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Creating an email account in Dev Studio

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Configure an email account to determine the email server and account details for receiving and sending email in your application. These accounts are used in the email listener and email channel to read emails and create or update cases, or send automatic replies and notifications.

As a best practice, create a new email account in App Studio. For more information, see Creating an email account.
  1. In the navigation pane of Dev Studio, click Records.

  2. Expand the Integration-Resources category, and then click Email Account.

  3. Click Create.

  4. On the Create Email Account page, enter a short description and an account name.

  5. Click Create and open.

  6. In the Account provider section, in the Email provider list, select an email provider.

  7. In the Sender section, in the Send using field, select an email protocol:

    Choices Actions
    SMTP
    1. In the Identity subsection, in the Email address field, enter the email address that is associated with outgoing email.

      The sender details appear automatically in the SMTP host and Port fields. You can edit the information in these fields.
    2. In the Display name field, enter the name to display for this sender.

    3. In the User ID field, enter the SMTP user ID that sends email from this host.

    4. In the Password field, enter the sender password.

    5. In the Reply to field, enter the email address to which the recipients of outgoing emails can reply. Use a working, valid email address that a person reviews or that the system processes.

    6. Optional:

      In the Connection subsection, edit the information in the SMTP host and Port fields.

      The following default outgoing email connection options are available:
      • 25 (unsecured)
      • 587 (STARTTLS)
      • 465 (SMTPS)
    7. Optional:

      To use SSL to send email messages through this server, select the Use SMTPS check box.

      Do not select this option if the email server uses STARTTLS.
      1. In the Lowest allowable SSL/TLS version field, select the lowest version of the protocol that you want to allow to communicate with an external server.

        The default value is TLS version 1.2.

      2. Optional: If you are using JDK, the SSL/TLS version defaults to the latest version supported by JDK. To override the Java mail setting and set the TLS to a specific version, add the -Dmail.imaps.ssl.protocols="TLSv1.2" JVM option to your startup parameters.

        For more information, refer to your Java developer documentation.

      3. In the Truststore field, press the Down arrow key and select the keystore that holds your truststore certificates.

        If the keystore does not exist, you can create a new keystore by entering a name and then clicking the rule opener.

    Microsoft Graph
    Microsoft Graph appears only if you select Microsoft Office 365 in the Email provider list in step 6.

    Additionally, Microsoft Graph does not support encryption and signing for outbound emails.

    1. In the Identity subsection, in the User principal name field, enter the user principal name that is associated with the inbox from which you want to send email.

      Typically, the user principal name is the same as the email account ID, but that setting depends on your Microsoft Office 365 configuration. For more information about what to enter in this field, see your Microsoft Office 365 documentation or contact your administrator.
    2. In the ReplyTo field, enter the email address to which the recipients of outgoing emails can reply.

      Use a working, valid email address that a person reviews or that the system processes.
    3. In the Connection subsection, in the Authentication profile field, press the Down arrow key, and then select the authentication profile that you want to use for your email account.

      Microsoft Graph connections support OAuth 2.0 authentication profiles that use the Client credentials and Password credentials grant types. For more information, see Configuring OAuth 2.0 authentication for sending and receiving emails by using Microsoft Graph.
    4. Optional:

      In the Advanced section, enter a value for the timeout key or accept the default.

  8. Optional:

    For SMTP connections, to enable digitally signed email for your application, in the Message signing section, configure the keystore settings:

    1. In the Keystore instance field, enter a Keystore data instance.

      For more information, see Keystores.
    2. Optional:

      To name the key, in the Alias field, choose the alias of the key in the keystore to use for signing.

      If you leave this field blank, the system selects the first key in the keystore.
  9. Optional:

    For SMTP connections, to override the email sender default settings, in the Advanced section, update the settings:

    Carefully customize the email sender with these settings because changes might result in an unproven, unsupported configuration.
    You can disable plain authentication for compatibility with some Microsoft Exchange servers by entering the following values:
    • In the Key field, enter mail.imaps.auth.plain.disable.
    • In the Value field, enter true.
  10. Optional:

    To test the connectivity of your sender configuration, click Test connectivity.

  11. In the Receiver section, in the Receive using list, select an email protocol.

    Choices Actions
    IMAP and POP3
    1. Optional:

      To populate the User ID and Password fields with the user ID and password from the Sender subsection, select Use sender's ID and password.

    2. In the Identity section, in the User ID field, enter the email address to use for incoming email.

    3. In the Password field, enter the recipient password.

    4. In the Connection section, in the Host field, enter the POP3 or IMAP mail server host name or IP address to use for incoming email.

    5. In the Port field, enter the POP3 or IMAP mail server port number for email connections.

      The following port numbers are available:
      • For IMAP servers, ports 143 (unsecured) or 993 (secured with SSL).
      • For POP3 servers, ports 110 (unsecured) or 995 (secured with SSL).
    6. Optional:

      To avoid using SSL/TLS for connections to your IMAP/POP3 server, clear the Use SSL/TLS check box.

    Microsoft Graph
    Microsoft Graph appears only if you select Microsoft Office 365 in the Email provider list in step6.
    1. In the Identity subsection, in the User principal name field, enter the user principal name that is associated with the inbox in which you want to receive email.

      Typically, the user principal name is the same as the email account ID, but that setting depends on your Microsoft Office 365 configuration. For more information about what to enter in this field, see your Microsoft Office 365 documentation or contact your administrator.
    2. In the Connection section, in the Authentication profile field, press the Down arrow key, and then select the authentication profile for your email account.

      Microsoft Graph connections support OAuth 2.0 authentication profiles that use the Client credentials and Password credentials grant types. For more information, see Configuring OAuth 2.0 authentication for sending and receiving emails by using Microsoft Graph.
    3. In the Advanced section, enter a value for the timeout key or accept the default.

  12. Optional:

    To override the email receiver default settings, expand the Advanced section, and then specify the key and value for valid JavaMail API IMAP and POP3 protocol provider properties, as defined in the Java packages com.sun.mail.imap and com.sun.mail.pop3, respectively.

    Carefully customize the email receiver with these settings because changes might result in an unproven, unsupported configuration.
    You can disable plain authentication for compatibility with some Microsoft Exchange servers. Enter the following values:
    • In the Key field, enter mail.imaps.auth.plain.disable.
    • In the Value field, enter true.
  13. Optional:

    To test the connectivity of your receiver configuration, click Test connectivity.

  14. Click Save.


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