<< Click to Display Table of Contents >> Navigation:  CAD/Application Integrations > MSOffice integration > Microsoft Outlook Integration

See also Word and Excel integration

Introduction

MechworksPDM includes an optional Microsoft Outlook Integration delivered as a standard Outlook addin.

With this integration you can register Outlook emails in the MechWorks PDM database.

The registered email gets automatically coded and you can control if it is added as a MechWorks PDM document or attachment.
Email attachments can also be added to the MechWorks PDM database.
Mapping is supported between the email objects (from, to, cc, body, etc.) and MechWorks PDM database fields.

Prerequisites

•MechWorks Standalone Client is required

•Make sure no Office instance is running on the pc and execute the Setup.msi file

[installation_folder]\office_templates\Office_Addin\

User interface

A Register email button is shown in the specific Mechworks PDM tab in Outlook interface

Parameters

Here below are enlisted the possible parameters you can specify in the PAR\MSOutlook.PAR

PROJECTS_ROOT

defines the root directory under which all emails will be saved

PROJECTS_ROOT=c:\temp

DBW_ID_PREFIX

defines the prefix that all registered email names

DBW_ID_PREFIX=OUTLOOKMSG

DBW_ID_COUNTER_DIGITS

defines the max numbers of digits for the email counter add after the prefix

DBW_ID_COUNTER_DIGITS=5

DBW_ID_ADD_USERNAME

allows to add the currently logged user name to the email prefix ( helpful to identify all emails registered from a specific user)

DBW_ID_ADD_USERNAME=1

SHOW_DATAENTR_INPUT

defines to stop on the dataentr form before email registration

SHOW_DATAENTR_INPUT=1

DBW_USE_ADDDOC

defines to register the email as a MechWorks_Pdm record (1) or a MechWorks_Pdm attachment (0)

DBW_USE_ADDDOC=1

DBW_SAVE_ATTACHMENT

defines to save in the email .msg its attachments

DBW_SAVE_ATTACHMENT=0

DBW_ADD_EMAIL_ATTACHMENTS_AS_DBW_ATTACHMENTS

defines to save as MechWorks_Pdm attachments the email attachments ( Valid only when DBW_USE_ADDDOC=1 )

DBW_ADD_EMAIL_ATTACHMENTS_AS_DBW_ATTACHMENTS=0

 

DBW_SUBJECT_FIELD

maps the content of the email subject to a MechWorks_Pdm field

DBW_SUBJECT_FIELD=DESCRIPTION

DBW_MAX_SUBJECT_LENGTH

defines the maximum chatacters length of the subject

DBW_MAX_SUBJECT_LENGTH=50

DBW_BODY_FIELD

maps the content of the email boby to a MechWorks_Pdm field

DBW_BODY_FIELD=NOTES

DBW_MAX_BODY_LENGTH

defines the maximum chatacters length of the body

DBW_MAX_BODY_LENGTH=255

DBW_FROM_FIELD

maps the content of the email sender to a MechWorks_Pdm field; multiple values are divided by space character.

DBW_FROM_FIELD=MYFIELD

DBW_TO_FIELD

maps the content of the email receiver(s) to a MechWorks_Pdm field; multiple values are divided by space character.

DBW_TO_FIELD=MYFIELD

DBW_CC_FIELD

maps the content of the email carbon copy receiver(s) to a MechWorks_Pdm field; mutiple values are divided by space character.

DBW_CC_FIELD=MYFIELD

 

DBW_SAVE_PREVIEW_AS_HTM

allows to save the email message as .htm file for preview MechWorks_Pdm if ALTPREVW.TXT

DBW_SAVE_PREVIEW_AS_HTM=0

if set to 1, the preview file is automatically deleted when not used anymore.

ID_SEPARATOR

defines the charater used as separator between Prefix,username and counter

ID_SEPARATOR=_

ADD_TO_CURRENT_PROJECT_IF_RULES_FAIL

defines if email can be registered in current project when all rules fails

ADD_TO_CURRENT_PROJECT_IF_RULES_FAIL=1

OUTLOOK_RULEn

defines a rule to calculate the project where the email will be registered

rules can use email elements such as subject, sender, body, cc, bcc and compare that content with string values
if the content matches the defined project will be used to register the email

OUTLOOK_RULE:
<ELEMENT>;<STRING_TO_MATCH;<STRING_CRITERIA>;<DBWORKS_PROJECT>;<IMPORT_ATTACHMENT>

Example

OUTLOOK_RULE1=subject;a;WHOLE_FIELD;Project1;1

OUTLOOK_RULE2=subject;B;PART_FIELD;Project2;0

Remarks

•If the toolbar is not visible, ensure that you have the MechWorks_Add-In enabled in "File → Options → Add-Ins → Manage COM Add-Ins.."