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Welcome to our Frequently Asked Questions

Here you’ll find answers to questions our customers often ask about licence type, installation and technical support.
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Ideagen Mail Manager Installation & Activation

Purchasing

Filing

Ideagen Mail Manager Search

Licensing

Glossary

Ideagen Mail Manager Location

A link used by Ideagen Mail Manager to connect to the destination folder that emails can be filed to.

Ideagen Mail Manager Collection

A file to store a group of Ideagen Mail Manager Locations. Collections can be shared between users.

Shared Configuration folder

A folder that can be used to centrally control User Preference settings & Collections via the AdminEmailFiling.cfg & the Collections.txt files.

AdminEmailFiling.cfg

A file stored in the Shared Configuration folder to set and control the User Preference settings, for all users connected to the Shared Configuration folder. This file is edited via MailManager.Preferences.exe (contained in C:\Program Files\28Hands\Mail Manager\x86).

Collections.txt

The file used to push out Collections to all users that are connected to the Shared Configuration folder.

Used and unused locations

A location is ‘used’ if it has been previously filed to. Otherwise, it is ‘unused’. Indexing of emails for searching can be for ‘Used’ or ‘All’. Individual locations can manually be marked as used if required.

Ideagen Mail Manager Dashboard

The dashboard is used to view the Filing Activity. This consists of the most recently filed emails and any that are pending or have incurred an error.

Diagnostics can also be obtained from the Dashboard, as can information on the Status of the Search Index.

The last session log is also viewable here, and shows what Ideagen Mail Manager has done during that session of Outlook being open.

The Dashboard is opened via the ‘Status’ button from the Ideagen Mail Manager ribbon.

Ideagen Mail Manager Installation & Activation

Installation Requirements

Client PC
Operating System:

Supported: Windows 10, with latest updates
Un-tested but should work: Windows 8.1 (64-bit versions only) and server versions of Microsoft Windows (2016 and above)


Other requirements:

Microsoft .NET Framework 4.6 or newer


Hardware recommendations:

Intel Processor 2.5 gigahertz (GHz) or faster, minimum 2-core
Memory 8 GB RAM or greater
1280 x 768 minimum screen resolution
Hard disk speed 7200 rpm or SSD
Not supported: Microsoft Surface Pro with ARM processor

 


 

Microsoft Outlook:

Not supported: Pre-installed installations and "The Office app for Windows 10" are NOT compatible with Outlook add-ins like Ideagen Mail Manager for Windows
Not supported: Outlook for Mac
Supported: Licenced Windows versions of Microsoft 365 or Outlook 2019 (64 bit or 32 bit versions)
Have the latest Microsoft Outlook 2019 updates. For Microsoft 365 we recommend using the semi-annual channel (previously called: Deferred Channel)
Outlook should be configured to "Use Cached Exchange Mode"

 


 

Email Server:

Supported: Microsoft Exchange Online or Microsoft Exchange Server 2016 on-premise

This download is for use on 64 bit Windows. If you require an installer for use on 32 bit Windows please contact us. support@mailmanager.com

How do I activate my licence?

If you have not yet downloaded Ideagen Mail Manager please go to the Upgrade page.

The activation method below can be used to activate Ideagen Mail Manager directly on a machine for either licence type.

IT Managers can use their existing deployment software to install and activate Ideagen Mail Manager on all users machines. (For ease we provide a packaging tool to embed the licence details into the installer.) For further details see the Manual.

Upgrade page Activation Method

  1. Install the Ideagen Mail manager software by running the .msi (installer) file from the download folder
  2. Ensure you have internet connection
  3. Open (or restart) Outlook
  4. When asked if you have a Key ID or if you would like to activate your key now choose No
     

Ideagen Mail Manager Program Activation Method

  1. Install the Ideagen Mail manager software by running the .msi (installer) file from the download folder
  2. Ensure you have internet connection
  3. Open (or restart) Outlook
  4. When asked if you have a Key ID or if you would like to activate your key now choose Yes
  5. Click Activate Key
  6. Enter your Key ID & Password. These are in the email you will have received shortly after purchase
  7. Restart Outlook to complete the licence activation process

Which Operating system am I using?

Go to 'Start' > 'Run'

Type winver and press Enter

How do I know whether I'm on 32 or 64bit Windows?

