New Filter Features in PRO Server v3.2 build 978

Mail Attachment Downloader PRO and PRO Server editions offers email filters to configure the program to process emails and attachments in different ways.

This gives an introduction to Global Filters and explores some of the new features introduced in  PRO Server v3.2 build 978.

Overview

For an overview of how to save emails and attachments in specific folders please refer to this post before reading through this one.

What are global filters?

The global filters are a set of rules you can create in the Global Filters tab as shown below. This is only available in the PRO and PRO Server editions of the product.

Global filters apply to all configured accounts in the program (under the Account dropdown).

Screen Shot 2017-04-27 at 1.48.21 PM

Note that to download from multiple accounts, you must pick ‘multiple@multiple’ from the Account dropdown. Otherwise the download will only run for a single account.

When is a global filter run?

For each attachment, a global filter is run to see if any filters you have specified within match that particular attachment.

How to make a Global Filter apply to a single account?

By default, global filters run for all selected accounts (when you select multiple@multiple from the Account dropdown in the main window).

You can make a global filter apply only to a specific account by editing the rule and then clicking Add -> Filters -> Account filter as shown below.

Screen Shot 2017-04-27 at 1.55.35 PM

This will make that rule run only for that account. Once you have clicked Save, this will also show up in the main list.

Moving rules

Each rule is run for every attachment from top down until a matching rule is found. The ordering of the rules in the global filters tab is important.

Once a matching rule is found for a specific attachment or body, then NO other rule is run for that attachment or body. If the email has other attachments, then all rules are checked again.

To move one or more rules, just drag and drop the rule or rules in the Global Filters tab.

Catch all rule, send auto-response

If you want certain attachments to be processed, then define global rules for those. But what if none of them matched?

Since filters in the global filters are run top down and ordering matters, you can now define a catch all rule towards the end of the global rule filters list.

This last rule will run when none of the rules above it have resulted in a successful match or download.

That way, you can, for example, send an email to the sender indicating that their email did not contain the requested attachment or data.

Enable / Disable specific rules

You can now enable or disable specific global filter rules. Just go to the global filter tab and then right click on one or more rules and then Enable or Disable them. Disabled rules will never run.

Setting download dates

The program starts downloading messages from an account from the start of time if it had never run a download from that account before. This is true even when Messages since last download was checked in the Search or Global Filters tab.

Screen Shot 2017-04-27 at 1.58.00 PM

If you want to change this behavior, you can set a Start Date above and also switch to Messages since last download in the Global filters tab.

What this does is that for each account selected in the Account dropdown (or multiple accounts when using multiple@multiple selection), the program will only download messages from that start date onwards and will only check for new messages that have not been downloaded or processed by the program.

Further reading

Some interesting how-to links and posts for further exploration:

Contact us

Contact us if you have any questions, suggestions about the functionality described in this article.

 

Bug tracking and error tracking tools

This post explores how bug tracking or error tracking tools helps software developers to record, capture and track errors. They also help you improve your customers experience with the product over time.

We have many customers using Mail Attachment Downloader PRO and FREE versions in over 140+ countries.


Error tracking with trakerr.io

We started using Airbrake.IO for error tracking, however Airbrake had very limited search and segmentation capabilities. This made it tough to understand the how, the when and the why when errors occur.

Trakerr.IO is a powerful new application error intelligence platform that combines a bug tracking or error tracking service with full stacktraces capture and an application analytics service under a single unified platform. Error tracking with Trakerr.IO

We can then use this error information that we collect to understand what is causing errors in the application and get to root cause quicker.

By using the Trakerr.IO platform we were able to cut down 90% of our errors that users may have experienced improving the overall reliability of the product.

How to track errors and collect them?

When applications experience errors,  they usually reside locally in logs.

Trakerr.IO offers a C# SDK that allowed us to start sending errors from our application to Trakerr.IO in a matter of minutes.

Trakerr then enables us to group these errors so we can assess how many of these occurred and how often they happened. The sample image below shows how this grouping occurs.

group errors

By sending errors with full stack traces we were then able to assess how users experience errors, how many users experienced the error and which ones we need to focus on to fix it.

