Dovetail Email Agent Configuration Parameters Reference

Parameter Name

Required

Default

Description

Pop Parameters

pop3Host

Yes

(blank)

IP or hostname of the POP3 server

pop3User

Yes

(blank)

POP3 mailbox user name

pop3Pass

Yes

(blank)

POP3 mailbox user password

pop3PollInterval

No

30

The number of seconds to wait between attempts to retrieve mail from the POP3 mailbox.

pop3FailureRetryTime

No

600

If there is a problem connecting to the POP3 server, this value controls how long in seconds Dovetail Email Agent will wait before trying again.

pop3FailureRetryCount

No

6

If there is a problem connecting to the POP3 server, this value controls how many consecutive times Dovetail Email Agent will attempt to re-connect before giving up and shutting down.

NOTE: if a valid connection is established, the counter is reset.

pop3Port

No

110

The TCP/IP port to use when connecting to the POP3 server.

pop3ReceiveBufferSize

No

8192

The size of the receive buffer in bytes for the underlying client socket. Default is 8192 bytes.

pop3SendBufferSize

No

128

The size of send buffer in bytes for the underlying client socket. Default is 128 bytes.

pop3ReceiveTimeout

No

60000

The amount of time the underlying TcpClient socket will wait to receive data once initiated. Default is 60,000 milliseconds (1 minute).

pop3SendTimeout

No

10000

The amount of time the underlying Client socket will wait to receive confirmation after you initiate a send. Default is 10,000 milliseconds (10 seconds).

pop3AuthType

No

UserPass

Specifies the type of POP3 authentication Dovetail Email Agent should use when logging into the POP3 server. Valid values are: APOP, CRAM_MD5, Digest_MD5, GSSAPI, Login, None, NTLM, UserPass, UseStrongest

pop3SecurityType

No

None

Specifies the type of transport security Dovetail Email Agent should use when connecting to the POP3 server. Valid values are: None, SslSocket, TransportLayer

SMTP Parameters

smtpHost

Yes

(blank)

IP or hostname of the SMTP server

fromAddress

Yes

(blank)

The email address that Dovetail Email Agent should use in the FROM: field when sending out emails

This can be in the format:
Display Name <email@address.com> or simply:
email@address.com

Take care to escape any < and > characters with the XML escape sequences &lt; and &gt; respectively

smtpPort

No

25

The TCP/IP port to use when connecting to the SMTP server.

smtpReceiveBufferSize

No

128

The size of the receive buffer in bytes for the internal communication socket. Default is 128 bytes.

smtpSendBufferSize

No

4096

The size of send buffer in bytes for the internal communication socket. Default is 4096 bytes.

smtpReceiveTimeout

No

60000

The amount of time the underlying TcpClient socket will wait to receive data once initiated. Default is 60,000 milliseconds (1 minute).

smtpSendTimeout

No

10000

The amount of time the underlying Client socket will wait to receive confirmation after you initiate a send. Default is 10,000 milliseconds (10 seconds).

smtpUser

No

(blank)

The username to use when connecting to the SMTP server. Some SMTP Servers require authentication.

smtpPass

No

(blank)

The password to use when connecting to the SMTP server. Some SMTP Servers require authentication.

smtpAuthType

No

None

Specifies the type of SMTP authentication Dovetail Email Agent should use when connecting to the SMTP server. Valid values are: CRAM_MD5, Digest_MD5, GSSAPI, Login, None, NTLM, UseStrongest

smtpSecurityType

No

None

Specifies the type of transport security Dovetail Email Agent should use when connecting to the SMTP server. Valid values are: None, SslSocket, TransportLayer

Application Parameters

parseMode

Yes

(blank)

Parsing mode: apiinvoke, freeform, or eeoredirect (NOTE: 'eeoredirect' mode requires a separate license)

attachPath

Yes

(blank)

Local or UNC path in which to store email attachments.

failNotifyEmail

No

(same as service admin email address)

The address which will receive failure notifications (blank for none)

successNotifyEmail

No

blank for none

The address which will receive success notifications (blank for none)

useHtmlEmailFormat

No

true

Controls which type of emails Dovetail Email Agent sends out to users. Valid values are "false" for plaintext, non-formatted emails or "true" for HTML formatted emails.

NOTE: If you're switching from HTML to plaintext, you must reformat your XSLT templates accordingly, otherwise users will see the raw HTML tags. Going from plaintext to HTML will not be a problem as the users will be sent the plaintext as normal.

attachFolderMode

No

ModeA

Specifies which sub-folder mode Dovetail Email Agent should use when saving attachments.

NOTE: The value is NOT case-sensitive (i.e. 'modea' works as well as 'MODEA').

Valid values are:

  • ModeA: Put all files directly into the path specified by attachPath.

ModeB: Put attachments in subfolders using the CASE ID as a folder prefix.

For example, if the attachPath is set to "c:\attachments", attachments from Case 1792 will be stored in the path:

  C:\attachments\001xxx\001792\

This mode groups up to a 1,000 cases in a grouping folder to help organize the attachments.