Windows 10 - From Explorer, right-click 'This PC' and choose 'Properties'. Or from the Control Panel click 'System and Security > System'.

How do I find my machine name?

Windows 10 - From Explorer, right-click 'This PC' and choose 'Properties'. Or from the Control Panel click 'System and Security > System > About'.

I have installed Ideagen Mail Manager. How do I open it?

Ideagen Mail Manager is an Outlook add-in and will automatically appear when you open Outlook on the ribbon, in the Home tab.

Purchasing

How to place an order 
  1. Go to the Pricing page on Ideagen Mail Manager website 
  2. Click on the appropriate blue button to enter your requirements, or email us at rory.armstrong@mailmanager.com. 

Will Licences of the same type be added to the existing licence key?

Yes, Please see the Ideagen Mail Manager software Licence and Service Agreement on our Terms & Conditions page for full details.

Help with placing an order

If you need any additional help or support placing your order please call us +44(0) 191 479 1648 or email sales@mailmanager.com

Filing

Where are my emails saved to?

You can file to a network location or to the cloud. Emails can be filed to existing folders where you have other files saved, or you can create new folders. Ideagen Mail Manager can also file message to any Outlook folder, Sharepoint folder, etc.

An important feature of Ideagen Mail Manager is that it doesn't lock you in to a single type of storage system.

Ideagen Mail Manager supports filing to the following systems:

Will Ideagen Mail Manager force me to save all my emails?

No, by default it prompts you to file but you don’t have to. However, your administrator may change settings to ensure the filing prompt is switched on and/or the Send only option is disabled.

Can Ideagen Mail Manager see my emails?

No, your emails are saved on your own internal networks or in your own cloud storage. Ideagen Mail Manager do not have access to these. The data belongs to you and you choose where to store it.

Can I file emails when I'm not connected to my network?

Yes, emails can be filed in the normal way. They will remain as pending until a network connection becomes available, then they will be filed automatically.

How can I check where I filed an email?

The most recently filed emails will be listed in the ‘Filing Activity’ of the Ideagen Mail Manager Dashboard. You can also use the Ideagen Mail Manager search to view a filed email and its location.

What if I file an email incorrectly?

Just drag and drop the message back into Outlook and file it again or right-click the message in the search window and pick "Move to...".

How can I share some filing locations and keep some private?

Locations and Collections can be set to read only to prevent users editing them. They can also be set to no access to prevent users viewing the location/collection. All settings for this are controlled via Windows permissions.

I receive confidential emails, can everyone read all my emails

No – others can only read your emails if you file them in a shared area. In which case, only the people with access to that file/folder would be able to read them anyway. Access to files/folders are controlled via Windows permissions.

Why can I not add to a collection?

If the OK button is greyed out when attempting to add a location, then you have not selected a collection via the drop down. If you are in the locations tool and the ‘Add single location’ is greyed out, then you have not selected a collection from the list on the left.

If a collection shows a padlock symbol against it then you have not got permissions to edit it and will need to speak to your administrator.

If a collection shows a no entry symbol against it, then you do not have permissions to view or edit it.

Some of my filing locations are missing, how can I get them back?

If the locations you are expecting to see are not shown in the Filing dialog, then the collection may have been switched off. Check via the locations tool if the lightbulb next to the collection is yellow. If white, then click it to switch on. If the lightbulb is on, please contact us with details of which locations are missing. Include the Diagnostic logs

Can I update all filing locations at once? For example, if we change the main folder where all our project folders are saved.

Yes it is possible, by using the find and replace to update the paths:

  • Open the Ideagen Mail Manager Locations tool
  • Select the relevant collection from the left hand pane
  • Use the ‘Find’ button at the top of the window
  • Enter the old path, eg: O:\PG_Projects\Projects
  • Then select the “Replace” button
  • Enter the new path, eg: O:\TRN\Projects
  • Repeat for any other collections
  • Once you have finished, exit and save your changes
  • Everyone using the collections, will see the changes within a few minutes

I had a number of errors when filing some emails. What do I do?

Firstly, click on the Status button to view the Filing Activity in the Dashboard. Use the ‘Show’ dropdown at the top of the window to view just ‘Error & Pending’ entries. Expand one of the entries to see more details. If the error shown does not provide enough information for you to know why the error has occurred, then take a screenshot of the expanded entry and send this to us with the Diagnostic logs.

