MS Graph
Configure the properties of MS Graph import source and click Save.
General
Field | Description |
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Type | Protocol for the import source. Select MS graph. |
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) |
Tenant ID | Enter the directory/tenant ID. This ID is generated when you create a tenant in the Microsoft Azure portal. |
Client ID | Enter the client/application ID. This ID is generated when registering the application in the Microsoft Azure portal. |
Client secret | Enter the secret string which you generated in the
Certificate and secrets section of your application in the Microsoft Azure portal. TotalAgility uses this
string to prove its identity when requesting a token.
|
Shared mailbox | Enter the name of the shared mailbox to poll the messages from a shared mailbox. Enter the shared mailbox in format: SharedMailbox@domain.com. |
Poll mailbox | The Inbox folder is polled by default. Enter the name of the email folder to poll the messages from a different folder. |
Poll sub folder | Select this to poll messages from sub folders of the specified mailbox folder.
MS Graph does not support polling of public folders on an Exchange Server. To poll public folders on an
Exchange Server, use EWS.
|
Keep message on server | Select this to store processed messages on the mail server. |
Processed folder name | The folder name to store processed messages. This folder must exist at the same level as the
polled inbox 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 MS graph mailbox. Enter the user name in format:
user@domain.com.
For OAuth authorization, enter the mailbox name in the
User name field. The
|
Use OAuth Server | Select this to use OAuth authorization.
|
OAuth server | Select the OAuth server for authorization the list. For information about OAuth servers, see OAuth 2.0 servers. |
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 |
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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:
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 |
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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.
|
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
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 |
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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 MS Graph server so that a job can be created at runtime.
Create new job(Default) |
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Create new case |
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Create job in case |
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