Get to root cause quicker

Getting the stack traces to a central location like Trakerr was the first step. But to understand what may have caused it, we also track what features were enabled within the product when the error occurred.

For example, we know that when an error occurred, did that issue occur when the user was using IMAP, POP3 or Exchange one of the three protocols the program supports.

We can also track various other metrics like when a download completes the number of successful and failed downloads for that session.

Having access to the full stack traces as well as user configuration information enables software developers to quickly understand how that error may have happened. They can also see what a user may have done or how a user may have configured the product that resulted in an error.

Segment errors or bugs

Trakerr.IO allows you to segment errors based on various environment variations, for example, based on Operating System or by Application Version.

segment errors

We can easily see how a new application version or build affected the number of errors that may have happened.

Get notified on mobile

When new builds are released, we often keep a close look on the number of errors that occur.

If there are new errors or the number of errors go over a certain threshold we get a notification on our Slack channel about the error so we can quickly address them.

This way we try to catch errors before they start impacting a large number of customers.

Conclusion

There are various bug tracking or error tracking tools in the market today but there are very few that capture both errors and events.

Trakerr.IO allowed us to instrument our application quickly with the Trakerr SDK to get our application to start sending events quickly. This enabled us to cut down 90% of errors that users were facing with little development effort.

If your development team has not invested time in error tracking tools such as Trakerr.IO it would be wise to spend some time investigating tools such as this to see how they may be able to cut down on time required to track and fix errors.


Note about privacy to our users: For any error or event tracking solutions described in this blog post, gearmage.com never uses the error tracking data we send for marketing purposes or will share this information with third-parties. We also try to make sure that any personally identifiable information such as email addresses are not directly sent to error tracking solutions instead they are anonymized.  For more, check out our privacy policy.


Posts about Mail Attachment Downloader

Some interesting how-to links and posts for further exploration:

Contact us

Contact us if you have any questions, suggestions about this post or contents of this post.

Save csv, excels to a database

If you have a need to save csv or excels to a database, you can automate it with ease with Mail Attachment Downloader PRO Server.

If you already receive these csvs or excels on email, then great we will show you how to save these to a database.

If not, you can email these csvs to an email address of your choice and have the program extract the attachment and automatically save it giving great power to you on-the-go.

Save csv, excels to a database

First ensure that you have a database connection configured as instructed here.

The next step is  to create a Global rule filter so we can first identify the email that contains the csv, excel. You can do so by adding a rule filter as shown earlier in this blog post. You can also specify a file type filter to choose .csv or .xls or .xlsx emails with filtering rules.

Once those are both done, saving the csv or excels to a database requires you to add an action.

  1. Click Add action -> choose Extract csv and save to DB and then click the Load sample file button to load a sample Excel or Csv file.csv to db - load sample
  2. Pick the sheet from the Choose sheet dropdown you want to load data from.csv to db - sheet
  3. Click the Load column names from sample file button. This will load the column names as cell id’s (eg. A1, B1 etc.).csv to db - load columns
  4. If your Excel/Csv starts from a header row (with header titles for each column), check the Starts from a header row and then click the Load column names from sample file again. This will auto-import the column names for easier manageability.csv to db - load columns with header row
  5. For each column you want to import, specify a field name within {} as shown below. By default all fields are imported as VARCHAR’s. If you want to change the type, you can also choose Extraction Wizard for this field to change the field type or manipulate data from the Csv if needed.Csv to db - field name
  6. Once all fields have been given a name within {}, click the Insert into database tab. Pick the DB source you have already configured and the table name you want the data inserted into.csv to db - table name
  7. Now specify the SQL including fields that you want inserted as shown.INSERT INTO {TABLE_NAME} (‘Sales description’, ‘Sales price’, ‘Sales quantity’) VALUES ({DESCRIPTION}, {PRICE}, {QUANTITY})csv to db - sql
  8. Now click the Test SQL using Sample File button. If everything is correct, then you should see something like the below. You can then look at the database to ensure that the rows from the Excel or CSV were inserted into the DB. csv to db - success

That’s it.

