CSM 10.5 Documentation

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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

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