Content Manager

Software Version 9.4

EmailLink Installation and Configuration

Document Release Date: August 2018

Software Release Date: August 2019
EmailLink Installation and Configuration

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EmailLink Installation and Configuration

Contents
Introduction 4
About Content Manager EmailLink 4
About this document 4
EmailLink prerequisites 4
Installation and configuration 5
Creating the Domain User 5
Exchange Authentication 5
Gmail Authentication 6
Create the Credentials 6
Configure in EmailLink 6
Installing EmailLink 7
Installing EmailLink from a Command Line 12
Upgrading from ExchangeLink to EmailLink 12

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EmailLink Installation and Configuration

Introduction

About Content Manager EmailLink

Content Manager EmailLink enables users to add email items to a mail folder, which checks them into
a pre-defined Content Manager Container record.
This feature allows users to check in mail items quickly to frequently used Content Manager containers
without the need to have the Content Manager client installed, or if it is installed, open on their
computers.
Users can set up and manage multiple Check In Styles to manage their email items, as required.
CM_EmailLink_x64.msi installs two services on a server that enable this Content Manager
functionality.

About this document

This document provides information for you to install and configure Content Manager EmailLink.

EmailLink prerequisites
For prerequisites, see CM9.4_Spec.pdf in the Content Manager installation folder.

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EmailLink Installation and Configuration

Installation and configuration

Creating the Domain User

Exchange Authentication
Create a domain user account with the permission Impersonate in the Exchange Server.
You can set the user name and password in the Exchange Credentials section of the Admin
Console. Then, if you are setting up EmailLink in the same domain as the Exchange Server, the
account to run EmailLink will probably be the same one that also has permission to impersonate in the
Exchange Server.
If you are not in the same domain as the Exchange Server, for example, when you are running
EmailLink against an Office 365 Exchange Server, you can set the Exchange credentials manually.
If the user account with the permission Impersonate is not the account which is used to run the
Content Manager Workgroup Service in your environment, then add the user to the trusted accounts
list using Content Manager Enterprise Studio - on the Home tab, in the General group, click
Options. On the displayed Options dialog, click Other and add the trusted accounts.

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EmailLink Installation and Configuration

Gmail Authentication

Create the Credentials

Configuring authentication for Gmail requires the creation of a service account in your Google Apps
domain. The steps required for this are documented in the Google Apps Admin SDK. In short, the steps
to follow are:
1. Create a Google Apps SDK project.
2. Enable the Gmail API for this project.
3. Create your service account.
4. Create the credentials for your service account.
5. Save the JSON or P12 file in a safe place.
6. Configure the Gmail scope for the service account in the Google Admin console.

NOTE: When creating the credential key file select JSON or P12.

Configure in EmailLink
Once the credentials are created, in the Content Manager EmailLink Admin console,
http://localhost:1338/Preferences, on the Configuration page, expand Authentication and select
GMail. Complete the details as follows:
1. Enter your mail domain (e.g. acme.com) in the Domain field.
2. Enter any text in the User Name, this field is not used for Gmail authentication.
3. Enter the service account email address (e.g. tutoral-service-account@tutorial-project-
1348.iam.gserviceaccount.com) in the Service Account Email Address field.
4. Navigate and select the JSON or P12 key file.
5. Add the credentials and re-start the Content Manager EmailLink Sync Service.

For additional details on setting up the EmailLink Authentication for Exchange and/or Gmail, see the
EmailLink help that is accessible via the EmailLink Admin console, http://localhost:1338/help/.

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EmailLink Installation and Configuration

Installing EmailLink
CAUTION:
After running the CM_EmailLink_x64.msi (see below for details), ensure both Content
Manager EmailLink Services are started.

