connector (1)", "Mail Connector (2)", etc), assign a special name for each job on the Settings tab.

Configuring mail server settings for the Mail Connector job

Each Mail Connector job integrates with a single e-mail account for incoming messages. You can use a POP3, IMAP4 e-mail account, use an Microsoft Exchange e-mail account (MAPI and EWS protocols are supported) or Microsoft Exchange Online account (MS Graph and EWS API integration is supported). Depending on the type of your account, specify the mail server settings as follows:

• For POP3 or IMAP4, see Configuring POP3 or IMAP4 mail server settings

• To set up a Microsoft Exchange Server, see Configuring Microsoft Exchange Server settings

• To set up Microsoft Exchange Online, see Configuring Microsoft Exchange Online settings

• To configure Google Mail with OAuth authentication for the Mail Connector, see Configuring Google Mail with OAuth settings

Customizing the job schedule for the Mail Connector job

Mail Connector jobs has the default schedule, which you can customize as needed.

• To customize the Mail Connector schedule:

Configuring the profile account for the Mail Connector job (for MAPI only)

MAPI support is being deprecated. Please use EWS for Exchange on-premises or migrate your mailbox to Exchange Online.

If you use the Microsoft Exchange Server and you want to process several Microsoft Exchange accounts for receiving users’ requests, you must create multiple Mail Connector jobs, providing an individual job for each Microsoft Exchange account. This scenario may require you to configure a profile account for each job. For details, see MAPI e-mail profile for integration with Microsoft Exchange.

• To specify a dedicated Windows account to access the MAPI profile:

  Before you begin:

  Make sure that both the Automation Server startup account and the Microsoft Exchange account meet these requirements:

  Automation Server startup account requirements:

  1. The Automation Server startup account must belong to the local Administrators group on the Automation Server computer.

  2. The Automation Server startup account cannot be the LocalSystem account.

  3. The Automation Server startup account must have the "Replace a process level token" and "Adjust memory quotas for a process" user rights.

  Microsoft Exchange account requirements:
  
  1. The Microsoft Exchange account must have the ”Log on as a batch job” user right.
  
  2. If you plan to use MAPI:
  On the computer hosting the Automation Server, you must create an Outlook profile for the Microsoft Exchange account. The profile must be created using a 64-bit edition of Microsoft Outlook. For details, see Creating the mail profile for integration with Microsoft Exchange.

  TIP: You can assign user rights to the account as follows:

  1. Log on as an administrator on the computer where the Automation Server is installed.

  2. Open the Local Security Policy.

  3. In the Local Policies, go to User Rights Assignment and double-click the desired user right.

  4. Add the desired account to the list of users that have this right.

  5. Click OK.

  6. Restart the Automation Server. For instructions, see Starting and stopping the Automation Server.

  To configure the Mail Connector job to run under a dedicated Windows account:

  1. On the Settings tab of the Mail Connector window, under Profile Account select This account, click the Find button and select the Microsoft Exchange account that you have chosen earlier.

  2. Click OK to close the Select User window.

  IMPORTANT: The profile must be created using a 64-bit version of Microsoft Outlook. For details, see Creating the mail profile for integration with Microsoft Exchange.

  3. Click Test Connection to verify that the Mail Connector can connect to the specified mail account.

Next Steps

To understand how your job will work, switch to the Processing tab and view the default processing rules. You can customize them, if needed.

To clean the message from unwanted text, switch to the Preprocessing Rules tab and choose preprocessing rules for your job. Alloy Navigator offers a set of pre-configured rules for the popular e-mail clients. These rules are initially disabled. You can view the rules and change their order.

NOTE: Rules are applied in the order they are displayed.

You can create or modify preprocessing rules in the E-mail Processing> Preprocessing section. For instructions, see Configuring preprocessing rules.

After you have configured Mail Connector settings, you can test the job and check its results to make sure it works correctly. You can test even a disabled job. For instructions, see Checking Mail Connector job results.

Related Information:

Understanding the Mail Connector

Configuring parsing rules

Configuring processing rules

Configuring preprocessing rules