westernacher lotus notes e-mail
Contents
1. Application Finance I App d 5 alessiop No Description Groups Ww C Replication Jobs 2 j site Softw Q Human Ressources Click here F Repository No Description W Trashcan w 88 u j site B Hume J sers My Tasks Step 1 Open the email integration settings The following settings are available see the left side at bottom Westernacher E Mail Integration E Mail Integration Settings E Mail Access Tokens E Mail Licenses E Mail System Info Step 2 Administrator areas in the Lotus Notes E Mail Manager Westernacher Products amp Services AG K nigstra e 26 Fon 49 711 722595 0 Mail ecm westernacher com ae Al 70173 Stuttgart Fax 49 711 722595 99 Web ecm westernacher com N Partnar WESTERNACHER LOTUS NOTES E MAIL MANAGER OPERATING MANUAL 8 1 EMAIL INTEGRATION SETTINGS Edit E Mail integration settings Browse Sites All public Sites 1 Prevent E Mail duplication in Folder rl 2 Allow Overwriting 3 Limit of returning nodes 250 4 Module version 3 0 0 5 Apply Cancel Available options in the integration settings 1 Option to specify the navigation area for Lotus Notes Alfresco Explorer Select between All public sites My sites and Favourite sites This can be changed by the user at any time for his or her local Lotus Notes Alfresco Explorer 2 Specifies whether the uniqueness of the documents to be stored see 5 2 Duplicate check2. cm title test1 OR cm description test2 Searches for the occurrences of the text test1 in the property title and test2 in the property Description gt etc Y Y Y Westernacher Products amp Services AG K nigstraBe 26 Fon 49 711 7225950 Mail ecm westernacher com a Ar 70173 Stuttgart Fax 49 711 722595 99 Web ecm westernacher com D artnar WESTERNACHER LOTUS NOTES E MAIL MANAGER OPERATING MANUAL Lotus Notes E Mail Manager for Alfresco B E B B v Content Repository v 1 2 Scope Ad notes 3 Searching in Repository 9 5 Documents L Documents and folders E E mails 4 ee nn AR Qj E Simple search in Lotus Notes Alfresco Explorer Input field for the search query Option to restrict the search area repository all sites selected site Filter to determine whether documents folders or both are found Alfresco folders found Alfresco documents found Select between Simple search or Advanced search Oo O A 0O N 6 6 2 ADVANCED SEARCH In the advanced search switch the button 7 from simple search see screenshot Simple search in Lotus Notes Alfresco Explorer The advanced search offers the option to search within file names email contents and subject lines as well as within a specified timeframe under Sent on until Westernacher Products amp Services AG K nigstra e 26 Fon 49 711 722595 0 Mail ecm westernacher com e Alfresco 70173 Stuttgart
3. 4 WA Beispeil zum Archivieren als V from Kirstin H m graph JPG gt M4 Images 55 Email as attachment gt Ml Komme 6 Email as fink b MA PDF fro gr A Project Add to favorites b NA Re Lot Vit EM Take pa Start Workflow nk WA test 03 f Download as PDF gt MA Testfil Download ker b B Umstell M Sales files i Open l 201201 Details TES Context menu for email attachments The following actions are available Edit online As long as an employee is working on a document it is blocked from use by other users Email as Attachment Creates a new email with this email attached Email as Link Creates a new email with this email as an HTTP link Add to favorites Bookmarks this email as a favorite document Start a workflow Start a workflow for this document Download Save document locally Download as PDF Convert document to PDF format and save it locally or attach it to a new email Download Save document locally Open Open the document with the default programme Details Open the Internet browser and go directly to the document details web dialogue box EE E Y The actions Email as Attachment and Email as Link can also be used for multiple emails at once oelect the emails while holding down the Shift key or Strg key Westernacher Products amp Services AG K nigstra e 26 Fon 449 711 722595 0 Mail ecmQwesternacher com ev Ar 70173 Stuttgart Fax 49 711 722595 99 Web ecm w
4. 01 27 doc Adhoc Workflow Assign arbitrary task to colleague using Activiti workflow engine Group Review And Approve Group review and approval of content using Activiti workflow engine Parallel Review And Approve Parallel Review and approval of content using Activiti workflow engine Review And Approve Review and approval of content using Activiti workflow engine Pooled Review And Approve Pooled review and approval of content using Activiti workflow engine Step 2 Select a workflow Westernacher Products amp Services AG K nigstra e 26 Fon 49 711 722595 0 Mail ecm westernacher com ae Alfresco OS Platinum 70173 Stuttgart Fax 49 711 722595 99 Web ecm westernacher com D artnar WESTERNACHER LOTUS NOTES E MAIL MANAGER OPERATING MANUAL Start Workflow Adhoc Workflow Required Fields General Message to the user the Message Ta workflow is assigned to Hi Tim please approve the screenshots for the manual 0 Due Priority 13 8 2003 e Medium ee Date of maturity Assignee PR View more document ssign 10 R s details in Share with sw Select the user to additional actions work on the task Lis ODIT ir Items workflow is based on Items Pr sentation Vorlage pptx E gt View More Actions Description Pr sentationsvorlage Modified on Mon 6 May 2013 10 19 49 X Remove Add Remove All Step 3 Adhoc Workflow Example Select x 1 Search for t
5. KB 4 ad 0e 0 77797 9011 02 03 doe n MM H 9 Search results and their possible uses 1 Acclick on this icon 1 bookmarks the document or folder as a favourite 2 Clicking on this icon 2 automatically opens a new email and inserts the document as an attachment 3 By clicking on this icon 3 the Lotus Notes Alfresco Explorer will open this exact document or folder All other documents and folder actions remain available 4 Clicking on this icon 4 automatically opens a new email and inserts the document as a link Westernacher Products amp Services AG K nigstra e 26 Fon 449 711 722595 0 Mail ecmQwesternacher com e Al 70173 Stuttgart Fax 49 711 722595 99 Web ecm westernacher com N Partnar WESTERNACHER LOTUS NOTES E MAIL MANAGER OPERATING MANUAL 6 7 WORKFLOWS The Westernacher Lotus Notes E Mail Manager allows you to start the same workflows as defined in Alfresco Share directly from Notes 6 7 1 START A NEW WORKFLOW 4 W Beispeil zum Archivieren als V from Kirstin H ra E Email as attachment g Email as link Step 1 Start a new workflow in the Lotus Notes Alfresco Explorer By default Alfresco provides a set of workflows that can be expanded according to company needs Please refer to the Alfresco user manual for more information Click here to view this online iit Lotus Notes E Mail Manager for Alfresco Start workflow 1 File Meeting Notes 2011
6. OO gt amp 4 iit IBM Notes Mail C Program Files x86 IBM Notes framework rcp eclipse 1 Lotus Notes E Mail Manager for Alfresco Mail Parser 4 C Program Files x86 IBM Notes framework shared eclipse 3 0 2 i G Apache Wink 1 1 2 20130301 1506 2 Lotus Notes E Mail Manager for Alfresco 3 0 2 y Broadcast Communication Suite 8 5 2 20130218 0252 G com ibm notes branding feature 9 0 0 20130309 0748 G gt com ibm notes client feature 9 0 0 20130309 0748 Q gt com ibm notes gettingstarted feature 9 0 0 20130309 0748 G com ibm notes iopes search feature 9 0 0 20130309 0748 Disable G com ibm notes links feature 9 0 0 20130309 0748 You can enable or disable the functionality of a feature The feature is not removed by ij Lotus Notes E Mail Manager for Alfresco Mail Parser 3 0 2 this action es Lotus Notes E Mail Manager for Alfresco 3 0 2 Uninstall jh Misc Third Party Libraries 9 0 0 20130301 1431 Uninstall the feature from the product This will disable the feature from the current jy Notes Container Feature 9 0 0 20130309 0748 configuration and remove it from the disk y Notes Document Container Feature 9 0 0 20130309 0748 y Notes Feed Reader feature 9 0 0 20130309 0748 y Notes Feed Reader Providers Feature 9 0 0 20130309 0748 i Notes Fiesta Feature 9 0 0 20130309 0900 jy Notes Java API Feature 9 0 0 20130309 0748 i Notes Live Text Dictionary Support 9 0 0 20130309 0748 y Notes Roaming
