Profile Wizard

Profile Wizard

Create Via Welcome Wizard

When the JEMH configuration screen is first opened, and no existing profile is defined, JEMH will display a Start-up wizard, which will walk you through creating a new Profile, with a Catch Email Address, Project Mapping and with Non Jira Users Support.

See Wizard Configuration heading below for more information about the wizard.

Create Via JEMH > Profile > Create Profile

If you do not see the Start-up wizard then you can create a new Profile by going to JEMH > Profiles and then press the Create Profile button (highlighted in red on below image) and this will trigger the Wizard to appear at the step of creating a Profile and will also go through the following steps to create a Project Mapping and configure Email Only Users support.

See Wizard Configuration heading below for more information about the wizard.

JEMH_Profiles_Screen.png
JEMH_Profiles_Screen.png

Wizard Configuration

The Wizard is used to create a Profile with default configuration that will immediately allow issues to created within the configured Project and to also allows comments to be made on existing issues. The steps shown within the Wizard will create a Profile with a Default Project Mapping and with Email Only Users Support.

Create Profile step

The first step within the Wizard is to create a Profile. Here you will specify the Profile name, a Catch Email Address (mailbox Address) and if you would like the profile to be part of a Profile Group.

What is a Catch Email Address?

A catch email address is an email address that your JEMH profile is configured to receive emails to (the address of the mailbox that JEMH is connected to). You should always specify a list of catch email addresses for mailbox address that you have configured JEMH to handle email from.

JEMH automatically filters catch email addresses from email notifications by not adding the matching addresses to the issue. JEMH does this so that you do not notify your own JEMH incoming mailbox of issue notifications, not specifying a catch email address can cause the JEMH mailbox to be notified of issue events that can then lead to a mail loop.

Profile_Creation.png
Profile_Creation.png

Create Project Mapping

This step will create a default Project Mapping, this allows all emails processed by this profile to create issues within this Project. At this step it allows you to select the Project, Issue Type and Priority.

If you select a JSM Project then you would be able to select a Request Type that is scoped to the selected Issue Type.

Project_Mapping_Creation.png
Project_Mapping_Creation.png

Configure Email Only Users

If you wish to allow Email Only Users (sender/recipients with no Jira Account) to create and comment on issues, then this step allows you to select Custom Fields to store these email addresses within to allow them to comment on the issue. If you do not already have Custom Fields created, then you can press the Auto create Custom Fields to allow JEMH to automatically create these Custom Fields for you.

For more information about Email Only Users see: Enable non-Jira Account holders to receive issue updates and create/comment on Issues

Enable non-Jira Account holders to receive issue updates and create/comment on Issues

Default Reporter

This feature requires a Default Reporter to be set within the profile, as this would be the user to create issues and comments on behalf of the Email Only Users. See Update the profile configuration with a Default Reporter heading on this page.

Auto create Custom Fields

Clicking “Auto create Custom Fields” adds the custom fields to all issue screens. To change the screens the Custom fields are associated with, please see:https://confluence.atlassian.com/servicedeskcloud/add-a-custom-field-to-a-screen-1097176161.html

Non_Jira_Users_Support.png
Non_Jira_Users_Support.png

Wizard Summary step

The last screen is to highlight the next steps to allow this profile to be used for processing incoming emails, which also covered within the Configure Inbound Mail Handler heading on this page.

Wizard_Summary.png
Wizard_Summary.png