Changes

= Step 1An email arrives into a traditional inbox. Choose / Create Instead of using a tool like Outlook to log in and view your emails, bxp logs into the inbox. It then hoovers the email out and turns it into a data record. Now that it is a data record the mailbox processes controlling what happens can be very structured. Unlike a gmail inbox or outlook inbox where rules and processing order are very hard to be used = control.

This is done using an email host provider. It is nothing to do with bxp. If you need a hand getting sorted with an email account the All n One support will be glad to provide article covers a number of reference companies suitable to your situationareas including setup and configuration of this engine.

= Uses =  * Work distribution / Group mailbox : Once the emails are converted to records then can then be managed in a number of ways [[Form_-_Record_ownership_strategies]] * Social Media management : [[CC-3-4_Mailbox_and_Social_Media_integration]] * Support desk : [[Bxp_and_Case_Management_-_Worked_Scenario]]   = Technical Setup =  == Step 1. Choose / Create the mailbox to be used ==  This is done using an email host provider. It is nothing to do with bxp. If you need a hand getting sorted with an email account the All n One support will be glad to provide a number of reference companies suitable to your situation. Gmail and other free hosting providers are a potential solution as well as corporate email.  The core need is that bxp is be able to access the mailbox. For company internal email solutions this can pose a number of challenges. For publicly hosted solutions this is never an issue.  Consider the following [[File:Bemail_connections_001.png|800px]]  * A user inside the organisation can access the email server (1). * The email server can chat to the internet. The controls on that Internet all emails to be delivered in only from the Internet (i.e. Internet into Server through the firewall (vertical grey dashed lined) (2). * For security, people are prevented from viewing their emails from the Internet side. This vastly increases security and reduces the risk of hacking into email accounts.   bxp however needs to log into the email box to retrieve the emails. This is where the challenge lies.    === Dealing with Internal email server setups ===  There are generally two approaches the IT department can take.  '''Solution A. Forwarding.'''   When an email comes into the mailbox inside the firewall, the email account is set up to forward the email to an external mailbox that is accessible on the Internet. bxp logs into the publicly accessible account.  '''Solution B. Restricted access through the firewall.'''   bxp's static IP addresses are configured on the firewall to be allowed through. It doesn't open up the connection to the world only just for bxp. This can be acceptable to some IT departments.   == Step 2. Set up the mailbox in BEbxp, so that BE bxp can get into the account ==

!!Warning!! - Do NOT set up this the mailbox reader on your personal account, especially if you use IMAP4. As part of the process bxp deletes an email as soon as it turns it into a record.

== Step 3. Set up the form to access that mailbox ==

 === Setting up the fields in the form ===

[[File:BEMailSetup001.png|800px]]

[[File:BEMailSetup002.png|800px]]

=== Configuring the form to retrieve the email ===

[[File:BEMailSetup003.png|800px]]

= Step 4. Test it =  Send an email from your own account to the testing email box chosen in Step 1. Ensure that you put data in all the fields including the To, CC, Subject and Body. Send the email and check you've hit Send / Recieve Receive if you're using Outlook to ensure the email has sent.

Please note that this email will actively delete emails from the inbox in-box as soon as they're turned into data records, to ensure no duplication of records.

[[File:BEMailSetup004.png|800px]]

 {| class="wikitable"! style="width:16%" | Setup! style="width:16%" | Content Continue! style="width:16%" | Content Retrieval! style="width:16%" | Content Replacement! style="width:16%" | onArrival! style="width:16%" | SPAM|-|| [[BEmail_(_Email-2-Campaign_)|Link]] || [[BEmail_Content_Continue|Link]] || [[BEmail_Content_Retrieval|Link]] || [[BEmail_Content_Replacement|Link]] || [[BEMail_onArrival_matching_engine|Link]] || [[BEmail_SPAM_Management|Link]] |-|}  * Enabling a customer to reply to emails and that going straight into a continuing record(Content Continue)* Setting up spam filters(SPAM Management)* Classifying records to set importance for outbound contact processing(Content Retrieval and onArrival)* Managing attachments and other document management strategies through email(Content Retrieval)