Question

Email Archive setup help

Version 10 Import Agent

Updated August 4, 2019

asked on March 13, 2019

Hello -

I wanted to see if there were better instructions on how to set up the Email Archive service (other than what is in the online help file).

I am a bit confused on what information gets entered into the setup profile and what the service looks for from the email server.

We have the certificate registered and identified in the setup. Not sure if we need "require client certificate" or "check client certificate" here.

Second, in this section, the instructions state that a random email address is entered for "Email Address" but we can change that to whatever we like. A) the email the system provides isn't really a complete email address. What is this email address supposed to represent? Is whatever entered here supposed to be on any of the incoming emails it is looking for on the server? The instructions mention something about a BCC. Is the email archive service looking for this address to be on the BCC?

I ask this because I set up the rules to look for emails containing "Dispatch" in the subject and sent to a particular email address. What relationship is this email address to to email address in the previous screen?

Thanks for your help. I think I am just missing something very basic with this service, but I just can't seem to identify it. One thing to note: our organization uses gmail which is associated with our domain as an organizational account.

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Answer

SELECTED ANSWER

replied on June 4, 2019

Yes, it acts as it's own email server and you need to forward the email to it. From https://www.laserfiche.com/support/webhelp/Laserfiche/10/en-US/administration/#../Subsystems/ImportAgent/Content/email-archive-profile.htm

On the General tab, a randomly generated recipient email address for the Laserfiche Email Archive service is provided for you. You can edit this address. When your email server receives an email with a BCC to this address (applied via rules on your email server), it will route the email to Laserfiche Email Archive. When Laserfiche Email Archive receives the email, it will import the email into the repository based on the import rules you create.

You can set up rules on your main email server to control routing it to this email following certain rules, or you can route everything and let the Import Agent Email Archive handle the rule checking.

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Replies

replied on March 14, 2019

Hi Kevin,

1. Question 1: If Email server and Email Archive are both configured over TLS, they should be checked. Otherwise, they should be unchecked.

2. Question 2: It is used as the email server routes the incoming email to the address, and then Email Archive will receive the email with the email address, and then will import to repository based on the imported rule. Otherwise, Email archive will reject it.

3. Question 3: The logic is that they should be matched all the options checked.

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replied on April 30, 2019

Yeah, I still cannot get it to work. We have the certificate in the SMTP configuration and listed the email address we want monitored in the profile. However, it is not archiving any emails for that email account.

There seems to be something missing in the configuration part for us. The event log shows a "connection failed" at Laserfiche.EmailArchive.Utils.LicenseChecker

Is there a license file that is required for Email Archive?

Thanks,

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replied on June 2, 2019

Hi Kevin,

Have you been able to get this to work?

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replied on June 4, 2019

Not yet Calvin. I am not sure if this service acts as its own mail server and we have to have our email host forward emails to the dummy email each Email Archive profile provides, or what.

At first I thought Email Archive acted as its own SMTP mail checker. Each profile would sign onto our mail server to check for messages based on rules you set up in the profile. But it seems like we need to do something on our email host to forward BCCs. It really isn't documented well.

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SELECTED ANSWER

replied on June 4, 2019

On the General tab, a randomly generated recipient email address for the Laserfiche Email Archive service is provided for you. You can edit this address. When your email server receives an email with a BCC to this address (applied via rules on your email server), it will route the email to Laserfiche Email Archive. When Laserfiche Email Archive receives the email, it will import the email into the repository based on the import rules you create.

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replied on August 4, 2019

Justin, I am having a weird issue with this. We have this set up and it will work just fine if I send and email from my email address and BCC the address that we designate, however if the customer sends an email from their address and BCC the designated email, the message will not be archived? Have you seen this happen before? Any help would be greatly appreciated.

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