Configuring the Email Approval AgileConnector

To configure the Email Approval AgileConnector, ​do the procedure in this topic.

Prerequisites

How to Start

  1. On the AgilePoint Server machine, in Windows Explorer, right-click the file (AgilePoint Server installation folder) C:\Program Files\AgilePoint\AgilePoint Server\WCFConfigurationUtility.exe, and click Run as Administrator.

    Configuration Utility Run As Administrator Screen
  2. On the AgilePoint Server Manager screen, in the left pane, select your AgilePoint Server instance.

    Select AgilePoint Server Intance
  3. Click Open Server Configuration Open Server Configuration icon.

    Click Open Server Configuration
  4. On the AgilePoint Server Configuration screen, click the Integrations tab.

    Click Integrations Tab
  5. On the Integrations tab, select MailApproval.
  6. Click Configure.
  7. On the Configure Email Approval screen, click the Settings tab.

Procedure

  1. On the Settings tab, ​complete these fields:
    Field NameDefinition

    POP3 Server

    Function:
    Specifies the host name or IP address of the POP3 server.

    To access this field, select POP3.

    Accepted Values:
    • A valid host name or IP address for your POP3 server.
    Default Value:
    None
    Example:
    Demo3

    POP3 Port

    Function:
    Specifies the port number which is configured to communicate with your POP3 server.

    To access this field, select POP3.

    Accepted Values:
    • A valid port number.
    Default Value:
    110

    SSL-Connection

    Function:
    Specifies whether the POP3 server uses an SSL encrypted connection.

    To access this field, select POP3 or IMAP.

    Accepted Values:
    An appSettings key in the following format:
    • Selected - SSL communication is enabled.
    • Deselected - SSL communication is disabled.
    Default Value:
    Deselected

    Microsoft Exchange Server URL

    Function:
    Specifies the Exchange Server URL.

    To access this field, select the Microsoft Exchange Server mode.

    Accepted Values:
    https://[host name]:[port]
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
    Example:
    https://agilepoint.com:2030

    IMAP4 Server

    Function:
    Specifies the host name or IP address of the IMAP4 Server.

    To access this field, select IMAP.

    Accepted Values:
    • A valid host name or IP address for your IMAP4 Server.
    Default Value:
    None
    Example:
    Demo3

    IMAP4 Port

    Function:
    Specifies the port number that is configured for communication with your IMAP4 server.

    To access this field, select IMAP.

    Accepted Values:
    • A valid port number.
    Default Value:
    110

    Exchange WebService URL

    Function:
    Specifies the Exchange WebService URL.

    To access this field, select EWS or Microsoft 365.

    Accepted Values:
    https://[ExchangeServerMachineName]:[Port]/EWS/exchange.asmx
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
    Example:
    https://agilepoint.com:2030/EWS/Exchange.asmx

    Login

    Function:
    Specifies the username for the mailbox containing the email-based approvals.
    Accepted Values:
    A valid username.
    Default Value:
    None

    Password

    Function:
    The password for the authentication account.
    Accepted Values:
    An alphanumeric string that represents a password.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Schedule every

    Function:
    Specifies the time interval in minutes for the AgileConnector to check the mailbox for new incoming email.
    Accepted Values:
    An integer.
    Default Value:
    1

    Delete incorrect approval emails

    Function:
    Deletes all the emails from the mailbox once it is read from the server.
    Accepted Values:
    • Selected - Deletes the emails from the mailbox.
    • Deselected - Does not delete the emails from the mailbox.
    Default Value:
    Deselected

    Basic

    Function:
    Saves the basic information about the Email Approval AgileConnector in the AgilePoint Server log file.
    Accepted Values:
    • Selected - Saves the basic information in the AgilePoint Server log file.
    • Deselected - Does not save the basic information in the AgilePoint Server log file.
    Default Value:
    Selected

    Debug

    Function:
    Saves the debug information about the email approval AgileConnector in the AgilePoint Server log file.
    Accepted Values:
    • Selected - Saves the debugging information in the AgilePoint Server log file.
    • Deselected - Does not save the debugging information in the AgilePoint Server log file.
    Default Value:
    Deselected

    Test

    Function:
    Verifies whether the specified account credential is valid.