Who is this article for?

Users wishing to run a trial of the solution.

SharePoint Admin and Microsoft Admin permissions are required.

This article guides you through the steps required to set up a trial of Ideagen Mail Manager Enterprise.

1. Preparing for the trial

Before setting up your trial, we recommend scheduling a short call with the Sales or Pre-sales Team to walk you through the trial setup process. This ensures you understand all the steps involved and can facilitate a smooth trial experience.

2. Setting up the trial

To set up your trial:

1. Decide who will participate in the trial.
2. Register your organisation at the registration page, choosing the appropriate region.
3. Review our best practices guide, which provides access to downloads and full instructions for installing and deploying both desktop and web applications.
4. Consult the getting started with solution administration resources for comprehensive setup information.
5. Review your organisation's security policies to ensure the required applications and URLs are whitelisted.
6. Set up the following permissions:
   • SharePoint Admin - Required to add a new single basic site named 'oneplacesolutions' as an Administration site.
   • Microsoft Admin - Required to make the connection between the Ideagen Mail Manager Admin client and the Administration site. After the initial connection, normal user credentials can be used in the Admin client.

Note: Our team is available to help with any questions during your trial implementation.