Preparing for IBM mail support for Microsoft Outlook
If users will use Microsoft Outlook clients, complete these tasks to prepare.
Before you begin
About this task
| Task | Why the task is important | Additional information | Complete? |
|---|---|---|---|
| Complete general tasks to prepare for onboarding. | There are tasks to prepare that apply to all or most clients. | Preparing for onboarding | |
| Verify that users have a supported Microsoft Outlook client installed. | Using a supported client is required because it provides the best experience for users. | Microsoft Requirements for SmartCloud Notes® | |
| Download the software. Optionally, install it for your users. | Only administrators (users with the Administrator role in their IBM Connections™ Cloud account) can download the software. If you don't want users to install the software themselves, you can use on-premises tools to install for them. | Download the IBM Mail Add-in package from the IBM® Software Downloads site. For more information on downloading software, see the topic Downloading entitled software. | |
| Be aware of the Microsoft Outlook client limitations. | This information can help with troubleshooting. | Known limitations and restrictions | |
| Open the firewall ports that are required for IBM mail support for Microsoft Outlook. | Ports 443 must be open to allow HTTPS connections to the service via Microsoft Outlook. | Configuring the firewall for outbound connections | |
Use a policy to push required settings to users. |
Use a policy so that users don't have to configure the settings themselves. |
Using a policy to push settings for IBM mail support for Microsoft Outlook |
|
| Configure MIME conversion for outbound messages | This configuration ensures the proper display of inline images. | Configuring MIME conversion | |
| If you use federated identity authentication, ensure that your login form complies with the requirements that enable users to log in automatically, without providing a password. | If the form does not meet the requirements, the automatic-login feature does not work. | Login form requirements for automatic login with federated identity authentication. | |
| Understand which option to select to enable IBM mail support for Microsoft Outlook subscriptions for your users. | Knowing the name ensures that the correct subscription is added. | Select the MS Outlook Access add-on subscription. You
can enable this subscription when you provision users for SmartCloud Notes. Or you can add the subscription to
the user account after provisioning is complete. For information on provisioning
users for SmartCloud Notes, see one of the
following sections of the documentation:
For information on adding the subscription after provisioning, see Adding an IBM mail support for Microsoft Outlook subscription to a user account. |
|
| (Optional) Customize some aspects of software updates. | After the initial installation of IBM mail support for Microsoft Outlook, future versions of the software are automatically pushed to clients by the auto update service. You can configure aspects of the automatic updates, for example, get reports that indicate how many users have updated versions. | Customizing updates to IBM mail support for Microsoft Outlook. |
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