Loading messages
This section on the New Service form is used to set up retrieval of messages from the mailbox.
If the message contains a tag of an existing request in the subject line, it will be automatically loaded into its log. Based on messages without a request tag, a new request is created.
Options:
- Server
- Exchange Server - enter the name of the Exchange server, e.g.:
outlook.office365.com.
- Authentication
- OAuth 2.0 (Exchange Online) - First, register the Alvao Service application in your Azure Active Directory and set permissions for the full_access_as_app. We also recommend limiting permissions so that can only access the listed mailboxes.
- Application (client) ID - enter the Alvao Service application ID from AAD.
- Directory (tenant) ID - enter the directory ID of the Alvao Service application from AAD.
- Client secret - enter the secret code of the Alvao Service application from AAD.
- E-mail - enter the email address of the retrieved mailbox
- Basic
- User name - enter a username to log in to the service mailbox, see New Service - General - Email.
The username is usually the same as the mailbox email address.
If you want to retrieve messages from another mailbox, such as a shared mailbox in Microsoft 365, put a backslash at the end followed by the email address of that mailbox. For example, the username service_account@contoso.com will retrieve messages from the servicedesk@contoso.com mailbox and log into that mailbox as the service_account@contoso.com user.
- Password - enter the password to log in.
Caution:
The password for accessing the mailbox is stored in the database in unencrypted form.
Note:
The interface is supported by Exchange Server 2016 (or later) and Office 365.
- IMAP Server - enter the network name of the IMAP server.
- IMAP Port - enter the TCP/IP port for communication with the IMAP server.
- SSL - enable if you want secure communication with the server.
- Login
- User Name - enter the username of the user from whose default mailbox messages are to be retrieved.
- Password - enter a password for logging in.
Caution:
The password for accessing the mailbox is stored in the database in unencrypted form.
Note:
Through the IMAP interface you can connect to a wide range of mail servers such as Exchange Server, HCL Domino, etc.
- Settings
- Load unread messages only -
turn on if you only want to retrieve messages from the clipboard that are not marked as read.
- Mark uploaded messages as read
- turn on if you want to automatically mark messages that Alvao has processed as read.
- Transfer uploaded messages to - enter the folder name if you want to move the message to a specific folder in the mailbox after processing.
- Delete uploaded messages - turn on if you want to delete processed messages from the clipboard. If you do not otherwise have a way to delete old clipboard contents, we recommend leaving this option on.
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