TABLE OF CONTENTS

• Mailbox Module Overview
  • User Interface
  • Toolbar
    • Viewing Link Counts for Each Mailbox
    • Manually Creating a New Mailbox
  • Using the Context Menu
    • General Information
      • Overriding Deployment Unit Information
    • Bulk Copying Field Information from the Grid
    • Adding Links to Applications, Devices, Mailboxes, or Bespoke Objects
    • Adding Complex Links between Applications, Devices, Mailboxes, and User Migrations
  • Further Support

Mailbox Module Overview

User Interface

The Mailbox module uses the standard Common Grid Layout, consistent with the Applications, Users, Deployment Units, Defects, and Bespoke modules. For details on Common Grid functionality and custom forms, refer to the Custom Forms documentation.

Toolbar

Viewing Link Counts for Each Mailbox

To view the counts of related Applications, User Migrations, Devices, or other Mailboxes:

1. Navigate to the Link Counts section on the Ribbon.
2. Select the relevant link type: Applications, User Migrations, Mailboxes, or Devices.
3. A corresponding count column will appear in the grid for each Mailbox.

Manually Creating a New Mailbox

Mailboxes are usually created via the Import Tool. However, you can manually add a Mailbox if necessary (note: a universal licence is required for each new Mailbox):

1. Click the New button on the Toolbar.
2. Enter the values for Mail Name 1, Mail Name 2, and Mail Name 3.
   • Mail Name 1 is mandatory.
3. Select the Process and Sub Process to assign the Mailbox. Defaults are pre-selected.
4. Click New to save.

Mail Name field titles can be changed in the Administration section.

Using the Context Menu

The Context Menu provides multi-selection and bulk action functionality within the Mailbox grid.

• Select one or more Mailboxes (Ctrl+Click or Shift+Click for multiple selections).
• Right-click to open the Context Menu.

General Information

| | Context Menu Actions:

• Open Details: Open the details tab for selected Mailboxes (in a new tab or window).
• Links: Add Application, User Migration, and Device links to Mailboxes.
• New Note: Add notes to one or many Mailboxes. Notes appear in the Details tab.
• New Task: Create new tasks for Mailboxes. Tasks will appear in both the Task Tab and the Tasks module.
• Move to Process: Change the Process and Sub Process for selected Mailboxes.
• Deployment Units: Add or remove Deployment Unit assignments for Mailboxes (if enabled). See "Overriding Deployment Unit Information" below.
• Blueprints: Add or remove Blueprints for Mailboxes. For more details, see the Blueprints documentation.
• Teams: Assign team members (such as engineers, delegates, etc.) to Mailboxes.
• Update Fields: Bulk update text, dropdown, and date fields from the Details Tab.
• Update Custom Form: Bulk update Custom Form information for multiple Mailboxes.
• Copy: Bulk copy one or more fields (see details below).
• Lock: Lock or unlock Mailboxes to prevent updates to User Migration data.
• Archive: Archive Mailboxes. Archived items are only visible using the Segments\Other Filters\Archived view.

• Delete: Mark Mailboxes for deletion. Deleted items are visible in the Segments\Other Filters\Deleted view and can be restored until permanent deletion.

Note: Deployment Unit options appear in the Context Menu only if enabled under Administration → Devices → Self Schedule & DU.

Overriding Deployment Unit Information

To override Deployment Unit information for Mailboxes:

1. Select Mailboxes using the checkboxes.
2. Choose the specific fields to override.
3. Adjust the information as needed for all selected Mailboxes.
4. Click Update to apply changes.

This functionality is intended for exceptional, manual adjustments.

Bulk Copying Field Information from the Grid

To copy field data for multiple Mailboxes:

1. Select the Mailboxes in the grid.
2. Right-click, then choose Copy from the Context Menu.
3. Select the fields to copy to the clipboard.

Copy options:

• Copy (default, includes headers)
• Copy No Header
• Copy Comma Delimited
• Copy Space Delimited

Adding Links to Applications, Devices, Mailboxes, or Bespoke Objects

To manually link Mailboxes to other objects (example using Applications):

1. Select the relevant Mailboxes in the grid.
2. Right-click and select Link Applications....
3. Search for the Application to link.
4. Select the Application from the list.
5. Click Create Links.

After completion, the link will be established between each Mailbox and the specified Application.
The Create Links button may provide additional options depending on your enabled modules.

Adding Complex Links between Applications, Devices, Mailboxes, and User Migrations

For advanced relationships, such as linking a Device, Application, and User Migration:

Example:
LONPC001 has Adobe Acrobat installed for John Smith

1. Select the Device (LONPC001) from the Devices grid.
2. Right-click, then select Add Links → To Applications.
3. In the Application chooser, search and select Adobe Acrobat (select the correct version).
4. Click the dropdown arrow beside Create Links.
5. Select Additional Links to User Migrations.
6. In the User Migration chooser, select the required User Migration(s) for the Device → Application → User relationship.
7. Click Create Links to establish all required connections.

Further Support

For further assistance, visit the ManagementStudio Service Desk to search the knowledge base or create a new support ticket.