The Email Capture Channel feature enables DCM to read from an email account and using rules do specific actions with those emails.

AppBase uses an extension rule (DLL) called DefaultEmailCaptureRule to do the parse of the incoming emails.

Contact support for additional instructions about how to set up Office 365 for Mailboxes For Access via Graph API.

Steps

  1. On the top right, navigate to 
    cog
     → Application Studio → <<solution>>
  2. On the left, navigate to Channel Setup → Capture Channels Schemas
  3. Click the 
    New Capture Channel button.
             
  4. In the General properties section set the Name of the capture schema
  5. Add Tags (optional)
  6. Select the capture Rule from the dropdown list. Set the required parameters for the rule if needed.
  7. In the Channel Typesection select Email (1).
    It will show the sections Batch Properties (2) and Email (3) where you will have to fill in more details in the next step.
  8. In the Batch Properties section set the Number of items to process at once and the Check for items every (seconds).
  9. In the Email section, enter the properties related to the email connection.

    Protocol

    Select Office365 Graph from the dropdown list

    E-mail Address

    Enter the email address or use system variables as @@GBANK_EMAIL_ADDRESS@@

    Application (Client ID)

    From Azure Active Directory.

    Contact support for additional instructions on how to get my Microsoft account Client ID and Client Secret key

    Directory (Tenant ID)

    From Azure Active Directory.

    Contact support for additional instructions on how to get my Microsoft account Client ID and Client Secret key

    Client Secret Key or client Certificate Body and Password (password is optional)
    Required when selecting Secret Key for Authentication, otherwise is disabled.

    Required when selecting Certificate Body for Authentication, otherwise is disabled.

    The certificate must be in *.pfx format

    Password used to access the certificate.

    Optional when selecting Certificate Body for Authentication, otherwise is disabled.

    Folder

    "Inbox" by Default

    Must not be longer than 255 characters and must NOT contain commas and semicolons.


    Category

    Unique value per tenant for each Office 365 capture channel mailbox. For example, GBANK.

    Must not be longer than 255 characters and must NOT contain commas and semicolons.

    The capture channel processes emails received starting from the specified date. If using a placeholder, it must contain a UTC date in the next ISO 8601 format. For example 2030-02-03T00:00:00 (yyyy-MM-ddTHH:mm:ss)
    CMS Output Folder Mask Specify the mask for the output folder in CMS. For example ABCD_yyyyMMdd will result into cms:///ABCD_20300405/newemail.eml
    Temporary PathDuring email processing, the files will be stored in a temporary folder, for example, C:\TEMP or use system variables as @@GBANK_EMAIL_TMPFLDR@@

    Body Attachment Filename Template
    Import Attachments
    Check if you want to import attachments. Attachments are saved as individual files and the rest of the content can be transformed into an XML file.
    And Save Other Parts Into an XML File
    Check if you want to save other elements in the email as an XML file.
  10. In the File Properties section, insert the RegEx expression to filter the attachment files to be processed from the capture folder
    1. File extension(s): An empty value will be converted to the Regex .*, this means that all files will be processed.
    2. Separator: An empty value will be converted to a comma (,), the default separator.
  11. Add a Description of this configuration.
  12. Save the Capture Channel configuration.