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Getting started with solution administration
Who is this article for?
Administrators and IT Administrators responsible for managing software deployment.
No special access or permissions are required.
The following article provides resources and details on deployments of the Ideagen Mail Manager • Enterprise software and associated applications.
1. Best practices
We recommend familiarising yourself with our best practice guide for enterprise deployments before getting started with the software.
2. Licensing and subscription
Managing your Subscription ID is a simple process across the solution suite, as it's shared across the entire solution suite, including desktop and app.
After starting a Ideagen Mail Manager Enterprise download or trial an email will be sent to your mailbox containing your Subscription ID. For simplicity, your Subscription ID is auto enrolled across the Microsoft 365 tenant.
All users who have Ideagen Mail Manager • Enterprise installed will utilise the same Subscription ID.
Below are some additional resources on subscription management:
3. Permissions
The app uses modern authentication for best practice security when connecting to Microsoft 365. It cannot access any SharePoint location that the user does not have permissions to.
Below are some resources on permissions:
- Understanding required permissions
- Understanding permission changes
- Using authentication on Desktop
- Using telemetry settings and opt-out options
4. Deployment
Below is a complete list of deployment resources for each step of the process.
4.1. Downloads
- Downloading the desktop application
- Understanding the supported environments on Enterprise Desktop
- Understanding supported environments
- 8.x Enterprise download centre
4.2. Columns
- Adding email columns to SharePoint for metadata capture
- Configuring SharePoint column mapping
- Using email site columns
4.3. Desktop
- Using Intune deployment for Pre-Release 9.0 (8.x and below)
- Deploying the Desktop software - Enterprise Deployment instructions
- Installing Citrix/terminal services
4.4. Configuration
- Configuring Microsoft 365
- Configuring OnePlaceLive services
- Configuring the navigation tree
- Configuring SharePoint search locations
- Using the Launch button
- Previewing emails and documents
- Using authentication in SharePoint
- Defining proxy settings
- Using general Enterprise Mail settings
- Upgrading from an earlier release
4.5. App
- Deploying the web app
- Understanding the admin deployment upgrade
- Understanding supported environments - Ideagen Mail Manager web app
- Configuring the EnterpriseMail app
5. Enterprise Live
Enterprise Live profiles enable you to deliver focused solutions and locations to users in the applications they are working in.
- Enabling live profiles
- Connecting to your administration site
- Creating and managing solution profiles
- Creating a central register item
- Searching and creating a location item
- Using the shortcut item
- Configuring search-based content
- Using content shortcuts
6. Central configuration
Central configuration allows you to control how the app behaves across your organisation via profiles.
- Creating and managing configuration profiles
- Customising your desktop
- Understanding configuration options
- Sharing configuration settings
- Connecting users to a configuration profile
- Configuring custom email content types
- Configuring SharePoint column mapping
7. Email tracking
Email tracking is a service which extends the use of the app across the enterprise to provide visibility around what emails your colleagues have already saved to SharePoint.