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openproject/docs/installation-and-operations/configuration/incoming-emails
Phil Davis bbe289cadd Fix various docs typos 4 years ago
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README.md Fix various docs typos 4 years ago

README.md

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[{title Configuring inbound emails} {priority 7}] Configuring inbound emails in OpenProject. index, follow incoming, e-mail, inbound, mail

Configuring inbound emails

OpenProject is able to receive incoming emails and create and update work packages and reply in forums depending on the content of the email. If you're using the Enterprise cloud you can skip the Setup section, as the settings are already configured.

Setup

Receiving emails is done via a rake task that fetches emails from an email server, parses them and performs actions depending on the content of the email. This rake task can be executed manually or automatically, e.g. with the help of a Cron job.

The rake task redmine:email:receive_imap fetches emails via IMAP and parses them.

Packaged installation

openproject run bundle exec rake redmine:email:receive_imap host='imap.gmail.com' username='test_user' password='password' port=993 ssl=true allow_override=type,project project=test_project

Docker installation

The docker installation has a "cron-like" daemon that will imitate the above cron job. You need to specify the following ENV variables (e.g., to your env list file)

  • IMAP_SSL set to true or false depending on whether the ActionMailer IMAP connection requires implicit TLS/SSL
  • IMAP_PORT IMAP_HOST set to the IMAP host and port of your connection
  • IMAP_USERNAME and IMAP_PASSWORD

Optional ENV variables:

  • IMAP_CHECK_INTERVAL=600 Interval in seconds to check for new mails (defaults to 10minutes)
  • IMAP_ALLOW_OVERRIDE Attributes writable (true for all), comma-separated list as specified in allow_override configuration.

Available arguments for this rake task that specify the email behavior are

key description
host address of the email server
username the name of the user that is used to connect to the email server
password the password of the user
port the port that is used to connect to the email server
ssl specifies if SSL should be used when connecting to the email server
folder the folder to fetch emails from (default: INBOX)
move_on_success the folder emails that were successfully parsed are moved to (instead of deleted)
move_on_failure the folder emails that were ignored are moved to

Available arguments that change how the work packages are handled:

key description
project identifier of the target project
tracker name of the target tracker
category name of the target category
priority name of the target priority
status name of the target status
version name of the target version
type name of the target type
priority name of the target priority
unknown_user ignore: email is ignored (default), accept: accept as anonymous user, create: create a user account
allow_override specifies which attributes may be overwritten though specified by previous options. Comma separated list

Format of the emails

Please note: It's important to use the plain text editor of your email client (instead of the HTML editor) to avoid misinterpretations (e.g. for the project name).

Work packages

Sending user address

The address the mail is sent from must match an existing account in order to map the user action. If a matching account is found, the mail handler impersonates the user to create the ticket.

If no matching account is found, the mail is rejected. To override this behavior and allow unknown mail address to create work packages, set the option no_permission_check=1 and specify with unknown_user=accept

Note: This feature only provides a mapping of mail to user account, it does not authenticate the user based on the mail. Since you can easily spoof mail addresses, you should not rely on the authenticity of work packages created that way.

Users with mail suffixes

If you're used to using mail accounts with suffix support such as Google Mail, where you can specify account+suffix@googlemail.com, you will receive mails to that account but respond with your regular account account@googlemail.com . To mitigate this, OpenProject by default will expand searching for mail addresses account@domain to accounts account+suffix@domain through regex searching the mail column. If you do not wish that behavior or want to customize the prefix, alter the setting mail_suffix_separators by running bundle exec rails runner "Setting.mail_suffix_separators = ''"

Attributes

The Attributes you can use in your email are the same whether you create or update a work package.

Only the project attribute is a bit special:

You must either add project to the set of allowed overridden attributes with allow_override=project,.. in order to use it in a mail, OR set it as fixed variable with project=identifier.

The subject of the work package that shall be created is derived from the subject of the email. The body of the email gets parsed and all lines that contain recognized keys are removed. What is left will become the description.

Other available keys for the email are:

Key Description Example
Project sets the project. Use the project identifier Project:test_project
Assignee sets the assignee. Use the email or login of the user Assignee:test.nutzer@example.org
Type sets the type type:Milestone
Version sets the version version:v4.1.0
Start date sets the start date start date:2015-02-28
Due date sets the finish date
Done ratio sets the done ratio. Use a number Done ratio:40
Status sets the status Status:closed
priority sets the priority priority:High

If you want to set a custom field just use the name as it is displayed in your browser, e.g. Custom field:new value

Notice: The keys are not case-sensitive but the values you want to set are.

Attachments

If you create or update a work package via email the attachments of the email will be attached to the relevant work package.

Watchers

If you create a work package via email and sent it to another email (to or bcc) OpenProject will search for a user with this email and add it as watcher.

Truncate Emails

In the administrator's setting you can specify lines after which an email will not be parsed anymore. That is useful if you want to reply to an email automatically sent to you from OpenProject. E.g. you could set it to --Truncate here-- and insert this line into your email below the updates you want to perform. Find out more here.