IPortalDoc External MailServer Integration

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This page goal is to demonstrate how to integrate iPortalDoc with another mailserver.

Introduction

iPortalDoc e-mail integration features

iPortalDoc supports the following email integration features:

  • workflows - WORKFLOW_NAME@iportaldoc.yourdomain.com
    • start a new document workflow using the attached file in the incoming e-mail to the WORKFLOW_NAME
  • associated e-mails - default REF<document_code>
    • all e-mails transported through yourcompany mail server, that have REF<document_code> in the subject and/or in the body, should be copied, archived in iPortalDoc and associated to the document with document_code
  • DBDOCMAILS module
    • selected emails are to be processed by iPortalDoc - to be used to start a new document workflow
  • MAIL ARCHIVING
    • all emails from selected mailboxes are to be processed/archived by iPortalDoc

Scenarios

We will analyse the following scenarios:

  • INTERNAL - mailserver is in the LAN, or it is in a private routed network, it has connectivity with the iPortalDoc server
    • SMTP route - it is feasible to implement a SMTP route, so we will prefer this connection type
  • EXTERNAL - mailserver is not in a private routed network, it does not have connectivity with the iPortalDoc server - generic or cloud scenarios
    • POP Connector / fetchmail - mails are delivered in a specific mailbox, iPortalDoc server will download the messages using fetchmail


INTERNAL - SMTP Route

In this scenario we will configure a SMTP route for iPortalDoc.

  1. all mails destinated to "@iportaldoc.yourdomain.com" are to be smtp routed to iPortalDoc server

Filters

  • workflows - this feature is automatically resolved by the smtp routed defined above, no additional settings are required
  • associated e-mails - create an e-mail filter for:
    • e-mails that have expression REF< in the subject or in the body are to be BCC copied to "receivedmail@iportaldoc.yourdomain.com"