Source Action Dialog
The following tabs exist in the Source dialog:
- Folders - Connecting, loading and selecting folders
- Options - Options that controls the behavior when loading messages
- Source Filters - Allow you to limit the number of messages that will be processed.
- Index - Cache options used for indexing the messages on disk and for storing them locally.
Connecting the Email Source
Depending from the email source, you have the following options:
Local email clients
- Default Location - The default email folder used by the email client.
- Custom Location - You can specify a file or folder at a specific location, it could be a PST file or a folder containing the email client's files. This is useful when the email client is no longer installed but you have a copy of the client's folder with its files.
- Profiles - Depending on the email client a profiles selection box is displayed. Select the appropriate profile.
- Custom Location - Select the folder where the emails are stored.
- PDF Password - If the source files are PDF files generated with MsgExtract, you can read them back. Enter the PDF password if they were encrypted.
- Encryption - If you have used encryption when saving your email to disk, enter the encryption algorithm and the password used.
IMAP and Remote Sources
The dialog can also show you the fields needed to load the messages from a remote location like an IMAP source:
- Server - The IMAP server
- Port - The IMAP Port
- Use SSL - IMAP Security
- User - Usually your email address
- Password - The password defined by your email client
- Server - imap.gmail.com
- Port - 993
- Use SSL - IMAP Security - checked
- Authentication - You have two choices for the authentication:
- XOUTH2 - This is the preferred way to connect to Gmail as you can use 2-step security.
- UserPassword - You can also connect to Gmail using your email address and password. For this to work you need to enable the "Allow less secure apps" on your Gmail account.
When using Amazon S3, you need to fill the access key and secret key and select a bucket:
- Top Folders Only - when this option is selected only the top most folders will be loaded. You need to select the folders that you want to export with the option Include All Sub folders as the lower level folders are not displayed.
Folder Selection Options
When the location / connection parameters are correctly defined, you will be able to load the source folders of the email messages after pressing on the "Load Folders" button. You must select / check at least one folder to be able to save the dialog.
When you right click on a folder you have additional folder selection options:
- Check Sub folders - Only the child folders will be selected but not the focused one.
- Clear Sub folders - The child folders will be cleared but not the focused one.
Additionally you have the following folder selection options:
- Include All Sub folders - All child folders including new folders that might be created at a later time under the selected folder will be included.
- Exclude All Sub folders - All child folders including new folders that might be created at a later time under the selected folder will be excluded.
- Remove Include/Exclude Folders Mode - The Include/Exclude mode will be cleared.
Ignore / Process Folder
Select this option if you want to replicate the source email folder's structure but don't want to create some folders at the target. This is useful to avoid parent folders from being created. Click on the folder to toggle the state or right click on it to select " Ignore / Process Folder".
The selected folders will be created at the target but "jc.pst" and "Tests" will not. The "tests" folder will not be created at the target and will not be processed regardless of the check box state. The folder "h1" will be created at the target as a root folder
Under the New Name column you can specify a new name for the folder.
- Do not process messages - When you select this option the email messages will not be processed. You can use this option to re-create the folder structure to disk or some other target.
- Download Linked Images - Select this option to download the images that are linked to the HTML part of the message. See Downloading Linked Images.
- Process only unread messages - Select this option to only process messages marked as not read in a folder.
- Delete messages from the email source - Select this option to remove the email messages from the source after they have been processed. See Deleting Email Messages.
- Force Online - When this option is selected, email messages will be downloaded if they are not present or incomplete in Outlook. See Downloading Messages from Exchange Server.
- Load public folders - Select this option to list Exchange Server public folders.
- Use Outlook to read MSG files - MsgExtract uses a native decoder to read MSG files, allowing you to process the files without the need to have Outlook installed. This option is displayed when using "Single Files" as a source.
SMIME Certificate - Allows you to select a SMIME certificate to decode the email messages. The SMIME Certificate must be installed in Windows.
- Replace Invalid characters in folder names - Select this option if the folders defined in your email source has an invalid character(s) that generate an error in any of the targets.
These filters act on the email source and limit the messages that are read and processed at the Source level. They are used for limiting the number of messages that will be processed in each folder. For example to process only messages that arrived in the last week.
Source Filters are different to Advanced Filters in that the later is used to define a conditional flow and execution sequence. See Advanced Filters.
Filter messages from the email source based on sender, subject or the submit date.
- Unread Flag - Select this option to process only unread messages.
- From - The sender of the message. You can use partial words.
- Subject – Process emails with the given words.
- Sent Before – Process emails older than the defined date.
- Sent After – Process emails newer than the specified date. You have following options:
- Date – Process emails with a newer date than the specified one.
- Yesterday - today -1
- Last Week - today -7
- Last Month - today - 30
Define the starting message and the number of emails that are going to be processed in all selected folders.
- Starting Email - The email number where the processing will start
- Range - The number of messages that will be processed. If set it to 0, all email messages will be processed starting with the starting email.
- Start counting from the end - If you set this option the first message processed will be the last one in the email client. This is useful because most email clients store the oldest email as first and the newest as last.
Randomly process a sample size number of email messages in all selected folders. If you select for instance five it will randomly pick five emails in a folder.
- Index processed email messages - When this option is selected, the email headers of the processed messages are stored in a database. This database is used by the MailExplorer program for fast displaying the headers list of the messages, and they are also used for performing searches.
The Local Storage is used when processing email messages from a slow source like IMAP, POP or any remote source. The downloaded messages are copied to a predefined cache folder. If you restart the job, the emails will not be downloaded again, but instead, they will be loaded from the cache folder. You can configure the folder location and whether to store the messages ZIP compressed. See Program Preferences.
- Copy processed email messages to the local storage - When this option is selected the downloaded messages are copied to the cache folder.
The source log is used to keep track of processed messages so that they will not be processed again on subsequent runs