Registering Alert Me using Bamboo Tenant Manager - Simplified

SECTION 0: Navigate to Bamboo Tenant Manager

1. Open the SharePoint App Catalog

• Go to your SharePoint Online admin center.
• Select More Features → Apps.
• Click Open under App Catalog.
• If prompted to choose a catalog site, select your existing App Catalog.

2. Locate or Install Bamboo Tenant Manager (BTM)

• If BTM is already installed, move to Step 3.
• If BTM is not yet installed, follow your installation documentation or see:
  Bamboo Tenant Manager - Installation – Bamboo Solutions Knowledge Base

3. Navigate to Bamboo Tenant Manager

• From the App Catalog site, open the Bamboo Tenant Manager page
• Once BTM loads, you’ll see Bamboo product modules listed in the left navigation.

4. Find “Alert Me” in the Left Navigation

• In the BTM sidebar, select Alert Me.
• This opens the Alert Me configuration interface.

5. Switch to the “Options” Tab

• At the top of the Alert Me page, select the Options tab.
• You should now see the configuration screen matching the screenshot you supplied.

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SECTION 1: General Configuration (Options Tab)

1. Use Default Server Configuration

• If the box is already checked, it will use the default server configuration.
• To change from default settings, uncheck the box to reveal additional fields, reference this guide for instructions with more details on this: Registering Alert Me using Bamboo Tenant Manager – Bamboo Solutions Knowledge Base

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2. App Registrations

• Follow the instructions on this manual to generate the values you will need: Bamboo Solutions App Registration (Alert Plus / Alert Me Trial) – Bamboo Solutions Knowledge Base

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3. Client ID

• Enter your Client ID generated from your App Registration

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4. Client Secret

• Enter the Client Secret associated with the Client ID.

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4. Email Delivery Mode

Choose one:

• SendGrid

  • If selecting SendGrid and using our SendGrid, please leave the SendGrid API Key field blank

  

• Exchange
• SMTP (coming soon)

Select the option your environment uses.

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5. Reply‑To Address

• Enter the email address where replies should go.
• Typically a monitored mailbox (e.g., [e-mail]).
• Note:  This is not a From address

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6. Submit

• When all fields are complete, click Submit to save configuration settings.

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SECTION 2: Alert Service Support

This section is informational only—you do not enter anything.

You will see pass/fail status for:

• Registration
• Azure Functions / App Deploy
• SharePoint Connectivity
• Email Connectivity

Green check = OK
Red X = Issue detected

If any red X appears, contact your administrator or support team.

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SECTION 3: Email Test

1. Email To

• Enter the email address to send a test alert to.
• Use your own email or a test mailbox.

2. Email From

• Enter the sending email address.
• Must comply with the selected Email Delivery Mode permissions.

Send Test

• Click Send Test to validate email functionality.

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✔ Summary (Quick Reference)

Step	What to Do
1	Navigate to App Catalog → Open Bamboo Tenant Manager.
2	Select Alert Me → Open Options tab.
3	Leave Use Default Server Configuration checked (usually).
4	Enter Client ID and Client Secret.
5	Select Email Delivery Mode.
6	Enter Reply‑To Address.
7	Click Submit.
8	Go to Email Test, fill Email To + Email From.
9	Click Send Test to confirm configuration.