7. People Repository More Advanced Search Content Description Mimetype Unknown Modified Date From To mAAR AYYY o DNAR wine TT Modifier Step 2 Select the search criteria In this example gt emails Westernacher Products amp Services AG K nigstra e 26 Fon 49 711 722595 0 Mail ecm westernacher com D Al 70173 Stuttgart Fax 49 711 722595 99 Web ecm westernacher com N Partner WESTERNACHER LOTUS NOTES E MAIL MANAGER OPERATING MANUAL Advanced Search Keywords Im Email search for tags keyword From CC Email properties Subject Date sent From To E Mail body One Full text search for Description email contents Step 3 Search options 8 EMAIL INTEGRATION SETTINGS FOR ADMINISTRATORS As administrator you can configure some basic settings in Alfresco Share for the Westernacher Lotus Notes E Mail Manager Westernacher Products amp Services AG K nigstra e 26 Fon 49 711 722595 0 Mail ecm westernacher com ae Al 70173 Stuttgart Fax 49 711 722595 99 Web ecm westernacher com N Partnar WESTERNACHER LOTUS NOTES E MAIL MANAGER OPERATING MANUAL Alfresco 9 My Dashboard Sites People Repository More Administrator Dashboard My 48 My Tasks My Sites f Workflows I ve Started My Favorites v Create Site ld My Content litemsw in My Sites demo E Q No Description Ib My Profile d 3 alessiop 1 Admin Tools P
8. Products amp Services AG K nigstra e 26 Fon 49 711 722595 0 Mail ecm westernacher com es Platinum 70173 Stuttgart Fax 49 711 722595 99 e Web ecm westernacher com Partner WESTERNACHER LOTUS NOTES E MAIL MANAGER OPERATING MANUAL 7 3 EMAIL FILTERS Email filters allow you to search for archived emails within sites or globally in Alfresco ACLU P LUULUnrmmrm Luray e Alfr esco https dev alfresco mail integration nb westernacher com share page site demo documentlibrary filter path Mails amp page 1 Administrator v My Dashboard Sites People Repository More Qy_Enter search terms Document Library Documents Create Content v C3 NewFolder f Upload Ga Syncto Cloud Selected Items v H v E Mails Cf Documents gt Mails n 1 30f3 lt lt 1 gt gt FT Today gt Alf Resco 2013 05 03 14 21 28 1367931674116 eml Produktlogo Lotus Notes Integration Subject Produktlogo Lotus Notes Integration co Sent on Fri 3 May 2013 14 21 28 Alf Resco 2013 05 Yesterday This Week Older v Library gt 2 1367931518052 eml Bilder f r die neue Kampagne Subject Bilder f r die neue Kampagne gt Documents e mee From Alf Resco Sent on Fri 3 May 2013 14 22 12 Email filter Send date s Test gt Alf Resco 2013 05 03 14 24 00 1367930819274 eml Screenshots Email filters according to sent date 7 4 DETAILED EMAIL VIEW In contrast to the defau
9. and tags view or v E Mails review a All E Mails i Favorite 5 Like 0 gt Comment oe Today N Alf Resco 2013 05 03 14 22 12 1367931518052 eml Bilder f r die neue Kampagne Yesterday Subject Bilder fiir die neue Kampagne This Week From Alf Resco Sent on Fri 3 May 2013 14 22 12 Older No attachments No Tags v Library x Favorite B Like 0 gt Comment gt Documents J Mai 3 Alf Resco 2013 05 03 14 24 00 1367930819274 eml Screenshots ails J Detailed view in Alfresco Share m Administrator v Alfresco v D D Y Qv Enter search terms My Dashboard Sites People Repository More Document Library Doomidnih 4 Create Content jNewFolder Upload G SynctoCloud Seleciediiems v A ee Cf Documents gt gt Mails I m Editing Others are Editing Select v 1 30f3 lt lt 1 gt gt st Name v C3 i Af Resco 2013 05 03 14 21 28 1367931674116 eml Produktogo Lotus Notes integration Recently Added a My Favorites 4 Email properties Synced Content Synced with Errors gt Alf Resco 2013 05 03 14 22 12 1367931518052 eml Bilder f r die neue Kampagne Subject Bilder f r die neue Kampagne v E Mails From Alf Resco Sent on Fri 3 May 2013 14 22 12 All E Mails Today i gt Alf Resco 2013 05 03 14 24 00 1367930819274 eml Screenshots Suhiert Screenshots Simple view in Alfresco Share Westernacher
10. directory from a server remote site 3 1 DATA STRUCTURE For the local installation it is necessary to place the supplied Zip archive in a local directory For installation from a remote site the data must be placed on a server that can be reached on the network It must be possible to use http to reach the directory in which the data is stored The directory must have the following structure i features i plugins install xml site xml Data structure 3 2 CONFIGURATION OF LOTUS NOTES The following settings must be made in Lotus Notes for both installations In the file Lotus Notes installation path gt framework rcp plug in_customization ini Add or change com ibm notes branding enable update ui true Westernacher Products amp Services AG K nigstra e 26 Fon 49 711 722595 0 Mail ecm westernacher com e Alfresco Platinum 70173 Stuttgart Fax 49 711 722595 99 Web ecm westernacher com Qe Darmar WESTERNACHER LOTUS NOTES E MAIL MANAGER OPERATING MANUAL 3 3 REQUIREMENTS 3 3 1 INSTALLATION FOR TRIAL CUSTOMERS TO TEST IN THE WESTERNACHER CLOUD In order to test the Lotus Notes E Mail Manager without much effort we provide a pre configured Alfresco test server in the cloud The server name and the login information you will get in a separate email Please proceed as described under 3 4 Installation in Lotus Notes and enter the license key in 4 4 License Management 3 3 2 INSTALLING THE FULL VER
11. feature per update site O cek onen i Select Lotus Notes Features Select all of them and click Next The licence agreement is shown in the next dialogue box Feature License Some of the features have license agreements that you need to accept before proceeding with the installation 4j Lotus Notes E Mail Manager for Alfresco 3 0 2 Eula End User License Agreement Gp Lotus Notes E Mail Manager for Alfresco Mail Parser 3 0 2 Lotus Notes E Mail Manager for Alfresco 2013 Westernacher Products amp Services AG Stuttgart Germany LICENSE AGREEMENT PLEASE READ THIS AGREEMENT AGREEMENT CAREFULLY BEFORE DOWNLOADING AND OR INSTALLING WPS DATA CLEANER SOFTWARE BY CLICKING ON THE ACCEPT BUTTON IN ORDER TO DOWNLOAD AND OR INSTALL THE I accept the terms in the license agreements Ido not accept the terms in the license agreements xm JL Re 6 Licence agreement Westernacher Products amp Services AG K nigstra e 26 Fon 49 711 7225950 Mail ecm westernacher com e Alfresco OS Platinum 70173 Stuttgart Fax 49 711 722595 99 Web ecm westernacher com D artnar WESTERNACHER LOTUS NOTES E MAIL MANAGER OPERATING MANUAL If you accept the licence agreement from Westernacher Products amp Services AG Stuttgart select the corresponding radio button and click Next gt The plug in version is shown in the next dialogue box Installation The following features will be insta
12. for Alfresco Content All v click here to open the configuration dialog Alfresco Explorer Westernacher Products amp Services AG K nigstra e 26 Fon 49 711 722595 0 Mail ecm westernacher com a Al 70173 Stuttgart Fax 49 711 722595 99 Web ecm westernacher com D artnar WESTERNACHER LOTUS NOTES E MAIL MANAGER OPERATING MANUAL Open the settings fort he license Contacts a 4 E Mail Manager for Alfresco Benutzername admi paot Leen icense _ od NTLM Web Browser Kerberos Feeds Fonts and Colors Curl License management in the plugin preferences Choose Enter license paste the license key into the input field and confirm via OK ir Lotus Notes E Mail Manager for Alfresco n 8 License 1 Please enter a license key Input field fort he license key Westernacher Products amp Services AG K nigstra e 26 Fon 49 711 722595 0 Mail ecm westernacher com ae Al 70173 Stuttgart Fax 49 711 722595 99 Web ecm westernacher com N Partner WESTERNACHER LOTUS NOTES E MAIL MANAGER OPERATING MANUAL 5 EMAIL ARCHIVING You can drag Lotus Notes emails dates Notes documents and attachments directly from the emails into an Alfresco directory Drag amp drop not only works from Lotus Notes but also from every file browser such as Windows Explorer 5 1 DRAG amp DROP EMAILS INTO A DIRECTORY IN ALFRESCO EXPLORER After being dragged and dropped into a directory
