Inbound Tab - EnterWorks_Process_Exchange_(EPX) - 10.5

EnterWorks Process Exchange (EPX)

Product type
Software
Portfolio
Verify
Product family
EnterWorks
Product
Precisely EnterWorks > EnterWorks
Precisely EnterWorks
Precisely EnterWorks > EnterWorks Process Exchange (EPX)
Version
10.5
Language
English
Product name
Precisely EnterWorks
Title
EnterWorks Process Exchange (EPX)
Copyright
2023
First publish date
2007

The Inbound tab contains the POP3, IMAP, and SSL Enabled options, the Server, Port, Userid, Result Set, Directory, E-mail Content fields, the Password button, and the Include e-mail attachments to the work item, Save e-mail content and attachments to the file system, and Set user specified keys only checkboxes.

Note: The Inbound tab can only be enabled when the Starting Point checkbox is selected under the Details tab.

To configure the E-mail BIC activity to retrieve new e-mail messages from the mail server and use the e-mails to generate work items:

  1. Specify the correct protocol for the mailbox from which the E-mail BIC activity will retrieve messages by clicking the corresponding radio buttons of available options: POP3, MAP.
  2. Click the SSL Enabled checkbox if you want to allow a more secure connection for data transaction between client and server.

    Selecting this option entails performing an added procedure. For more information on configuring the Inbound setting to SSL, refer to "Configuring SSL/TLS" section.

  3. In the Server field, type the name of the mail server where the mailbox is located. For example, pop.some-company.com.
  4. In the Port field, type the port number that the inbound setting will use.
  5. In the Userid field, type the username for the mailbox. For example, datapool.
  6. In the Result Set field, type a name to be used as prefix for the key names (created from the incoming e-mail) in the generated work item's work item property table. For example, if you type "emailresults" in the Result Set box, the work item property table for the work item generated from the incoming e-mail would contain key/value pairs like the following:
    emailresults.to=datapool@some-company.com
    emailresults.from=joe.campbell@some-company.com
    emailresults.cc
    emailresults.bcc
    emailresults.subject=Personal Information
    emailresults.body=lastname=Sardiniafirstname=Dianebirth=01/01/ 80address=Maine streetcity=Arlingtonstate=VA
    emailresults.content.lastname=Sardinia
    emailresults.content.firstname=Diane
    emailresults.content.birth=01/01/1980
    emailresults.content.address=Main street
    emailresults.content.city=Arlington
    emailresults.content.state=VA

    In this example, the first six work item property table entries are automatically generated from the To, From, Cc, Bcc, Subject, and Body fields of the incoming mail. The last six work item property table entries are created from the formatted key/value pairs in the body of the message. Subsequent activities can operate on any of these keys and values.

  7. Click the Password button. A box containing the E-mail Account Password and Confirm Password fields appear.
  8. Enter the e-mail account password and confirm the password.
  9. Click OK.
  10. To include e-mail attachments (if any) with the generated work item, select the Include e-mail attachments to the work item checkbox.
  11. To save the content of each e-mail to the file system, along with any attachments, select the Save e-mail content and attachments to the file system checkbox.

    If you set the Save e-mail content and attachments to the file system option enabled, you must fill out the following fields:

    • Directory – Specify where the E-mail BIC activity should save the e-mail and any attachments by entering the directory path in the provided field.
    • E-mail content – Specify the filename under which the contents of the e-mail message should be saved. EPX supports the creation of unique file names. If a unique filename is not used for saving the e-mail contents, then each time the process flow is started, the previous file will be overwritten. To have EPX create a unique filename for each saved e-mail, type the string "%sys.workitem.version.uid%" (without the quotes).
  12. Click the Set user specified keys only checkbox to store the content of the inbound e-mail message body under keys as defined in the e-mail.
  13. Save the data entered by clicking Apply. Clicking OK will also save the data entered and exit the Email BIC editor. To cancel saving the data entered, click Cancel.