Configure a Global E-mail Account

3-Minute Video: Configuring Global E-mail Accounts.

Use the Accounts page in the E-mail Options window to set up global e-mail accounts. From here:

• Add a new account.
• Edit or copy an existing account.
• Delete an account.
• Designate an account as the default account for sending e-mails from within CSM.
• Find dependencies.

To configure a global e-mail account:

1. In CSM Administrator main window, select the E-mail and Event Monitoring category, and then select Edit E-mail Accounts and Settings.

   The E-mail Options window opens.

2. Click the Accounts page.

   

3. Configure an e-mail account:
   • Add button: Click to select the type of e-mail account to set up (POP, IMAP, or Exchange).
   • Edit button: Click to edit the settings for an existing account.
   • Delete button: Click to delete an existing account.

     Note: Users might have security rights to customize global e-mail account settings, so there are several options when deleting an e-mail account. See Delete a Global E-mail Account for more information.

   • Copy: Click to copy the settings from an existing account, and then edit the settings as necessary.
4. Configure the account:
   1. Define settings for a global POP or IMAP account.
   2. Define settings for a global Microsoft Exchange account.
5. Spell Check E-mail: Select this check box to have CSM spell check e-mails as the message is typed (misspelled words are underlined with red squiggles).
6. Make Default Account: Click this button to make the selected account the default account for sending e-mails.
7. Find Dependencies: Click this button to display other CSM Items using the selected e-mail account (ex: An E-mail and Event Monitor).
8. Click OK.