ModeC: Similar to ModeB but the folder names are slightly different.

For example, if the attachPath is set to "c:\attachments", attachments from Case 1792 will be stored in the path:

  C:\attachments\1700\1792\

This mode groups up to 100 cases in a group folder to help organize the attachments.

defaultLocale

No

en-US

This controls what template will be used to send emails to users when their locale is unknown (can't be found in Clarify or discovered from their email).

NOTE: Dovetail Email Agent does not currently check contacts or emails for locale information, it only uses the defaultLocale. Future versions may support multiple locales, in which case this setting takes on new meaning.

helpEnabled

No

true

Specifies whether the Dovetail Email Agent help system is enabled for API invoke mode. If someone requests help or submits an invalid request, should help messages be sent in reply.

createContact

No

true

Should Dovetail Email Agent create a contact in the Clarify system if one cannot be found with the given email address from a freeform email.

If set to true, a new contact will be created whose first name, last name, phone number, and email address will all be set to the from address of the incoming email. The contact role will be set to the default, and it will be related to the site whose site_id is defined in the newContactDefaultSite parameter.

newContactDefaultSite

Required if createContact=true

INT1

If createContact is enabled, this tells Dovetail Email Agent the site id to relate the new contact to.

allowInactiveContact

No

false

(Only applies to freeform mode) Determines whether Dovetail Email Agent will allow emails from an inactive contact to be processed. If false, the user gets a generic error email and an email is sent to the failure notification address. If true, the contact is treated like normal.

reopenCaseToLogEmailIn

No

false

(Only applies to freeform mode) Determines whether Dovetail Email Agent will re-open a closed case (or subcase) before logging notes to it. If false, notes are logged to the closed case.

sendSuccessReply

No

true

Should Dovetail Email Agent send an affirmative reply to a user after it completes the requested action. Occurs in both in freeform and in API invoke modes.

NOTE: This value trumps the sendLogEmailInInSuccessReply parameter.

sendLogEmailInSuccessReply

No

true

Should Dovetail Email Agent send an affirmative reply to a user after it successfully logs notes to a case/subcase from an incoming email. This value applies only to freeform mode.

NOTE: sendSuccessReply trumps this value. If sendSuccessReply is false, then this value is ignored.

sendFailureReply

No

true

Should Dovetail Email Agent send a failure reply after it encounters an error performing the requested action. Occurs in both in freeform and in API invoke modes.

sendParseErrorReply

No

true

Should Dovetail Email Agent send an error reply to a user after it encounters an error parsing an email request. Occurs in both in freeform and in API invoke modes.

numberDashesInCaseId

No

0

If the case ID number scheme contains dashes, this tells Dovetail Email Agent how many dashes it contains so it can process subcases correctly.
More information on this topic is available in the Special Case ID Numbering Schemes section.

freeFormNoteFormat

Required if parsemode=freeform

About\s+case\s+

The message format Dovetail Email Agent will look for when in freeform parse mode. It will look for "About case xxxx " where "About case " is your freeFormNoteFormat and xxxx is the case ID. The format of this string can contain .NET Regular Expression tokens. For more information, see the .NET Framework SDK documentation on Regular Expressions

freeFormNoteFormatLocation

No

subject

Determines where Dovetail Email Agent will look for the freeFormNoteFormat when in freeform parse mode. Valid values are subject, body, or both.

freeFormReplySubjectSuffix

Required if parsemode=freeform

- About case

When in freeform mode, and replying to a freeform note that has caused a case to be created, Dovetail Email Agent will append this text to the original subject. This is useful when the user replies to an email as it will preserve the workflow of case notes. This text will be appended immediately after the subject and followed by a space and then the actual case ID.

freeFormTextAfterID

No

true

This tells Dovetail Email Agent whether or not there will be additional text after the case ID.

If you have spaces in your ID number scheme, this MUST be set to false. Additional text is NOT allowed after the CASE ID if your case number format has spaces.
More information on this topic is available in the Special Case ID Numbering Schemes section.

removeOriginalMessage

No

true

When processing free-form emails, sometimes the emails are replies or forwards and contain the original message that's being forwarded or replied-to. This controls whether or not Dovetail Email Agent will remove the original message, or leave it.

Dovetail Email Agent will used the delimiters defined in the delimeters.dat file to determine the start of the original message.

useEmailTimeForCaseCreate

No

false

This controls what time Dovetail Email Agent should specify for the case creation time when processing freeform emails. By default, it uses the current date and time on the database server, but it can, instead, use the time the user sent their email.

extraNoteInfo

No

true

This tells Dovetail Email Agent whether or not to prepend "extra note info" when logging case notes to a case in freeform mode. "Extra note info" consists of a typical email-type header with the FROM:, the TO:, the subject, the time the email was sent, etc

sessionLocalTimezone

No

(blank)

The full name of the TimeZone you wish the Dovetail Email Agent ClarifySession to run as. It is important to set this value when Dovetail Email Agent and the Clarify Database are located in different timezones. The default value will be the LocalCache's DefaultTimeZone.

freeFormContactValidatorType

No

(blank)

Specifies the fully-qualified .NET name of a type that will perform custom contact validation. See the Custom Contact Validation topic for more details.

allowFreeformCaseCreate

Yes

true

(Only applies to freeform mode) Should Dovetail Email Agent allow case creation.

