Email

The Email flexible asset will help you capture all component parts of the email solution to create the perfect jumping off point for both design and troubleshooting.

Prerequisites

On-premises solution:

  • All database, gateway, and remote access servers have been entered as configurations.
  • Domain and SSL certificates have been entered using the Domain Tracker and SSL Tracker.
  • Make sure that you also have the necessary Active Directory or console credentials.

Cloud solution:

  • Make sure that you have the necessary console credentials with URL.
Visit Account > Flexible Asset Types > Email to ensure the available fields and drop-down options are in line with the information you wish to capture.

Instructions

  1. Navigate to the organization you are onboarding.
  2. Go to the Email section from the sidebar.
  3. Click + New in the top right corner.
  4. In the Type field, select the email platform, e.g. Exchange 2013, Google Apps.
  5. In the Domain(s) field, search for and select one or more domains serviced by this email system - include forwarded or redirected domains.
  6. In Email Servers field, search for and select one or more email servers for an on-premises solution.
  7. Fill out as many or as few remaining fields as you wish.
  8. Click Save.
  9. Record the admin credentials in the Passwords area (if that's not already done) and then add them under Related Items.
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