Now any emails matching the criteria would end up being added into the DB.

Further reading

Some interesting how-to links and posts for further exploration:

Contact us

Contact us if you have any questions, suggestions about the functionality described in this article.

 

Automate emails and integrate applications

This post explores how to extract data from emails, automate backend processes and hence reduce repetitive tasks. It also provides an overview of how to integrate LOB applications using some of the solutions provided on this site.

Automate email with attachments

What options do you have when it comes to automating emails?

Mail Attachment Downloader PRO versions offer a cost-effective solution to automating emails within your enterprise running as a service on a server or in the cloud through Windows Azure (PRO Server version required).

The way this is achieved is using rules for emails. You can setup many rules for the software based on your needs via the UI. These rules can be run for a single email account or across many accounts simultaneously.

Scheduled processing

Mail Attachment Downloader PRO Server lets you process incoming email on a scheduled frequency in the background 24×7 unattended as a Windows service.

It can recover from system restarts automatically, runs in the background even when no user is logged on and can also data center failure if a hot-standby is used to do so.

It can also be run in the cloud using Windows Azure if needed.

Ordering of rules

The rules defined in the program are run top-down for each email and attachment. The first matching rule is used to download any emails or attachments within the email. If no rules are defined, then all emails will be downloaded.

Phases of rule processing

The software breaks down processing emails into the following phases for each rule as shown.

email processing

 

  • Search and Filter phase: For each rule, you can specify which emails or attachments need to be processed by including search filters using the Add button -> Filters
  • Save files: Specify the format and location of where you want any files to be processed to be saved. This could be a temporary location if you do not want this data permanently stored. This could also include a file share (use UNC path).
  • Process email and files: This last phase is used to run the automatic processing and includes many different actions as shown below. These can include nested actions for example, unzip a file, decrypt a PDF, extract data and save the information to a database.

email actions

Multiple email accounts and filters

Once these are setup for a rule, you can enter many such rules. If you have multiple email accounts to process, you can restrict a rule to apply to only one email account if needed by using an account filter (Add -> Filters -> Account email in the rule).

SDK or API for email integration and processing

We now offer an SDK or plugin API to integrate with your backend systems in a more seamless manner. Contact us for more.

Common uses

  • Archive emails for further processing
  • Receive invoice data via email and need to save data for invoice processing
  • Save emails and integrate with ERP, EDI, eDMS, eCMS, document management systems or content management systems, eInvoicing invoicing software, Salesforce or medical systems
  • Use our PRO SDK (Software Development Kit) to integrate directly with your LOB applications.
  • Save emails or Excel or CSV attachments sent via email to an in-house or cloud database for further processing
  • Convert emails to PDFs or multi-page TIFF or over 50+ formats or merge/split PDFs including attachments to hand-off to other document management systems or medical software
  • Run custom in-house scripts after extracting attachments
  • Auto-respond or send email notifications when certain types of emails or attachments arrive and then take other actions

Conclusion: Automate emails, process and integrate applications

We have provided a brief overview of how to automate data from emails within your enterprise using an on-prem service or a cloud-based self-hosted service using Windows Azure using Mail Attachment Downloader PRO.

If you have a specific use-case that is not covered let us know or if you need help integrating your backend systems we may be able to offer consultation services to do so.

Further reading

Some interesting how-to links and posts for further exploration:

Contact us

Contact us if you have any questions, suggestions about the functionality described in this article.

Bulk download emails, attachments and save

Mail Attachment Downloader lets you bulk download attachments,  bulk download emails and archive or save them as eml, pdf, docx, tiff and more.

Saving emails and email attachments has never been easier. We offer a FREE version available on our website and also a PRO version that has additional capabilities that the FREE version does not.

Mail Attachment Downloader is NOT dependent on any installed email client such as Outlook and can work independently on a server if need be.

The FREE version lets you bulk download email attachments. The PRO version lets you bulk download both email attachments and emails (in .eml format or .txt or .html formats or .pdf or .docx or a .tiff multipage image).

