Sources Tab

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Sources Tab

The Sources tab contains the path of the email.

 

Important

 

• Email jobs are locked down so an individual cannot access another person's email account or make changes to the Email Import job.

• Jobs set up under one account and then logged into with a different account will generate a message indicating that the job cannot be viewed or edited. Only if no options were assigned to the job will editing be permitted.

• Only email accounts you have configured under your account are visible to you.

• Only options in the Sources, Error Options and Archiving Options tabs assigned to your email accounts are visible to you.

• Only email options are available under the Email Job Type. No other Job Types should be able to view any of the Email Options.

• Only one email account per user per Job. For example, Source, Error and Archiving all must point to the same email account.

 

 

1.Click the Sources tab.
 
A window similar to the following displays:
 
ImportEmailImportSourceTabempty-mh
 

2.Click Add.
 
The Source Properties dialog box displays:
 
ImportEmailImportSourcePropertiesdialogempty-mh
 

3.In the Name field, enter a meaningful name for the email source.

4.In the Source Type field, use the dropdown and click to select Outlook.

5.In the Account field, use the dropdown to select a listed entry or click Manage Accounts.

6.If Manage Accounts is clicked, the Manage Accounts dialog box similar to the following displays:
 
ImportEmailImportManageAccountsdialog-mh
 

7.Click Add.
 
The Add Account dialog box similar to the following displays with the Name field unpopulated and Connection Not Established displaying:
 
ImportEmailImportAddAccountdialog-mh
 

8.In the Type field, use the dropdown or keep the default.

9.Click Grant Access.
 
The Microsoft Pick an account window similar to the following displays:
 
ImportEmailImportMicrosoftPickanaccountGrantAccessbuttonaccess-mh
 

10. Double click on the account that is listed or click Use another account.
 
The Microsoft Permissions requested window similar to the following displays:
 
ImportEmailImportMicrosoftPermissionsrequestedwindow-mh
 

11. Click Accept.
 
The Add Account dialog box redisplays similar to the following with the Name field populated with the account name and Connection Successful displaying:
 
ImportEmailImportAddAccountdialogcomplete-mh
 

12. Click OK.
 
This closes the Add Account dialog box and the Manage Accounts dialog box redisplays with the newly created account displaying in the grid similar to the following:
 
ImportEmailImportManageAccountsdialogcomplete-mh
 

13. Click Close.
 
The Source Properties dialog box redisplays with the Account field system populated similar to the following:
 
ImportEmailImportSourcePropertiesdialogFolderfieldcomplete-mh
 

14. Click the Folder field ellipsis, Ellipsisicon-mh.
 
A Folders dialog box similar to the following displays:
 
ImportEmailImportSourcePropertiesdialogEllipsisFolderdialog-mh
 

15. Click to highlight the folder.

16. Click OK.
 
The Source Properties dialog box with the Folder field populated redisplays similar to the following:
 
ImportEmailImportSourcePropertiesdialogFolderfieldcomplete1-mh
 

17. Click OK.
 
The Sources tab redisplays with the new Job added to the grid similar to the following:
 
ImportEmailImportSourceTabcomplete-mh
 

18. Continue by clicking the Error Options tab.