Server Setup
oAuth (Admin)
Set Up Email Engine (Admin)
Set Up Background Jobs (Admin)
Set Up Individual Background Jobs (User)
Individual User Responsibilities
Required Config Settings

Server Setup

Connector – Contact your Q360 Customer Care team to complete this step

oAuth (Admin)

1. Go to Maintenance > API Configuration > OAuth tab
2. Complete fields according to instructions listed on tab (Microsoft or G-Suite)
3. Ensure config item WEBMAIL_AUTHTYPE has config value 1 set to OAUTH
4. Clear Q360 Cache, log out and in
5. Have ALL users authorize email (click on user name at the top right of Q360, select ‘Authorize Email’ to validate email and password (if user has multifactor authentication, they may be prompted to use a form of authentication).  Email is authorized when user sees a window that says “email authorized.”  Note: user will need to re-authorize email every 90 days

Set Up Email Engine (Admin)

Required for shared email queue

1. Ensure configvalue1 for “EMAILENGINE” is set to “WEBMAIL.” Set Configvalue2 to “ON”
2. Go to Maintenance > Email Account Admin.  If user needs to import address, click on the extended menu > import email q from q360Server.  Alternatively, user may add a new email address by clicking on the green plus sign at the top right
3. Decide whether the email address will receive items in a queue or if it will be set as “NO Reply” on the ‘Type’ field
4. Check the ‘ACTIVE FLAG,’ PUBLIC FLAG,’ and ‘SEND FLAG’ (HAS PASSWORD should already be checked)
5. On the “Email Queue’ tab, fill in the following:
   • Mail Server: Outlook.office365.com (Microsoft) or imap.gmail.com (G-Suite)
   • Mail Server Port: 993
   • Mail Server Security: SSL
   • Mail Box: INBOX
   • Queue: User defined
   • Queue Title: User defined
   • Queue Type: Set to either SERVICE, SALES, or ACTIVITY (This field will either have the Email linked to Service > Work Queues > Received Email Q or Sales > Work Queues > Received Email Q Sales
   • CompanyNo: Company associated with email
   • Branch: Optional field
   • Note: ensure ‘Receive Flag’ is checked if looking to receive emails in the email queue
6. Save
7. User may verify this is working as expected by clicking ‘TEST CONNECTION’ once information is saved on the Email Queue tab.
8. Authorize this email using the Email Account form > Email tab > Email Queue subtab > Extended Menu.

Set Up Background Jobs (Admin)

See Background Job prerequisites and process in Background Jobs Article

• Webmail_process_incomingemail
• Webmail_process_outgoingemail
• WebMail_Calendar_Process_Outbound (needed to sync Calendar with Resource Console)
• WebMail_Calendar_Process_Syncing (needed to sync Calendar with Resource Console)

Set Up Individual Background Jobs (User)

1. Go to Maintenance > Background Job Administration and click on the green plus sign to add a new background job
2. Click on the blue pencil next to ‘Job SQL’
3. In new window, click on empty field under ‘procedure’ and select ‘Webmail: Inbound Emails – Webmail_Process_IncomingEmail
4. Click on ‘update SQL’
5. Set Frequency type to ‘minutes’ and Frequency Interval’ to 3
6. Userid and Notify Type to blank
7. Save
8. In Extended Menu, Select ‘Install SQL Agent job’
9. Add a new background job (steps a-c)
10. Select procedure ‘WebMail_Process_OutgoingEmail’
11. Repeat steps 4-8

Individual User Responsibilities

1. “Authorize Email” from the drop down user menu – user name in top right (every 90 days)
2. From the same menu, set User Preferences – enter edit mode to check / uncheck boxes
3. In Projects > Resource Console, click on the ‘filters’ > ‘console settings’ button and make sure the ‘include Outlook’ box is checked. This links Outlook appointments to the Resource Console.  Additional info: https://helpdeskv25.q360.com/knowledgebase/resource-console-user-preferences-event-location-and-title/
4. Define email signature in User Menu > User Preferences
   1. Click on ’email preferences’ tab
   2. Click edit button
   3. Click the green plus sign at the top of the ‘signatures’ grid
   4. Add signature and Save
   5. To set up multiple signatures: https://helpdeskv25.q360.com/knowledgebase/webmail-multiple-signatures/

Required Config Settings

• EXCHANGE_INTEGRATION:  must have ConfigValue1 set to 1
• WEBMAIL_AUTHTYPE:  config value 1 set to OAUTH
• WEBMAIL_DELAYEDDELIVERY:  delays outgoing emails for post by a SQL Agent Job.  When ON, emails sent through Q360 will not be delivered immediately, but rather queued for delivery by the SQL Agent Job running every couple minutes in the background (see above background job).  This makes various operations within Q360 faster
• Note:  2FA token email (when logging in and choosing email method for 2FA) will not be delayed regardless of this config

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