13. for features to install Search for updates of the currently installed features Select this option if you want to search for updates of the features you already have installed Search for new features to install Select this option if you want to install new features from existing or new update sites Some sites may already be available You can add new update site URLs to the search Search for new aplications tob e installed The dialogue box for selecting the installation source then appears fut 1 NM Application Locations Add the URL folder or ZIP JAR location to install To Edit or Remove highlight the location Location list Select the locations to check for available applications V Ignore features not applicable to this environment Bk net gt Finish Cancels x Installation source 1 3 4 1 LOCAL INSTALLATION To install from a local directory click on Add Zip Jar item and select the installation archive see 2 2 Westernacher Products amp Services AG K nigstra e 26 Fon 49 711 722595 0 Mail ecm westernacher com ae Al 70173 Stuttgart Fax 49 711 722595 99 Web ecm westernacher com Dartnor WESTERNACHER LOTUS NOTES E MAIL MANAGER OPERATING MANUAL 3 4 2 REMOTE SITE INSTALLATION To install from a remote site click on Add remote item and in the URL field enter the URL of the network directory in which the plug in installation file
14. in Alfresco Explorer the email is saved in Alfresco If entry of metadata was configured a dialogue box appears before transferring to Alfresco Here you can Enter an additional email description or Enter keywords tags r Lotus Notes E Mail Manager for Alfresco Upload Gi Add Metadata 1 Description This is the mail description 2 Keywords Keyword mail important Archive Email text and attachments as link Stubbing Extract attachments 5 Don t extract attachments 4 3 Aschueu bssetadetae Aechameusthoutenetedeta k Window for entering an email description and keywords tags Email description Keywords tags Archive with entered metadata Archive without additional metadata Additional options for how emails should be saved O A O N Westernacher Products amp Services AG K nigstra e 26 Fon 49 711 722595 0 Mail ecm westernacher com e Alfresco 70173 Stuttgart Fax 49 711 722595 99 Web ecm westernacher com W NET WESTERNACHER LOTUS NOTES E MAIL MANAGER OPERATING MANUAL 5 2 DUPLICATE CHECK A built in duplicate check during email archiving facilitates collaborative work in Exchange mailboxes and prevents redundant data The email ID of each email is checked to determine whether the email has already been saved in the same directory or on the same site If yes the following message appears during archiving r Lotus Notes E Mail Manager for Alfresco E mail alr
15. should be checked and at what level this occurs Select between None All Alfresco Site and Folder 3 Default setting whether or not documents can be overwritten See 5 2 Duplicate check 4 In order to optimise performance and maintain a clear overview the number of sites directories and documents displayed in Lotus Notes Alfresco Explorer can be limited Entering a value of O removes any limit on the number of sites directories and documents displayed 5 Module version displays the version of the Lotus Notes E Mail Manager 8 2 AUTOMATIC CONFIGURATION OF CLIENTS VIA ADMIN CONSOLE The Lotus Notes E Mail Manager clients can be configured through the Admin console via push functionality this applies to both the initial configuration as well as for changes to the existing settings Westernacher Products amp Services AG K nigstra e 26 Fon 49 711 722595 0 Mail ecm westernacher com e Alfresco 70173 Stuttgart Fax 449 711 722595 99 Web ecm westernacher com W ainun WESTERNACHER LOTUS NOTES E MAIL MANAGER OPERATING MANUAL Edit E Mail Integration client settings Auto configure all clients M Allow Overwriting M Configuration XML content lt xml version 1 0 encoding utf 8 gt lt settings gt lt outlook format 1 0 dragPrio 0 showExplorer true defaultBrowser true visibleSites private visibleNodes default hoverPreview false isSitesRoot true mailNameDisplayPattern subje
16. 0 shareUrl timeout 200 appAlfrescoName alfresco appShareName share repositoryRoot site gt lt archive asLink Talse extractAttachment false gt lt archiveStrategy type use default archiving gt lt logging enable false level error folder gt lt extended webUriSchema share schema dndPriority document siteStrategy by server gt help language no location http opensource westernacher com wp content uploads 201 2 1 1 Operating Manual_Lotus Notes Integration pdf gt help language en location http opensource westernacher com wp content uploads 201 2 1 1 Operating Manual Lotus Notes Integration pdf gt help language de location http opensource westernacher com wp content uploads 201 2 1 1 Bedienungsanleitung_Lotus Notes Integration pdf gt lt userSettings gt lt oladdin gt SEARCH PROPERTIES XML The configuration template search properties xml is an XML file with the following format Westernacher Products amp Services AG K nigstra e 26 Fon 49 711 7225950 Mail ecm westernacher com e 2 Ale 70173 Stuttgart Fax 49 711 722595 99 Web ecm westernacher com Darinar WESTERNACHER LOTUS NOTES E MAIL MANAGER OPERATING MANUAL search properties Root element search properties search property Parent element for a search parameter search properties search property name Model name of the Alfresco property that is to be used for the search e g cm descr
17. Fax 49 711 722595 99 Web ecm westernacher com TN ER WESTERNACHER LOTUS NOTES E MAIL MANAGER OPERATING MANUAL Lotus Notes E Mail Manager for Alfresco B E B B Searching in Repository Name notes Content Sent to Subject Mail sent E from 07 01 2014 Eto 07 01 2014 5 Documents Documents and folders EM E mails Advanced Search in Lotus Notes Alfresco Explorer Westernacher Products amp Services AG K nigstra e 26 Fon 49 711 722595 0 Mail ecm westernacher com e Al 70173 Stuttgart Fax 49 711 722595 99 Web ecm westernacher com Si Partner WESTERNACHER LOTUS NOTES E MAIL MANAGER OPERATING MANUAL 6 6 8 PRESENTATION AND USE OF THE SEARCH RESULTS For every folder document or email found using search the user has multiple actions in the form of icons as well as drag amp drop at his or her disposal Of course the preview also works for search results 2 Lotus Notes E Mail Manager for Alfresco B B B B v Content Scope Bi Searching in Repository v Name notes Content Sent to Subject Mail sent E from 07 01 2014 Eto 07 01 2014 Documents Documents and folders E E mails Lotus Notes DE 1 png E ra 07 01 2014 11 03 04 Ee P Lotus Notes DE 2 1 4 Q ra ze 07 01 2014 11 03 05 24 ES e Meeting Notes 2011 01 27 doc 3 4 9 49 ga Last modified 24 02 2011 17 16 37 2 72
18. Mail ecm westernacher com a Ar 70173 Stuttgart Fax 49 711 722595 99 Web ecm westernacher com D artnar WESTERNACHER LOTUS NOTES E MAIL MANAGER OPERATING MANUAL 6 6 SEARCH IN ALFRESCO The Search tab offers convenient searching of the contents or directories in Alfresco A distinction is made between asimple search and gt an advanced search For every directory or document found using the search tab both the context menu and drag amp drop to and from Alfresco are available 6 6 1 SIMPLE SEARCH A simple search works in the same way as the search in Alfresco Share The simple search supports the syntax of Alfresco FTS Full Text Search and allows you to Search the contents properties and tags of the Alfresco data Use logical operators such as AND OH and NOT Group search conditions within brackets Carry out search queries similar to Google including mandatory and optional search terms and much more E You can find more details in the Alfresco documentation Below are a few example queries for a simple search test Searches for occurrences of the word test in the document contents and properties name title description in documents and folders test1 test2 Searches for occurrences of the word test1 OR test2 test1 AND test2 Searches for occurrences of the word test1 AND test2 test AND test2 OR test3 AND test4 Searches for occurrences of the word test1 AND test2 OR test3 AND test4
