Email Worksheet

Organize email information such as user credentials, account information, and server location into a worksheet for easy reference during the configuration process.

Before configuring CSM email, users must create three email accounts using their own email service:

• Test Receiver Account: Create a test email account to receive test messages from CSM (example: [email protected]).
• Test Sender Account: Create a test email account to send messages via CSM (example: [email protected]).
• Production Account: Create a production email account to send messages via CSM (example: [email protected]).

Depending on the type of email service being used, complete one of the following worksheets to organize the email information.

POP or IMAP Account

Email Item	Test Account (Sender) Information		Production Account Information
Account Name
	Example: MyDevAccount		Example: MyProductionAccount
Account Username
	Example: ServiceDeskTESTSender		Example: Support
Account Password
	Example: Colorado719		Example: Colorado719
Incoming (POP or IMAP) Server Location
	Example: pop.PrimaryDomain or imap.PrimaryDomain		Example: pop.PrimaryDomain or imap.PrimaryDomain
Incoming (POP or IMAP) Server Security Protocol
	Example: Auto, Basic, SSL, TLS		Example: Auto, Basic, SSL, TLS
Outgoing (SMTP Server Security Protocol
	Example: smtp.PrimaryDomain		Example: smtp.PrimaryDomain

Exchange Account

Email Item	Test Account (Sender) Information		Production Account Information
Account Name
	Example. MyDevAccount		Example. MyProductionAccount
Account Username
	Example. ServiceDeskTESTSender		Example. Support
Account Password
	Example: Colorado719		Example: Colorado719
Exchange Domain
	Example: mycompany.com		Example: mycompany.com
Server (Client Access)
	Example: exchange.mycompany.com		Example: exchange.mycompany.com