Tabs
The Tabs section in Mailboxes panel allows you to setup and edit settings for mailbox to work properly. This includes connectivity to services or devices, eWorkflows on mailbox , classifications, authorizations and automation.
Additionally it includes tabs for monitoring activity on the mailbox.
Below is a descriptions of tabs' features.
In this tab, settings for connection with services or devices are setup.
The tab is the same for following mailbox types:
- (None)
- Web Service
- Input/Output
| Subject |
Select the subject from the Subjects register, associated with the mailbox. The data can be used in related eWorkflow. |
| Identify |
Enter the identification information you received from the service provider. The identifier makes it possible to establish a secure connection with the service provider. |
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Operation
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Enter data identifier information for communication with the service (variables, methods, … ).
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Data
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Enter any data to perform operations and exchange data with the service.
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| Data (VARCHAR(MAX)) |
Enter any data to perform operations and exchange data with the service. Use this field if the data is to big for Data field).
Data can be entered or viewed by clicking on the  icon.
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If Printers mailbox type is selected, the Settings tab stays the same as with types described above, with addition that printers can now be selected.
| Operation |
Enter 'Printer' in the field to be able to select the device for the mailbox. |
| Data |
Select the printer from the drop-down menu. All printers installed on your device are available for selection. |
If Email mailbox type is selected, the Settings tab changes to email form, where setting for different email servers can be set.
| Server type |
Select an email server type form the drop-down menu.
The options are:
- POP3 - Select this type, to set mailbox for POP3 (Post Office Protocol 3) Incoming Server. (One way - incoming)
- IMAP - Select this type, to set mailbox for IMAP (Internet Message Access Protocol) Incoming Server. (One way - incoming)
- SMTP - Select this type, to set mailbox for SMTP (Simple Mail Transfer Protocol) Outgoing Server. (One way - outgoing)
- POP3/SMTP - Select this type to set two-way mailbox with combination of POP3 Incoming Server and SMTP Outgoing Server.
- IMAP/SMTP - Select this type to set two-way mailbox with combination of IMAP Incoming Server and SMTP Outgoing Server.
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| OAuth2 authorization |
If enabled, the section with OAuth data will appear and the application will use Open Authorization to sign in to the service.
You can read more about OAuth in the chapter OAuth2.
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| Reset All |
By clicking this button, all changes are reset to a previous saved state. |
| Save All |
By clicking this button, all changes are saved. |
| Name |
Enter the name, i.e. address, of the server from which the incoming/outgoing email is received or sent. If you have your own email server, then enter its name, and if you use an email server from your ISP, then enter that name. |
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Port
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Enter the protocol code for accessing your provider's server.
The default values are:
- POP3 - 110
- IMAP - 993
- SMTP - 25
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| Timeout (sec) |
Enter a timeout specifying how many seconds PANTHEON should test the connection before it stops testing. This value must be numeric.
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| Use TLS/SSL |
From the drop-down list, select one of the following options:
- None – Without a security protocol.
- SSL/TLS – Use the security protocols.
- Auto – Automatically tries to retrieve SSL/TLS settings.
- Implicit SSL/TLS – Entered, but not defined.
Secure Sockets Layer (SSL) and its successor Transport Layer Security (TLS) are cryptographic protocols that enable secure communication over the Internet, for example for web browsing, email and instant messaging. There are slight differences between the two protocols, however, in principle, they are identical.
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HINT
Only forces TLS 1.2 for a secure socket. PANTHEON also supports TLS 1.2 for email communication. PANTHEON supports the older SSL protocols, TLS 1.0 and TLS 1.1, which are required for clients residing on older mail servers without support for the newer TLS 1.2. Most servers will select the most commonly supported protocol.
Some servers disable client support for older protocols. In this case, you need to force the newer TLS 1.2 protocol to support email communication on these servers. If you select this option, PANTHEON will only publish support for TLS 1.2 in the secure communication layer. This means that the connection will be the most secure and the connection process will be the fastest.
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| Use SASL |
SASL (Simple Authentication and Security Layer) is a security framework for authentication and data security in Internet protocols.
