Workflow

Mailbox Exchange — Automation, security, data ownership and troubleshooting

Connected Mailbox Exchange guides for automation, security, data ownership and troubleshooting.

26 connected guidesLive filterPermission-aware instructions
26 guides
Guide

Understand Mailbox Exchange cron account synchronisation

Understand Mailbox Exchange cron account synchronisationKnow after_cron_run account processing.

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Guide

Understand Mailbox Exchange cron outbox processing

Understand Mailbox Exchange cron outbox processingKnow scheduled queue processing.

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Understand queued outbox locking

Understand queued outbox lockingPrevent duplicate sends.

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Understand Mailbox Exchange retry limits

Understand Mailbox Exchange retry limitsKnow retry count and delay.

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Understand Mailbox Exchange database tables

Understand Mailbox Exchange database tablesIdentify module-owned data areas.

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Understand Mailbox Exchange secret encryption

Understand Mailbox Exchange secret encryptionKnow protected credentials.

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Understand Mailbox Exchange CSRF handling

Understand Mailbox Exchange CSRF handlingKnow AJAX request protection.

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Understand Mailbox Exchange account and ownership enforcement

Understand Mailbox Exchange account and ownership enforcementKnow layered access.

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Understand local message deletion scope

Understand local message deletion scopeKnow deletion is local.

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Understand Mailbox Exchange retention and file cleanup

Understand Mailbox Exchange retention and file cleanupKnow dependent cleanup.

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Guide

Verify Mailbox Exchange after installation

Verify Mailbox Exchange after installationRun end-to-end test.

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Guide

Troubleshoot a missing Mailbox Exchange menu

Troubleshoot a missing Mailbox Exchange menuRestore visibility within scope.

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Troubleshoot account form permission behaviour

Troubleshoot account form permission behaviourHandle supplied capability mismatch safely.

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Troubleshoot an IMAP authentication failure

Troubleshoot an IMAP authentication failureDiagnose without disabling TLS validation.

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Troubleshoot an SMTP send failure

Troubleshoot an SMTP send failureDiagnose failed/retried outbox.

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Troubleshoot Mailbox Exchange sync not running

Troubleshoot Mailbox Exchange sync not runningCheck mode, cron, due and status.

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Guide

Troubleshoot hybrid light-sync not running

Troubleshoot hybrid light-sync not runningCheck all preconditions.

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Guide

Troubleshoot a scheduled message not sent

Troubleshoot a scheduled message not sentCheck due queue and account.

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Guide

Troubleshoot missing recipient suggestions

Troubleshoot missing recipient suggestionsCheck option/query/source permissions.

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Troubleshoot Mailbox Exchange AI unavailable

Troubleshoot Mailbox Exchange AI unavailableCheck all prerequisites.

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Troubleshoot an automatic reply not sent

Troubleshoot an automatic reply not sentCheck order, exclusions, conditions, limits and SMTP.

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Troubleshoot a missing or unsafe attachment

Troubleshoot a missing or unsafe attachmentCheck download/size/extension/storage.

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Troubleshoot missing read-receipt events

Troubleshoot missing read-receipt eventsAccount for mail-client behaviour.

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Guide

Troubleshoot an email-to-CRM conversion failure

Troubleshoot an email-to-CRM conversion failureCheck permissions/fields/source.

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Guide

Run the Mailbox Exchange operational go-live checklist

Run the Mailbox Exchange operational go-live checklistVerify complete production readiness.

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Guide

Create an email compliance report for legal correspondence

Search authorised mailboxes and generate a chronological legal email correspondence PDF with sent and received messages, headers, attachments, timestamps and SHA-256 evidence.

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