Configure a Global Email Account

When configuring an email account, you can add or delete an account, edit or copy an existing account, designate a default account for sending emails from within CSM, and find dependencies.

Use the Accounts page in the E-mail Options window to set up global email accounts.

To configure a global email account:

1. In the CSM Administrator main window, select the E-mail and Event Monitoring category, and then select E-mail Accounts and Settings.
2. Select the Accounts page on the E-mail Options window.
3. Configure an email account:
   1. Select Add to select the type of email account to set up (POP, IMAP, or Exchange).
   2. Select Edit to edit the settings for an existing account.
   3. Select Delete to delete an existing account.

      Users might have security rights to customize global email account settings, so there are several options when deleting an email account. See Delete a Global Email Account for more information.

   4. Select Copy to copy the settings from an existing account, then edit the settings as necessary.
4. Configure the account:
   1. Define Global POP or IMAP Account Settings
   2. Define Global Microsoft Exchange Account Settings
5. Select Spell Check E-mail to have CSM spell check emails as a message is typed (misspelled words are underlined with red lines).
6. Select Make Default Account to make the selected account the default account for sending emails. This account is used for emails sent from the Browser Client.
7. Select Find Dependencies to show other CSM Items using the selected email account (example: An Email and Event Monitor).