Configure rules

Each configured Message Connector has a default destination. Rules are used to filter documents and assign them to different destinations. For example, email messages from a particular recipient can be handled differently than documents imported from a folder.

  1. Start KC Plug-In configuration. Do one of the following
    • On a Kofax Capture Network Server remote site, start KC Plug-In from the KIC - Electronic Documents group in the Windows Start menu.

    • On other Kofax Capture installations, start Kofax Capture Administration and select Electronic Documents > Configuration.

  2. On the Connection Tasks menu, click Add Rule. Alternatively, select one of the existing rules and click Edit Rule.
  3. In the Service filter field, select one of the services to filter documents depending on how they reach Message Connector, such as, via email or fax.
  4. In the Recipient list field, enter the original recipient (as specified by the message sender). You can use the asterisk wildcard * to specify all addresses. You can add multiple recipients, separated by comma.
    • For emails, specify an email address from the To or Cc list, such as john@kofax.com. This also applies to MSG and EML files imported via folder import.

    • For faxes, specify the extension number on the fax server, such as 555*, 444*, 3333.

    • For other import connectors, this filter is not available.

  5. In the Address field, type the address from which Message Connector received the document. You can use the asterisk wildcard * to specify all addresses. The wildcard is supported at the beginning or at the end of the string.
    • For POP3/IMAP mail, specify a mail box name, such as john@kofax.com.

    • For EWS email, specify a mail box name, such as lena@kofax.com or asia\rajesh.

    • For SMTP email, specify the final routed email address, such as *@kofax.com.

    • For faxes, specify the user name on the fax server, such as biscom_user1.

    • For FoIP, specify the extension number, such as *555.

    • For folders, specify the path, such as C:\myFolder\*.

      Using C:\myFolder will not match files in the myFolder directory, you have to specify an asterisk at the end.

    • For web service input, specify any string. This string must match the optional Address parameter of the Import web service call. Refer to the Kofax Import Connector Developer's Guide.

    The difference between the filter options Recipient list and Address is subtle but potentially important. For example, Adam sends an email to Bob, CC Cindy. Cindy has email forwarding enabled, sending all mail to the SMTP server of Kofax Import Connector (for example, invoice@KIC.com). In this case, you can use Bob's (or Cindy's) address as Recipient list filter. However, only the address invoice@KIC.com can be used for the Address filter. Or another example: Deborah’s POP3 mailbox (Deborah@example.com) has an additional address alias (DeborahBusiness@example.com). Deborah can use the Recipient list field to filter her private and business mail.

  6. In the Destination field, select the destination to use for the documents matching the specified criteria.

    If you select a destination with an XML/EDI type, the XML/EDI type becomes an additional filter criterion. That is, if the document is not an XML file or the namespace/root element do not match, the rule does not apply.

  7. In the Subject field, type the subject of the received message. You can use the asterisk wildcard * to specify all subjects. The wildcard is supported at the beginning or at the end of the string.
  8. In the Originator field, type the email address of the sender of the message. You can use the asterisk wildcard * to specify all addresses. The wildcard is supported at the beginning or at the end of the string.
  9. Click OK to save changes.
  10. Optional. Select a rule and click Move Rule Up or Move Rule Down on the Connection Tasks menu to establish rules priority. The following applies to rules priority:
    • Rules higher on the list take precedence over lower rules; first matching rule wins.

    • If none of the filter criteria match, the default destination is used.

  11. Optional. Select a rule and click Remove Rule on the Connection Tasks menu to delete it.
  12. Restart the KC Plug-In service to apply the configuration changes.