EMS Desktop Client - Outlook Configuration

This document covers how to setup EMS to send from Outlook. Email sent through Outlook will not be recorded in EMS. Outlook sent folder should be used for auditing of all previously sent confirmations and emails.

Setup Service Account in Outlook

Outlook will need to be configured this way on all workstations needing to email from the service account.

  1. Open Outlook
  2. Go to File
    Image of Outlook UI identifying File button
  3. Add account
    Image of Outlook Account information page identifying Add Account button
  4. Type the Email address of the service account
    Image of Outlook add account page, Email address filled with EMS-notify@doit.wisc.edu
  5. Netid login Username should take this form email_domain (e.g. EMS-Notify_Doit) The password is the password of the service account.
    Image of Netid signin page. Netid ems-nofity_doit Password 9 dots
  6. Login, ensure Account successfully added.
    Image of Outlook Account Successfully added window. Subtitle: You need to restart Outlook for these changes to take effect.

If you wish for the default Send account is the service account

  1. Go to File
    Image of Outlook UI identifying File button
  2. Click Account Settings -> Manage Profiles
    Image of Outlook Account information page Identifying Accounts Settings Drop down and ManageProfiles button
  3. Select Email Accounts
    Image of Outlook Manage Profiles Window. Identifying Email Accounts
  4. Select the Service Account and click Set As Default
    Image of Outlook Account Settings Email Accounts. Identifying an Email account ems-notify@doit.wisc.edu and Set as Default button

Now any new emails will default to having the Service account as the From address.

Setup EMS to use Outlook for Email

  1. Open EMS
  2. For Personal settings
    1. Go to Settings -> Preferences
    2. Uncheck Use Global Settings if checked
    3. Check Use Microsoft Outlook
      Image of EMS Preference Page. Identifying Use Microsoft Outlook check box
  3. For Global Settings
    1. Go to System Administration -> Settings -> Email Settings
      Image of EMS main Screen showing System administration dropdown, Settings dropdown, Identifying Email Settings
    2. Select Use Microsoft Outlook Only

      Image of EMS Email Settings Window, identifying Use Microsoft Outllook Only bullet

EMS Email Using Microsoft Outlook

  1. Open EMS
  2. Click the Email button will create a generic Outlook new mail window
  3. For Confirmations
    1. Navigate to a Reservation
    2. Open Revervation/Booking Summary
    3. Select Confirmation
    4. Setup Confirmation template settings
    5. Click Email
    6. Outlook new mail window with the generated Confirmation template
    7. Check that From address is correct, can be change in the from drop down if not.
      Image of Outlook New message window showing Fron dropdown
    8. Send



Keywords:EMS Outlook Email O365 Basic Auth Desktop Client   Doc ID:119331
Owner:Ty M.Group:DoIT Departmental Support
Created:2022-06-28 11:18 CDTUpdated:2022-07-01 10:33 CDT
Sites:DoIT Departmental Support, DoIT Help Desk
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