19. Notes E Mail Manager easier 4 3 1 FORMAT OF THE CONFIGURATION TEMPLATE The configuration template consists of two XML files jnstall xml Plugin configuration settings search properties xml Advanced search configuration INSTALL XML Westernacher Products amp Services AG K nigstra e 26 Fon 49 711 7225950 Mail ecm westernacher com e 2 Al 70173 Stuttgart Fax 49 711 722595 99 Web ecm westernacher com a Darmar WESTERNACHER LOTUS NOTES E MAIL MANAGER OPERATING MANUAL The configuration template install xml is an XML file with the following format oladdin Root element oladdin userSettings User Settings culture Plugin language format Version cannot be changed writeResponse true if the request response must be recorded in the log file oladdin connection Verbindungseinstellungen repositoryRoot gt site for Search sites complete for Search all of Alfresco curl Alternate path for curl exe Can be left empty if Kerberos authentication is turned off type Type of authentication Supports o basic Basic authentication o NTLM NTLM SSO o Kerberos Kerberos SSO login Login Username alfrescoUrl URL of the Alfresco server e g http localhost 8080 shareUrl URL of the Share server optional if ohare is installed on another server appAlfrescoName Name of the Alfresco Web Application appShareName Name of the Alfresco Web Application oladdin archiving Standard archi
20. Provider 9 0 0 20130309 0748 y NotesViews Feature 9 0 0 20130309 0748 Wh Notes Widgets Feature 9 0 0 20130309 0748 i OpenSocial Social API Feature 9 0 0 20130309 0900 ik OpenSocial Toolbox Feature 9 0 0 20130309 0900 Available Tasks Uninstalling Westernacher Products amp Services AG K nigstra e 26 Fon 49 711 7225950 Mail ecm westernacher com e Alfresco 70173 Stuttgart Fax 49 711 722595 99 Web ecm westernacher com U Ta WESTERNACHER LOTUS NOTES E MAIL MANAGER OPERATING MANUAL 4 SETTING UP THE ALFRESCO LOTUS NOTES E MAIL MANAGER After installation a new area will become visible in Lotus Notes Alfresco Explorer Lotus Notes E Mail Manager for Alfresco click here to open the configuration dialog Alfresco Explorer The configuration dialogue box can also be accessed through the Lotus Notes configuration console File gt Preferences gt Email Manager for Alfresco type filter text E Mail Manage Accounts Basic Notes Client Configuration Calendar and To Do This is Alfresco plui Authentication Basic E Mail Manager for Alfresco Username a Password 4 License Log NTLM Web Browser Kerberos Feeds Fonts and Colors Curl Home Portal Account User preferences Westernacher Products amp Services AG K nigstra e 26 Fon 49 711 722595 0 Mail ecm westernacher com e Alfresco 70173 Stuttgart Fax 49 711 722595 99 Web ecm westernacher com
21. SION ON YOUR OWN ALFRESCO SERVER If you have purchased the full version of the Lotus Notes E Mail Manager or we will have provided the AMPs to test our plug in on your own server it is important that you first install the server side see Appendix and enter the licenses of the Lotus Notes E Mail Manager in Alfresco Share before you install the client the Lotus Notes E Mail Manager see 8 3 Email licenses 3 4 INSTALLATION IN LOTUS NOTES Go to File Application Install in Lotus Notes This option is not activated by default in Lotus Notes In order to activate this option for Lotus Notes perform the steps from 3 3 Installation in Lotus Notes r Discover IBM Notes View Tools Window Help New Open Replication and Sync x Close Application Locations Preferences Security Sametime Close All or New Users Hints and Tips Quick Links Exit Mail is Easier to Find Inbox Just Start Typing Can t find that one email you need Start typing the sender s name date sent or subject Find will pop up and assist you Install new application Select Search for new features to be installed Westernacher Products amp Services AG K nigstra e 26 Fon 49 711 722595 0 Mail ecm westernacher com a Al 70173 Stuttgart Fax 49 711 722595 99 Web ecm westernacher com D artnar WESTERNACHER LOTUS NOTES E MAIL MANAGER OPERATING MANUAL Feature Updates Choose the way you want to search
22. TERNACHER LOTUS NOTES E MAIL MANAGER OPERATING MANUAL All email general data are available similar to the display of an email in Lotus Notes in a box above the email The document actions offers the opportunity to attach the document to a new email as a link E mail a link 1 Additionally if a MSG file is saved it can be opened via the MSG file button in the preview All other options remain available _ Adobe Digital Marketing News 06 2013 eml E53 ml Ge ndert von Kirstin Hofkens am Mit 14 Aug 2013 15 53 33 Favorit B Gef lt 0 gt Kommentar E Mail Y Dokumentenaktionen Betreff Adobe Digital Marketing News 06 2013 Gesendet 01 08 2013 14 31 36 4 Herunterladen Von Kirstin Hofkens lt kirstin hofkens westernacher com gt i Qw MSG Datei anzeigen ad Im Browser anzeigen An 5 Kirstin Hofkens lt kirstin hofkens westernacher com gt B Eigenschaften bearbeiten Anhange 44 registration form docx Neue Version hoch laden D E Mail als Link Show MSG File 7 5 EMAIL SEARCH IN ALFRESCO You can access email search via Alfresco s Advanced search screen click here Step 1 Select Advanced Search Westernacher Products amp Services AG K nigstra e 26 Fon 49 711 7225950 Mail ecm westernacher com ae 2 Al 70173 Stuttgart Fax 49 711 722595 99 Web ecm westernacher com N Darmar WESTERNACHER LOTUS NOTES E MAIL MANAGER OPERATING MANUAL Alfresco o c My Dashboard Sites
23. TN nici WESTERNACHER LOTUS NOTES E MAIL MANAGER OPERATING MANUAL E Mail Manager for Alfresco PYyoOVY This is Alfresco plug in preferences Authentication Basic Username admin Password eeeeeeee NTLM Kerberos Curl Browse Alternative curl exe location Required for Kerberos authentication Curl cmd parameters Server Alfresco Server URL https alfresco mail integration3 westernacher com Test connection Share Server URL Let this field empty if Alfresco and Share are running on the same server Timeout sec 200 T Repository root Complete repository Sites only Alfresco web app alfresco Share web app share HTTP Proxy Proxy host Proxy port 1 T Language Language Extended Use Web URIs for Drag amp Drop priority Document Browse Sites Use default settings Show preview on hover Compress Emails ien Overview of Alfresco Explorer Alfresco Explorer is explained below in detail Westernacher Products amp Services AG K nigstra e 26 Fon 49 711 722595 0 Mail ecm westernacher com 70173 Stuttgart Fax 49 711 722595 99 Web ecm westernacher com gt Alfresco ET Partnar WESTERNACHER OPERATING MANUAL 4 1 CONNECTING TO THE ALFRESCO SERVER This is Alfresco plug in preferences Authentication Basic 1 Username adm n Password eeeeeeee NTLM 2 Kerberos 3 Curl Browse Alternative cu
24. WESTERNACHER LOTUS NOTES E MAIL MANAGER OPERATING MANUAL TABLE OF CONTENTS 1 Summary 3 2 Software Requirements 3 3 Installation of the Lotus Notes E Mail Manager for Alfresco 3 3 1 Data structure 3 3 2 Configuration of Lotus Notes 3 3 3 Requirements 4 3 9 1 Installation for Trial Customers to test in the Westernacher Cloud 4 3 3 2 Installing the full version on your own Alfresco Server 4 3 4 Installation in Lotus Notes 4 3 4 1 Local Installation 5 3 4 2 Remote Site Installation 6 3 5 Uninstalling Lotus Notes 8 4 Setting up the Alfresco Lotus Notes E Mail Manager 10 4 1 Connecting to the Alfresco Server 12 4 1 1 Archiving as link 13 4 2 X Additional Settings 14 4 3 Configuration Templates 14 4 3 1 Format of the Configuration Template 14 4 3 2 Using a Configuration Template during Installation 19 4 4 License Management for the Lotus Notes E Mail Manager 19 o Email Archiving 21 5 1 Drag amp Drop EMails into a Directory in Alfresco Explorer 21 5 2 Duplicate check 22 5 3 Displaying previously archived Emails 22 6 Alfresco Explorer 29 6 1 Drag amp Drop From Alfresco 23 Westernacher Products amp Services AG K nigstra e 26 Fon 49 711 722595 0 Mail ecm westernacher com erc 70173 Stuttgart Fax 49 711 722595 99 Web ecm westernacher com Partner WESTERNACHER LOTUS NOTES E MAIL MANAGER OPERATING MANUAL 6 2 Context menu for Folders 25 6 3 Context menu for Emails 26 6 4 Context menu for Email Attachments 21 6 5 Context me
