E-mail Converter for IIS and SharePoint Converts e-mails into SharePoint list items 24/7 Creates SharePoint list items from e-mails www.kalmstrom.com.

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Presentation transcript:

E-mail Converter for IIS and SharePoint Converts e-mails into SharePoint list items 24/7 Creates SharePoint list items from e-mails www.kalmstrom.com E-mail Converter works with all Exchange Web Service e-mails (Office 365, Windows Live and Microsoft Exchange)

E-mail Converter for IIS and SharePoint ‒ Introduction Welcome to this slideshow presentation of E-mail Converter, a solution that creates new SharePoint list items from Exchange Web Service e-mails. It is often used for cooperation on issue tracking and user support. E-mail Converter is built on ASP.net and SharePoint, which gives this application superior qualities when it comes to features and customization possibilities. To manage the conversion frequency of e-mails, a Task Scheduler needs to be set-up on Windows. I will start with showing you a default SharePoint list, and then I will explain how E-mail Converter connects mailbox and SharePoint and thereby enhances both products. Finally I will inform about the integrated statistics and reporting tool. Peter Kalmstrom CEO, kalmstrom.com Business Solutions www.kalmstrom.com E-mail Converter works with all Exchange Web Service e-mails (Office 365, Windows Live and Microsoft Exchange)

Standard SharePoint list item This item is from a SharePoint list that is NOT connected to E-mail Converter. There are endless possibilities to customize the lists, but there is no mailbox connection. www.kalmstrom.com E-mail Converter works with all Exchange Web Service e-mails (Office 365, Windows Live and Microsoft Exchange)

Ticket example, SharePoint list connected to a mailbox For E-mail Converter you can use the SharePoint Task list, the Issue tracking list or any other list that suits your needs. This item is from a SharePoint list connected to a mailbox with E-mail Converter. Formatting, links, attachments and embedded images are transferred from the e-mail. www.kalmstrom.com E-mail Converter works with all Exchange Web Service e-mails (Office 365, Windows Live and Microsoft Exchange)

The E-mail Converter Configure dialog in website Uncheck the box for Live Monitoring if you want to stop the conversion process for some time. www.kalmstrom.com E-mail Converter works with all Exchange Web Service e-mails (Office 365, Windows Live and Microsoft Exchange)

The E-mail Converter Configuration - List Settings defines the connection between the mailbox and SharePoint Define where the different e-mail parts should be entered in the SharePoint list items. The dropdowns will be populated with the columns in the selected SharePoint list. Select which of the SharePoint lists that should be mapped. Several lists can be used with E-mail Converter. www.kalmstrom.com E-mail Converter works with all Exchange Web Service e-mails (Office 365, Windows Live and Microsoft Exchange)

E-mail Converter ‒ E-mail has been converted to a ticket The ticket The ticket is automatically filled out with the information from the e-mail, according to the configuration. E-mail Converter works with all SharePoint lists, so you can customize the list to suit your organization. www.kalmstrom.com E-mail Converter works with all Exchange Web Service e-mails (Office 365, Windows Live and Microsoft Exchange)

E-mail Converter ‒ E-mail has been converted to a ticket The E-mail The converted e-mail will have a ticket ID, if you have checked the ‘Enable E-mail Threading’ box in the General Settings. The red flag shows that the e-mail has been converted into a list item. The converted e-mail will have a ticket URL, if you have enabled ‘Embed ticket URL in e-mail’ in the General Settings. www.kalmstrom.com E-mail Converter works with all Exchange Web Service e-mails (Office 365, Windows Live and Microsoft Exchange)

E-mail Converter ‒ Automatic e-mail conversion If you monitor several folders, select one SharePoint list for each folder and let E-mail Converter automatically distribute incoming e-mails. The Live Monitoring feature is enabled by default, and it becomes active as soon as you add an e-mail folder. Add a Public folder or Mailbox. www.kalmstrom.com E-mail Converter works with all Exchange Web Service e-mails (Office 365, Windows Live and Microsoft Exchange)

E-mail Converter ‒ the General Settings dialog gives more possibilities Check the box for E-mail Threading when you want E-mail Converter to add e-mails to existing tickets about the same subject. Check the box if you want the ticket URL to be shown on the converted e-mail. The Merge Tickets button takes you to a dialog where you can merge several tickets into one. Click on Edit E-mail button if you wish to change the login credentials to Exchange. www.kalmstrom.com E-mail Converter works with all Exchange Web Service e-mails (Office 365, Windows Live and Microsoft Exchange)

E-mail Converter ‒ E-mail Threading … check this box in the General Settings dialog … All e-mails about the same case will be gathered in the same ticket if you... … and select list and column for the e-mail thread in the List Settings dialog. … and select list and threading field for e-mail threading in the List Settings dialog. The image shows the order of entries when you use the Description field for both the first e-mail and the threading field. When you use the E-mail Threading feature, E-mail Converter adds the ticket ID in the Subject of the e-mail, to identify its SharePoint item ID. www.kalmstrom.com E-mail Converter works with all Exchange Web Service e-mails (Office 365, Windows Live and Microsoft Exchange)

E-mail Converter ‒ Merge Tickets 1. Select list and fields to merge 1. Select list and fields to merge 3. Select tickets to merge 4. Select Parent Ticket 2. Show the tickets in the selected list 5. Merge the selected tickets into the parent ticket www.kalmstrom.com E-mail Converter works with all Exchange Web Service e-mails (Office 365, Windows Live and Microsoft Exchange)

E-mail Converter ‒ Credential Store Click on the ‘Edit’ icon to edit the credential details of a SharePoint site. www.kalmstrom.com E-mail Converter works with all Exchange Web Service e-mails (Office 365, Windows Live and Microsoft Exchange)

E-mail Converter ‒ Logs Get information about ticket conversion messages and error messages from last the 30 days. www.kalmstrom.com E-mail Converter works with all Exchange Web Service e-mails (Office 365, Windows Live and Microsoft Exchange)

E-mail Converter Report The E-mail Converter report is useful for managers who want to see what kind of problems are reported, how problem solving time is distributed, what problems different staff has been working with etc. The report can be generated by clicking on the Statistics button in the E-mail Converter homepage. www.kalmstrom.com E-mail Converter works with all Exchange Web Service e-mails (Office 365, Windows Live and Microsoft Exchange)

E-mail Converter Report Select SharePoint fields to study 1. Select SharePoint list and the fields you want to analyze. 1. Select SharePoint list and the fields you want to analyze. 3. Click on the Report button to see the data in Excel, where you can manipulate it with all the standard Excel tools. 2. Click on Display Results button to view the fields that you have selected. www.kalmstrom.com E-mail Converter works with all Exchange Web Service e-mails (Office 365, Windows Live and Microsoft Exchange)

E-mail Converter Report The Excel report www.kalmstrom.com E-mail Converter works with all Exchange Web Service e-mails (Office 365, Windows Live and Microsoft Exchange)

E-mail Converter Report Data used in graph The caller departments and created dates have been combined in a graph that shows number of tickets created for each department during a selected period. www.kalmstrom.com E-mail Converter works with all Exchange Web Service e-mails (Office 365, Windows Live and Microsoft Exchange)

E-mail Converter for IIS and SharePoint More info at kalmstrom.com Thank you for watching this slide show! You will find more information about E-mail Converter on the kalmstrom.com website. There you can also download the latest version of the software and try it for 30 days without any obligations. You are welcome to visit www.kalmstrom.com and learn more! www.kalmstrom.com E-mail Converter works with all Exchange Web Service e-mails (Office 365, Windows Live and Microsoft Exchange)