Kofax eFlow ePortal Overview Guide Version: 2.0.1 Date: 2020-10-22 © 2005–2020 Kofax. All rights reserved. Kofax is a trademark of Kofax, Inc., registered in the U.S. and/or other countries. All other trademarks are the property of their respective owners. No part of this publication may be reproduced, stored, or transmitted in any form without the prior written permission of Kofax. Table of Contents Preface...........................................................................................................................................................6 Chapter 1: About Kofax eFlow ePortal.....................................................................................................7 ePortal process...................................................................................................................................7 ePortal terms...................................................................................................................................... 8 Connection.......................................................................................................................................... 9 Filtering............................................................................................................................................. 10 Conversion........................................................................................................................................ 10 Collection creation............................................................................................................................ 10 Archiving........................................................................................................................................... 11 Chapter 2: Installation.............................................................................................................................. 12 System requirements........................................................................................................................12 Installation procedure....................................................................................................................... 12 Upgrade instructions.........................................................................................................................15 Chapter 3: Configuration..........................................................................................................................16 Configuration file...............................................................................................................................16 Connection string..............................................................................................................................16 Features............................................................................................................................................ 16 Stations............................................................................................................................................. 17 Station properties...................................................................................................................17 Sections............................................................................................................................................ 18 Section properties..................................................................................................................18 Backward compatibility of configuration files................................................................................... 18 Chapter 4: Connectors............................................................................................................................. 19 POP3 connector............................................................................................................................... 19 Unsynchronized mode........................................................................................................... 19 Synchronized mode............................................................................................................... 19 Configuration.......................................................................................................................... 19 POP3_OAUTH connector.................................................................................................................19 Unsynchronized mode........................................................................................................... 20 Synchronized mode............................................................................................................... 20 Autorun mode........................................................................................................................ 20 Configuration.......................................................................................................................... 20 IMAP connector................................................................................................................................ 66 Unsynchronized mode........................................................................................................... 66 3 Kofax eFlow ePortal Overview Guide Synchronized mode............................................................................................................... 66 Encoding................................................................................................................................ 66 IMAP Folder...........................................................................................................................66 Filter....................................................................................................................................... 66 Configuration.......................................................................................................................... 67 IMAP_GMAIL connector................................................................................................................... 67 Unsynchronized mode........................................................................................................... 67 Synchronized mode............................................................................................................... 67 Autorun mode........................................................................................................................ 67 Configuration.......................................................................................................................... 68 EWS connector.................................................................................................................................90 About EWS............................................................................................................................ 90 Unsynchronized mode........................................................................................................... 90 Synchronized mode............................................................................................................... 90 Exchange server version.......................................................................................................90 Connect without credentials.................................................................................................. 90 Impersonation.........................................................................................................................91 Configuration.......................................................................................................................... 91 EXCHANGE_ONLINE connector..................................................................................................... 91 Unsynchronized mode........................................................................................................... 91 Synchronized mode............................................................................................................... 91 Autorun mode........................................................................................................................ 91 Configuration.......................................................................................................................... 92 File connector................................................................................................................................. 115 Unsynchronized mode......................................................................................................... 115 Configuration........................................................................................................................115 EML connector................................................................................................................................116 Unsynchronized mode......................................................................................................... 116 Configuration........................................................................................................................116 Archive connector...........................................................................................................................116 Configuration........................................................................................................................117 Chapter 5: Filtering................................................................................................................................