BlueCielo Meridian Project Portal 2012 Configuration Guide | BlueCielo ECM Solutions

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Saving message headers to custom properties

When a catch rule saves email messages in Project Portal as new documents, Kronomail can save the email message headers in the custom properties of the documents. The custom properties must be assigned to the document types that are used to create the documents with which the messages are stored. The document type is specified as described in Creating a catch rule.

The message headers that can be saved include:

By default, Kronomail is configured to save the headers in custom properties in the KMAIL property set that are listed in the following table.

KMAIL properties
Property code Field code Field name Field type

KMAIL

TO

To

Text field

KMAIL

CC

CC

Text field

KMAIL

FROM

From

Text field

KMAIL

SUBJECT

Subject

Text field

KMAIL

MSGID

Message ID

Text field

KMAIL

DATE

Date

Text field

To save message headers to custom properties:

  1. Create a custom property set named KMAIL as described in Creating, editing, and deleting custom property sets.
  2. In the KMAIL property set, create the properties listed in the preceding table as described in Creating, editing, and deleting custom property definitions. If you do not want to add or remove any of the properties from being saved, no more configuration is necessary.
  3. If do want to add or remove any of the properties from being saved, open the Project Portal server configuration file config.pm in any text editor. If you do not have access to the file, contact a system administrator.
  4. Find the $::kronomailextension configuration variable. The default variable definition looks similar to the following example. In each line, the first element (EXT) specifies a custom property set, the second element (KMAIL) specifies the custom property set name, and the third element (TO, CC, and so on) specifies the property name. You may modify either of the first two elements.
  5. Edit the left side of lines or remove lines as necessary.
  6. Save your changes and close the file.
$::kronomailextension = {
'EXT.KMAIL.TO' => { 1 => 'Header.to.name' }, 'EXT.KMAIL.CC' => { 1 => 'Header.cc.name' }, 'EXT.KMAIL.FROM' => { 1 => 'Header.from.name' }, 'EXT.KMAIL.SUBJECT' => { 1 => 'Header.subject' }, 'EXT.KMAIL.MSGID' => { 1 => 'Header.message_id' }, 'EXT.KMAIL.DATE' => { 1 => 'Header.date' }, 'EXT.KMAIL.REPLYTO' => { 1 => 'Header.reply_to' }, };

Related concepts

About the Kronomail add-on

Understanding catch rules

Related tasks

Enabling Kronomail

Configuring access rights for the Kronomail user

Creating a catch rule

Viewing catch rules

Editing catch rules

Troubleshooting catch rules


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