NOTE: This article details the current online service configuration for AttachmentExtractor.  

For the classic configuration, please see here.

The AttachmentExtractor Online Service Configuration is the central hub for managing your services.  Here, you can create brand new services, or configure and modify existing ones. 

This article outlines the array of options available on this platform, beginning with how to access the service configuration itself. 

Table of Contents

Accessing the Service Configuration

Accessing the Service Configuration

To access the Service Configuration, navigate to our ❶ website and click on ❷ My Account.  You can then access the Service Configuration page by selecting ❸ Manage Services. 

The Service Configuration page displays a list of configured services.  If no services are configured, the page will be left empty. 

Selecting any services will bring up the Service Configuration Overview, along with a list of tabs that contain more configuration options and other information. 

1. Overview

This page shows all the essential information about the service, like the Status, Dataverse URL, Organization, etc, as seen in the highlighted section of the figure below.    

In this section, you can also Stop, Move, Reset Extractions, and Delete the service.   

2. Configuration

The Configuration tab is divided as follows: 

1. Save button: Update your service here.    

2. Dynamics Details: Find the essential details about Dynamics 365 in this section. You can also edit or open Dynamics 365.  

3. SharePoint Details: Find an overview of your SharePoint connection here. You can edit or remove the connection. 

4. Extraction mode: Select if email content or attachments should be extracted.   

5. Storage system: Decide which attachment storage system your AttachmentExtractor Service should use.   

6. SharePoint Integration: Select in your SharePoint settings whether you want to use Dynamics 365 Integrated SharePoint or a specific SharePoint location.  

7. Storage Option for Entities without Document Management enabled: Entities without document management enabled can be stored daily or weekly on a specific SharePoint library. You can also decide which entities not to extract.  

8. Extract: Select what should be extracted.  

9. Email Subfolder: Extracted email attachments will be saved to the location defined here.  

10. Note Subfolder: Extracted note attachments will be saved to the location defined here. 

11. Appointment Subfolder: Extracted appointments will be saved to the location defined here.  

12. Data Processing: Specify if only a copy of your attachments should be saved to SharePoint or if you want your attachments extracted entirely. Once extracted, the file is replaced with a .url file that points to the extracted file on SharePoint.  

13. Minimum attachment size filter: Set the minimum size for attachments to be extracted.  

14. Only extract attachments older than: Enter a time value to extract attachments that are older than X hours/days/weeks/months. (minimum value = 0).  

15. Enable text-only E-mails in timeline: Decide if only e-mail text or if all e-mail content should be displayed in the timeline. 

Advanced Settings  

  

1. Enable Debugging: When enabled, generates debug logs during the extraction process. Log files will be available as soon as the service is saved.  

2. Stop service on single item error: When enabled, the service will stop if an error occurs with a single item.  

3. Single Item Error Threshold: The service will stop after a specified number of single item errors.  

4. Add markup to filenames for extracted files: This option is activated by default. Please note that disabling will remove any visible indicator to an extracted attachment.  

5. Create SharePoint Attributes: When enabled, this option will create SharePoint attributes for all transferred files.  

6. New folder per: Specify if a new folder should be created weekly or daily. This option only applies to Dynamics 365 integrated SharePoint.   

7. Blacklist / Whitelist: Specify if a blacklist or whitelist should be used and select the entities to be added. Entities on the blacklist will not be extracted. Entities on the whitelist will be extracted.  

8. Notify service changes immediately: To avoid false positives, we send out emails after 30 minutes if there is still an issue with the service. Select this option to receive an email immediately instead.  

9. Static time range start: Set the start of the time range.  

10. Static time range end: Set the end of the time range.  

11. Skip solution import: If this option is enabled, the setup will assume that you have already imported all solutions that are necessary to create a service and skip the import process. Please note that if a particular solution is missing, the creation of the new service will fail.  

12. Synchronous solution import: When enabled, the setup will try to import the solutions synchronously.  

13. Skip role assignment: When enabled, role assignment will be skipped. Please note that in doing so, a custom role covering the required rights must be created, or the security roles must be manually assigned. Otherwise, users will not have the permissions to use AttachmentExtractor.

14. Use SharePoint compatibility connection: When enabled, improves performance with the SharePoint connection.
    • Note: This requires SharePoint 2013 or higher and native REST endpoint communication. 

Advanced Settings (Extraction Mode – Email Content)

When Extraction Mode is set to extract Email Content, additional settings will appear:

1. Activity Party Cleanup: This feature cleans up links of activity parties (To, From, CC, ect.) by changing any associated email addresses to the next higher available entity type in accordance to the established field hierarchy.
2. Field Hierarchy: The field hierarchy that Activity Party Cleanup will follow. An activity party will be set in the following order (from lowest to highest):
   • Lead
   • Contact
   • Account
   • System User
   • Queue
3. Full Body Extract: Extracts the content of an email (email body), leaving only a placeholder behind.  This placeholder contains the original content of the email as text.
4. Only fully extract e-mail bodies older than: Set the time in which email bodies should be extracted
5. Extract Note Description: Moves descriptions of notes to an Azure Blob Storage.

For more information on how to create an email content service, please see here.

3. License

Under License, you can install a new license or see the overview of the currently installed license. DocumentsCorePack is delivered with a fully supported, 14-day trial license.  

1. Clear License Cache: Clears your License Cache and enforces a reload of your current licensing situation.   
2. Subscription Number: See or change your Subscription ID here.   
3. License Usage: View the number of available licenses you have in use.
4. License Info
   • Subscription Number: Tells whether the license if temporary, a trial, or another license category 
   • Business Unit: This specifies the organization that is associated with the license. 
   • License Package: The license package of your service. 
   • Expires: View when your license expires. 
   • License Model: Shows whether the license model is Normal Licensing or Per User Licensing. 
   • Entra ID Licensing: See whether or not Entra ID Licensing, also known as Team Member Licensing, is enabled. 
   • Cached license from: Shows the timestamp of when the license information was last cached. 
5. User Roles: View specific licensing information for each user and role. 

Here is the license view for a trial. A key difference is that the number of required licenses is shown rather than the license usage.  

4. Version Info

In the Version Info tab, you can see an overview of your Dynamics 365 (CRM), Service and Management versions. With a click on the Reinstall/Upgrade button in the top left corner, you can reinstall or upgrade your version.   

  

5. Progress and History

The Progress and History tab displays an overview of your file extraction history, showing the number of notes processed, emails processed, and so on.  The Progress tab displays a list of extracted items.  The Failures and Body failures tab displays the history of your failed items. 

6. Extraction Analysis 

In the Extraction Analysis tab, you can analyze and view the details of extracted records.  In either the Extraction Analysis or Single Item Extract sub tab, you can analyze a record under the Add Extraction Analysis (or Add Single Item Extract) button by providing its URL.   

When the analysis is finished, you can select an item to view its details. 

7. Analyze Dataverse

In the Analyze Dataverse tab, you can view reports that detail the overall memory consumption of your tables in your environment.  A report can be generated by clicking on the Start Analysis button. 

Each report breaks down the memory consumption, displaying the size and number of rows of each individual table.  This can help give an idea of how much space can be saved with AttachmentExtractor. 

8. Service Logs

The Service Logs tab provides valuable insights into service health. This information is mainly used by our support team to gain information about the service.  

Please note: Service logs are only kept for an interval of about 14 days.   

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.