25. ct from culture en US gt lt storage archiveOption 0 storeFiles true storeLink false storeMsg false compress true gt lt webApp alfresco 1 share 2 gt connection ntIm false webApp 2 shareUrl share shareAlterUrl gt lt maxFileSize in kilobytes Default value is 0 gt lt minLevel supported values debug info warning error Default value is info gt lt logging maxFileSize 0 minLevel info logWebData false gt lt search properties gt lt search property gt lt name gt cm name lt name gt lt label en gt Name lt label en gt Load default configuration template Settings dialog for the server side configuration of the Lotus Notes E Mail Manager clients 8 3 AUTOMATED ATTACHMENT STRIPPING Attachments used in a mail can be stored automated in a predefined folder in Alfresco In the e mail only the link to the attachment is available External users can be granted a temporary right of access to the file Edit Automated Attachment Stripping Enable attachment stripping Mi Target site tant alin Select Rules M Strip attachments when all recipients have the gmail com following domain v Strip attachments when recipient list contains the ecm westernacher com following email address Settzings dialog fort he automated attachment stripping To further automate this rules can be defined 1 All recipients are members of a specified domain 2 Inthe list of r
26. ded to the email as an actual file attachment In the same way you can also place content from Alfresco into a file browser e g Windows Explorer In the process local copies without reference to the Alfresco sources are created Drag amp Drop also works for every program that supports file exchange via Drag amp Drop e g Microsoft Office and Adobe Creative Suite Important The Drag amp Drop behavior can be adjusted Westernacher Products amp Services AG K nigstraBe 26 Fon 49 711 7225950 Mail ecm westernacher com a Ar 70173 Stuttgart Fax 49 711 722595 99 Web ecm westernacher com D artnar WESTERNACHER LOTUS NOTES E MAIL MANAGER OPERATING MANUAL 6 2 CONTEXT MENU FOR FOLDERS The context menu can be called up for every folder in Alfresco Explorer by right clicking gt vr amp Delivery Outlook E Mail Manager v3 x 4 demo Refresh New folder Upload document y dr Rename amp x Delete kA Email as link D a est amp eve Add to favorites gt L Eve amp Download gt fibs Q Search ur el gt Fir i D fo ke Details Context menu for Folders The following actions are available Refresh Reload the folder content New Folder Creates a new folder in Alfresco New document Upload a local file in Alfresco Rename Rename folder Delete Delete folder Email as Link Creates a new email with a HTTP link to this folder Add to favorites Bookmarks this f
27. e client license Activities Feed License management in the Lotus Notes E Mail Manager After you have confirmed this action by clicking the Save button a screen will display your license Westernacher Products amp Services AG K nigstra e 26 Fon 49 711 7225950 Mail ecm westernacher com e Alfresco 70173 Stuttgart Fax 49 711 722595 99 Web ecm westernacher com y nici WESTERNACHER LOTUS NOTES E MAIL MANAGER OPERATING MANUAL status the number of current users the maximum number of users the product version of the plug in and additional important information about your company license E Mail licenses Edit Server license License status VALID Current number of users 1 Product name Mail Integration for Alfresco Product ID WPS MAIL SERVER 03 Product base version 3 Product full version 3 0 0 E Mail client Max number of users 0 License expires never Maintenance expires 06 08 2014 Licensed to Full unlimited Company Germany E Mail City Stuttgart ZIP code 70173 Country Germany Overview of the license status 8 6 ADMINISTRATOR SETTINGS FOR THE E MAIL INTEGRATION Via the menu item Email Integration Settings the administrator has the option to define default settings for all connected clients Westernacher E Mail Integration E Mail Integration Settings E Mail Access Tokens E Mail Licenses E Mail System Info Westernacher Products amp Services AG K nigst
28. eady exists in Alfresco A Archiving canceled E Mail with the same message ID already exists in Alfresco E Mail Update Kampagnenbilder from Alf Resco alfresco extensionsQ gmail com Alfresco path Email conflict warning 1 2 3 4 Details about archiving A link to open the Internet browser and go directly to the folder contents web dialogue box Open Opens the document with the default program Overwrite Overwrites the email in Alfresco with the current version This action is only activated if a The email to be overwritten is saved in the same directory b And if the overwriting of emails has been enabled in the settings of the Alfresco admin console 5 3 DISPLAYING PREVIOUSLY ARCHIVED EMAILS Emails that were not archived as links can be still be opened by double clicking on them in Lotus Notes The emails look the same as before archiving and can be used again Westernacher Products amp Services AG K nigstra e 26 Fon 49 711 722595 0 Mail ecm westernacher com a Al 70173 Stuttgart Fax 49 711 722595 99 Web ecm westernacher com D artnar WESTERNACHER LOTUS NOTES E MAIL MANAGER OPERATING MANUAL Emails that were stored as links 4 1 1 Archive as link can be loaded into Lotus Notes over the Alfresco Web App via the links in the email 6 ALFRESCO EXPLORER In the advanced settings the user can define whether the folder tree of the Lotus Notes Alfresco Explorer displays by default only Site
29. ecipients a specific mail address is available Westernacher Products amp Services AG N K nigstra e 26 Fon 49 711 7225950 Mail ecm westernacher com ee Al 70173 Stuttgart Fax 49 711 722595 99 Web ecm westernacher com N Partnar WESTERNACHER LOTUS NOTES E MAIL MANAGER OPERATING MANUAL 8 4 EMAIL ACCESS TOKEN In the list of access tokens you can quickly see the number of logged in users and can also disconnect individual users E Mail Access Tokens Remove all 1 khs 00 0C 29 43 BD 0D Remove List of access tokens 8 5 EMAIL LICENSES It is important to enter the license for the Lotus Notes E Mail Manager in Alfresco Share before you install the Lotus Notes client Which AMPs need to be installed and where and where you can download them will be provided in a separate email Please click on the Edit button to enter the server and client licenses for the Lotus Notes E Mail Manager Alfresco 9 8 BB ri My Dashboard Sites People Repository More Qv Enter search terms Admin Console v Tools Edit E Mail licenses Search Lucene Server license Search Manager Solr License Please copy paste here the server license which you got as Console a txt file pplication Category Manager Node Browser Tag Manager File Management Trashcan Content Publishing Channel Manager Email Email IMAP Email Inbound Email Outbound Outlook client license Repository License Please copy here th
30. ents 2 Don t extract attachments 3 Archiving settings Archiving settings Use default archiving preferences 4 v Archive settings 1 Default archive settings various combinations can be selected Archive as links The original emails are saved in Lotus Notes only as links to the content in Alfresco Save attachments as separate documents Specifies whether or not email attachments are saved as separate documents in Alfresco during archiving 2 Additional email archive settings one of the following settings can be selected using the radio buttons Use default settings All emails will be saved on the Alfresco server according to the settings specified in the archive settings 1 Enter metadata when archiving This setting specifies whether the emails are to be tagged during archiving See 5 1 Drag amp drop emails into a directory in Alfresco Explorer Show settings when archiving This allows you to select how each individual email should be archived You will be given the same options as offered here in default archiving 1 4 1 1 ARCHIVING AS LINK In order to reduce the size of the inbox you can archive Lotus Notes emails as links to the content in Alfresco In the process the emails are saved in their entirety original EML file in Alfresco are saved only in part without text and attachments in Lotus Notes Lotus Notes emails contain in the text a link to the original message in Alfr