1. With elevated user rights, from the installation media, run CM_EmailLink_x64.msi file
The Welcome dialog appears:

2. Click Next.
The License Agreement dialog appears:

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EmailLink Installation and Configuration

3. Select I accept the license agreement and click Next.

The Destination Folder dialog appears:

4. Click Next to keep the default installation folder (recommended).

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EmailLink Installation and Configuration

The Client Database Configuration dialog appears:

l Database ID – Content Manager dataset ID that EmailLink should link to the Exchange Server
mail accounts.
l Server Name – the Content Manager Workgroup Server EmailLink should connect to.
l Port Number – the Workgroup Server port number to use. Default: 1137.
l Alternate Service Name – the secondary Content Manager Workgroup Server EmailLink can
connect to if required.
l Alternate Port Number – the secondary Content Manager Workgroup Server port number to
use.
5. Click Next.
The Services User Configuration dialog appears:

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EmailLink Installation and Configuration

l Domain Name
l User Name – the name of the user to run the services. See Creating the domain user above for
more detail on the requirements for this user.

NOTE: This service user must be an administrator on the server where EmailLink is
installed.

l User Password
6. Click Next.
The Ready to Install the Application dialog appears:

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EmailLink Installation and Configuration

7. Click Next.
The confirmation dialog appears:

The installation of EmailLink is complete and has installed two services on the computer:
— Content Manager EmailLink Admin Service

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EmailLink Installation and Configuration

— Content Manager EmailLink Synch Service

The installation has also created the folders:
— C:\Micro Focus Content Manager\EmailLink

NOTE: This folder is not created until after the Content Manager EmailLink Admin Service
is started.

— C:\Program Files\Micro Focus\Content Manager\EmailLink.

8. Use the EmailLink Preferences console for further configuration by using your web browser to
navigate to: http://localhost:1338/Preferences. The console has a help button to assist with
configuration issues or questions you may have.
9. Use the Windows Services function to start the Content Manager EmailLink Synch Service.
10. Open the Content Manager client as an Content Manager administrator and on the
Administration tab, in the Options group, click System Options. From the Features tab select
the feature Check In Styles and click OK.
11. Restart the Content Manager clients, if they were running, to enable the new functionality. Content
Manager users with an electronic address against their user profile and a matching email account
on the Exchange and/or Gmail Servers can now create links to Content Manager containers using
the record context menu Send To – Add To Check In Styles.

Installing EmailLink from a Command Line

1. Open a command prompt as administrator, for example, right-click it in the Start menu, and then
click Run as administrator.

2. Edit the below sample command lines to suit your own needs.
3. Copy and paste the commands line to the Command prompt window and press Enter.

Sample Command Line for installing EmailLink

"C:\Users\username\Desktop\CM_EmailLink_x64.msi" /q /l*vx
"C:\Users\username\Desktop\Installlog.txt" EXL_WG="PrimaryWorkgroup" EXL_WG_
ALT="secondaryWorkgroup" EXL_ADMIN_PORT="AdminPortNo" EXL_DBID="DBID" EXL_
PORT="PortNo" EXL_PORT_ALT="AltPortNo" EXL_DOMAINNAME="DomainName" EXL_
SERVICEUSER="username" EXL_SERVICEPASS="Userpassword"

Upgrading from ExchangeLink to EmailLink

The ExchangeLink feature was introduced in HP Records Manager 8.1. In Content Manager, this
feature was enhanced and renamed to EmailLink.

CAUTION:
Before upgrading to Content Manager EmailLink, stop the EmailLink Admin Service and the
EmailLink Synch Service.

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EmailLink Installation and Configuration

To upgrade ExchangeLink to EmailLink, on the machine where ExchangeLink is installed, run CM_
EmailLink_x64.msi as an administrator. Follow the installation steps described in Installing
EmailLink, on page 7
Depending on the version of ExchangeLink that was previously installed, the root directory for
ExchangeLink may be either C:\HP Records Manager or C:\HPE Records Manager. After upgrading, in
that default location, there will now be a folder called EmailLink, as well as the ExchangeLink folder.
Once upgraded, navigate to the default root directory where both the ExchangeLink and EmailLink
folders are, right-click on the EmailLink folder and click Delete. Once the folder has been deleted,
right-click on the ExchangeLink folder and click Rename and rename this folder to EmailLink.

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