If you want to save emails and attachments into a SINGLE PDF, you can do so as described in this blog post.

Bulk download emails as .eml and save

We will explore how to set this up using the  Mail Attachment Downloader PRO version.

  • Create a new rule filter by going to the Global Filters tab and clicking on Add a new filter.
  • Type in the rule name for the new filter.
  • In the Save area, check the Save as .eml checkbox as shown

    madpro3_saveemailbody
    Bulk download emails

This will bulk download emails as .eml files to the save folder.

In addition to the above, you can create many rules to only save certain .eml files like those that match a certain FROM email or a certain SUBJECT each out to different folders by creating a rule per save location.

Save emails and email attachments as PDF, DOCX or TIFF

If you want to have this .eml saved to a different format like PDF or DOCX or a multipage TIFF (the PRO Server supports over 50+ file formats), do the following:

  • In the Actions after save section, click on Add action -> Document conversion
  • Select the Document conversion entry if not already selected and click the Add conversion button

    convert to pdf
    archive emails
  • Select the From type as Any doc and the To type as PDF or TIFF or DOCX.

That’s it!

Now you have emails being saved to PDF or any other format as desired.

If you want only the .eml to be saved without the attachments, you can add a Filename filter and specify ‘.eml’ in the filter text box. This will only download the .eml’s without downloading the attachments separately.

If you want to save emails and attachments into a SINGLE PDF, you can do so as described in this blog post.

Automate bulk downloads

With the PRO Server version you can run the above setup 24×7 as a Windows Service and not have to worry about opening up the program every time you need to bulk download emails.

If you have any questions, please feel free to contact us.

Further reading

Some interesting how-to links and posts for further exploration:

Contact us

Contact us if you have any questions, suggestions about the functionality described in this article.

Email actions: unzip, convert or decrypt PDF and run a script

Setup email actions such as unzipping an email attachment, converting the email attachment to pdf and running a script easily with Mail Attachment Downloader PRO Server.

This post will show you how to setup a rule to Unzip a file, then convert the unzipped .docx or decrypt a .pdf and then run a script.

In the Actions section, do the following:

  1. Select ‘After saving attachment‘ from the tree view on the left. Note that even though this says ‘After saving attachment‘, you can run actions on the body of the email as well which will be downloaded as an attachment when you click on the ‘Save email text’ checkbox.
  2. Click on Add button -> After saving attachment -> Unzip files and select any options as shown below. You can enter which specific files you want to unzip in the box which can also include wildcards or regular expressions. If you have multiple, separate each file or wildcard by a new line.automate email actions: unzip_files
  3. Select Unzip files from the tree view on the left. This is necessary to create a sub action under unzip files so every unzipped file runs the remaining action. You can also specify which files to unzip in the previous step. Now click on Add -> After saving attachment ->  Document conversion. Fill in the conversion details by clicking on the Add Conversion button. Note: You can also choose to decrypt the unzipped file if the source file was a PDF by providing the password to decrypt the file.automate email actions: madpro3_convert
  4. Select Document conversion from the tree view on the left. Then Add -> After saving attachment -> Run command line. Enter details to run a command line. In this case we are running a .bat file with the filename of the converted file – {FILENAMEEXT} in the screenshot below now represents the converted filename now from the previous step and not the original saved filename. automate email actions: madpro3_pda_runbat

That’s it.

If you have questions or need additional actions, please contact us and we can help assess feasibility.

 

PDF to DOCX conversion and more

Convert PDF to DOCX easily with Mail Attachment Downloader PRO Server

When you run the server version you can run the program as a Windows Service that runs 24×7 unattended. Then just email the PDF as an attachment to your email and have Mail Attachment Downloader PRO Server pick it up and automatically download/convert the file and save it in the way you want it.

  1. Open Global filters tab and either click the Add new filter or Edit selected filter button
  2. If you are creating a new rule, just enter a meaningful filter name.
  3. Under Actions, click Add action and choose  Document conversion. This will add a new action in the list to the left. Click on the Document conversion list item under After saving file. You will see the conversions that are configured on the right side. convert to pdf
  4. Click on the Add conversion button.
  5. In the From Type select Any doc and the To Type specify docx. Click OK.PDF to DOCX
  6. Save the rule and that’s it!