31. esco IMPORTANT After archiving the original message ONLY exists in Alfresco Westernacher Products amp Services AG K nigstra e 26 Fon 49 711 722595 0 Mail ecm westernacher com ae A 70173 Stuttgart Fax 49 711 722595 99 Web ecm westernacher com N Partnar WESTERNACHER LOTUS NOTES E MAIL MANAGER OPERATING MANUAL 4 2 ADDITIONAL SETTINGS Language Language Extended Use Web URIs for Drag amp Drop priority Browse Sites Use default settings 4 Show preview on hover Compress Emails Additional Settings 1 Change the UI language At the moment German English and Norwegian are available 2 Controls the target application for calling up a browser directly from Lotus Notes o Web client Alfresco Explorer o Share Alfresco Share 3 Defines the priority for Drag amp Drop from Alfresco o Document With drag amp drop files from Alfresco are attached to the email as binary attachments If the Strg button is held down files from Alfresco are linked to the email as HTTP links o Link With drag amp drop files from Alfresco are assigned to the email as HTTP links If the otrg button is held down files from Alfresco are added to the email as binary attachments 4 Site to browse in the standard view changable everytime via dropdown menu o All Sites o My Sites O Favorite Sites 4 3 CONFIGURATION TEMPLATES Configuration templates can make the initial configuration of the Lotus
32. esternacher com N Partnar WESTERNACHER LOTUS NOTES E MAIL MANAGER OPERATING MANUAL 6 5 CONTEXT MENU FOR DOCUMENTS For documents that were loaded into Alfresco separately for example with drag amp drop right clicking brings up the same options as for email attachments including the additional options of Rename and Delete 4 Sales files internal les 20120128 M dchen auf Berg tif Edit Online Rename Delete Email as attachment Email as link Add to favorites Start Workflow Download as PDF Download Open Details Context menu for documents The following actions are available Edit online as long as an employee is working on a document it is blocked for other staff Rename Assigns a different document name Delete Deletes the document Email as Attachment Creates a new email with this document attached Email as Link Creates a new email with this document as an HTTP link Add Remove from favorites Adds or removes the document from the favorites list Start Workflow Start a workflow for this document Download as PDF Document is converted to PDF format and can be saved locally or attached to a new email Download Save document locally Open Opens the document with the default program Details Opens the Internet browser and goes directly to the document details web dialog JV IV I VJ Y Westernacher Products amp Services AG K nigstraBe 26 Fon 49 711 7225950
33. gen Uberpriifen und Genehmigen 4 Explorer Q Search Bs Workflows T u Workflows in Alfresco Explorer Filters 1 Select whether Started workflows or My tasks should be displayed 2 Workflows can be restricted using various filters Westernacher Products amp Services AG K nigstra e 26 Fon 49 711 722595 0 Mail ecm westernacher com ae Al 70173 Stuttgart Fax 49 711 722595 99 Web ecm westernacher com Si Partner WESTERNACHER LOTUS NOTES E MAIL MANAGER OPERATING MANUAL 7 EMAIL MANAGEMENT IN SHARE As is the case of normal Alfresco directories there are two special views in Alfresco for archived emails Detailed view Simple view 7 1 DETAILED VIEW Alfresco 9 amp gx Administrator My Dashboard Sites People Repository More Q7 Enter search terms Document Library oe 4 Create Content 3 NewFolder Upload G SynctoCloud Selected Items v Im AR Documents Ct Documents gt gt Mails I m Editing Others are Editing Select v 1 30f3 lt lt 1 gt gt t Name v Hacemty Heiter Alf Resco 2013 05 03 14 21 28 1367931674116 eml Produktlogo Lotus Notes Integration f Recently Added My Favorites E Subi pe M un o Sorting ject Produktlogo Lotus Notes Integration eed Con t From Alf Resco Sent on Fri 3 May 2013 14 21 28 Email properties S inti Synced with Errors No attachments Simple Email ica Links to attachments
34. he name A Administrator admin Bi Alice Beecher abeecher Alice Beecher abeecher alessio palm alessio1 2 Add the user Step 4 Select a workflow manager Example 6 7 2 WORKFLOW OVERVIEW IN LOTUS NOTES ALFRESCO EXPLORER Clicking on the Workflow tab opens an easily configurable list of workflows Westernacher Products amp Services AG K nigstra e 26 Fon 49 711 722595 0 Mail ecm westernacher com e Alfresco 70173 Stuttgart Fax 49 711 722595 99 Web ecm westernacher com WW Ta WESTERNACHER LOTUS NOTES E MAIL MANAGER OPERATING MANUAL Lotus Notes E Mail Manager for Alfresco Heute fallige Workflows d aiBs8uES v Workflows v Alle 1 Workflows My initiated workflows v v F llig K All Workflows Morgen Test Nachste 7 Tage v Workflows Due 30 April 2013 Started 29 April 2013 pagans All Type Adhoc Workflow g Kein Datum Due Bitte dringend kontrollieren Due 18 July 2013 Started 17 July 2013 v Gestartet Started Type Adhoc Workflow Letzte 7 Tage Bitte prufen e gt Priority Due 18 July 2013 Started 17 July 2013 Letzte 28 Tage Type Adhoc Workflow Workflow Type v Prioritat Please verify Hoch Due 24 October 2013 Started 15 October Mittel 2013 Type Adhoc Workflow Niedrig No Message v Art des Workflows Due None Started 17 July 2013 Adhoc Workflow Type Adhoc Workflow Gebiindeltes Uberpriifen und Genehmigen Paralleles Uberpriifen und Genehmi
35. iption cm author IMPORTANT cm name does not require any additional configuration This is a standard search parameter that is always displayed search properties search property label en Display name if English was selected as the plugin language search properties search property label de Display name if German was selected as the plugin language search properties search property label no Display name if Norwegian was selected as the plugin Ei eee search properties search property type Type for the validation of the entries Currently the following dd ENTE Example search properties xml lt xml versionz 1 0 encoding utf 8 gt lt search properties gt lt search property gt lt name gt cm name lt name gt lt type gt string lt type gt lt label gt lt en gt Name lt en gt lt de gt Name lt de gt lt no gt Name lt no gt lt label gt lt search property gt lt search property gt lt name gt cm content lt name gt lt type gt string lt type gt lt label gt lt en gt Content lt en gt lt de gt Inhalt lt de gt lt no gt Content lt no gt lt label gt lt search property gt lt search property gt lt name gt wpsmail v2 to lt name gt lt type gt string lt type gt lt label gt lt en gt Sent to lt en gt lt de gt Gesendet an lt de gt lt no gt Sent to lt no gt lt label gt Westernacher Products amp Services AG K nigstra e 26 Fon 49 711 722595 0 Mail ecm westernacher c
36. lled Features to install Feature Name Feature Version Feature Size Lotus Notes E Mail Mana 3 0 2 Unknown pe Lotus Notes E Mail Mana 3 0 2 Unknown Required space Unknown Free space 20 44 GB Version of the Integration to be installed Click Finish to complete the plug in installation Lotus Notes must be restarted Each of the last two steps includes a system warning If you wish to install the plug in select the appropriate radio button twice and click OK Please restart Lotus Notes after finishing 3 5 UNINSTALLING LOTUS NOTES Change to File Application Application Management in Lotus Notes Westernacher Products amp Services AG K nigstra e 26 Fon 49 711 722595 0 Mail ecm westernacher com e Alfresco Platinum 70173 Stuttgart Fax 49 711 722595 99 Web ecm westernacher com Qe Darmar WESTERNACHER LOTUS NOTES E MAIL MANAGER OPERATING MANUAL air Discover IBM Notes View Tools Window Help New Open Close Application Locations Application Management Preferences guo Security Sametime Close All or New Users Hints and Tips Quick Links Exit Mail is Easier to Find Inbox Just Start Typing Can t find that one email you need Start typing the sender s name date st nr subiect Application Management Uninstall all Westernacher features requires Lotus Notes to be restarted after each uninstall Gir Application Managemer sca Ce x
