--- title: "Mailbox" slug: "configure-mailbox" updated: 2026-03-02T06:46:50Z published: 2026-03-02T06:46:50Z canonical: "help.symphonysummitai.com/configure-mailbox" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt > Use this file to discover all available pages before exploring further. # Mailbox You can configure Mailboxes to enable Email Parsing. You can configure Exchange, POP3, and Office 365, IMAP Servers for the Mailboxes for a Tenant. To configure a Mailbox, perform the following steps: 1. Log in to the Application. 2. Select **Admin** from the **Workspace** dropdown. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Admin selection.png) Figure: Workspace 3. Navigate to **Notifications** > **General** > **Mailbox**. 4. Select **Department** and **Server Type** in the Filters pop-up and click **Submit**. > [!NOTE] > Note > > The **ALL** option is displayed under Department when Smart is selected in the **Intelligent Mail Parser Configuration** section within Application Settings. For more information refer [Application Settings](/apex/docs/configuring-application-settings). ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Filters1(1).png) Figure: Mailbox Filters 5. Select **Add New** in the right action panel to create a new Mailbox. 6. Enter the required details for new Mailbox configuration. For more information, refer to below sections to configure based on the server type: - Exchange - POP3 - O365 API - IMAP 7. Click **SUBMIT**. The **Notification Parser** confirmation pop-up page is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/exchange server.png) Figure: Notification Parser confirmation pop-up page - If you click **OK**, you are redirected to **Notification Parser** page. For more information about the **Notification Parser** page, see [Notification Parser](/apex/docs/notification-parser). - If you click **Cancel**, you continue to create the configured mailbox. **Server Type: Exchange** The following screen is displayed when you select the **Server Type** as Exchange. > [!NOTE] > Note > > - Add the following key in ServerMonitor.exe.config (Apex Server) or in Apex_ProxyServer.exe.config (Apex proxy) to parse the e-mails in batches: > - By default, 10 e-mails are parsed in a batch from the configured Mailbox. This value can be set as per the organization's requirement. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/mailbox config(1).png)Figure: Mailbox page - Server Type: Exchange #### **Field Description** The following table describes the fields on the **Mailbox** page: | **Field** | **Description** | | --- | --- | | **DETAILS** | | Server Type | Select the **Server Type** as Exchange from the drop-down list. | | Mailbox Name | Type in the name of the Mailbox. | | Version | Select an operating system from the list: Exchange 2007 SP1 and Exchange 2010. | | Domain | Type in the selected server’s domain name. | | User Name | Type in the configured user name for the selected domain. | | Password | Type in the password. | | Confirm Password | Type in the same password again for confirmation. | | EWS URL | Type in the Exchange Web Service (EWS) URL for the selected server type. For example: office365.com and so on. | | E-mail ID | Type in the e-mail ID of the user. Specifying EWS URL or the e-mail ID is mandatory. | | Invalid E-mail ID | Mails sent from the e-mail ids specified in this field are not processed. | | Forward Invalid E-mail to Administrator | If selected, the e-mails sent from an invalid e-mail id are forwarded to the Administrator and deleted. | | Forward Error E-mail to Administrator | If selected, the e-mails which could not be processed due to an error is forwarded to the Administrator. | | Administrator E-mail ID | Specify the Administrator e-mail id to receive the invalid and error e-mails. | | Action for Unparsed E-mails | Select the action to be performed on the unparsed e-mails from the list: No Action, Delete or Move to Different Folder. If Move to Different Folder option is selected, the **Folder Path** field is displayed. Specify the path for the folder where you want the unparsed e-mails to be moved in the **Folder Path** field. | | Run at Source | Specify the source: Server or Proxy - Server: It refers to the machine, where Suite is installed. It is also referred as Centralized Server. Select this option to execute the Mailbox operations from the Apex Server. - Proxy: It refers to the machine configured at a client location for sending monitored data of the client machines to the Server. Select this option to execute the Mailbox operations from the Proxy Server. | | Do Not Process Mails Older than (Days) | Specify the number of days for which old mails have to be processed. | | Error Notification | You can configure the users to notify about any errors occurred while parsing e-mails for a mailbox configuration. Search the user in the **User** **Search** field and click the ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configure-mailbox-image-f47q8wk0.png) icon. | | Restrict E-mail Processing | Select this checkbox to restrict the processing of e-mails if the e-mail id configured in the mailbox is marked under Cc/Bcc. | | Active | Indicates the status of the Mailbox