Admin User Quick Start Guide - ECi Customer Support Portal

Admin User
Quick Start Guide
Updated June 2015
Contents
Using the Administration Console.......................................................................................3
Understanding Administrator Accounts................................................................................................................3
Logging in to the Administration Console............................................................................................................3
Changing Administrator Passwords........................................................................................................................3
ECi Password Requirements..............................................................................................................................4
Using Search.....................................................................................................................................................................4
Using Advanced Search Options......................................................................................................................4
Unified Search.........................................................................................................................................................4
Using Saved Searches..........................................................................................................................................5
User Accounts........................................................................................................................5
Creating a Single User Account.................................................................................................................................5
Managing User Accounts......................................................................................................6
Changing the Status of Accounts.............................................................................................................................6
Managing Passwords....................................................................................................................................................6
Deleting an Account......................................................................................................................................................7
Using an Email Alias.......................................................................................................................................................7
Working With Distribution Lists................................................................................................................................8
Creating a Distribution List................................................................................................................................9
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Admin User Quick Start Guide
Using the Administration Console
The administration console is a browser-based user interface that allows you to centrally manage user
accounts within your email domain. You can create administrator accounts, change administrator passwords,
and use the ECiMail search option to gather information for specific accounts, distribution lists, and aliases.
Understanding Administrator Accounts
When you log in to the Administration Console, the tasks you are authorized to perform display in the
Navigation pane. The tasks that display depend on the rights that are assigned to your administrative role.
One administrator account is provided at the time of setup, but ECi can provide additional user administrator accounts as needed.
User administrators have full privileges to create and manage accounts, including other administrator
accounts. You perform all administrative tasks from the Administration Console.
Logging in to the Administration Console
Use the administrator account and password that was provided by ECi to log in to the Administration
Console by following the steps below:
1. Use the following URL to start the console: http://mail.ecihosted.com:9071/
2. Enter the complete administrator address. Use the following format: [email protected].
3. Enter the initial password provided by ECi for this account. This can be changed at any time.
Note: Admin login information is the same for both the Administration Console and the personal
mailbox.
Changing Administrator Passwords
A password for the first administrator is created upon installation. You can change this password at any
time with the following steps:
1. Navigate to the Admin Console home page.
2. Click Manage Accounts under the Accounts heading. A list of user accounts displays.
3. Double-click the administrator account for which to change the password. The user’s account details
display.
4. In the Password section, enter the new password in the Password box. The new password must meet
the requirements listed under the ECi Password Requirements heading.
5. Re-enter the password in the Confirm Password box.
6. Click Save to save your changes.
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ECi Password Requirements
Your passwords must meet the following requirements:
•
Have a minimum of seven characters
•
Contain at least one uppercase character
•
Contain at least one lowercase character
•
Contain at least one numeric character
Passwords expire every 90 days.
Using Search
Use the Search box in the Administration Console header to search for accounts, distribution lists, aliases,
and resources.
1. Click the down arrow in the Search box and select the item from the drop-down menu that displays.
You can choose from the following:
•
Accounts
•
Distribution Lists
•
Aliases
•
Resources
•
All Object Types
2. Click the Search box and enter a search term.
3. Press Enter. A list of results displays.
Note: If you do not know the complete name of the item for which you are searching, enter a partial
name. A popup appears and displays a list of possible matches.
4. To use a ECiMail mailbox ID to search for an account, enter the complete ID in the Search box. You
must enter the complete ID number for the search to work.
Using Advanced Search Options
You can use the Search Options pane to narrow your search results as needed. When you click one of these
options, a dialog box opens and displays additional search filters. The following search options are available:
•
Basic Attributes: Search for users by first name, last name, display name, or account ID number. You
can search for administrators or system accounts only.
•
Status: Search for accounts by status: Active, Closed, Locked, Lockout, Pending, Maintenance.
•
Last Login Time: Search for accounts by the last login time. You can specify a date range by which to
search, if needed.
Unified Search
You can use Unified Search from the Help drop-down menu to find answers to common questions. When
you use Unified Search, the results shown come from the wiki, forums, and documentation. These search
results open in a new window.
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Admin User Quick Start Guide
Using Saved Searches
The Saved Searches section displays predefined common search queries by default. You can also create and
save your own queries as needed.
1. Search for an item.
2. Click Save Search. The Save the Search dialog box opens.
3. In the Name box, enter a name for the search and click OK. The search is added to the Saved Searches section.
User Accounts
When you create an account, you create the mailbox and assign the primary account email address. The
ZCS applications and features are enabled based on Class of Service (COS).
Creating a Single User Account
Creating an account sets up the appropriate entries on the EciMail LDAP directory server. The mailbox is
created on the mailbox server when the user logs in for the first time or when an email is delivered to the
user’s account. To create a basic account, complete the following steps:
1. From the Admin Console home page, click Add Account in the Add Accounts section. The New Account dialog box opens.
2. In the Account Name section, enter the account name, first name, and last name in the appropriate
boxes. These boxes are required. Optionally, you can enter the middle initial and a display name for
the account, as well as indicate whether to hide this account in the Global Account List (GAL).
3. In the Password section, enter a password in the Password and Confirm Password boxes. The information entered in these boxes must match. Your password must meet the requirements under the
heading ECi Password Requirements.
