Who is this article for?

Support users responsible for setting up discovered filing Locations.

Shared config access is required.

This article contains information about creating and testing the discovery patterns for discovering filing locations.

1. Accessing the setup builder

1. Go to the Ideagen Mail Manager installation folder:
   C:\Program Files\Mail Manager\x64
   or
   %localappdata%\Mail Manager\Program Files\x64
2. Run Ideagen Mail Manager.Autodiscovery.exe
3. The Auto Discovery Tester tool will launch:

4. In the SharePoint section select Setup Builder.

2. Locations Discovery Setup

1. Select New to start creating a new configuration.

2. In your browser, go to the SharePoint folder where emails will be saved and copy the URL.
3. Paste the URL into Path 1.
4. Repeat for Path 2 and Path 3.

5. Select Next.
6. The following window will appear:

• Hierarchy of levels: The example shows discovery of the Site, Document library, and two folders.
• Configure Collection Name: The collection name is based on hierarchy level 1, e.g. Projects.
• Configure Filing Description: The primary description is based on hierarchy level 3, e.g. 241002.
• Click Save and Test to create a configuration file, e.g. Projects.txt.
• When prompted, select Discover Locations.

In this example 3 locations have been discovered.

3. Applying the configuration

1. Select Open Location
2. Open the configuration file (e.g. Projects.txt) with Notepad
3. Copy the configuration pattern, e.g.
   Site|Projects|[C] / DocLib|Emails / Folder|[D] / Folder|01 Emails|[T]
4. Open AutoDiscoverySharePoint.txt in your Shared Configuration Folder using Notepad
5. Paste the copied pattern on a new line and save the file.

Auto discovery will detect the new filing locations on each device during the next run.