SMTP
Configure the import source settings for a SMTP server type and click Save.
The properties of SMTP import source are grouped under the following headings:
General
Field | Description |
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Type | Protocol for the import source. Select SMTP. |
Display name | Name for the import source. |
Active | By default, the import source is active. |
Error Handling | |
Message Connector service timeout | Timeout value for message processing. This value sets the timeout when calling the Message
Connector service. (Default: 1200 seconds (20 minutes). This value is suitable for processing most messages.)
To avoid timeout for messages with longer processing time, increase the timeout value. Maximum allowed value is 86400 seconds (24 hours.) |
Advanced
Field | Description |
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Normalize images and create pages | Normalizes the incoming image files to TIFF and create pages. (Default: Clear)
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Create document from body | Creates a document from the email body, classifies and extract information from it. (Default: Clear) |
Import content | Imports the required sections of the email and their occurrence. Select one of the following
options:
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Body with message header | Import the body with metadata in its header instead of plain body. Following options are
available:
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Include complete message as EML file | Imports an EML file same as the original email including attachments. (Default: Clear) |
Include complete message as MSG file | Imports an MSG file same as the original email including attachments. |
Skip import for extensions | Enter a list of all the file types which you do not want to convert. Delimit each file type with a semicolon. For example, to skip the conversion of PNG and TEXT files, enter .png;.txt. |
Skip import for files of size (bytes) less than | Enter a valid file size. TotalAgility skips the conversion of files with file size less than specified in this field. (Default is 0, which means this field is ignored. |
Extract PDF portfolio content | Allows the extraction of documents from PDF portfolio files. (Default: Clear) |
Extract referenced MSG/EML files |
Allows the import of the nested emails and EML/MSG files along with their attachments. By default, TotalAgility allows the import of the main email and all types of attached emails in EML/MSG format. This is also applicable to the EML and MSG files which are referenced in the XML files. This option is selected when upgrading TotalAgility from a lower version. In case of an XML import, enabling the "Extract referenced MSG/EML" option when "Import content" is set to "Only body" is not a valid scenario. |
Document normalization
Field | Description | ||||||||||||
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Normalize non-PDF eDocuments to PDF/A |
Normalizes non-PDF eDocuments (MS Office documents) to PDF/A. (Default: Clear) Configure the following
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Normalize incoming PDF documents to PDF/A |
Converts the PDF documents to the ISO-standardized PDF/A format, specialized for digital preservation of electronic documents. Configure the following. (Default: Clear).
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Flatten XFA forms to PDF documents using Adobe Experience Manager |
Allows conversion of XFA forms to PDF documents. (Default: Clear) Ensure the following:
If support for Adobe LiveCycle is available, you can also use Adobe LiveCycle for conversion of XFA Forms.
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Import exception page for failed preparation |
Import the unprocessed document if there is any exception during the normalization process of a document. (default: Clear). A document with error information is generated and the original document is appended to this document. |
VRS processing
Field | Description |
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Scan/VRS profile |
Name of the Scan/VRS profile. |
Extract text from PDF |
To extract the text from PDF, on the Extract text from PDF list, select one of the following options:
|
Word separation characters |
The characters required as word separators. Default characters are: "/", ":", "(", ")", "-" and "#". When processing the PDF text, strings of text containing these characters are treated as separate words. For example, "1234/56" is treated as three separate words, "1234", "/", and "56". |
Apply scan/VRS profile to eDocuments | Applies the selected Scan/VRS profile to the documents. (Default: Clear) |
XML processing
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Any document (eDocument, image or PDF) specified in the XML Page tag will be imported along with the XML file. When the Page tag is not available or empty, the document fields are not classified or does not have the field values mapped.
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Specifying a process in the Import Source settings is not required when the process (Batch Name) is specified in the XML file as the process name will be derived from the Batch Class name in XML.
Field | Description |
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Kofax XML import mode |
Select one of the following XML import mode options:
|
Kofax XML page tag processing level | Select one of the following options:
|
Create document from XML content |
Creates a document from the XML content (default: Clear). Additionally, on the Process list, select the process which contains the Document conversion activity with required XML rendering configuration. By default, you can only map the XML content to the XML process variable. You must select this option to use the XML rendering feature in the document conversion activity.
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Notification settings
Send notification emails to the configured email addresses when the document import process is partially successful or failed.
