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  5. Setting up Exchange Protocols

Setting up Exchange Protocols

To set the exchange protocols, select Administration > Exchange, section Protocols.

Figure 1: List of exchange protocols.

When you select a protocol from a list, you have additional tabs for Receive Settings and/or Send Settings, depending on the protocol.
In the lower left part of the dialogue are the organisational units that can receive or send electronic documents. Sending documents is only allowed at company level.

Select Print protocol if you will only print the output documents and not send them electronically. For the EBA DMS system, once the document has been printed, this means that the document has been dispatched.

Enabling and setting up protocol

To turn on a particular protocol, click on the desired protocol from the list, then in the Address section tick the box in front of the organisation unit (pictured above as HQ). The input field for entering settings is on the right.

Below are examples of settings for the system plug-ins, for the other plug-ins the principle of setting and switching on is the same.

Fields with red background are required in order to enable exchange.


EBA Exchange protocol

The EBA Exchange protocol does not require any settings.


Print protocol

The Print protocol does not require any settings.

Just make sure that the user has access and rights to use the desired printer.

If the print protocol is run via automation (scheduler service), the printer must be accessible from the server and the scheduler service must have rights to use the printer. This is done by entering the Windows user data in the Log-on section of the service properties.

Figure 2: Log-on as EBA scheduler service settings


AS2 Exchange protocol

For the AS2 protocol, you have the option to set the receipt per company and/or per business unit . Tick the box where you want to receive the documents and enter the parameters

  • The AS2 ID is an identification number coordinated with the sender
  • use SSL connection for sending
  • SSL certificate from the certificate store
  • decryption certificate from the certificate store,
  • the email address from which you will reply
  • the e-mail address of the administrator to which system messages will be sent. If there are more than one, separate them with a comma.
  • Immediate import
Figure 3: AS2 protocol settings


IMAP and SMTP protocol

Tick the business unit where you will receive electronic documents via IMAP Email Exchange protocol.

First, add the user account name to receive documents using the “Add” button

Figure 4: Imap settings

Then enter:

  • the name or IP of the mail server
  • indicate whether you will use an SSL connection
  • the username and password for this user account
  • Select the authentication method
  • If necessary, select a certificate from the certificate store for decryption
  • enter the email address to be used as the email address of the sender of the outgoing message,
  • the email address of the administrator to whom the system messages will be sent. If there are more than one, separate them with a comma.
  • Time delay when connecting to the server

Click on “Apply” to save the settings, click on “Test connection” to test the connection and if successful, the protocol is set.

The EBA DMS client connects to the default ports, 143 and 993 (with SSL) for IMAP and 25 for SMTP. If you use a different port, add a colon and the port number to the server name or IP, e.g.: mail.eba.si:567

Video: Setting up IMAP protocol


SMTP protocol

Select the company and enter:

  • SMTP server name or IP address,
  • username and password
  • authentication type (Login, Plain, CraMDS),
  • indicate whether you will use an SSL connection
  • Time delay when connecting to the server
Figure 4: SMTP protocol setup


Microsoft Exchange

Mark the company or business unit where you will receive electronic documents via this protocol.

First, use the “Add” button to add a user account name to receive documents

Figure 5: MS Exchange protocol settings

Enter the required data:

  • Web service URL
  • User name
  • Password
  • Decryption certificate
  • Email address for replying to messages received
  • E-mail address for the administrator

WEB service URL

https://mail.server/ews/exchange.asmx

Under mail.server enter your mail server hostname or if you are using Office 365 then enter their MS Exchange web service URL:

https://outlook.office365.com/EWS/Exchange.asmx

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