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  1. No action is required for *.PSTor *.OST files as they are indexed automatically.

  2. This page is about indexing e-mail servers.

Indexing All Addresses (Exchange Server)

Actions to be Taken on Mail Management

Actions to be Taken on Mail Account

E-mail Display According to User Authorization

Troubleshooting

Tip

Conditions for Connection

  1. A valid email account and information

    1. If E-mail server is not listed, you can add an E-mail server that supports IMAP or POP3 with Other option.

  2. You can restrict emails to be discovered from fields such as date range and content. You must determine before you start.

  3. “EWS” service must be activated for On-Prem Exchange servers. Sample access: https://mail.company.com/ews/exchange.asmx

  4. Many accounts can be discovered simultaneously for Exchange (If that option is selected, it must be on a user with permissions.)

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Indexing All Addresses (Exchange Server)

In GEODI, you can index the e-mails of all users with an authorized user that can access others' e-mail addresses.

Tip

Conditions for Connection

  1. The “Include Shared Mailboxes“ option should be checked under E-mail Account Settings.

  2. Have an authorized Exchange e-mail address.

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Primarily, an authorized e-mail address must be defined, and Discovery Management permissions should be assigned for so that it will can be done over a single e-mail address.

  1. Permissions must be assigned to the defined and authorized e-mail address through the following steps.

    1. Exchange Admin Center - Admin Roles - Discovery Management

      1. Assingned Assigned → Add the created e-mail address.

      2. Permissions

        1. Address Lists

        2. Application Impersonation

        3. Legal hold

        4. Mailbox Search

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  1. "Read and manage permissions” must be given to the authorized e-mail address that is defined in the e-mail addresses you want to be included in the scan.

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Actions to be taken

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on the Mail Account

  1. You need to add a new person from the your account's "Contacts" tab in your account.

  2. To add more than one person to your list, you can do this by selecting the “Import People” option from the Manage menu.

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Setting E-mail

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Visibility/Permissions by User

  • The user who logs in to GEODI can see the email if From/To/CC/BCC is included in the indexed email.

  • Otherwise, only the system administrator can see it.

  • You can get support from our technical team for implementation.

Troubleshooting

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titleUnable to connect to Exchange server

Be sure that the EWS service is defined for On-Prem.

Check the GEODI server’s connection to the Exchange server.

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titleIf GEODI server connects to E-mail server through proxy...

You can set manual proxy settings for e-mail connections. To use it, you must fill in the information below.

Info

  1. Proxy Server Address

  2. Proxy User

  3. Proxy Password

image-20241126-092017.pngImage Added
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titleHow can i connect to a mail server that is not included in the list (Zimbra, iRedMail, etc.)?

You can connect such servers using the Other option with IMAP or POP3.

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title"Account information cannot be verified." error appear during mail definition.

  1. URL form for the server address must be checked to see if it is correct.

  2. The specified user must log in via the defined address.

  3. Permissions that must have been given to the user should be checked if this error is received at the authorized e-mail address defined for mass e-mail address scan. https://decesw.atlassian.net/wiki/spaces/geodien/pages/3973808372/Source+E-mail#Actions-to-be-Taken-on-Mail-Management

  4. If this error is not received with the Global Admin Account, the authorizations of the defined authorized account should be checked.

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titleAccounts other than authorized mail account are not included in scan.

  1. It should be checked that the e-mail addresses to be scanned are registered in the address book of the authorized e-mail account. https://decesw.atlassian.net/wiki/spaces/geodien/pages/3973808372/Source+E-mail#Actions-to-be-taken-on-Mail-Account

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  1. It should be checked that the authorized e-mail is defined in the e-mail addresses you want to be included in the scan is given "Read and manage permission”.

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titleE-mail discovery takes too long.

The issue is mainly related to the mail server and network. You can also restrict emails by date.