Who is this article for?

Customers installing and configuring Ideagen Mail Manager Enterprise web application.

SharePoint Administrators and Microsoft Administrators.

This article provides a complete checklist for installing and configuring Ideagen Mail Manager Enterprise modern web application, including essential steps and optional configuration items.

Registering your organisation

To register your organisation:

1. Go to the registration page.
2. Choose the appropriate region.
3. Enter a valid business email address.

Whitelisting required items

To whitelist the necessary items:

1. Review the whitelisting article.
2. Whitelist the items listed in section 2.

Creating the administration site

To create the administration site:

1. Create a basic SharePoint site named oneplacesolutions on your tenant.

This site will hold settings and profile details for the application. Sections 1 and 2 in the creating the administration site article provide detailed instructions.

Deploying the software

To deploy the web app:

1. Follow the instructions in the deploying the web app.

This guide provides complete instructions for deploying the web app to the Microsoft Admin Center.

Consenting the app

To consent the app on behalf of your organisation:

1. Go to the consent page.
2. Grant consent.

This prevents all users from being prompted for admin authentication.

Note: For details about required permissions, see understanding required permissions.

Installing the admin client

The admin client is a Windows-based application that only needs to be installed on one or two machines for administering the solution.

To install the admin client:

1. Decide who your administrators will be.
2. Choose your installation method:
   • Use the .msi to package the application and push via Intune or;
   • Manually install using the all-in-one installer, then deselect elements that are not required

Connecting to the administration site

To connect to your administration site:

1. Follow the instructions in the connecting to your administration site article.

Note: Microsoft admin authentication is required for this activity.

Deploying the email columns

To deploy the email columns:

1. Access the machine where the admin client has been installed.
2. Follow the instructions in the adding email columns article.

This allows all metadata to be captured for filed emails.

Deploying the email search schema

To deploy the email search schema:

1. Follow the instructions in the configuring SharePoint search schema article.

This ensures that the web search will populate all columns in the search.

Configuring optional items

The following configuration items are optional but can enhance your solution.

Configuration profiles

Configuration profiles allow administrators to centrally control certain elements of the solution.

To create configuration profiles:

1. Follow the instructions in the creating and managing configuration profiles article.

For specific items that can be configured for the web application, see sharing configuration settings.

Solution profiles

Solution profiles allow administrators to configure profiles to dynamically deliver filing locations and other business solutions to end users.

To create solution profiles:

1. Follow the instructions in the creating and managing solution profiles article.

Section 5 of the getting started with solution administration guide provides further information on creating solution profiles.

Understanding required permissions

The following permissions are required for installation and configuration:

• 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)

For all required permissions, see understanding required permissions.

Further reading

• Best practices, installation, downloads and resources
• Getting started with solution administration
• Mail app user guide