Who is this article for?

IT Personnel performing an installation of Mail Manager.

IT knowledge & access required.

A shared configuration folder is used to host the files that control user preferences and to load collections automatically. 

This article outlines the steps required to create a shared configuration folder.

Creating a shared configuration folder on a network file server

1. Install Mail Manager. For more details on this process please visit Getting Started with the Mail Manager Installation.
2. Create a folder on your network called "Mail Manager" and a sub-folder called "Mail Manager Config".

For example:

UNC: \\Server01\General\Mail Manager\Mail Manager Config

Drive: G:\Mail Manager\Mail Manager Config

3. Browse to the Mail Manager installation sample directory e.g. %localappdata%\Mail Manager\Program Files\Sample.
4. Copy the contents of the sample folder into the newly created "Mail Manager Config" folder.
5. Optional: Apply user access permissions to prevent non-admin users from editing the contents of the folder e.g. Read-Only

Creating a shared configuration folder on SharePoint

1. Install Mail Manager. For more details on this process please visit Getting Started with the Mail Manager Installation.
2. Within your SharePoint admin center create a new site (site collection) called: Mail Manager.
3. In a web browser open the Mail Manager SharePoint site.
4. In the "Documents" section create a folder called "Mail Manager Config".
5. Browse to the Mail Manager installation sample directory e.g. %localappdata%\Mail Manager\Program Files\Sample.
6. Copy the contents of the sample folder into the "Mail Manager Config" folder.
7. Optional: Apply user access permissions to the Mail Manager SharePoint site to prevent non-admin users from editing the contents of the folder e.g. add to the site's visitors group (read)
   See: Team site permissions and Microsoft 365 Groups

Creating a shared configuration folder on Viewpoint

1. Install Mail Manager. For more details on this process please visit Getting Started with the Mail Manager Installation.
2. Within your Viewpoint enterprise create a new site called: "Mail Manger" with a document container called: "Mail Manager Config".

For example: My Company / Mail Manager / Mail Manager Config.

3. Browse to the installation sample directory e.g. %localappdata%\Mail Manager\Program Files\Sample.
4. Copy the contents of the sample folder (see above) into the "Mail Manager Config" document container.
5. Optional: Apply user access permissions to the Mail Manager site to prevent non-admin users from editing the contents of the folder e.g. add to the site's visitors group (read)

Further Reading

• Minimum Hardware & Software Requirements (Pre-Requisites)
• Installation Types
• How to Install Mail Manager (Per-User)
• How to Install Mail Manager (Per-Machine)