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The Lake Companies, Inc. • 2980 Walker Drive, Green Bay, WI 54311 • 920.406.3030 • www.lakeco.com Doc-Trak 2014 Infor CloudSuite Hold Email in Drafts Folder Setup Guide Hold Email in Drafts
The Lake Companies, Inc. • 2980 Walker Drive, Green Bay, WI 54311 • 920.406.3030 • www.lakeco.com
Doc-Trak 2014 Infor CloudSuite
Hold Email in Drafts Folder Setup
Guide
Hold Email in Drafts
Doc-Trak 2014 Hold Email in Drafts Folder Setup Guide
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The Lake Companies, Inc.
The Lake Companies, Inc. is an authorized Solution Partner of Infor Global Solutions. We specialize in software, training, consulting, programming and integration services, with Infor CloudSuite™ software solutions for midsize manufacturers. Our goal is to assist manufacturers in achieving a competitive advantage by helping organize business information and automate business procedures so they can anticipate, meet, and most importantly, exceed their customer's needs.
Copyright & Trademarks
Copyright 2014 by The Lake Companies, Inc. All rights reserved. Information in this document is subject to change without notice and does not represent a commitment on the part of The Lake Companies.
Infor CloudSuite™ is a trademark of Infor Global Solutions.
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Table of Contents Introduction .......................................................................................................................................................................... 4
Prerequisites ......................................................................................................................................................................... 5
Setup Instructions ............................................................................................................................................................... 7
1. Configure Exchange Web Services Managed API with Doc-Trak Polling ........................................... 7
1.1. Download and install Exchange Web Services Managed API ...................................................... 7
1.2. Load Exchange Web Services in Doc-Trak Polling........................................................................ 14
1.3. Enter Exchange Version in Doc-Trak Polling Parameters ......................................................... 17
2. Set up Infor CloudSuite Intranets form ........................................................................................................ 20
3. Set up Doc-Trak Parameters form .................................................................................................................. 21
4. Set up Doc-Trak Form Output Profile form ................................................................................................ 22
Troubleshooting ............................................................................................................................................................... 23
Doc-Trak 2014 Introduction
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Introduction
This guide describes the prerequisites and setup activities that the Infor CloudSuite Administrator must complete before the Doc-Trak Hold Email in Drafts Folder enhancement can be used. When the Hold Email in Drafts Folder parameter is enable for a report on the Doc-Trak Form Output Profile, the specified report is sent to the Drafts folder of the sender’s email account. This allows the sender to review the report and edit the message before emailing it to the customer or vendor. Previously, the report was emailed directly to the customer or vendor without the option to review.
Note: This enhancement applies to those customers and vendors who have been set up to receive documents by email. For instructions on how to specify email as the document delivery Method, refer to the Doc-Trak Form Output section in the Doc-Trak 2014 Product Manual.
To request a link to the Doc-Trak Product and Installation Manuals, send an email to [email protected]. Include your Infor CloudSuite version and Doc-Trak version when sending your request. Your Doc-Trak version is listed on the Doc-Trak Parameters form.
Doc-Trak 2014 Prerequisites
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Prerequisites
Your organization must be using Microsoft Exchange server 2007 or 2010 and have an Exchange Impersonation account to implement this enhancement. Information about Exchange Impersonation
Exchange Impersonation enables a caller to impersonate a given account so that the operations can be performed with the rights of the impersonated account, instead of the rights associated with the caller's account. A complete discussion on the configuration of Exchange Impersonation is outside the scope of this guide. For a more thorough understanding of impersonation, please search the internet for the term “Configuring Exchange Impersonation.”
Below are two brief examples on how to give an account this authorization. These examples are for illustration only and not intended to convey a complete set of commands needed to accomplish the task. There are many ways available to grant the authorization and the correct approach is to research which method best fits your organization.
Example A - To configure Exchange Impersonation for Exchange 2010:
1. Open the Exchange Management Shell. 2. Run the New-ManagementRoleAssignment cmdlet to add the permission to
impersonate to the specified user. The following example shows how to configure Exchange Impersonation to enable a service account to impersonate all other users in an organization.
