Email

Authentication Type: Select the appropriate connection type required for your unique monitored email inbox. Then explore the corresponding configuration options and fill in the connection information as needed.

IMAP URL: Fill in the IMAP URL of your email server.

This URL is often mail.{domain}.com, such as mail.office365.com. If you do not have this information, contact your IT administrator.

Port: Fill in the IMAP port number of your email server.

• For a standard IMAP email, use port 143.

• For a secure IMAP email, use port 993 and select the This server requires SSL check box.

• If your email server uses a custom port, enter that custom value instead.

Enter the credentials (username and password) of the mailbox to be monitored. Alternately, if you would like to authenticate your workstation with Windows credentials, select the Use Integrated Windows Authentication check box.

Click the Connect button to test your connection. If successful, you receive a Connection Success message.

Client ID: Fill in this field with the Client ID of your registered email account.

Tenant ID: Fill in this field with the Tenant ID of your registered Microsoft Exchange Online email account.

Authorize: Once the Client ID and Tenant ID fields are complete, select this option to open the OAuth2 authorization window to complete the standard login process through Microsoft Exchange Online.

In the web browser, click the Allow Access button to approve the connection.

After a few seconds, you can view the access information, and PSIcapture displays a message box reporting a successful connection.

Revoke: Select this option to revoke an existing OAuth2 authorization on the current machine.

Use Shared Mailbox Account: Select this option to allow PSIcapture to monitor a shared mailbox account already connected to your Microsoft Exchange Online account. Fill in the name of the shared mailbox for PSIcapture to monitor.

Connection: Select the appropriate preconfigured email connection profile. For more information on email connection profiles, see Connect to Email.

Once you have connected successfully, select which folders to monitor within the monitored mailbox. To begin, click the Create button.

From the Create Email Folders dialog box, select a folder in the monitored mailbox. Alternately, you may create a new folder by typing in a new folder name. Doing so adds a new folder to your mailbox.

By default, a processed folder is created to move processed emails and prevent duplication. Specify a different folder, clear the Auto Create Processed Folder option and select the folder of your choice. Once complete, click the Save button to close this dialog box.

To adjust your processing options, be sure the File extensions field includes all the file extensions you may receive as attachments.

Common image file extensions, such as TIFF and PDF are included by default. You may add other file extensions, such as DOCX, XLSX, and PPTX by clicking the ellipsis (...) button.

To process non-image files, such as Microsoft Office documents, be sure to have Enable support for importing Extended File Format files selected in the Capture workflow configuration.

Once complete, click OK to save the settings.

Processing type: Select how you would like to process emails. There are three options:

• Email: This setting processes emails only and disregards any attachments.

• Attachments: This setting processes email attachments and discards any emails.

• Email and attachments: This setting processes both the email and its attachments.

Queue path: Select the Windows file path that PSIcapture uses to temporarily store and process emails and/or attachments. This path becomes the monitored directory that PSIcapture uses to capture emails and/or attachments.

• Process Inline files as attachments if no attachments are found on the message: This option is enabled by default and is set to true on existing email monitored locations. If this setting is enabled and no standard attachments are found in the email, PSIcapture processes inline files in the email if any are present.

• Do not process messages if no attachment are present...: Emails with no attachments that match configured file extensions are moved to the Not Processed folder. This option is only available if the Processing type is set to "Attachments" or "Email and Attachments". If no matching attachments are found, the email is moved to the configured Not Processed folder and processing of the message is aborted.

Email processing engine: This feature allows you to determine the best engine to process emails based on your unique business needs. The Aspose and MailKit processing engines will respond in different ways to different email subject matter and content, so some testing may be necessary.

The Email connector intake method may be complex and require periodic adjustments to ensure optimal results. To track down specific origins and destinations based on email address, see the Auto Import Log via Help > View Logs > Auto Import Processor Logs, which contains IMAP UIDs for specific references.