Setting up a Microsoft Exchange account requires:
Note: The padlock button in each of the sections determines if Users can override administrative settings when they customize a global e-mail account by defining their own personal e-mail settings. By default, server settings are locked and credentials are unlocked so that Users can enter their own usernames and passwords. Click the padlock buttons to change the defaults.
To configure a global Microsoft Exchange account:
The E-mail Options window opens.
Tip: Users can also edit or copy an existing account. Click Edit to modify the settings for an existing e-mail account. Click Copy to copy the settings for an existing e-mail account, and then modify them as necessary.
The E-mail Options window for an Exchange account opens.
Tip: When defining a test account, use names such as MyDevAccount or DevTestAccount. This naming convention makes it easy to quickly find a test account in the system.
Note: The Client Access server might not be the same as the primary Exchange server. Client Access is the web service used by CSM to talk to Exchange.
Note: This is the default for Microsoft Exchange, but if there is not an appropriately configured digital certificate, this option might need to be disabled.
Note: This option is not recommended, as it can pose a security risk to the Exchange e-mail system.
Note: Leave the username and password blank to allow Users to enter their own credentials. Also ensure that the padlock button is unlocked . If it is locked, click it, and then select Users Can Change Credentials. If all Users use the same credentials, or if this account is used by an automated process like the E-mail and Event Monitor, then provide credentials here.
Note: When a Conversation ID is found within an e-mail message, CSM can immediately find the record (ex: Incident) associated with the various e-mails. If Conversation IDs are not used, then it can still identify records, but it has to use less reliable techniques, such as comparing the details of the subject line.
Note: Do not delete Conversation IDs from e-mail messages. Doing so makes it harder for CSM to associate Customer replies with the correct record.
A test e-mail is sent to the current User.
Note: All required Exchange server information must be filled in before the account to be tested.