New-ManagementRoleAssignment –Name:impersonationAssignmentName –Role:ApplicationImpersonation –User:serviceAccount
Example B - To configure Exchange Impersonation for Exchange 2007:
1. Open Exchange Management Shell. 2. Run the Add-ADPermission Windows PowerShell command to add permission to
impersonate another Exchange user “User2.” The following example shows you how to use this cmdlet.
Add-ADPermission -Identity "User2" -User serviceAccount -extendedRight ms-Exch-EPI-May-Impersonate
Doc-Trak will look at the user defined on the Infor CloudSuite Intranets form within the SMTP section of the Report/Taskman tab. This user must be defined as domain\<username>. This user is the user that impersonates the user of the email account defined on the Doc-Trak Form Output Profile “From” email address.
Doc-Trak 2014 Prerequisites
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For additional help and testing connectivity, go to https://www.testexchangeconnectivity.com
Select Microsoft Exchange Web Services Connectivity Tests. Fill in the credentials needed to test connectivity. The Remote Connectivity Analyzer will issue a success or fail message.
Doc-Trak 2014 Setup Instructions
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Setup Instructions
Before the Doc-Trak Hold Email in Drafts Folder enhancement can be used, the Infor CloudSuite Administrator must complete the following setup activities.
1. Configure Exchange Web Services Managed API with Doc-Trak Polling
Configuring the Exchange Web Services Managed API with Doc-Trak allows integration between Doc-Trak and Microsoft Exchange Web Services.
1.1. Download and install Exchange Web Services Managed API
A. Go to the Microsoft Exchange Web Services Managed API web site: http://www.microsoft.com/en-us/download/details.aspx?id=28952
B. Click the Download button that corresponds to your system type. There is a 64 bit version and a 32 bit version (32.msi).
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C. Select Save > Save As and save to your Desktop or a temporary folder.
D. Double-click on the downloaded file to open the Setup Wizard.
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E. Click Next.
F. Click I accept the terms in the License Agreement.
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G. Click Next.
Doc-Trak 2014 Setup Instructions
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H. Make a note of the installation path shown in the Folder field.
Accept the default of “Just Me” on the radio button. Click Next..
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I. Click Next.
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J. Click Close.
Doc-Trak 2014 Setup Instructions
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1.2. Load Exchange Web Services in Doc-Trak Polling
A. On the Web Server, Open Doc-Trak Polling from the Start Menu/All Programs/The Lake Companies/Doc-Trak Polling/Doc-Trak Polling.
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B. Select Setup > Load Exchange Web Services.
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C. Click Browse.
D. Using the path noted in step 1.1.H., navigate to and select the Microsoft.Exchange.WebServices.dll file. For example: Program Files\Microsoft\Exchange\Web Services\1.2\Microsoft.Exchange.WebServices.dll.
E. Click Open.
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F. Click Load.
G. Click OK.
1.3. Enter Exchange Version in Doc-Trak Polling Parameters
A. The Doc-Trak Polling Parameters window opens automatically after clicking OK in the previous step.
Doc-Trak 2014 Setup Instructions
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B. Select the Exchange Version tab.
C. In the Exchange Version list, select your Exchange server version.
D. Click Save.
E. Click OK.
F. Click OK.
Doc-Trak 2014 Setup Instructions
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G. Restart Doc-Trak Polling on the Web Server. Go to the Start Menu/All Programs/The Lake Companies/Doc-Trak Polling/Doc-Trak Polling.
H. Select Start Polling. This starts polling in the foreground.
Note: When Doc-Trak Polling is started in the foreground, logged in through a terminal services connection, the polling will go down when the user logs off the terminal server session. As a permanent solution, it is recommended that Doc-Trak Polling is started from a scheduled task in Task Scheduler. The Doc-Trak Installation Manual explains how to setup Doc-Trak Polling as a scheduled Task.
To request a link to the Doc-Trak Product and Installation Manuals, send an email to [email protected]. Include your Infor CloudSuite version and Doc-Trak version when sending your request. Your Doc-Trak version is listed on the Doc-Trak Parameters form.
Doc-Trak 2014 Setup Instructions
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2. Set up Infor CloudSuite Intranets form
A. In Infor CloudSuite, open the Intranets form.
B. Click the Reports/TaskMan tab.
C. In the SMTP section:
Specify your Exchange server in the Server field.
