Email connector prerequisites

To configure and run email connector actions, your environment must meet the hardware and software requirements for Datacap. For more information, see Software Product Compatibility Reports.

Email input actions prerequisites

To use the Datacap email input actions, you must have access to a mail server with one of the following servers:
  • Exchange Web Service (EWS) enabled on Microsoft Exchange. Datacap recommends that SSL is configured. Use the input actions in EWSMail.RRX.
  • Email server that supports IMAP protocol and the mail server and firewall (if any) have IMAP access that is enabled. SSL is not supported now. Use the input actions in IMail.RRX.

For basic authentication protocol, you must have an email account for which you know the server URL and login username and password.

For OAuth authentication protocol, you must know the email account username and password, and Azure Active Directory tenant ID and client ID. The OAuth protocol enables the Datacap EWS component to access Exchange Online in Office 365. You must complete the following tasks:
  • Register the application with Azure Active Directory.
  • For Authentication, under Default client type, set Treat application as a public client = Yes.
  • For API permissions, add Exchange - EWS.AccessAsUser.All and grant consent.

The dedicated email account contains an Inbox folder, a Done folder for messages that are successfully imported, and a Problem folder for messages that encountered errors. The names that you assign to these folders can be specified by using the im_done_folder and im_problem_folder, or ex_done_folder and ex_problem_folder actions.

Optional: set up an inbox that is dedicated to the emails that you intend to process. If there are preexisting messages in the Inbox, the oldest messages are processed first.

Email send actions prerequisites

The Datacap email send actions in IMail.RRX, has the following requirements:
  • You have access to an SMTP server that can relay the emails that are created by the Datacap application.
  • The email send actions are run on a computer on which the Windows CDOSYS object or Microsoft Outlook object are registered. The email send actions use the CDOSYS object by default to send email. If the CDOSYS object is not available, the actions can use the Outlook object. The CDOSYS object is available under Windows XP, Windows 2000, Windows 2003 Server or later.
  • The email send actions are run on a workstation and under a user account that has permission to relay or send emails.