EWS
Configure the properties of EWS import source and click Save server type.
The properties of EWS import source are grouped under the following headings:
General
Field | Description |
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Type | Protocol for the import source. Select EWS. |
Display name | Name for the import source. |
Active | By default, the import source is active. |
Poll cycle in seconds | The time interval after which the import connector checks for new documents on the mail server. (Default: 5) |
URL | The subscription URL for exchange web service. |
Poll mailbox | The Inbox folder is polled by default. Enter the name of the email folder to poll the messages from a different folder. |
Shared mailbox | Enter the name of the shared mailbox to poll the messages from a shared mailbox. |
Poll sub folder | Select this to poll messages from sub folders of the specified folder. |
Keep message on server | Select this to store processed messages on the mail server. |
Enable impersonation | Select this to enable access to the
mailboxes of other users through impersonation. Additionally, you must
configure the
User name and
Shared mailbox
fields in one of the following formats:
Where, domain is the domain name, user is the user having impersonation rights, and mailbox is the name of the shared mailbox to access. The mailbox can be a user's mailbox or a service account's mailbox.
Ensure that you have enabled impersonation on the EWS
Exchange Server.
|
Enable NTLM authentication | Select this to enable authentication
through NTLM.
NTLM authentication is only available for Exchange
on-premise servers.
|
Processed folder name | The folder name to store processed
messages. This folder must exist at the same level as the polled inbox folder.
You cannot use a sub folder as a processed folder.
This option is only available if Keep message on server is selected. |
Mode | Configure whether one inbox can be polled
by multiple message connectors simultaneously. Available modes are:
|
User name and Password | The username and password for the EWS mailbox. |
Test mailbox | Verifies the connection between the import connector and mailbox. |
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)
|
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:
|
Body with message header | Import the body with metadata in its
header instead of plain body. Following options are available:
|
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. Extract referenced MSG/EMLoption when Import contentis set to Only bodyis 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 |
---|---|
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:
When processing the PDF text, strings of text containing
these characters are treated as separate words. For example,
|
Apply scan/VRS profile to eDocuments | Applies the selected Scan/VRS profile to the documents. (Default: Clear) |
XML processing
Field | Description |
---|---|
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.
|
Notification settings
Send notification emails to the configured email addresses when the document import process is partially successful or failed.
Field | Description |
---|---|
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
Remove email attachmentsis 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
Field | Description |
---|---|
Successfully imported | |
Format |
One or more file formats for saving the successfully imported documents. Supported formats 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
|
Partially imported | |
Format | One or more file formats for saving the
partially imported documents. Supported formats 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
|
Rejected/Failed | |
Format | One or more file formats for saving the
rejected/failed imported documents. Supported formats 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
|
Associated actions
On the Job type list, select one of the following job types to associate an action with the EWS server so that a job can be created at runtime.
Create new job(Default) |
|
Create new case |
|
Create job in case |
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