configuration. - If selected, the Mailbox configuration becomes an available option on the other pages of the application. - If not selected, the Mailbox configuration becomes an inactive value. The inactive Mailbox configurations are not displayed in the **Mailbox** list on the other pages of the application. | | **SCHEDULER DETAILS** | | Monitoring Source | Select a Monitoring Source from the list. | | Job Frequency | Select time format from the list and specify the Time. | **Server Type: POP3** The following screen is displayed when you select the **Server Type** as POP3.![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/mailbox 1.png) Figure: Mailbox page - Server Type: POP3 #### **Field Description** The following table describes the fields on the **Mailbox** page: | **Field** | **Description** | | --- | --- | | **DETAILS** | | Server Type | Select the **Server Type** as Pop3 from the drop-down list. Note: Select **Pop3** when you cannot access the data directly. You can then remotely access the mailbox details. | | Mailbox Name | Type in the name of the Mailbox. | | Server Name | Type in the server name. | | User Name | Type in the configured user name. | | Password | Type in the password. | | Confirm Password | Type in the same password again for confirmation. | | Port | Type in the port details. | | Secure Connection | If selected, the connection becomes secure. | | Invalid E-mail ID | Mails sent from the e-mail ids specified in this field are not processed. | | Forward Invalid E-mail to Administrator | If selected, the e-mails sent from an invalid e-mail id are forwarded to the Administrator and deleted | | Forward Error E-mail to Administrator | If selected, the e-mails which could not be processed due to an error is forwarded to the Administrator. | | Administrator E-mail ID | Specify the Administrator e-mail id to receive the invalid and error e-mails. | | Action for Unparsed E-mails | Select the action to be performed on the unparsed e-mails from the list: No Action, Delete or Move to Different Folder. If Move to Different Folder option is selected, the **Folder Path** field is displayed. Specify the path for the folder where you want the unparsed e-mails to be moved in the **Folder Path** field. | | Run at Source | Specify the source: Server or Proxy - Server: It refers to the machine, where Suite is installed. It is also referred as Centralized Server. Select this option to execute the Mailbox operations from the Server. - Proxy: It refers to the machine configured at a client location for sending monitored data of the client machines to the Server. Select this option to execute the Mailbox operations from the Proxy Server. | | Do Not Process Mails Older than (Days) | Specify the number of days for which old mails have to be processed. | | Error Notification | You can configure the users to notify about any errors occurred while parsing e-mails for a mailbox configuration. Search the user in the **User** **Search** field and click the icon. | | Restrict E-mail Processing | Select this checkbox to restrict the processing of e-mails if the e-mail id configured in the mailbox is marked under Cc/Bcc. | | Active | Indicates the status of the Mailbox configuration. - If selected, the Mailbox configuration becomes an available option on the other pages of the application. - If not selected, the Mailbox configuration becomes an inactive value. The inactive Mailbox configurations are not displayed in the **Mailbox** list on the other pages of the application. | | **SCHEDULER DETAILS** | | Monitoring Source | Select a Monitoring Source from the list. | | Job Frequency | Select time format from the list and specify the Time. | **Server Type O365 API** ### **Mail Parser API Registration** **Register a new application using the Azure portal** 1. Sign in to the [Azure portal](https://portal.azure.com/) using either a work or school account or a personal Microsoft account. 2. If your account gives you access to more than one tenant, select your account in the top right corner, and set your portal session to the Azure AD tenant that you want. 3. In the left-hand navigation pane, select the **Azure Active Directory** service, and then select **App registrations > New registration**. 4. When the **Register an application** page appears, enter your application's registration information: - **Name** - Enter a meaningful application name that will be displayed to users of the app. - **Supported account types** – select **Accounts in this organizational directory Only**. - **Redirect URI:** Enter *https://localhost/* as redirect URI. - Select **Register**. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configure-mailbox-image-zezuek5e.png)Figure: Register an Application 5. Azure AD assigns a unique application (client) ID to your app, and you're taken to your application's **Overview** page. To add additional capabilities to your application, you can select other configuration options including branding, certificates and secrets, API permissions, and more. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configure-mailbox-image-dzn03y85.png) Figure: Azure 6. Create a new application secret. If you choose not to use a certificate, you can create a new application secret. - Select **Certificates & secrets**. - Select **Client secrets > New client secret**. - Provide a description of the secret, and a duration. When done, select **Add**. After saving the client secret, the value of the client secret is displayed. Copy this value because you can’t retrieve the key later. You provide the key value with the application ID to sign in as the application. Store the key value where your application can retrieve it. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configure-mailbox-image-rq8ywcyc.png) ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configure-mailbox-image-ch43khrf.png) 7. For API permissions, you need to add additional permissions in order to use Microsoft Graph notifications. Choose **Add a permission**, and under Microsoft APIs, select **Microsoft Graph**, and then Provide **Delegated and Application permissions**. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configure-mailbox-image-qyx6p0g3.png) 8. To grant admin consent when registering an app: - Select **API permissions**. - Click **Grant admin consent**. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configure-mailbox-image-jz4jz66y.png) 9. Share/Configure below in Apex AI application. - Application ID - Tenant ID - Client Secret - O365 Mailbox Email ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configure-mailbox-image-6k2fctsd.png) 10. Below Microsoft URLs and its sub APIs should be accessible from Apex AI application server: - [https://graph.microsoft.com/](https://graph.microsoft.com/) - [https://login.microsoftonline.com/](https://login.microsoftonline.com/) > [!NOTE] > Notes > > - Applications call Microsoft Graph using their own identity and not on behalf of a user. These are usually background services or daemon apps that run on a server without the presence of a signed-in user. These apps make use of [OAuth 2.0 client credentials grant flow](https://docs.microsoft.com/en-us/azure/active-directory/develop/v2-oauth2-client-creds-grant-flow) to authenticate and are configured with application permissions, which enable such apps to access all mailboxes in an organization on Exchange Online. For example, the Mail. Read application permission allows apps to read mail in all mailboxes without a signed-in user. > - Administrators who want to limit the app access to a specific set of mailboxes can use the **New-ApplicationAccessPolicy** PowerShell cmdlet to configure access control. Below article covers the basic steps to configure an application access policy. These steps are specific to Exchange Online resources and do not apply to other Microsoft Graph workloads. For more information, see [https://docs.microsoft.com/en-us/graph/auth-limit-mailbox-access](https://docs.microsoft.com/en-us/graph/auth-limit-mailbox-access). The following screen is displayed when you select the **Server Type** as O365 API. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/o365 api.png) Figure: Mailbox page - Server Type: O365 API #### **Field Description** The following table describes the fields on the **Mailbox** page: | **Field** | **Description** | | --- | --- | | **DETAILS** | | Server Type | Select the **Server Type** as O365 API from the drop-down list. | | Mailbox Name | Type in the name of the Mailbox. | | E-Mail ID | Type in the e-mail id from which you want to parse the e-mail. | | Tenant ID | Type in the Tenant ID of O365 API. | | Client Secret | Type in the Client Secret O365 API. | | Application ID | Type in the Application ID O365 API. | | Invalid E-mail ID | Mails sent from the e-mail ids specified in this field are not processed. | | Forward Invalid E-mail to Administrator | If selected, the e-mails sent from an invalid e-mail id are forwarded to the Administrator and deleted. | | Forward Error E-mail to Administrator | If selected, the e-mails, which could not be processed due to an error is forwarded to the Administrator. | | Administrator E-mail ID | Specify the Administrator e-mail id to receive the invalid and error e-mails. | | Action for Unparsed E-mails | Select the action to be performed on the unparsed e-mails from the list: No Action, Delete or Move to Folder. If Move to Folder option is selected, the **Get Mailbox Folder** field is displayed. Click this icon to browse the folder where you want the unparsed e-mails to be moved. | | Folder Name | The folder that is selected through the **Get Mailbox Folder** is displayed in this field. | | Do Not Process Mails Older than (Days) | Specify the number of days for which old mails have to be processed. | | Error Notification | You can configure the users to notify about any errors occurred while parsing e-mails for a mailbox configuration. Search the user in the **User** **Search** field and click the ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configure-mailbox-image-4xkfk5s3.png) icon. | | Restrict E-mail Processing | Select this checkbox to restrict the processing of e-mails if the e-mail id configured in the mailbox is marked under Cc/Bcc. | | Parser Mailbox E-mail Id | Type the Parser mailbox e-mail id. | | Active | Indicates the status of the Mailbox configuration. - If selected, the Mailbox configuration becomes an available option on the other pages of the application. - If not selected, the Mailbox configuration becomes an inactive value. The inactive Mailbox configurations are not displayed in the **Mailbox** list on the other pages of the application. | | **SCHEDULER DETAILS** | | Monitoring Source | Select a Monitoring Source from the list. | | Job Frequency | Select time format from the list and specify the Time. | **Server Type: IMAP** The following screen is displayed when you select the **Server Type** as IMAP. