stoney mail: Pre-sales customer qualification check list

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Overview

We need a presales costumer qualification check list, which gathers all the necessary information to be able to provision an new mail domain for a customer of a reseller.

Checklist

Reseller

Organisation:                <ORGANISATION>                     stepping stone GmbH
Contact Gender:              <GENDER>                           m
Contact:                     <NAME> <SURNAME>                   Michael Eichenberger
Address:                     <ADDRESS>                          Neufeldstrasse 9
                             <COUNTRY>-<ZIP> <LOCATION>         CH-3012 Bern
Mail:                        <MAIL>                             info@stepping-stone.ch
Telephone[1]:                <TELEPHONE>                        +41 31 332 53 63
Mobile[1]:                   <MOBILE>                           +41 76 392 36 23
Language:                    <LANGUAGE>                         en-GB

[1]: Either telephone or mobile need to be present. Both numbers can exist together.

Groupware URL:               <GROUPWAREURL>                     groupware.stepping-stone.ch
Logout Redirect URL:         <LOGOUTREDIRECTURL>                www.stepping-stone.ch

Customer

Organisation:                <ORGANISATION>                     stepping stone GmbH
Contact Gender:              <GENDER>                           m
Contact:                     <NAME> <SURNAME>                   Michael Eichenberger
Address:                     <ADDRESS>                          Neufeldstrasse 9
                             <COUNTRY>-<ZIP> <LOCATION>         CH-3012 Bern
Mail:                        <MAIL>                             info@stepping-stone.ch
Telephone[1]:                <TELEPHONE>                        +41 31 332 53 63
Mobile[1]:                   <MOBILE>                           +41 76 392 36 23
Language:                    <LANGUAGE>                         en-GB

[1]: Either telephone or mobile need to be present. Both numbers can exist together.

Mail Domain

Values needed for the set-up of a new Mail Domain:

Mail Domain Name:            <MAILDOMAIN>                       example.com
Mail Domain Alias Name(s):   <MAILDOMAINALIAS>                  example.org (optional)

Some default setting valid for this domain.

Default Language:            <LANGUAGE>                         de-CH, de-DE, en-GB, en-US, fr-CH, fr-FR (more languages can be added when needed)
Default Mailbox Size:        <MAILBOXSIZE>                      100 Megabyte (in 100 Megabyte steps)
Default with Groupware:      <GROUPWARE>                        yes or no, web mail access is always included

If you would like to use our Domain Name Servers:

Domain Name Server 1:        <DNS1>                             ns-01.stepping-stone.ch
Domain Name Server 2:        <DNS2>                             ns-02.stepping-stone.ch

If you want to use your own Domain Name Servers, the entries must look as follows:

example.com.        14400   IN      MX      10 mail.stepping-stone.ch.
example.com.        14400   IN      MX      20 mx-backup.stepping-stone.ch.

Mail Account

Manual Provisioning of a single Mail Account

Contact Gender:              <GENDER>                           m
Contact:                     <NAME> <SURNAME>                   Michael Eichenberger
Language:                    <LANGUAGE>                         en-GB
Mail:                        <MAIL>                             michael.eichenberger@stepping-stone.ch
Alias:                       <ALIAS>                            mei@stepping-stone.ch (optional, a semicolon separated list)
Password:                    <PASSWORD>                         verysecret (may be left free, in this case one will automatically be created for you)
Quota:                       <QUOTA>                            100 Megabyte (in 100 Megabyte steps)
Groupware:                   <GROUPWARE>                        yes (yes or no, web mail access is always included)
Forwards:                    <FORWARDS>                         - (optional, a semicolon separated list)

Bulk load with CSV file

A CSV file in the following structure can be provided for multiple Mail Accounts:

Name
Surname
Gender
[f,m,n]
Language
[de-CH, de-DE, en-GB, en-US, fr-CH, fr-FR] x1
Mail
Alias
(semicolon separated)
Password
(will be generated if empty)
Quota
(in 100 Megabyte steps) x1
Groupware
[yes,no] x1
Forwards
(semicolon separated)
Michael Eichenberger m en-GB michael.eichenberger@stepping-stone.ch mei@stepping-stone.ch 100 yes support@stepping-stone.ch;info@stepping-stone.ch
Info stepping stone GmbH n de-CH info@stepping-stone.ch support@stepping-stone.ch;hosting@stepping-stonec.ch secret45 300 yes
  • x1: If the default values (Language, Mailbox Size and Groupware) are set, these columns can be left empty.

The above table leads to the following CSV file:

Michael,Eichenberger,m,en-GB,michael.eichenberger@stepping-stone.ch,mei@stepping-stone.ch,,100,yes,michael.eichenberger@gmail.com
Info,stepping stone GmbH,n,de-CH,info@stepping-stone.ch,support@stepping-stone.ch;hosting@stepping-stonec.ch,secret45,300,yes,

Provisioning via REST API

You can also use the stoney core: People Resource - REST API and the stoney mail: Mail Resource - REST API to provision a person and the the mail accounts.