Any email that you receive that has a PDF attachment (including some other related formats like LaTeX etc.) will be converted to DOCX.

If you receive encrypted PDF files, you can provide the decryption password in the PDF Decryption Password text box as can be seen in the screenshot in Step-5. You will need to do this before you can convert it to DOCX.

With the Mail Attachment Downloader PRO Server version, you can use it to convert emails (.eml or .msg or .txt or .html) and email attachments (text, html, word, excel, powerpoint and more) to over 50+ formats (bmp, csv, dif, doc, docm, docx, dot, dotm, dotx, emf, epub, excel, flatopc, flatopcmacroenabled, flatopctemplate, flatopctemplatemacroenabled, html, htmlfixed, jpeg, mhtml, mobixml, odp, ods, odt, openxps, ott, pdf, pdfnotes, png, potm, potx, pps, ppsm, ppsx, ppt, pptm, pptx, ps, rtf, spreadsheetml, svg, swf, tabdelimited, tex, text, tiff, tiffnotes, wordml, xamlfixed, xamlflow, xamlflowpack, xlam, xlsb, xlsm, xlsx, xltm, xltx, xml, xps)!

You can use this to convert from the following popular formats:

  • DOCX to PDF, PNG, JPEG, HTML and more
  • PDF to DOCX, PNG, JPEG, HTML and more
  • CSV, XLSX to PDF, PNG, JPEG, HTML and more
  • PPTX to PDF, PNG, JPEG, HTML and more
  • EML to PDF, DOCX, PNG, JPEG, HTML and more
  • JPEG, BMP, TIFF, images to PDF, DOCX, HTML and more

If you have any questions or suggestions, please contact support.

v3.1 PRO packs many new features

Extract emails and attachments, save to database, save email as PDF and more

We have introduced many new compelling features with the Mail Attachment Downloader PRO v3.1 release. Here is a quick overview of those features. We will have more detailed information about how to use these features in upcoming blog posts so stay tuned.

Before we begin, a quick note about the key differences between PRO Server and PRO licenses:

  • Our PRO Server versions let you perform automated tasks 24×7 on an unlimited number of email accounts and can run on Windows Server (and Windows Client).
  • Our PRO and PRO Limited versions cannot run on Windows Server and requires a user to be logged in when processing email attachments.

With v3.1 we have started to introduce more powerful email automation and processing features. Some of these are detailed below:

  • Convert email attachments after download to PDF
  • Encrypt or decrypt PDF email attachments automatically
  • Automatically print email attachments
  • Upload email attachments to Sharepoint online or on-prem

If you get the PRO Server, you get some even more powerful features and support for unlimited email accounts.

  • Automatically unzip email attachments and run rules (for example, unzip PDF file, then decrypt PDF and print it automatically!)
  • Automatically save email headers and optionally attachments to a database (which fields you save and how you want it saved are completely customizable).
  • Convert email attachments (text, html, word, excel, powerpoint and more) to over 50+ formats (bmp, csv, dif, doc, docm, docx, dot, dotm, dotx, emf, epub, excel, flatopc, flatopcmacroenabled, flatopctemplate, flatopctemplatemacroenabled, html, htmlfixed, jpeg, mhtml, mobixml, odp, ods, odt, openxps, ott, pdf, pdfnotes, png, potm, potx, pps, ppsm, ppsx, ppt, pptm, pptx, ps, rtf, spreadsheetml, svg, swf, tabdelimited, tex, text, tiff, tiffnotes, wordml, xamlfixed, xamlflow, xamlflowpack, xlam, xlsb, xlsm, xlsx, xltm, xltx, xml, xps)

For a full feature breakdown by PRO license type go here.

Have questions about these features or found an issue? Contact us at support@gearmage.com (this is the fastest way to receive support).

As always, we enjoy hearing your feature requests, send them to features@gearmage.com.