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Learning Center / System Administration and Technical Management / Adding New Teams and Users to Emailgistics

Adding a New Team to Emailgistics (App Registration)

To onboard an additional mailbox to Emailgistics, most of the work is done through a PowerShell script. If you are using Microsoft Windows, PowerShell is typically pre-installed. If not, you can download it from Microsoft’s app store.

Please ensure that you have PowerShell version 5.1 or later to run the script. To check your PowerShell version, open PowerShell and enter $PSVersionTable in the command line.

Since our PowerShell script accesses Exchange Online and MSOnline, the admin executing the scripts should ensure that they have the necessary permissions in PowerShell before onboarding. You can check your permissions by running the following commands in PowerShell: Connect-ExchangeOnline and Connect-MsolService

If you use any network-related antivirus software, such as Sentinel One, we recommend that you allow the execution of PowerShell scripts that access Exchange Online. This will ensure that Emailgistics can access the necessary resources to provide you with a seamless onboarding experience.

Before onboarding, be sure to add the shared mailbox to the security group you created for the app registration.

You can do this by doing the following: 

  • Open the Office365 Admin Center
  • Click on Teams and Groups on the left
  • Click Active Teams and Groups
  • Click on the Security Groups tab
  • Find the security group you created for the app registration and click on it
  • Click on the Members tab of the right panel that opens
  • Click View all and Manage Members
  • Add the shared mailbox you wish to onboard to the members list
1
Navigate to the Emailgistics web page by going to www.emailgistics.com.
2
From the Emailgistics home page click on sign in.
You will authenticate with Microsoft single sign-on (SSO).
3
Once you get in, click on Mailboxes on the left, and then click on Add Mailbox.
4
Provide the email address of the Shared mailbox and click Add Mailbox.
5
You will be redirected to a page that requires you to confirm if you are a Global Admin in O365. If not, you will have to have a Global Admin from your organization execute the rest of the onboard process.
6
Once the Administrator is confirmed, they will have access to download our PowerShell script which will need to be extracted from the ZIP file and run using PowerShell 5.1 on Windows 10 or later.
7
Download the PowerShell script and extract it from its zip file. Ensure that both the Onboard.ps1 file and the Customer.JSON file are extracted to the same location. 
8
Right-click on the Onboard.ps1 file and select “Run with PowerShell“. Note that some networks or VPNs may require you to run the script as an administrator or while on the organization’s network. 
9
The script will prompt you for all required steps within PowerShell. Simply follow the prompts to complete the onboarding process. 
10
After the PowerShell script has finished running, go back to the browser window where you initiated the onboarding process and click “I’ve finished running PowerShell script.”

On this page DO NOT CLICK continue yet! 

Because Emailgistics can be onboarded in two different ways you will need to bypass the option to log in as the mailbox to authenticate with Emailgistics. Instead, you will be using the information you created earlier in Active Directory.

Instead, press the ‘a’ key on the keyboard and you see a new button appear that says Use Azure AD App. Click it, then click Continue.

11
The Azure AD app page appears.
12
Paste in the AppID, the Secret Value and the Secret Expiry that you saved in Notepad earlier and click Validate App.
13
Once the app validates, you will be asked to select your mailbox time zone. It will pick up the time zone of your browser by default. If all the agents of the shared mailbox are in the same time zone as you, you can hit Continue.
14
Click “Set up mailbox.” Note that if the inbox folder contains over 1000 emails, this step will fail. See the onboarding checklist for more information.
15
Congratulations, your mailbox has been successfully added! You are now ready to set up your new Emailgistics mailbox!