Specify your Exchange Impersonation domain\account name in the User Name field.
This user is the user that impersonates the user of the email account defined on the Doc-Trak Form Output Profile “From” email address.
Specify your Exchange Impersonation account password in the Password field.
The Doc-Trak Hold Emails in Drafts function relays the email through Exchange not through SMTP, therefore, authentication does not need to be defined.
None of the other fields in the SMTP Section are used by the “Hold Emails in Drafts Folder” Doc-Trak function. If you use Infor CloudSuite emailing functions you may need to define these other fields for the Infor CloudSuite functionality. Refer to Infor CloudSuite Online help for explanation of these additional fields.
D. Save the form.
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3. Set up Doc-Trak Parameters form
Revise the Doc-Trak Parameters form to use the SMTP settings defined previously on the Infor CloudSuite Intranets form.
A. In Infor CloudSuite, open the Doc-Trak Parameters form.
B. Select the Use SL Intranet Email Settings check box.
C. Save the form.
Doc-Trak 2014 Setup Instructions
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4. Set up Doc-Trak Form Output Profile form
Refer to the Doc-Trak Form Output Section of the Doc-Trak Product Manual for setting up the Doc-Trak from Output Profile. For the purposes of the Hold Emails in Drafts Folder the following fields must be defined.
A. In the Email section, enter the senders email address in the “From” field. This cannot
be an alias email address.
B. Select the Hold Email in Drafts Folder checkbox in order to email the report to the senders Microsoft Outlook Drafts folder.
To request a link to the Doc-Trak Product and Installation Manuals, send an email to [email protected]. Include your Infor CloudSuite version and Doc-Trak version when sending your request. Your Doc-Trak version is listed on the Doc-Trak Parameters form.
Doc-Trak 2014 Troubleshooting
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Troubleshooting
Below is a list of possible error messages that can occur in the Doc-Trak Polling error queue if there is a problem with the setup to hold email in drafts folder.
Error: The server to which the application is connected cannot impersonate the requested user due to insufficient permission.
Resolution: The user defined on the Infor CloudSuite Intranets/Reports Taskman form under the SMTP settings does not have Exchange impersonation enabled. Refer to the Prerequisite section of this setup guide.
Error: [Email Drafts] Setup Doc-Trak Parameters to use Intranets and setup Intranets SMTP with Username and Password.
Resolution: In the Infor CloudSuite Intranets form under Reports/Taskman tab verify a User and Password has been defined in the SMTP section. Refer to Section 2 of this setup guide.
Error: Invalid URI: The Hostname could not be parsed.
Resolution: In the Infor CloudSuite Intranets form under Reports/Taskman tab, verify the server has been defined in the SMTP section. Refer to Section 2 of this setup guide.
Error: The request failed. The remote name could not be resolved: “<your servername>”
Resolution: In the Infor CloudSuite Intranets form under Reports/Taskman tab, verify the server defined in the SMTP section is the correct server. Check for misspellings. Refer to Section 2 of this setup guide.
Error: [Email Drafts] Setup Doc-Trak Parameters to use Intranets and setup Intranets SMTP with username and Password.
Resolution: Check the Doc-Trak Parameters form and verify the Email settings have the “Use SL Intranet Email Settings” enabled. Then verify the user name and password has been defined on the Infor CloudSuite Intranets form under the Reports/Taskman tab within the SMTP section. Refer to Setup Doc-Trak Parameters section and the Setup Infor CloudSuite Intranets section of this setup guide.
Error: Exchange Server doesn’t support the requested version
Resolution: The incorrect Exchange Server version was specified on the Doc-Trak Polling parameters. Refer to Section 1.1 of this setup guide.
Doc-Trak 2014 Troubleshooting
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Error: Object reference not set to an instance of an object. Function Call: PDFAction:Email::13a
Resolution: Doc-Trak Polling is missing the Exchange Web Services DLL. Refer to Section 1 of this setup guide.
Error: The SMTP address has no mailbox associated with it.
Resolution: Verify the “From” email address defined on the Doc-Trak Form Output Profile is a valid email address. Check for misspellings. Refer to Section 4 of this setup guide.
Below is a screen shot of the above errors as they would appear in the Doc-Trak Polling Error Queue:
