Creating Message Retrieval Accounts

<< Click to Display Table of Contents >>

Navigation:  »No topics above this level«

Creating Message Retrieval Accounts

Within ThinkAutomation you create one or more 'Accounts'. An Account defines where ThinkAutomation will receive messages from. Within each Account you create one or more 'Triggers'. A Trigger defines what information ThinkAutomation will check for in incoming messages and what actions it should perform when a message matches the Trigger conditions.

 

This form will be displayed automatically if you start ThinkAutomation and no accounts exist. You can also click Add Account from the Ribbon Bar.

 

accountpropwithocr

 

Enter the Name and Details of the Account.

 

Check For New Message Every

 

Specify how often you want ThinkAutomation to check for new messages from all the sources defined for this account. Click the Define Schedule button to setup the checking frequency schedule:

 

account-schedule

 

You can choose to check for new messages Every x minutes, daily at a fixed time or at a defined list of times. You can also select the days of the week that this account will be active.

 

The Receive Via SMTP, Twilio and Direct API Account types do not need a schedule, since these messages will be received and processed on-demand.

 

Enable OCR (Optical Character Recognition)

Enabling this check box will make further options for configuring Optical Character Recognition available. For detailed information on how to configure ThinkAutomation to parse text detected within images, see Optical Character Recognition (OCR).

 

Store Full Copy Of Each Message In The Message Store

 

When ThinkAutomation reads messages from the source, it stores a copy of the message in its own 'Message Store' database. This prevents the same message from being checked and processed twice for the same ThinkAutomation account. ThinkAutomation can just store the unique identifier and the message from/to address and subject in this database. Enable this option if you want ThinkAutomation to also store the full message (including attachments).

 

See Also: Configuring The Message Store Database

 

Note: You can view the contents of the Message Store by right-clicking the Account and selecting View Processed Messages

 

Unzip Zipped Attachments

 

If this option is enabled, ThinkAutomation unzips and replaces any Zip file attachments with the expanded contents. For example, if an email contained a single Zip file containing 3 PDF files as an attachment, then when the email is received by ThinkAutomation the email would contain 3 PDF file attachments, and the Zip attachment would be gone. If an email contains multiple Zip file attachments, each Zip is expanded and replaced with the contents.

 

Append Text, Rich Text, VCard, Word & PDF Attachments To Body For Parsing

 

If this option is enabled then ThinkAutomation will automatically add text, VCard, Microsoft Word & PDF attachments to the plain text body of the message for parsing. You can then parse and extract data from the body text as normal. Rich text, Word and PDF attachments will first be converted to plain text before being added to the body.

 

Append PDF Form Data To Body For Parsing

 

If this option is enabled the ThinkAutomation will extract form data from PDF attachments and add it to the plain text body of the message for parsing. Form data is added in the format: 'FieldName: value'. Each form value will be on a separate line.

 

Delete Messages / Delete Sent Items From The Message Store After x Days

 

If this option is enabled, ThinkAutomation will automatically delete old messages or Sent Items from the Message Store that are older than the number of days specified. ThinkAutomation deletes the old data each day at 2am. This option is useful if ThinkAutomation is processing a large number of messages and you don't need to keep a record of each processed message.

 

Mark New Messages Added To The Message Store As Read

 

When viewing the Message Store, messages that are not marked as read will show in bold. Opening a message will mark it as read. This option allows you to set the default read status for new messages. For messages read via Exchange Web Services, ThinkAutomation is able to carry over the read status from the server.

 

Disable Processing Of Further Messages If Trigger Error Occurs

 

Enable this option if you want ThinkAutomation to stop processing messages for this account if an error is generated whilst it is processing a message. ThinkAutomation will then mark the Account as paused. You can un-pause the Account via the ThinkAutomation Administrator. This option is useful during testing of your triggers.

 

Outbox

 

You can define one message account to be the 'Outbox' account. Any outgoing emails sent by ThinkAutomation will be checked against triggers in this Account. This enables you to run processes on emails that ThinkAutomation sends as well as receives. (For example, you could simply use this Account to keep a record of each email sent). See Also: Outbox Processing

 

Enabled

 

Check this box to enable or disable processing of emails from this account.

 

 

Incoming Message Sources

You then need to define where ThinkAutomation will check for and retrieve new messages. Multiple sources can be defined for each account (email, file pickup, database pull etc), however in most cases a single Account will receive messages from a single source.

 

The Ribbon Bar shows the message retrieval options:

 

Account-ribbon

 

Get Via Email

For reading messages from mail servers using POP3, IMAP or Exchange Web Services.

Receive Via SMTP

For receiving messages directly via the built-in mail server.

File Pickup

For reading messages placed in a local pickup folder.

CSV or Excel File Pickup

For reading messages for each new row found in CSV files or Excel Spreadsheets.

Database Pull

For reading messages from a database.

Web Page Lookup

For monitoring changes to a web page.

RSS Lookup

For reading messages from an RSS feed.

Twitter Feed

For reading Tweets from a Twitter feed.

Azure Queue

For reading messages from a Microsoft Azure Queue.

Twilio

For receiving SMS messages via the Twilio API.

Direct API

For receiving messages from users running the ThinkAutomation Client and for receiving messages via web form submission/web services.

 

The enabled message retrieval options for the current account will be highlighted.

 

See Also: Reading Messages

 

ThinkAutomation © Parker Software 2016