How do I move emails to a different location?

Within the Ideagen Mail Manager search window you can select individual or multiple emails, use the right-click and select ‘Move to…’.

Or, you can click on Status dashboard, highlight the email(s) you'd like to move and select 'Move to...' button in the ribbon at the top of the window, then select the new location in the Filing locations box

Alternatively drag ‘n’ drop via Explorer.

How do I move a location to another collection

Select the Location within the Locations Tool that you'd like to move and right-click to select 'Copy'

Select the Collection you'd like it to go into then right-click to 'Paste' it into that Collection

Indexing emails when they are moved to a different location?

Re-indexing of emails when they have moved is automatic. The re-index can take up to 24hours depending on the location you are moving the emails to. A restart of Outlook after the move can help speed up the indexing.

If I file an email with an attachment can I retrieve the attachment at a later date?

Yes, attachments are embedded into the saved .msg file. If you double click the .msg file it will open in Outlook with everything as it was when you received the email.

Ideagen Mail Manager can also extract attachments into a separate folder so that they can be managed separately.

Do emails remain in Outlook once they have been filed by Ideagen Mail Manager?

We recommend you use the option to move emails to the Filed items or Deleted items folder once filed with Ideagen Mail Manager. This makes it easier to see what still needs to be dealt with in your Inbox and keeps the size of your Inbox down.

Alternatively, you can choose to have the email marked as filed but remain in the Inbox/Sent items folder.

Ideagen Mail Manager Search

Can I reply to or forward an email filed by Ideagen Mail Manager?

Yes, From the Ideagen Mail Manager Search or the filed location, double click on the email, it will open the email with Outlook, and you can reply or forward as normal.

Can I use Ideagen Mail Manager to search for saved emails that have not been filed by Ideagen Mail Manager?

Yes, as long as they were saved as a .msg file type, and you have a Ideagen Mail Manager filing (or Search only) location set up to the folder the email is stored in.

Will I be able to find and retrieve any of the attachments in a filed email?

Yes, Ideagen Mail Manager allows you to search for emails that include attachments. You can also specify the name or type of attachment e.g. .doc, .pdf.

Does it search both the email content AND the content of attachments?

All of the emails can be searched together with the attachment names, but not the content of the attachments.

Will the Search work even when I'm away from my office or am unable to connect to the network?

Ideagen Mail Manager Indexes your emails so they are available for searching offline. Any emails indexed up to when you were last connected to your network will be visible in the Search results. A preview of the email will be accessible, but you will not be able to open the file if you don't have access to it.

I like to do a key search based on job numbers rather than names, but it seems the search does not like to look for numbers. When I search for the name of the project I can find emails with the number and name of the project in the body of the email, but then if I run a search on the number alone, the very same email does not come up in my results.

You should find what you are looking for if you enter the whole number e.g. 456789 (the number will need to start and end with a space). So just entering 45678 will not find what you are looking for.

If you are searching for part of the number you can use wildcards i.e.
* represents one or more characters
? represents just one character

So as an example if you are looking for 456789
If you are not sure how the number ends use a wildcard at the end e.g.
456*
45678?
4567??

If you are not sure what the number starts with use a wildcard at the beginning e.g.
*789
?56789
??6789

Or you could use wildcards at the beginning and the end e.g.
*67*
?5678?

Licensing

What happens to my licence if I change my machine?

If you have a Flexible licence, no action is required on the old machine. The exception being, if the machine has been stolen, please contact us with confirmation of this and the name of the machine so we can prevent further use of the licence on the machine.

If you have a Fixed licence, you will need to ‘Deactivate’ the licence from the old machine prior to activation on the new machine. This also applies if you are rebuilding the machine. Should your machine be unusable or stolen, please contact us with confirmation of this and the name of the machine.

Where is the licence server?

The server is web-based and hosted by a third party.

Can I use Ideagen Mail Manager on a MAC?

You can only use Ideagen Mail Manager on a MAC via a Windows emulator using Outlook for Windows.

How to Deactivate my licence?

In Outlook, on the Ideagen Mail Manager ribbon, click ‘Help’

Select ‘Key Manager’

Click on the ‘Deactivate’ button

Need additional support?

For any additional support please email support@mailmanager.com or contact us using the button below.

Get in touch