Program Options

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Program Options

Click File on the Ribbon bar then click the Program Options button to access the ThinkAutomation global options.

 

General Options

options1

 

ThinkAutomation can send a daily report to the administrator containing a log of activity for the day. Enter the Administrator Email Address to receive this email and check the Send Daily Activity Log option.

 

Default From Address

 

Specify an email address that will be used as the sender of outgoing emails if no specific sender is specified. The Send Test button can be used to send a test email to the Administrator Email Address.

 

Web Services URL

 

The ThinkAutomation Web Services are used by remote ThinkAutomation Client Applications and for Validation Action & Twilio Actions. If you will be using Validation Actions or any of the Twilio Actions, or the ThinkAutomation Client on remote computers then you need to specify the web address of the ThinkAutomation Web Services. The web services are installed during the main setup in a virtual directory called 'ThinkAutomation' under your default web site in IIS. See: The ThinkAutomation Web Services

 

Visual Theme

 

Select a Light or Dark theme for the ThinkAutomation Administrator.

 

Send Daily Activity Log

 

If this option is enabled then ThinkAutomation will send an email each day (at midnight). Attached to the email will be the service log entries for that day. The email will be sent to the address specified above.

 

Send Email To Administrator When Trigger Errors Occur

 

If this option is enabled then ThinkAutomation will send a report via email to the administrator whenever any trigger actions fail.

 

Delete Messages From The Message Store After x Days

 

If this option is enabled, ThinkAutomation will automatically delete old checked messages that are older than the number of days specified. ThinkAutomation deletes the old data each day at midnight. This option is useful if ThinkAutomation is processing a large number of emails and you don't need to keep a record of each checked message. This setting provides the default option for new ThinkAutomation Accounts. Each Account has its own setting for Message Deletion. Note: This option should only be used if you are deleting processed messages from the mail server - otherwise ThinkAutomation could process the same message again once it had been deleted from its checked messages database.

 

Delete Log Entries After

 

ThinkAutomation keeps a process log showing each action that is processed against each message. You can view this log when viewing a message in the Message Store. The log can grow quite large - so you should enable this option to remove old log entries. Specify the number of days to keep log entries for.

 

Validate Recipients Before Sending

 

If this option is selected ThinkAutomation will lookup the recipients MX record before sending Emails. This can reduce the load on the mail server if you expect to have many bad email addresses, and it can help to improve your sender reputation by filtering out bad emails before they get sent.

 

Use Extended RegEx

 

If this option is enabled, ThinkAutomation will use the Microsoft RegEx library to perform all Find & Extract options when extracting data from your messages. This option is enabled by default. It should only be disabled for backward compatibility with Email2DB Version 2.

 

Keep A Copy Of All Trigger Edits

 

Enable this option to switch on Trigger Revision Saving. When enabled ThinkAutomation will store a copy of every revision you make to your Triggers. This allows you to revert to a previous revision. See: Reverting To A Previous Revision

 

Proxy Server

If ThinkAutomation is running on a PC that uses a Proxy Server or Firewall device to connect to the Internet you will need to specify the Proxy server type on this tab.

 

There are two main proxy options, each designed to route either HTTP or TCP traffic from ThinkAutomation. You will need to add Proxy Server details for HTTP or TCP traffic (or both) depending on which trigger actions or message sources you are using. For example, if you are receiving emails via IMAP and you wish to use a proxy server, you will need to add proxy server details to the TCP traffic section as shown below. In contrast, if you were using a trigger action to call a web service and you wished to do this through a proxy, you will need to add proxy server details to the HTTP Traffic section.

 

In most cases, it is best to use one proxy server and to fill in the proxy server's details in both the HTTP and TCP sections.

 

Supported Proxy Types

 

Proxy Protocol

HTTP Traffic

TCP Traffic

Tunneling

ok

ok

SOCKS4

 

ok

SOCKS5

 

ok

Windows Proxy

ok

ok

 

 

options-proxy

The above example is using a proxy server to route any TCP traffic from the application while the HTTP traffic is being routed through the proxy set within 'Internet Options' in Windows using the 'Windows Proxy' proxy type.

 

HTTP Proxy or TCP Proxy?

 

Action / Account Type

Suggested Proxy

Receiving Email Via IMAP

TCP

Receiving Email Via POP3

TCP

Receiving Email Via EWS

HTTP

Receiving from Twitter Feed

HTTP

Receiving from Web Page Lookup

HTTP

Receiving from Twilio

HTTP

Exchange Server Actions

HTTP

Office 365 Actions

HTTP

SharePoint Actions

HTTP

Azure Actions

HTTP

Dropbox Actions

HTTP

OneDrive Actions

HTTP

Google Drive Actions

HTTP

Uploading to Amazon S3

HTTP

Posting to / Reading from a Web Page

HTTP

Calling a Web Service

HTTP

Posting to / Reading From Social Networks

HTTP

Twilio Actions

HTTP

 

Note: For CRM Actions you will need to configure your proxy settings within the 'Internet Options' in Windows. The 'Windows Proxy' type is the only type supported within ThinkAutomation when using CRM actions.

 

Logging

This tab is used to control the level of detail that is saved to the ThinkAutomation service log. The log can be viewed via the ThinkAutomation Administrator. You can change it at any time.

 

options-logging

 

We recommend that you set the logging level to 'Detailed' whilst you are setting up and testing your triggers. Set it back to 'Default' or 'Minimal' when your trigger settings are finished.

 

The 'Debug' level logging will also record all POP3/IMAP/SMTP traffic. This is useful in debugging issues with mail retrieval from your mail server or mail sending issues.

 

You can define the number of days to keep log entries for on the first tab of the options.

 

ThinkAutomation also stores the log for each processed message in the Message Store database. You can view the process log for any processed message by viewing the message in the Message Store and clicking the Trigger Process Log button.

 

 

Organizations

You must have at least one Organization defined. Each user you create is assigned to an Organization. ThinkAutomation creates a default Organization when it is first run. See: Organizations

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