37. lt behaviour in Alfresco HTML and rich text emails in Share are displayed as a colour preview in the detailed view e Al fresco 3 7 T cl 2 Kirstin Hofkens v MyDashboard Sites People Repository More Qv Sales Offer Site Document Library Documents _ operating manual Outlook E Mail Manager Word eml Download of 2 eml Modified by Kirstin Hofkens on Tue 20 Aug 2013 18 20 19 Y Favorite amp Like 0 8 Comment eml file E Mail e mail properties v Document Actions Subject operating manual Outlook E Mail Manager Word Sent Date 20 08 2013 18 16 15 8 Download From Kirstin Hofkens lt kirstin hofkens westernacher com gt od View In Browser To x Kirstin Hofkens lt kirstin hofkens westernacher com gt B Edit Properties Attachments G operating manual Outlook 2 5_EN docxg _ i Upload New Version a click here to see the a attachment as a preview Emal an k Zug m 4 Edit Offline Lx er d 86 M La Page 2 of 4 gt Fullscreen Maximize gt EF Copy to Move to Delete Document Start Workflow GP Manage Permissions 5 Manage Aspects a Change Type SD Publish v Tags A4 operating manual outlook plugin english Detailed email view in Alfresco Share Westernacher Products amp Services AG K nigstra e 26 Fon 49 711 722595 0 Mail ecm westernacher com ae Al 70173 Stuttgart Fax 49 711 722595 99 Web ecm westernacher com N Partner WES
38. nsole 2 as user you could switch between Mozilla Firefox Internet Explorer for the preview window and the workflow tab using the plugin preferences 3 as user you have the alternative to use an external webrowser instead oft he embedded to change this go to File gt Preferences gt Web Browser and set Use the browser have as the default for this operating system Westernacher Products amp Services AG K nigstra e 26 Fon 49 711 722595 0 Mail ecm westernacher com a Al 70173 Stuttgart Fax 49 711 722595 99 Web ecm westernacher com D artnar
39. nu for Documents 28 6 6 Search in Alfresco 29 6 6 1 Simple Search 29 6 6 2 Advanced Search 30 6 6 3 Presentation and Use of the Search Results 32 6 7 Workflows 33 6 7 1 Start a new Workflow 33 6 7 2 Workflow Overview in Lotus Notes Alfresco Explorer 34 7 Email Management in Share 36 7 1 Detailed View 36 7 2 Simple View 36 7 3 Email Filters 37 7 4 Detailed Email View 37 7 5 Email Search in Alfresco 38 8 Email integration settings for administrators 40 8 1 Email Integration Settings 42 8 2 Automatic configuration of Clients via Admin console 42 8 3 Automated Attachment Stripping 43 8 4 Email Access Token 44 8 5 Email Licenses 44 8 6 Administrator Settings for the E Mail Integration 45 9 Appendix 46 9 1 Browser Compatibility 46 Westernacher Products amp Services AG K nigstraBe 26 Fon 49 711 7225950 Mail ecm westernacher com a Al 70173 Stuttgart Fax 49 711 722595 99 Web ecm westernacher com D artnar WESTERNACHER LOTUS NOTES E MAIL MANAGER OPERATING MANUAL 1 SUMMARY This document describes how to install and configure the Westernacher Lotus Notes E Mail Manager for Alfresco 2 SOFTWARE REQUIREMENTS Operating system Windows 7 Windows 8 incl 8 1 gt Lotus Notes 8 5 2 8 5 3 8 5 4 9 0 0 9 0 1 Alfresco Enterprise 4 2 2 4 2 1 4 2 0 4 1 3 4 1 8 3 INSTALLATION OF THE LOTUS NOTES E MAIL MANAGER FOR ALFRESCO Lotus Notes E Mail Manager can be installed in two ways from a local
40. older as a favourite folder Download Download the complete folder with all contents and subdirectories Search Opens the search in the Lotus Notes E Mail Manager so that a search is conducted only in this folder Open Opens the Internet browser and goes directly to the folder contents web dialog Details Opens the default browser or Internet Explorer and goes directly to the folder details web dialog Y VV IVS Y Y The action Email as link can be used for multiple folders at once Select the folders while holding down the Shift key or Strg key Westernacher Products amp Services AG K nigstra e 26 Fon 49 711 7225950 Mail ecm westernacher com e 2 Ar 70173 Stuttgart Fax 49 711 722595 99 Web ecm westernacher com a Darmar WESTERNACHER LOTUS NOTES E MAIL MANAGER OPERATING MANUAL 6 3 CONTEXT MENU FOR EMAILS The context menu can be called up for every email in Alfresco Explorer by right clicking EVA trial reset tool from Kirstin Hofkens lt kirstin hofken 4 WE Mixed files b D Beispeil zu b MA Images for x Delete SCO E gt MA Kommend z Email as attachment co b WA PDF from 5 E ail c A Project Coi 9 Email as link gt MA Re Lotus Add to favorites ali Be MA Take part ofke b WM test 03 fron a Start Workflow rnac gt MA Testfiles PL E Alfresco details s lt k b MA Umstellun Download as PDF ie Scl 4 Sales files inte IE fas 20120128 N ownload I1 Absageg
41. om e A 70173 Stuttgart Fax 49 711 722595 99 Web ecm westernacher com D artnar WESTERNACHER LOTUS NOTES E MAIL MANAGER OPERATING MANUAL lt search property gt lt search property gt lt name gt wpsmail v2 subject lt name gt lt type gt string lt type gt lt label gt lt en gt Subject lt en gt lt de gt Betreff lt de gt lt no gt Subject lt no gt lt label gt lt search property gt lt search property gt lt name gt wpsmail v2 date sent lt name gt lt type gt daterange lt type gt lt label gt lt en gt Mail sent lt en gt lt de gt Gesendet am lt de gt lt no gt Mail sent lt no gt lt label gt lt search property gt lt search properties gt 4 3 2 USING A CONFIGURATION TEMPLATE DURING INSTALLATION If you would like to automatically import a configuration template when calling up the configuration dialogue for the first time you need to store a configuration template in the installation directory of the Lotus Integration with the name install xml This is possible for both a local and a remote site installation 4 4 LICENSE MANAGEMENT FOR THE LOTUS NOTES E MAIL MANAGER If you installed the full version or a trial version on your own server the licenses will be managed in Alfresco Share See 8 3 Email Licenses If you are testing a cloud based trial version of the plug in you have to proceed with the following steps Open the integration settings an Lotus Notes E Mail Manager
42. r FA Open EI Anfragen Fo Details b MA Anfrage O Pre common questions docx Context menu for emails The following actions are available Delete Delete document Email as Attachment Creates a new email with this email attached Email as Link Creates a new email with this email as an HTTP link Add to favorites Bookmarks this email as a favorite document Start Workflow Start a workflow for this document in the E Mail Manager Alfresco Details Shows among other details by whom and when the email was archived Download as PDF Document is converted to PDF format and can be saved locally or attached to a new email Download Save document locally Open Opens the email in Lotus Notes Details Opens the default browser or Internet Explorer and goes directly to the document details web dialog VU 3 E Y The actions Email as Attachment and Email as Link can also be used for multiple emails at once oelect the emails while holding down the Shift key or Strg key Westernacher Products amp Services AG K nigstra e 26 Fon 449 711 722595 0 Mail ecmQwesternacher com ev Ar 70173 Stuttgart Fax 49 711 722595 99 Web ecm westernacher com N Partnar WESTERNACHER LOTUS NOTES E MAIL MANAGER OPERATING MANUAL 6 4 CONTEXT MENU FOR EMAIL ATTACHMENTS The context menu can be called up for every email attachment in Alfresco Explorer by right clicking Double click to open an email in the Edit online mode
43. ra e 26 Fon 49 711 722595 0 Mail ecm westernacher com 70173 Stuttgart Fax 49 711 722595 99 Web ecm westernacher com gt Alfresco SET Partnar WESTERNACHER LOTUS NOTES E MAIL MANAGER OPERATING MANUAL Edit E Mail integration server settings Browse Sites All public Sites Prevent E Mail duplication in Folder If checked the User has the opportunity to Allow Overwriting 4 PP y change settings on the client site Limit of returning nodes 250 Module version 3 2 0 Bearbeiten E Mail Integration client settings i If checked all clients will be configured Auto configure all clients g automatically Allow Overwriting 4 If checked the User has the opportunity to change settings on the client site Configuration XML content Input field for XML configuration settings e g connection and search parameter Load default configuration template Area for administrative settings 9 APPENDIX 9 1 BROWSER COMPATIBILITY In general the Lotus Notes E Mail Manager works with every current browser But in some cases the embedded browser does not work properly with Internet Explorer 9 By default this browser is used for the preview window the workflow tab and for Alfresco Share If you have problems using the Internet Explorer with the Lotus Notes E Mail Manager you have different opportunities to fix it 1 if you are the Admin you could change the embedded browser to Mozilla Firefox via the Admin Co
