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Office 365 Email Accounts (Incoming Email)

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Office 365 best practice enforces multi-factor authentication. The following explains the configuration requirements so Jim2 can retrieve Office 365 email using the Microsoft Graph API, and how to configure within Jim2 (both Jim2.Cloud and Jim2 on premises).

 

Info

Note: If you wish to use Microsoft Products via Jim2 Cloud, it is recommended to obtain an E3 licence or above.

 

Set up application

1.Create an application at admin.microsoft.com, logged in with suitable access to Azure Active Directory.

Admin Centres

2.Select Azure Active Directory.

azure active

3.Select App registrations, then New registration.

app reg

4.Enter a name for the application. It is suggested to name it Jim2 Email. Select Accounts in this organisation directory only (<name> only – single tenant).

MicrosoftTeams-image
Jim2 email O65

warning1

Remember the Application and Directory ID, as these need to be entered when setting up email accounts in Jim2.

5.Create a secret for the application. Select Certificates & secrets, then New client secret. It is suggested to choose 24 months. If the secret is set to expire, a new secret needs to be created and then updated in Jim2 before the secret expires.

certificates

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If this is not done, Jim2 will fail to retrieve emails once the secret has expired.

6.Copy this secret and keep it for entry into Jim2.

secret

7.Go to API Permissions, click Add a permission, then select Microsoft Graph.

API permissions

8.Select Application permissions.

select app permiss

Search for Mail and tick the 4 boxes as in the below image.

mailperm

9.Click Add permissions. In this area, grant the application access to the accounts Jim2 will download emails for.

App Permissions

 

Jim2 setup

O365 setup

 

Name and Email Address

If it is not required to have an email address available for staff to select when sending emails, so leave the email address blank. If left blank, enter the email address in Mailbox where the emails are to be retrieved from, ie. sales@democompany.com. If emails are to go out as support@democompany.com, but they are forwarded by email servers to a mailbox of support@democompany.com, set the email address and Mailbox to support@democompany.com.

 

Received Enabled must be ticked. SMTP details are not to be entered here.

Tenant – Enter the Directory (tenant) ID from above.

Client – Enter the Application (client) ID from above.

Pwd – Enter the Secret from step 6 above.

Mailbox – Enter the email address where the emails are to be retrieved from.

After Processing – Choose an action to take:

process action

Move To processed folder – After the email is downloaded it is moved to the nominated folder in Office 365.

Delete – After the email is downloaded, it is deleted from the mailbox.

Do nothing – Email is left in mailbox (the last checked date is used to determine which emails to download).

warning1

This is not recommended.

Move To – it is recommended to create a folder such as DownloadedtoJim and have emails moved here.

Last Checked – This is the last date and time Jim2 checked for emails (as long as None is not selected above).

Server – Enter the email server here

User – Enter the email address here

Pwd – enter the password for the email address.

Select SSL.

 

Once set up, click Test to ensure everything is correct.

 

To avoid interruption to incoming email reception:

A new Client Secret will need to be created before the expiry 24 months (2 years).

Each mailbox in Jim2 must be updated with the new Client Secret (password).

 

Setup

How to add a Jes Instance

Email Options

Email Setup

Set up Incoming Emails

Set up POP3 Email Accounts

Set up Email Tag

Set up Email Folder

Set up Email Rule

Set up Email Security

Create an email list

Set up SMS via Email

Set up and Use Gmail in Jim2

Use Office 365 with Jim2 Email