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About E-mail and Event Monitor

The Cherwell E-mail and Event Monitor Server is a CSM service that automatically monitors e-mail accounts and event streams, and then performs specified actions, such as creating or modifying records based on e-mail content or event details. In addition to connecting to the database server, it also has to be able to talk to the mail server (ex: Microsoft Exchange). The E-mail and Event Monitor Server (referred to as the E-mail and Event Monitor) performs the following functions:

To use e-mail monitoring, there must be at least one e-mail account configured in CSM. E-mail Monitor processes incoming e-mails from a monitored account and performs actions, such as attaching e-mails to Business Object Records as Journal - Mail History Records, creating or updating records with the contents of incoming e-mails, and executing One-Steps™ against newly updated or created Business Object Records.

An E-mail Monitor is used to watch one particular e-mail account. Create as many individual Monitors as required, but do not create multiple Monitors that point to the same e-mail account unless all but one is disabled. Otherwise, the behavior of the E-mail Monitor is ambiguous. A Monitor's behavior is defined by a series of Monitor Items (consisting of conditions and actions) that are configured as needed so that e-mails are processed according to business needs.

CSM provides a default E-mail Monitor (complete with defined Monitor Items). Implement this default design, edit it, or create a personal design using the E-mail and Event Monitoring Manager.

In This Section

E-mail Monitor Good to Know

See Also

CSM E-mail Features

About CSM E-mail Accounts

Using E-mail Accounts

Managing E-mail Accounts

Implementing E-mail Accounts

Configuring E-mail Accounts

Using E-mail Monitoring

Implementing E-mail Monitoring

Managing E-mail and Event Monitoring

Configuring E-mail Monitors

About the Cherwell Outlook Add-In

Configuring CSM Outlook Integration Configurations in CSM Administrator

Configuring the Cherwell Outlook Add-In in Microsoft Outlook

Using the Cherwell Outlook Add-In