Configuring Mailbox

You can configure Mailboxes to enable E-mail Parsing. You can configure both Exchange and Pop-3 servers for the Mailboxes for a Tenant. For more information about E-mail Parsing, see E-mail Parsing.

To configure a Mailbox:

  1. Select Admin > Advanced > Notifications > Mailbox.
  2. On the MAILBOX page, click ADD NEW on the ACTIONS panel.
  3. Select the Tenant and type in the details for new Mailbox configuration. For information about the fields on the MAILBOX page, see Field Description.
  4. Click SUBMIT. The NOTIFICATION PARSER confirmation pop-up page is displayed.

    Notification Parser confirmation pop-up page
    Figure:  Notification Parser confirmation pop-up page
    • If you click OK, you are redirected to NOTIFICATION PARSER page. For more information about the NOTIFICATION PARSER page, see Configuring Notification Parser.
    • If you click Cancel, new Mailbox is configured.
 Server Type : Exchange

The following screen is displayed when you select the Server Type as Exchange.


Figure:  MAILBOX page - Server Type : Exchange

Field Description

The following table describes the fields on the MAILBOX page:

Field

Description

DETAILS

Server Type

Select the server type as Exchange from the drop-down list.

Mailbox Name

Type in the name of the Mailbox.

Version

Select an operating system from the list: Exchange 2007 SP1 and Exchange 2010.

Domain

Type in the selected server’s domain name.

User Name

Type in the configured user name for the selected domain.

Password

Type in the password.

Confirm Password

Type in the same password again for confirmation.

EWS URL

Type in the Exchange Web Service (EWS) URL for the selected server type. For example: office365.com and so on.

E-mail ID

Type in the e-mail ID of the user. Specifying EWS URL or the e-mail ID is mandatory.

Invalid E-mail ID

Mails sent from the e-mail ids specified in this field are not processed.

Forward Invalid E-mail to Administrator

If selected, the e-mails sent from an invalid e-mail id are forwarded to the Administrator and deleted.

Forward Error E-mail to Administrator

If selected, the e-mails which could not be processed due to an error is forwarded to the Administrator.

Administrator E-mail ID

Specify the Administrator e-mail id to receive the invalid and error e-mails.

Action for Unparsed E-mails

Select the action to be performed on the unparsed e-mails from the list: No Action, Delete or Move to Different Folder.

If Move to Different Folder option is selected, the Folder Path field is displayed. Specify the path for the folder where you want the unparsed e-mails to be moved in the Folder Path field.

Run at Source

Specify the source: SummitAI Server or SummitAI Proxy

  • SummitAI Server: It refers to the machine, where SummitAI Suite is installed. It is also referred as SummitAI Centralized Server. Select this option to execute the Mailbox operations from the SUMMIT Server.
  • SummitAI Proxy: It refers to the machine configured at a client location for sending monitored data of the client machines to the SummitAI Server. Select this option to execute the Mailbox operations from the Proxy Server.

Do Not Process Mails Older than (Days)

Specify the number of days for which old mails have to be processed.

Error Notification

You can configure the users to notify about any errors occurred while parsing e-mails for a mailbox configuration. Search the user in the User Search field and click the  icon.

Restrict E-mail Processing

Select this checkbox to restrict the processing of e-mails if the e-mail id configured in the mailbox is marked under Cc/Bcc.

Active

Indicates the status of the Mailbox configuration.

  • If selected, the Mailbox configuration becomes an available option on the other pages of the application.
  • If not selected, the Mailbox configuration becomes an inactive value. The inactive Mailbox configurations are not displayed in the Mailbox list on the other pages of the application.

SCHEDULER DETAILS

Monitoring Source

Select a Monitoring Source from the list.

Job Frequency

Select time format from the list and specify the Time.

 Server Type : Pop3

The following screen is displayed when you select the Server Type as Pop3.


Figure: MAILBOX page - Server Type : Pop3

Field Description

The following table describes the fields on the MAILBOX page:

Field

Description

DETAILS

Server Type

Select the server type as Pop3 from the drop-down list.

Note: Select Pop3 when you cannot access the data directly. You can then remotely access the mailbox details.

Mailbox Name

Type in the name of the Mailbox.

Server Name

Type in the server name.

User Name

Type in the configured user name.

Password

Type in the password.

Confirm Password

Type in the same password again for confirmation.

Port

Type in the port details.

Secure Connection

If selected, the connection becomes secure.

Invalid E-mail ID

Mails sent from the e-mail ids specified in this field are not processed.

Forward Invalid E-mail to Administrator

If selected, the e-mails sent from an invalid e-mail id are forwarded to the Administrator and deleted

Forward Error E-mail to Administrator

If selected, the e-mails which could not be processed due to an error is forwarded to the Administrator.

Administrator E-mail ID

Specify the Administrator e-mail id to receive the invalid and error e-mails.

Action for Unparsed E-mails

Select the action to be performed on the unparsed e-mails from the list: No Action, Delete or Move to Different Folder.

If Move to Different Folder option is selected, the Folder Path field is displayed. Specify the path for the folder where you want the unparsed e-mails to be moved in the Folder Path field.

Run at Source

Specify the source: SummitAI Server or SummitAI Proxy

  • SummitAI Server: It refers to the machine, where SummitAI Suite is installed. It is also referred as SummitAI Centralized Server. Select this option to execute the Mailbox operations from the SummitAI Server.
  • SummitAI Proxy: It refers to the machine configured at a client location for sending monitored data of the client machines to the SummitAI Server. Select this option to execute the Mailbox operations from the Proxy Server.

Do Not Process Mails Older than (Days)

Specify the number of days for which old mails have to be processed.