Select Yes or No from the drop-down list.
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| Inbox (IMAP only) |
Enter the folder used for receiving emails. The default is: Inbox. |
| Outbox (IMAP only) |
Enter the folder used for sending emails. The default is: Outbox. |
| Email sender |
Enter the sender's email address to be used when sending emails from PANTHEON.
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| First and Last Name |
Enter the sender's first and last name. |
| Charset |
Select the character set for the server. |
| Force TLS 1.2 |
Enable this check box, if TLS encryption is required by the mail server.
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| EHLO (SMTP only) |
EHLO is an Extended Simple Mail Transfer Protocol (ESMTP) command sent by an email server to identify itself when it connects to another email server and starts sending an email. It is followed by the domain name of the sender's email server. The EHLO command tells the receiving server that it supports ESMTP-compatible extensions. |
| Leave messages on server (POP3 only) |
If enabled, messages on server are not deleted after being imported by the POP3 protocol. |
| Test |
Checks whether the server settings are properly configured.
The program reports in an information window whether the connection has been successfully established or not. Data from information window can be copied to clipboard by using Ctrl+C keys.
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HINT
You can read more about E-mail settings in these chapters:
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The Log tab displays a log of events (transfers via mailbox). The fields contain information about events and related documents.
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Log ID
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The log ID is entered in the field, which is the unique identifier of the event (transfer via mailbox).
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| Direction |
Displays if transaction was incoming or outgoing. |
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External ID
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The field contains the document ID of the document which is imported/exported via the provider's mailbox.
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| Document ID |
Displays the document ID. |
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Document Key View
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Information about the key of the document that was transferred via the mailbox is recorded.
The key consists of flight data, ID of document archive and the serial number of the document, e.g. 23-DMS0-000002.
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Document Subject
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Information about the Subject, which is associated with the document transferred through the mailbox.
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Document Subject Name 2
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Information about the longer name (name 2) of the subject is displayed, which is defined in the Subjects register.
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File information
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The field contains a description of the attached file of the document transferred via mailbox. The description is written in XML format.
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Time ins.
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Displays the date and the time when the document was transferred via the mailbox.
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User ins.
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Displays the information about codes of the user who downloaded the document via mailbox.
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Time chg.
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Displays the date and the time of the last change on the document.
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User chg.
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Displays the information about codes of the user who made the last change to the document.
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This tab displays the last checked date for document statuses in the mailbox.
| Type of date |
Displays the type of date.
Options are:
- DS - last check date of document statuses for mailbox
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| Date |
Displays the recorded date. |
In this tab, eWorkflows can be linked to mailbox.
When eWorkflow is linked to the mailbox, mailbox is visible in the Mailroom. Each added eWorkflow is displayed as an action button on the Mailroom form.
| eWorkflow |
Select eWorkflow from the Workflow - Design register to link it to the mailbox. |
| OnError Workflow |
Select eWorkflow for error processing from the Workflow - Design register. |
This tab allows you to link classifications to the mailbox.
All received documents are classified according to settings in the grid, if type of document is specified. For example, we can receive two types of document from BizBox: INVOICE or Povratnica. User can specify DocType and Classification for each type of them (or only for some of them, or doesn't specify at all).
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Doc. Type
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Select a document type from Document Types register.
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Classification
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Select classification for the document form the Classification Scheme register.
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Type
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Enter type provided by the service provider.
Providers have their own list of document types and can provide same document, with different document types.
This functionality is used for BizBox only. Examples of BizBox document types:
- POVRATNICA
- INVOICE
- DESADV
- ORDRSP
- ORDERS, etc.
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This tab allows you to manage user authorizations for work with mailbox, especially in Mailroom.
This tab allows you to set task automation for the mailbox.
| Add "Mailbox" eWorkflows |
By clicking this button, eWorkflows from eWorkflows tab are added in Tasks table of Task Autorun tab. |
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HINT
Other features of the tab are the same as in the Task Autorun panel. You can read more about this in Task Autorun chapter.
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