Import of resources or events from a mailbox

 

DEFINITION

 

This functionality enables you to import information taken from the e-mails of a specific mailbox into VISUAL PLANNING.

This module uses an existing SMTP server to import e-mails.

PREREQUISITES

 

Technical prerequisites

 

This module requires an operational SMTP server with the VISUAL PLANNING MAIL.Receive settings correctly entered.

Functional prerequisite

 

To link the e-mail account to the context for importing resources or events, you must save the account’s username and password in the Admin Center’s external access manager.

The address is built as follows:

protocol://email_address

where protocol can take the values imap or pop3.

admin_external_access

CONFIGURATION

 

E-mails can be imported from a mailbox via a resource import or an event import.

The data source is a CSV file generated by the VISUAL PLANNING server by calling the following URL: http://vp_server/importmail.do?ACCOUNT=example-address@mail.com

Where:

  • vp_server is the address of the VISUAL PLANNING server;

  • the ACCOUNT setting is the e-mail address where the e-mails will be retrieved.

 

Defining the import URL

 

This URL address can take the following settings (separated in the URL by an &):

  • ACCOUNT: Specifies the e-mail address where the e-mails will be retrieved.

  • FOLDER: Specifies the name of the folder in the mailbox from which the e-mails will be imported,

  • DELAY: Specifies a delay in minutes. Only e-mails whose reception date is later than the current date minus this delay will be retrieved. If the value is -1, all the e-mails marked as unread will be retrieved. If in this case the protocol is IMAP, they are marked as read once they have been imported.

  • MAX_MESSAGES: Specifies the maximum number of messages retrieved by the import.

Warning

The conditions of the DELAY and MAX_MESSAGES settings are combined. In other words, the first limit reached determines the imported e-mails.

Creating the import context

Once the URL has been built, in Global Settings > Right-click on Imports/Exports > Create a context:

 

Definition of the import context

When configuring the import context, in the Source tab:

  • the Type must be equal to Csv file,
  • the Path must be the e-mail export URL.
_import_resource_event_from_mail

Once these two settings have been entered correctly, it is possible to match up the VISUAL PLANNING headings (created previously either in the dimension or in the form) with the information returned by the URL.

import_resource_event_mail_correspondence

The information returned by the URL is:

 

  • ID: Unique e-mail identifier,

  • DATE: E-mail reception date,

  • FROM: Sender’s e-mail address,

  • SUBJECT: Subject of the e-mail,

  • TO: Recipient’s e-mail address,

  • CC: E-mail addresses of recipients in copy,

  • BODY: Body of e-mail text,

  • ATTACHEMENTS: URL for access to attachments that will first be downloaded on the VISUAL PLANNING server,

  • IMAGES: URL for access to images contained in the e-mail that will first be downloaded on the VISUAL PLANNING server,

  • EML: URL for access to the complete e-mail file in .eml format which will first be downloaded on the VISUAL PLANNING server.

USE

 

After configuring the context, importing of e-mails is performed in the same way as a standard import of resources or events.

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