Error Notification

You can configure the users to notify about any errors occurred while parsing e-mails for a mailbox configuration. Search the user in the User Search field and click the  icon.

Restrict E-mail Processing

Select this checkbox to restrict the processing of e-mails if the e-mail id configured in the mailbox is marked under Cc/Bcc.

Active

Indicates the status of the Mailbox configuration.

  • If selected, the Mailbox configuration becomes an available option on the other pages of the application.
  • If not selected, the Mailbox configuration becomes an inactive value. The inactive Mailbox configurations are not displayed in the Mailbox list on the other pages of the application.

SCHEDULER DETAILS

Monitoring Source

Select a Monitoring Source from the list.

Job Frequency

Select time format from the list and specify the Time.

 Mail Parser API Registration

Register a new application using the Azure portal

  1. Sign in to the Azure portal using either a work or school account or a personal Microsoft account.
  2. If your account gives you access to more than one tenant, select your account in the top right corner, and set your portal session to the Azure AD tenant that you want.
  3. In the left-hand navigation pane, select the Azure Active Directory service, and then select App registrations > New registration.
  4. When the Register an application page appears, enter your application's registration information:
    • Name - Enter a meaningful application name that will be displayed to users of the app.
    • Supported account types – select Accounts in this organizational directory Only.
    • Redirect URI: Enter https://localhost/ as redirect URI.
    • When finished, select Register.



  5. Azure AD assigns a unique application (client) ID to your app, and you're taken to your application's Overview page. To add additional capabilities to your application, you can select other configuration options including branding, certificates and secrets, API permissions, and more.



  6. Create a new application secret. If you choose not to use a certificate, you can create a new application secret.
    1. Select Certificates & secrets.
    2. Select Client secrets > New client secret.
    3. Provide a description of the secret, and a duration. When done, select Add.

      After saving the client secret, the value of the client secret is displayed. Copy this value because you can’t retrieve the key later. You provide the key value with the application ID to sign in as the application. Store the key value where your application can retrieve it.





  7. For API permissions, you need to add additional permissions in order to use Microsoft Graph notifications. Choose Add a permission, and under Microsoft APIs, select Microsoft Graph, and then Provide Delegated and Application permissions as in below screen shot:



  8. To grant admin consent when registering an app:
    1. Select API permissions.
    2. Click Grant admin consent.



  9. Share/Configure below in Summit AI application.
    1. Application ID
    2. Tenant ID
    3. Client Secret
    4. O365 Mailbox Email

  10. Below Microsoft URLs and its sub APIs should be accessible from Summit AI application server:

Note:

  • Applications call Microsoft Graph using their own identity and not on behalf of a user. These are usually background services or daemon apps that run on a server without the presence of a signed-in user. These apps make use of OAuth 2.0 client credentials grant flow to authenticate and are configured with application permissions, which enable such apps to access all mailboxes in an organization on Exchange Online. For example, the Mail. Read application permission allows apps to read mail in all mailboxes without a signed-in user.
  • Administrators who want to limit the app access to a specific set of mailboxes can use the New-ApplicationAccessPolicy PowerShell cmdlet to configure access control. Below article covers the basic steps to configure an application access policy. These steps are specific to Exchange Online resources and do not apply to other Microsoft Graph workloads. For more information, see https://docs.microsoft.com/en-us/graph/auth-limit-mailbox-access.

ACTIONS

This section explains all the icons on the ACTIONS panel of the MAILBOX page.

Filters

Click Filters to specify a particular filter criteria to display the configured Mailboxes. On clicking the Filters icon, the FILTERS pop up page is displayed. Select the Tenant and Server Type, and click SUBMIT.

FILTERS pop-up page
Figure:  FILTERS pop-up page

SHOW LIST

Click SHOW LIST to display the LIST table showing all the configured Mailboxes as per the selected Server Type value for the selected Tenant.


Figure:  MAILBOX page : List of Mailboxes

  • To edit any Mailbox configuration, click the Mailbox Name. Make appropriate changes and click SUBMIT.


    Figure: MAILBOX page: Edit Mailbox Configuration
  • To display the inactive Mailbox configurations, click the Include Inactive check box.

Note:

When the configured Mailboxes are displayed under the LIST table, the ADD NEW action is displayed under ACTIONS. Click ADD NEW to configure a new Mailbox.

ERROR LOG

Click ERROR LOG to view the error details. The ERROR LOG pop-up page is displayed. See screen shot.

ERROR LOG pop-up page
Figure: ERROR LOG pop-up page

NOTIFICATION PARSER

  • Click NOTIFICATION PARSER to view Rule list. NOTIFICATION PARSER  pop up page is displayed.

    NOTIFICATION PARSER pop up page
    Figure:  NOTIFICATION PARSER pop up page
  • Click Rule name to configure NOTIFICATION PARSER. NOTIFICATION PARSER configuration page is displayed. For more information about the NOTIFICATION PARSER page, see Configuring Notification Parser.

    NOTIFICATION PARSER configuration page
    Figure: NOTIFICATION PARSER configuration page

CREATE NOTIFICATION PARSER

Click CREATE NOTIFICATION PARSER to create NEW NOTIFICATION PARSER. For more information about the NOTIFICATION PARSER page, see Configuring Notification Parser.

CUSTOM SCHEDULER

Click CUSTOM SCHEDULER to configure CUSTOM SCHEDULER for the Mail Box. CUSTOM SCHEDULER page is displayed. For more information about the CUSTOM SCHEDULER page, see Configuring Custom Scheduler.

CUSTOM SCHEDULER page
Figure: CUSTOM SCHEDULER page