Field | Description |
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Reject notification recipient list |
The email addresses to which you want to send the notifications. Delimit each email addresses with a semicolon. |
Send email to originator |
Sends notification to the originator. (Default: Clear) |
Include complete email message as attachment |
Attaches the original message (in EML format) to the notification mail. (Default: Clear) |
Remove email attachments | When
Include complete email message as attachment is selected, by default,
the original email is attached to the notification email. To include the original email without attachments to the notification
mail, select
Remove email attachments. Default: Clear
When "Remove email attachments" is selected and if the original email does not contains body, an empty email is generated. |
Message from |
The email address of the sender. |
Send a test notification email |
Verifies whether the recipient list have received the emails by sending a test mail. |
Document archiving
Configure one or more file formats for saving the successfully imported, partially imported or rejected or failed documents.
Scenarios when a message may be partially imported
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"Normalize non-PDF e-documents to PDF/A" is enabled and incoming message contains a file which cannot be normalized, such as DAT file.
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A fax is partially received (fax with a reception error.)
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Documents for which the PDF/A normalization failed.
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"Normalize non-PDF e-documents to PDF/A" and "Normalize incoming PDF documents to PDF/A" are enabled, and an email with an attached password protected file is ingested through Message Connector.
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“Unpack archives” is selected in Message Connector configuration, and an email with an attached password protected file is ingested through Message Connector.
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The message attachment has document conversion errors.
A document with conversion errors is imported as original file and is available in the workflow. Conversion of any non-supported document (.dat,.xyz,.psz) fails with document conversion error.
Scenarios when a message import may fail
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"Normalize non-PDF e-documents to PDF/A" and “Concatenate multiple PDF files” are enabled, and the incoming message contains a BIN/DAT file as attachment.
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"Normalize non-PDF e-documents to PDF/A", "Normalize incoming PDF documents to PDF/A" and “Concatenate multiple PDF files” are enabled, and an email with an attached password protected file is ingested through Message Connector.
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When the XML fields are mapped to the TotalAgility fields and “Map XML fields to TotalAgility fields and reject on mismatch” is enabled, and there is some difference in the fields specified in the XML file.
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"Normalize non-PDF e-documents to PDF/A", "Normalize incoming PDF documents to PDF/A" and “Concatenate multiple PDF files” are enabled, and an email with an attached password protected file is ingested through Message Connector.
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“Unpack archives” is selected in Message Connector configuration, "Normalize non-PDF e-documents to PDF/A" and “Concatenate multiple PDF files” are enabled in TotalAgility Designer, and an email with an attached password protected file is ingested through Message Connector.
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Any of the message attachment content is null.
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The process map is not available for an import source.
Field | Description |
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Successfully imported | |
Format |
Supported formats for successfully imported documents are:
|
Archive folder |
Path of a local folder (such as, C:\Archive) or a network folder to store the successfully imported documents. |
Test archive folder |
Tests whether the archive the folder is configured correctly. |
Subfolder and file prefix |
The name of the subfolder and prefix for the archived files. You can also add predefined Fields as subfolder name and filename prefix. The value of these variables is populated at the time of saving the archived files. If you do not add the "\" character in the field, all the fields are appended to the archived file names. For example, if you add {OK}\{Process-ID}, the files are stored in OK folder with process ID appended to the filename. |
Partially imported | |
Format | Supported formats for partially imported documents are:
|
Archive folder |
Path of a local folder (such as, C:\Archive) or a network folder to store the partially imported documents. |
Test archive folder | Tests whether the archive the folder is configured correctly. |
Subfolder and file prefix |
The name of the subfolder and prefix for the archived files. You can also add predefined Fields as subfolder name and filename prefix. The value of these variables is populated at the time of saving the archived files. If you do not add the "\" character in the field, all the fields are appended to the archived file names. For example, if you add {PARTIAL}\{Process-ID}, the files are stored in PARTIAL folder with process ID appended to the filename. |
Rejected/Failed | |
Format | Supported formats for rejected or failed documents are:
|
Archive folder |
Path of a local folder (such as, C:\Archive) or a network folder to store the failed/rejected documents. |
Test archive folder | Tests whether the archive the folder is configured correctly. |
Subfolder and file prefix |
The name of the subfolder and prefix for the archived files. You can also add predefined Fields as subfolder name and filename prefix. The value of these variables is populated at the time of saving the archived files. If you do not add the "\" character in the field, all the fields are appended to the archived file names. For example, if you add {REJECTED}\{Process-ID}, the files are stored in REJECTED folder with process ID appended to the filename. |
Associated actions
On the Job type list, select one of the following job types to associate an action with the import source so that a job can be created at runtime for the successfully imported, partially imported or rejected/failed documents.
Successfully imported / Partially imported / Rejected/Failed | |
Create new job(Default) |
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Create new case |
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Create job in case |
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