4. Check the Must Change Password box to require the user to change his or her password upon login.
5. Continue to configure features and functionality for this account. The changes you make do not
override the COS that is assigned to the account.
6. Click Finish to save the account.
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Admin User Quick Start Guide
Managing User Accounts
ECiMail provides the following options for managing user accounts:
•
Changing the status of accounts.
•
Deleting accounts.
•
Using email aliases.
•
Working with distribution lists.
Changing the Status of Accounts
The status of an account determines whether a user can log in and receive mail. The account status displays
in the Accounts Content pane in the Administration Console. Accounts can have the following statuses:
•
Active: Mail is delivered and users can log in to the client interface. This is the normal status
for a mailbox account.
•
Locked: The user cannot log in, but mail is still delivered to the account. Set this status if you
suspect that the account has been hacked or is being used in an unauthorized manner.
•
Closed: The user cannot log in, and messages sent to the account are not delivered. Use this
status to soft-delete an account before removing it from the server. Closing an account does
not change your account license.
•
LockOut: The user cannot log in, but messages are still received. The system automatically
sets an account to this status if the user enters an incorrect password five times when trying to
log in to his or her account. You can remove this status at any time.
Managing Passwords
You can change passwords from the account’s details page. If you change a user’s password, you must
notify the user of the change.
1. From the Admin Console home page, click Manage in the left-navigation pane. The Home-Manage
window opens.
2. Double-click the account to change. The user’s account details display.
3. In the Password section, enter a new password in the Password and Confirm Password boxes. The
new password must meet the requirements listed under the ECi Password Requirements heading.
4. To require this user to change his or her password upon login, check the Must Change Password box.
5. Click Save to save your changes.
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Admin User Quick Start Guide
Deleting an Account
Deleting an account removes the account from the server, deletes the messages stored in the account, and
changes the number of accounts used against your license.
1. From the Administrator Console, click Manage in the left navigation pane. The Home-Manage window opens.
2. Double-click the account to change. The user’s account details display.
3. Click and select Delete from the drop-down menu.
Note: You can also right-click the account from the Home-Manage page and select Delete from the menu.
4. Respond to the confirmation prompt. The account is deleted.
Using an Email Alias
An alias is an email address that redirects all mail to a specified mail account. This is not an email account. For
example, a [email protected] email address could route to a specific salesperson’s address. This way, you can
provide customers with a generic email address. One email address can have many aliases, if needed.
To view and manage aliases, do the following:
1. From the Admin Console home page, click Manage, then select Aliases. All of the aliases that are currently configured in your system display in the Home - Manage - Aliases grid.
2. To create an alias, click
and select New. The New Alias dialog box opens.
3. Enter the alias name in the Alias box. For example, you could enter Sales. The domain name automatically populates the @ box.
4. Enter the email address to which to route emails in the Target Account box.
5. Click OK. The alias is added to the Home - Manage - Aliases grid.
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6. To view the account information for a specific alias, double-click the alias. The account details open.
7. To move an alias from one account to another, click the alias to select it. Then, click
Move Alias. The Select an Account dialog box opens.
and select
Note: You also can right-click the alias and select any of these options from the drop-down menu.
8. In the Account Name box, enter the account to which to move the alias.
9. Click Move. The alias is moved to the account you specified.
10. To delete an alias, click the alias to select it. Then, click
and select Delete.
11. Respond to the confirmation prompt. The alias is removed.
Working With Distribution Lists
A distribution list is a group of email accounts contained within a list with a common email address. When
users send messages to a distribution list, the message is sent to all email addresses included in that list.
The address line displays the distribution list address instead of individual email addresses. The individual
addresses included in a distribution list cannot be viewed by the recipients.
To view the distribution lists to which a user account belongs, navigate to the user’s Member Of page in
the Account Details window. The Member Of page updates automatically when a user is added or removed
from a distribution list.
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Creating a Distribution List
Take the following steps to create a distribution list.
1. From the Admin Console home page, click Manage, then click Distribution Lists. Any previously created distribution lists display.
2. Click
and select New. The New Distribution List dialog box opens.
3. Enter the list name in all one string in the List Name box. For example, you can enter SALES.
4. In the Add Members to This List section, search for a user or users to add to this list. The search results display in the grid.
5. Click the user to add to highlight it. To select multiple users, hold down Ctrl and select the users to add.
6. Click Add Selected. The user emails are added to the List Members section.
7. To add all of the users from your search results, click Add This Page.
8. To add users who are not in your company directory, enter the emails in the Or Enter Addresses Below box and click Add.
9. Once you are finished adding users to the distribution list, click Next. The Properties page opens.
10. Configure the following properties for this distribution list:
•
Can Receive Mail: Allows users on the list to receive mail. Be sure to check this box in order to
enable the distribution list to receive mail.
•
Hide in GAL: Controls whether the list appears in the Global Address List (GAL). Check this
box to limit the availability of the distribution list to only those who know the address. Leave
this box blank to display the distribution list address in the GAL.
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11. When you are finished configuring distribution list properties, click Next. The Member Of page
opens.
12. Select distribution lists that should be direct or indirect members of this list.
13. Click Next. The Aliases page opens.
14. Create an alias for this distribution list, if needed.
15. Click Finish. The distribution list is enabled, and the URL for the list is created.
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