If this value is set to "false", and an incoming email attempts to create a new case, then the sender will receive a reply using the FreeformWontCreateCase.xslt template.

allowFreeformLogEmailIn

Yes

true

(Only applies to freeform mode) Should Dovetail Email Agent allow notes to be logged to a case/subcase.

If this value is set to "false", and an incoming email attempts to log notes to an existing case or subcase, then the sender will receive a reply using the FreeformWontLogNote.xslt template.

allowLogEmailInToClosedCases

Yes

true

(Only applies to freeform mode) Should Dovetail Email Agent allow notes to be logged to a closed case.

If this value is set to "false", and an incoming email attempts to log notes to a closed case, then the sender will receive a reply using the FreeformClosedCaseNotesFailure.xslt template.

allowLogEmailInToClosedSubcases

Yes

true

(Only applies to freeform mode) Should Dovetail Email Agent allow notes to be logged to a closed subcase.

If this value is set to "false", and an incoming email attempts to log notes to a closed subcase, then the sender will receive a reply using the FreeformClosedCaseNotesFailure.xslt template.

processDSNMessages

Yes

false

Should Dovetail Email Agent process DSN (Delivery Status Notification) messages.

Examples of DSN Messages:

  • The recipient address is misspelled or doesn't exist
  • Full disk or full mailbox
  • Rejection of the message due to spam filtering, etc.
  • Delay in delivering the message
  • etc.

If this value is set to "false", and an incoming DSN email is received, then the email will be forwarded to the Dovetail Email Agent admin.

If this value is set to "true", and an incoming DSN email is received, then the email will be processed as a normal email.

sendReplyToDSNMessages

Yes

false

Should Dovetail Email Agent send a reply to DSN (Delivery Status Notification) messages.

It is recommended that this value be left to "false" to prevent an infinite email loop.

Application Settings

enableEmailTracking

No

false

This tells Dovetail Email Agent to save all incoming and outgoing emails to files in a specified folder (see the emailTrackingPath param). This should only be enabled for debugging purposes or for high-security/auditing situations.
More information on this topic is available in the Email Tracking section.

saveWholeEmailAsDovetailAttachment.Enabled

No

false

When in freeform mode this tells Dovetail Email Agent to attach the entire email as an attachment to the case or subcase being processed.

This feature is useful for preserving the original email with its formatting, images, and embedded attachments.

saveWholeEmailAsDovetailAttachment.FileExtension

No

mht

When saveWholeEmailAsDovetailAttachment is enabled this setting controls the file extension used when saving the email as an attachment to case or subcase being processed.

The default mht (mime html) extension can be viewed using Internet Explorer. An alternative is eml which can be viewed using Outlook Express.

saveWholeEmailAsDovetailAttachment.HistoryAppenderTemplate

No

 

When this setting is empty it has no effect.

When saveWholeEmailAsDovetailAttachment is enabled. This value when populated will be appended to the case or subcase history.

The template can contain tokens:

  • {caseId}
  • {attachmentFileName}
  • {attachmentDirectory}
  • {attachmentSubDirectory}

An example would be if you wished to append a hyperlink pointing to an attachment service:

http://server/attachments/{attachmentSubDirectory}\{attachmentFileName}

This example will resolve to:

http://server/attachments/00\59\IncomingEmail-20080619-143737990.mht

emailTrackingPath

No

EmailTracking

This tells Dovetail Email Agent where to save all incoming and outgoing emails when enableEmailTracking is set to True (see enableEmailTracking). This must be a full path (no relative paths) or a path that is relative from the Dovetail Email Agent working dir (see the EmailAgentService.exe.config file). Proper permissions must be set for the Dovetail Email Agent service user ('NETWORK SERVICE' by default on Windows XP and 2003 Server) to write to this folder.
More information on this topic is available in the Email Tracking section.

secServiceUniqueIdentifer

Yes

Dovetail-SEC-Service-Instance-001

A unique identifier for the SEC Instance. This value is added to email headers to assist in detecting email loops that can occur when two instances of Dovetail Email Agent send email to each other.

See Also

Dovetail Email Agent Configuration

Configuration Parameters Introduction

caseCreateExtraFields, logCaseEmailInExtraFields, and logSubcaseEmailInExtraFields Schema

ignoreList Schema

Email Tracking

Next

caseCreateExtraFields, logCaseEmailInExtraFields, and logSubcaseEmailInExtraFields Schema

Dovetail Email Agent Configuration Parameters Reference