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Installation Instructions

Preparations

Do these preparations well in time before the installation is planned.

  • Check that the requirements are met.
  • Make sure to clean up the inbox folder of all the shared (delegated) email accounts you are adding to this integration. Every email in the inbox folder of a shared account, being marked as unseen (i.e. new), will be imported to Lime CRM when the integration is enabled for that account. Before enabling the integration, move unwanted emails away from the inbox folder.
  • Make sure to familiarise yourself with the key concepts of the integration.
  • If Lime CRM on-premise: Follow internal Lime Technologies' documentation for retrieving a valid license key to EmailEngine.

Installation

This is your checklist during the installation.

  1. Add limepkg-email as a dependency to your solution.
  2. Build and deploy your solution.
  3. In Lime Admin, go to the Setup page in the Email Integration settings and follow the installation instructions.
  4. Configure in LISA.
  5. Configure the add-on.
  6. If Lime CRM on-premise: Follow internal Lime Technologies' documentation for adding a license key in EmailEngine.

LISA

Create the following policies. Everyone that should interact with the email integration should be granted access according to the table below.

Policy name R W A D Apply to
tbl_conversation_message • • • • conversationmessage table
tbl_conversation • • • • conversation table
tbl_embedded_file • • • • embeddedfile table
tbl_follower • • • • follower table
tbl_message_follower • • • • messagefollower table
tbl_text_snippet • • • • textsnippet table

Database Structure

The following relations are created during the installation process:

  • Relation between conversation table and helpdesk table (conversation parent).
  • Relation between follower table and coworker table (follower parent).
  • Relation between follower table and person table (follower parent).

If this is not wanted or if you want other parents (for example a company follower parent), manual hand-laying in LISA is required.

emailengine@lime User

The integration user emailengine@lime was created during the installation process. The webhook endpoint for the email integration implements impersonation for this specific user. Also, the scheduled task that handles unprocessed emails runs as this user. This user is added to the Administrators group and must not be a member of any other groups.