44. rl exe location Required for Kerberos authentication Curl cmd parameters Server Alfresco Server URL https alfresco mail integration3 westernacher com 4 Share Server URL 5 6 Let this field empty if Alfresco and Share are running on the same server Timeout sec 200 7 Repository root C Complete repository Sites only 8 Alfresco web app alfresco 9 Share web app share 10 System settings configuration 1 Standard login with username and password 2 If using a single sign on SSO NTLM authentication will be used 3 If using a Kerberos single sign on SSO NTLM authentication will be used 4 URL to the Alfresco server o URL to the Alfresco web application 6 Alfresco server connection test Timeout for communication with the Alfresco server 8 Select whether Alfresco Explorer should start with Sites or All Alfresco 9 Name of the Alfresco Explorer web application 10 Name of the Share web application Westernacher Products amp Services AG E Mail Manager for Alfresco ur w LOTUS NOTES E MAIL MANAGER K nigstra e 26 Fon 49 711 722595 0 Mail ecm westernacher com a Al 70173 Stuttgart Fax 49 711 722595 99 Web ecm westernacher com Partnar WESTERNACHER LOTUS NOTES E MAIL MANAGER OPERATING MANUAL Archiving Py c This is Alfresco plug in preferences Deafult archiving Archive Email text and attachments as link Stubbing 1 Extract attachm
45. s or All Alfresco The Lotus Notes Alfresco Explorer allows the user to conveniently navigate among the Alfresco directories and documents Through the user s selection of My favourite sites All public sites and My sites they are given a clear overview of sites even for a wide variety of public sites In addition site content can be further filtered by Favourite folders Favourite documents and Favourites i e both favourite documents and favourite folders F Lotus Notes E Mail Manager for Alfresco 1 Lotus Notes Alfresco Explorer starts B EB with Only sites or All Alfresco UM NF CHOR i sites or My sites m 3 Filter site content according to 4 Wl Sites 1 2 N nou f 75 gt Customer XYZ 8 4 2013 Favourite files Favourite gt We Delivery Outlook E Mail Manager documents or Favourites b W ft Delivery Outlook E Mail Manager v3x 4 Search tab simple and advanced Se p 4 demo Kirstin Testsite search for documents sites and gt te Lotus Notes Demo attachments 5 Workflow tab Start Alfresco workflows See 6 7 Workflows aby ge Explorer ur Q Search Ms Workflows S Alfresco Explorer The context menu can be called up from every folder document or attachment in Alfresco Explorer 6 1 DRAG amp DROP FROM ALFRESCO For drag amp drop from Alfresco the following options are available Drag amp drop as an Alfresco link Drag amp drop as a PDF The document forma
46. s were saved see 3 2 Data Structure e g http myinstallationsserver software alfresco_lotus_plugin Once you have selected the correct installation storage location local remote the following dialogue box appears Click Finish i Install ie Application Locations Add the URL folder or ZIP JAR location to install To Edit or Remove highlight the location Location list Select the locations to check for available applications j updateSite 3 0 2 20131217 114122 46 zip Add Remote Location Add Folder Location Add Zip Jar Location Import Location Export Location Ignore features not applicable to this environment Installation source 2 Then click Finish Overview of the Lotus Notes features to be installed Westernacher Products amp Services AG K nigstra e 26 Fon 49 711 722595 0 Mail ecm westernacher com a Al 70173 Stuttgart Fax 49 711 722595 99 Web ecm westernacher com D artnar WESTERNACHER LOTUS NOTES E MAIL MANAGER OPERATING MANUAL Search Results Select features to install from the search result list Select the features to install 4 7 A updateSite 3 0 2 20131217 114122 46 zip 4 000 Other We Lotus Notes E Mail Manager for Alfresco 3 0 2 More Info e Lotus Notes E Mail Manager for Alfresco Mail Parser 3 0 2 Properties Select Required Error Details 2 of 2 selected Only show the latest version of a
47. t must be supported by Alfresco Drag amp drop as a copy download Works for Lotus Notes emails as an attachment for every file browser as well as for every programme that supports file exchange via drag amp drop e g Microsoft Office Westernacher Products amp Services AG K nigstra e 26 Fon 49 711 722595 0 Mail ecm westernacher com ae Ar 70173 Stuttgart Fax 49 711 722595 99 Web ecm westernacher com N Partnar WESTERNACHER LOTUS NOTES E MAIL MANAGER OPERATING MANUAL Drag amp Drop as an Alfresco link While dragging one or more documents from Alfresco and pressing the Strg key e g in a Lotus Notes email or a Microsoft Word document an Alfresco link to this document will be placed in the text of the email or in the document Send SendandFile Save as Draft Delivery Options P amp Signaturey Displayy Morer To alfresco extensions gmail com Bcc Subject Meeting Invitation ga Word document to test edit online docx B Link to an Alfresco document Drag amp Drop as an Alfresco link Drag amp Drop as PDF When dragging one or more documents from Alfresco into an email while pressing the Strg and Shift keys the document will be added as a PDF attachment Documents can also be saved as a PDF file to any other place on the system by using the same shortcut keys Drag amp Drop as a copy When dragging one or more documents from Alfresco into an Lotus Notes email the document is ad
48. ving settings asLink gt true if the option Email text and attachments as Link should be activated false if it should not be activated extractAttachment gt true if the option Save attachments as separate documents should be activated false if it should not be activated Additional archiving settings type Contains the value for the selection menu Archiving settings o use default archiving The default settings in Alfresco are used o open archiving dialog Show settings when oladdin archiveStrategy Westernacher Products amp Services AG K nigstra e 26 Fon 49 711 722595 0 Mail ecm westernacher com e A 70173 Stuttgart Fax 49 711 722595 99 Web ecm westernacher com N Partnar WESTERNACHER LOTUS NOTES E MAIL MANAGER OPERATING MANUAL archiving This allows you to select how each individual email should be archived open archiving with metadata dialog Enter metadata when archiving This setting specifies whether the emails are to be tagged during archiving oladdin logging Log settings enable gt true if logging should be activated gt false if logging should not be activated level Defines the level of detail for log files gt error Only error messages are logged gt warning Error messages and warnings are logged gt info Error messages warnings and information messages are logged oladdin extended Additional archiving settings gt
49. webUriSchema Contains the value for the setting for Use WEB URIs for o share schema Share URIs are used o web client schema Alfresco Explorer URIs are used gt dndPriority Contains the values for the setting Drag amp drop priority o document Default drag amp drop as binary document document link Default drag amp drop as HTTP link pdf Default drag amp drop as binary PDF document pdf link Default drag amp drop as HTTP link to the PDF document siteStrategy Contains the value for the setting Navigation to the sites o gll sites All public sites are displayed o my sites Displays only sites in which the user is a member favourite sites Only the user s favourite sites are displayed by server The default settings in Alfresco are used oladdin help User manual configuration language Language of the user manual Westernacher Products amp Services AG K nigstra e 26 Fon 49 711 7225950 Mail ecm westernacher com e 2 A 70173 Stuttgart Fax 49 711 722595 99 Web ecm westernacher com Darinar WESTERNACHER LOTUS NOTES E MAIL MANAGER OPERATING MANUAL gt no Norwegian en English gt de German location gt URL for retrieving the user manual Example install xml lt xml version 1 0 encoding utf 8 gt lt oladdin gt lt userSettings culture de DE format 1 0 writeResponse False gt lt connection alfrescoUrl http localhost 808
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