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/IMAP.png) Figure: Server Type IMAP For more information on the fields, refer to the following Field Description. **Field Description** | **Field** | **Description** | | --- | --- | | Mailbox Name * | Enter the unique name assigned to the mailbox. | | E-mail ID * | Enter primary e-mail address configured for the mailbox. | | Server Name * | Enter IMAP server hostname or IP address. | | Port * | Enter port number used for the IMAP server connection. | | Client ID * | Enter authentication client ID (used for OAuth or API access). Required field. | | Client Secret * | Enter authentication client secret (used for OAuth or API access). Required field. | | Invalid E-mail ID | Enter e-mail addresses considered invalid for processing. | | The configured e-mail ids are not processed. | Indicates that mails from invalid e-mail IDs listed above will not be processed. | | Forward Invalid E-mail to Administrator | If enabled, e-mails from invalid IDs will be forwarded to the Administrator and deleted from the mailbox. | | Forward Error E-mail to Administrator | If enabled, error e-mails (couldn't be processed) are forwarded to the Administrator. | | Administrator E-mail ID | E-mail address of the administrator to receive notifications or error mails. | | Action for Unparsed E-mails | Specifies the action to be taken for e-mails that cannot be parsed. | | Folder Name | The mailbox folder to monitor or process for incoming e-mails. | | Do not Process Mails Older than (Days) * | E-mails older than the specified number of days will not be processed. | | Error Notification | Settings/option for notifying users/admins in case of processing errors. | | Mailbox | Mailbox configuration or selection details. | | User Search | Allows searching for users associated with the mailbox. | | Type in... | Field for entering user search criteria. | | Add | Option to add users or configurations to the mailbox. | | Emp ID, Name, E-mail, Customer | Columns representing employee details linked to mailbox processing. | | No Data | Indicates no data found for the selected criteria. | | Restrict E-mail Processing | Limits e-mail processing if configured e-mail ID is in Cc/Bcc fields. Select this check box to restrict. | | Parser Mailbox E-mail Id | The specific parser mailbox e-mail ID used in processing. | | The specified parser mailbox e-mail in Cc\Bcc is not processed. | Indicates that if parser mailbox e-mail is in Cc/Bcc, mails are not processed. | | Active | Indicates whether the mailbox configuration is currently active/enabled. | | Scheduler Details | Information regarding the schedule for mailbox monitoring or processing. | | Monitoring Source | Source or method used for mailbox monitoring. | | Job Frequency * | Frequency at which mailbox processing jobs are executed. | ### Actions This section explains all the icons on the **Actions** panel of the **Mailbox** page. #### Filters Click **Filters** to specify a particular filter criteria to display the configured Mailboxes. On clicking the **Filters** icon, the **Filters** pop up page is displayed. Select the **Tenant** and **Server Type,** and click **SUBMIT**. #### **Show List** Click **Show List** to display the **List** table showing all the configured Mailboxes as per the selected **Server Type** value for the selected Tenant. - To edit any Mailbox configuration, click the **Mailbox Name**. Make appropriate changes and click **Submit**. - To display the inactive Mailbox configurations, click the **Include Inactive** check box. > [!NOTE] > Note > > When the configured Mailboxes are displayed under the **List** table, the **Add New** action is displayed under **Actions**. Click **Add New** to configure a new Mailbox. #### **Error Log** Click **Error Log** to view the error details. The **Error Log** pop-up page is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/error log.png)Figure: Error Log #### **Notification Parser** - Click **Notification Parser** to view **Rule** list**. Notification Parser** pop up page is displayed. - Click **Rule name** to configure **Notification Parser. Notification Parser** configuration page is displayed. For more information about the **Notification Parser** page, see [Configure Notification Parser](/apex/docs/notification-parser)**.** #### **Create Notification Parser** Click **Create Notification Parser** to create **New Notification Parser.** #### **Custom Scheduler** Click **Custom Scheduler** to configure **Custom Scheduler** for the **Mailbox**. **Custom Scheduler** page is displayed. For more information about the **Custom Scheduler** page, see [Configure Custom Scheduler](/apex/docs/custom-scheduler).