Creating a New Mailbox Reader Import

While initiating a new Import, T1 and T2 level administrators can choose a tenant for which they want to initiate import whereas for T3 level administrators clicking on New Import button takes them directly to the configuration page.

Creating a Mailbox Reader Import

On clicking the New Import button (& selecting tenant for T1 and T2 level), administrator is taken to the configuration page for the connection.

1. Choose Import Type

Each new import has two key import type options:

1. Mailbox Reader

2. Custom Import (visible when Custom is selected as Import Type)

2. Add Connection Details

This section allows Administrators to configure the settings to setup a Mailbox Reader Connection. The protocol you wish to use for accessing and reading from the mailboxes will depend on the mail server. Some recommendations for protocol are:

• For Exchange 2007 onwards, use EWS (Exchange Web Services). This is a powerful facility and is becoming more efficient and effective with later Exchange releases.

• For most other mail sources, use IMAP (Exchange 2003 / Gmail / Hotmail / etc.)

• Use POP3 as a last resort.

• MSGraph

Then you will need to discover the server from which to access the mailboxes. For Exchange, the CAS server is usually preferred – as this offers the IMAP (if enabled) and EWS web services. For EWS you MUST enter the correct server host name – it must match the services’ certificate and standard URL. Please note: If this is not correct, EWS will not authorise the connection and errors.

For IMAP/POP3, you will generally use the service names that are well documented by the various mail vendors

EWS is the recommended method for mail extraction from an on-premises Exchange system.

MSGraph is the recommended method for mail extraction from Microsoft Exchange online (Office365).

Connection via Multiple Protocols

Using MSGraph

Using EWS

Using IMAP

Using POP3

Prerequisite: Server Address, OAuth Connection, Tenant ID.

Administrator must enter the prerequisites mentioned above and click save & test connection button. This protocol is mostly used for Office 365 accounts.

OAuth connection used here must be already created for the tenant.

Pre-requisite: Server Address, Domain name, Port number, Impersonation Account.

Administrator must enter the prerequisites mentioned above and click save & test connection button. Domain is required if the Impersonation account username does not have an email domain in it. This protocol is used mostly for on-premises Exchange systems.

If the test connection is successful, a message will appear, and the Mailboxes section will be visible.

Otherwise, a failed connection message will be displayed. In case connection fails please check the details entered and try again. For help in setting up an Impersonation Account, click here.

Prerequisite: Server Address, Domain name, Port number, App password or Google Service Account.

Administrator must enter the prerequisites mentioned above and click save & test connection button. This protocol is mostly used for Google mailboxes. There are 2 ways of accessing emails from Google in this case.

1. Google Service Account: A service account is a special kind of account used by an application to make authorized API calls. It is different from a user account. While using this, a service account key {Type: JSON} is required to validate the account.

2. Sign in with App passwords: For normal user accounts where service accounts are not present, a user can create an app password for accessing mail in any 3rd party application. This app password is required here to import emails from the mailbox.

NOTE: In case of IMAP connection, test connection always fails until a mailbox is added to the connection.

Pre-requisite: Server Address, Domain name, Port number, App password.

Administrator must enter the pre-requisites mentioned above and click save & test connection button. This protocol is also mostly used for Google mailboxes.

This protocol has not been well tested yet.

3. Select Import Settings

In this section, administrators can alter the import settings based on the requirement.

Multiple options are present for configuration here like

1. Include folders

2. Exclude folders

3. Selection range (Date period based)

4. Idle alert period (time since last mail downloaded)

5. Archive and Public folder download

4. Choose Mailboxes

This section provides configuration to add mailboxes for the connection. There are 3 ways provided here for the import of mailboxes.

5. Confirm & Start

This last section is for acquiring consent from the administrator to try and connect to mailboxes configured above. On clicking the Start Mailbox Reader button, the Import process will be started.