Email Management in the wMobile Manager Console

by Lynn Catterson on January 23, 2015

Email Management in the wMobile Manager Console is not a new feature in wMobile, but it probably is under-utilized and worth a review! In early versions of wMobile, an admin had to log into wMobile Phone Edition or Desktop Edition as each user in order to configure their email accounts. This is no longer necessary because all the email accounts can be managed from the Manager Console.

To access the email accounts, navigate to wMobile | Email Fetcher | Email Accounts as shown in the wMobile Explorer pane below. All existing email accounts will be displayed. To work with any account, highlight it by clicking on it, and selecting the desired option in the Actions pane.

In the example below, one of the email accounts has a red highlight in the “Auto-Retrieve Disabled” column. This means that the wMobile Email Fetcher service is no longer actively checking this account and retrieving emails into wMobile. This might be due to incorrect connection information. Or it might have been disabled automatically if the email account could not be authenticated. This is to save resources if an email account has been disabled, but not removed from wMobile. For further information on configuring these options, see the section on Configuring System Settings in the Manager Console.

 

To check the email account settings, highlight the email account and use the Edit button in the Actions pane.

 

Check the email settings. There’s a Show Password option so you can verify the password that is set for the account.


 

When any adjustments have been made, use the Test Account option.


 

If the account tests successfully, uncheck the Disable automatic retrieving of new e-mails so that the wMobile fetcher service will again check the server or ISP for new email and copy it to wMobile. Select Save and Close.


 

If the email address does not test successfully, then the error should give you some indication of the problem. In the example below, the username or password is incorrect. Verify the authentication method from your email administrator or your Internet Service Provider.


 

To add a new email account, select New from Actions pane.


 

Enter the user’s email address and select which type of email account to create: POP3 or IMAP. Select Continue when you’ve entered the information.

Note: In general IMAP is preferred. POP3 is best when the user access email only on one computer with one email client. Where a user is accessing email on multiple devices and with multiple email clients, IMAP is recommended.


 

Select the User to whom the account is assigned.


 

Fill in the email account settings, as your mail server or Internet Service Provider requires. 

Note: These settings are not copied from GoldMine, so if the user’s email password or any other connection information changes, it will need to be updated in wMobile as well as GoldMine. It is possible that the wMobile email settings will need to be different from those in GoldMine. We sometimes see that an email account in GoldMine is set to use an internal IP address for an Exchange server. That’s fine for a GoldMine user on the network, but it would not work for a wMobile user off the network. Then the user would need to access the server with an external IP address or DNS name instead.


 

If all the email accounts at a company follow the same format with the same connection information, then the Copy function will be a time-saver!


 

This will copy all the settings from the selected account. Update the Account Name, the Owner, the ReplyAddress, Username and Password to reflect the new email account. The server names, ports, and authentication methods should all be the same.


 

Email accounts can be deleted from the Manager console if they are no longer used.


 

When an email account is created for a user, it will be set as the default account. If there are more than one email accounts defined, that might need adjustment. Highlight the account that should be the default, and click Make Default.


 

Finally, some options have been added to export and import individual email addresses. We plan to have an option to export and import all existing email accounts at once, but for now it’s one at a time. This is a useful feature when migrating wMobile from one server to another. wMobile must be uninstalled, or the SQL tables for wMobile must be manually removed, so that they don’t cause a conflict when wMobile installed on the new server. Most of the information will be different on the new server, but it’s nice to be able to export the needed email accounts, and then import them again when wMobile is reinstalled, so you don’t have to reconfigure them all. For further info on migrating wMobile to another server, please see this topic in our Online Help Guide.

 


Let us know if you have any questions about email management in the wMobile Manager Console or any other general questions about wMobile by leaving a message in the comments.  Have a suggestion for a blog post or a question you would like to see us answer? Let us know.

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PRODUCT: wMobile

AUDIENCE: Administrators

Lynn Catterson
Application Specialist at UpCurve Cloud
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