The Microsoft Exchange Email Server Plugin can be configured to automatically save the organization's incoming and outgoing emails to Patricia. This will occur where a valid case reference is found in the subject line, and/or within the first 4 lines of the email content. Once a valid case reference has been located the email is automatically saved to Patricia. For emails being received directly into an inbox within the organization, a color-coded category can be set and automatically applied to all emails that have been saved to Patricia. An example is provided in the screen shot below:
A ‘Do Not Save’ string can be set allowing email authors to selectively disable the save functionality, if for any reason it is not desirable for a given email to be saved to a case. The string is specified in table PAT_DMS_SETTINGS, the relevant key is auto.save.skip.subject.key.
Download Microsoft Visual Studio Express 2012 from http://www.microsoft.com/en-us/download/details.aspx?id=34673 (select file "wdexpress_full.exe" to download)
The source code can be downloaded here: https://dl.dropboxusercontent.com/u/13110611/nuxeo/pi-nuxeo-exchange.zip
When open the source code with Visual Studio, we need to:
1) Change the .Net framework according to the Exchange server version.
2) Change log4net reference.
3) Copy the two Exchange DLL files from the Exchange server to the development machine: Microsoft.Exchange.Data.Common.dll and Microsoft.Exchange.Data.Transport.dll
4) Change the two exchange data API related references for these two DLLs.
5) Change to "Release" from the dropdown list in toolbar.
and then we can rebuild the solution and get files we need from the release folder.
When using PowerShell or Exchange Management Shell, please always run it as administrator. Otherwise, there will be permission issues.
| Name | Description | Default Value |
|---|---|---|
| CategoryValue | Value that the category header should be set to. | Default value is “Saved” |
| CreateEML | Indicates whether an EML file has to be written out. The file will be saved in the same location as the dll. | Default value is false. |
| IncludeCaseRefsInHeader | If this property is true, case references will be included in header, and in Outlook user may see multiple tags of case references in addition to the tag "Saved". If it is set to false, then only "Saved" tag will be shown in user's Outlook. | Default value is true. |
| SavedDateHeaderName | The header that is stamped to indicate the date it was processed. | Default value is “X-Pi-Saved-Date” |
| SavedListHeaderName | The header that is stamped to indicate the case reference list it was saved. | Default value is “X-Pi-Saved-List” |
| ServiceAddress | REST service address where the mime data is sent. | No default value. Mandatory field and the value has to be specified. |
| SubjectPrefix | Prefix that the subject has to be prefixed with. | Default is null, meaning it is not prefixed with anything. |
| WebProxyAddress | Proxy address. Can be used for debugging with fiddler. | Default is null meaning no proxy used. |
Keywords (also known as Categories) are stripped from the message by default. This can be disabled using the "Set-TransportConfig –ClearCategories $false" cmdlet.
Execute the following command in Exchange Management Shell:
Set-TransportConfig –ClearCategories $false
Otherwise, the category will not be shown in Outlook.
Installation of the Transport Agent involves the following:
Please note that the installation script AgentInstall.ps1 does all the steps from step 3 onwards.
In the screen shot below the permissions are given to c:\TransportAgents.