Creating a Mail Manager AutoDiscovery pattern using the Setup Builder

Who is this article for?
Administrators who want to learn to set up discovery patterns.

Administrator permissions are required.

The following article explains how to create a Mail Manager AutoDiscovery pattern using the Setup Builder.

1. Using the setup builder to make your AutoDiscovery pattern

Open the Mail Manager auto discovery testing tool.
Navigate to %localAppData%\Mail Manager\Program Files\x64.
Run MailManager.Autodiscovery.exe.
If prompted with "Windows protected your PC" select More info and Run anyway
When discovering SharePoint folders choose SharePoint Setup Builder.
If discovering File system (server) folders choose File system Setup Builder.

Choose if you are creating a New Auto Discovery pattern, or opening an existing one to test.

Select New to make your new Pattern.
Then copy 3 separate paths to the folders where emails will be stored in the below fields.
examples below of SharePoint and File System.
SharePoint paths:

Then click Next and configure your Collection Name and Filing Location Description.

Click Save and test to go back to the testing tool.
You can test your new pattern, click Discover locations or get your new pattern by clicking Open test location.

Configure AutoDiscovery File:
- Rename your pattern file to either:
  - "AutoDiscoveryFileSystem.txt" (for File System), or
  - "AutoDiscoverySharePoint.txt" (for SharePoint)
- Place the renamed file in your Mail Manager Shared Configuration Folder
Enable AutoDiscovery in Admin Preferences:
- Open Mail Manager Admin Preferences:
  - In Outlook, go to: Mail Manager, Tools then User Preferences (CTL-SHIFT-E).
- Then enable one of the following:
  - For File System: Local & Network Folders then Discover Filing Locations.
  - For SharePoint: Microsoft 365, SharePoint then Discover Filing Locations.