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

    To access this field, select POP3.

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

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

    To access this field, select POP3.

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

    SSL-Connection
    Description:
    Specifies whether the POP3 server uses an SSL encrypted connection.

    To access this field, select POP3 or IMAP.

    Allowed 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
    Description:
    Specifies the Exchange Server URL.

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

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

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

    To access this field, select IMAP.

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

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

    To access this field, select IMAP.

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

    Exchange WebService URL
    Description:
    Specifies the Exchange WebService URL.

    To access this field, select EWS or Microsoft 365.

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

    Login
    Description:
    Specifies the username for the mailbox containing the email-based approvals.
    Allowed Values:
    A valid username.
    Default Value:
    None

    Password
    Description:
    The password for the authentication account.
    Allowed Values:
    An alphanumeric string that represents a password.
    Default Value:
    None
    Accepts Variables:
    Yes

    Schedule every
    Description:
    Specifies the time interval in minutes for the AgileConnector to check the mailbox for new incoming email.
    Allowed Values:
    An integer.
    Default Value:
    1

    Delete incorrect approval emails
    Description:
    Deletes all the emails from the mailbox once it is read from the server.
    Allowed Values:
    • Selected - Deletes the emails from the mailbox.
    • Deselected - Does not delete the emails from the mailbox.
    Default Value:
    Deselected

    Basic
    Description:
    Saves the basic information about the Email Approval AgileConnector in the AgilePoint Server log file.
    Allowed 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
    Description:
    Saves the debug information about the email approval AgileConnector in the AgilePoint Server log file.
    Allowed 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.