Custom column mapping

By default OnePlaceMail will automatically capture email attributes (To, From, Subject etc.) and populate associated SharePoint columns.

The OnePlaceMail Email Library Template (in SharePoint) & OnePlaceMail Email Content Type are pre-configured to have columns of the correct name to facilitate the automatic upload of the email properties.

Mapping email properties to your own columns in SharePoint can be achieved by using a Central Column Mapping list.

Create the central column mapping list in SharePoint

1. Select a SharePoint site on which to create the Central Column Mapping list. All OnePlaceMail users must have access to read the Central Column Mapping list so keep this in mind when selecting a site to host the list.

2. In Internet Explorer navigate to the site to create the list on.

SharePoint 2010 : Click Site Actions > More options… > Lists

SharePoint 2013: Site Contents, add an App

3. Create a new Custom List

4. Specify a Name for the list (you can give the list any name you choose) and click Create

5. Add a new column to the list by selecting List > Create Column

6. Specify the column name as From Column. It is important to use this exact column name and case is important, make sure From starts with a capital F and Column with capital C.

7. Change Require that this column contains information to Yes

8. Leave all other column settings as default, and click OK to create the column

9. Add a new column to the list by selecting Settings > Create Column

10. Specify the column name as To Column. It is important to use the exact column name and case, make sure To starts with a capital T and Column with capital C.

11. Change Require that this column contains information to Yes

12. Leave all other column settings as default, and click OK to create the column

13. Open the list settings by clickingList > List Settings

14. Click on the Title column to edit

15. Change the column name from Title to Scope

16. Take note of the URL to the list, as we need to add this URL within the OnePlaceMail

Populate the central column mapping list

Property	Mandatory / Optional	Description
Scope	Mandatory	This must be set to "Global"
Column	Mandatory	This is the reserved OnePlaceMail column names that match the email property. Valid values are: EmSubject EmTo EmToAddress EmCC EmBCC EmFrom EmFromName EmDateSent EmDateReceived EmType (derived based on user filing) EmDate (derived based on EmType) EmID EmAttachCount EmAttachmentNames EmCon EmConversationID EmConversationIndex EmCategory EmBody EmSensitivity EmImportance EmToSMTPAddress EmCCSMTPAddress EmBCCSMTPAddress EmFromSMTPAddress EmHasAttachments EmSentOnBehalfOfName EmReceivedOnBehalfOfName EmCompanies EmRetentionPolicyName EmReplyRecipientNames EmReplyRecipients
To Column	Mandatory	This is the internal name of the column you want the email property to be stored in

The image below shows a Column Mapping list configured with example mappings .

Changing client settings

The client must be set to configured to use the column mapping list

Custom mapping of email attributes to columns – client settings

The custom column mapping setting can be deployed via configuration update setting

Property	Mandatory / Optional	Description
action	Mandatory	Set to "insert" to change the default behavior Set to "delete" to revert to default behavior
useColumnMappingUrl	Mandatory	Valid values: "true" or "false"
listUrl	Optional	If useColumnMappingUrl ="true", determines the URL of the column mapping list in SharePoint. Example: http://portal/OPM1/Lists/OnePlaceMail%20Column%20Mapping
enabled	Optional	This setting allows you to control if users have the ability to change the Custom Mapping configuration. Valid values: "true or "false" (default is true)

Example: Use custom mapping list at the URL http://portal86/sites/sitecol2/lists/columnmappinglist and do not allow the user to modify these settings

<?xml version="1.0" encoding="UTF-8"?> 
<configuration>
    <columnMapping action="delete"/>
    <columnMapping action="insert" useColumnMappingUrl="true" listUrl="http://portal86/sites/sitecol2/lists/columnmappinglist" enabled="false"/>
</configuration>

Example: Use custom mapping list at the URL http://portal86/sites/sitecol2/lists/columnmappinglist and allow the user to modify these settings

<?xml version="1.0" encoding="UTF-8"?> 
<configuration>
    <columnMapping action="delete"/>
    <columnMapping action="insert" useColumnMappingUrl="true" listUrl="http://portal86/sites/sitecol2/lists/columnmappinglist" enabled="true"/>
</configuration>