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

 Optional / Mandatory

 Description

 Column Type

 Scope

 

 this must be set to Global

 

  column

Mandatory  

 EmSubject

 Single

  column

 Mandatory

 EmTo

 Single

  column

 Mandatory

 EmCC

 Single

  column

 Mandatory

 EmBCC

 Single

  column

 Mandatory

 EmFrom

 Single

  column

 Mandatory

 EmFromName

 Single

  column

 Mandatory

 EmType

 Single

  column

 Mandatory

 EmDate

 Date/Time

  column

 Mandatory

 EmID

 Single

  column

 Mandatory

 EmAttachCount

 Single

  column

 Mandatory

 EmCon

 Single

  column

Mandatory

 EmCategory

 Single

  column

Mandatory

 EmConversationID

 Multi

  column

Mandatory

 EmConversationIndex

 Multi

  column

Mandatory

 EmAttachmentNames

 Multi

  column

Mandatory

 EmBody

 Multi

  column

Mandatory

 EmToAddress

 Multi

  column

M andatory

 EmDateSent

 Date/Time

  column

Mandatory

 EmDateReceived

 Date/Time

  column

Mandatory

 EmSensitivity

 Number

  column

 Mandatory

 EmImportance

 Number

  column

 Mandatory

 EmToSMTPAddress

 Multi

  column

 Mandatory

 EmCCSMTPAddress

 Multi

  column

 Mandatory

 EmBCCSMTPAddress

 Multi

  column

 Mandatory

 EmFromSMTPAddress

 Multi

  column

 Mandatory

 EmHasAttachments

 Yes/No

  column

 Mandatory

 EmSentOnBehalfOfName

 Single

  column

 Mandatory

 EmRecievedOnBehalfOfName

 Single

  column

 Mandatory

 EmCompanies

 Single

  column

 Mandatory

 EmRetentionPolicyName

 Single

  column

 Mandatory

 EmReplyRecipientNames

 Single

  column

 Mandatory

 EmReplyRecipients

 

 The columns below capture the original created and modified dates when saving from the network drive

  column

 Mandatory

 DocCreatedSaved

 Date/Time

  column

 Mandatory

 DocModifiedSaved

 Date/Time

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


Updating 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>