Emailgistics Onboarding Pre-flight Checklist

This document is a guide that outlines the necessary steps to prepare for the onboarding of a shared mailbox with Emailgistics. It details the prerequisites for Microsoft 365 configuration, including the requirement for a Microsoft 365 Global Admin to be present during the onboarding session. The checklist specifies that the mailbox must be configured as a shared mailbox and not as a user mailbox or distribution list. It also includes optional configurations such as completing the Active Directory App Registration and ensuring the mailbox has a password for authentication purposes. User permissions are addressed, requiring that each user has a Microsoft 365 license and appropriate permissions. Additionally, it emphasizes the importance of inbox cleanup, recommending that the shared mailbox's inbox contains fewer than 1000 emails to avoid delays. PowerShell requirements are specified, including the necessary modules and their installation. Lastly, compatibility with the Outlook Add-in is mentioned, ensuring users have the correct version of Outlook.