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openproject/doc/operation_guides/incoming_emails.md

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Incoming E-Mails

OpenProject is able to receive e-mails and create and update work packages and reply in forums depending on the content of the e-mail.

Setup

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

IMAP

The rake task redmine:email:receive_imap fetches e-mails via IMAP and parses them. Example:

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

Available arguments for this rake task that specify the e-mail behavior are

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

Available arguments that change how the work packages are handled:

| project | identifier of the target project| | tracker | name of the target tracker| | category | name of the target category| | priority | name of the target priority| | allow\_override | specifies which attributes may be overwritten though specified by previous options. Comma separated list|

POP3

The rake task redmine:email:receive_pop3 fetches e-mails via IMAP and parses them. Example:

bundle exec rake redmine:email:receive_pop3 host='pop.gmail.com' username='test_user' password='password' port=995 allow_override=priority

Available options that specifiy the e-mail behavior are:

key description
host address of the e-mail server (default: 127.0.0.1)
username name of the user that is used to connect to the e-mail server
password password of the user
port POP3 server port (default: 110)
apop use APOP authentication (default: false)
delete_unprocessed delete messages that were ignored (default: leave them on the server)

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
allow_override specifies which attributes may be overwritten though specified by previous options. Comma separated list

If you set a default value it will be used when creating a work package. But then no other value is possible (even when you update the work package) unless you specify this with the use of allow_override. Some attributes (like type, status, priority) are only changeable if you specify this via allow_override. But notice: Some attributes have to specified in another format here, e.g. Assignee can be allowed to be overriden with allow_override=assigned_to.

Format of the Emails

Work Packages

Attributes

The Attributes you can use in your e-mail are the same whether you create or update a work package. Only the project is a bit special: If you create a work package and do not specify the project via an environment variable you pass along to the rake task you have to put it into the e-mail. If you specify it via an environment variable or you update a work package you do not need to specify it.

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

Other available keys for the e-mail are:

Key Description Example
Project sets the project. Use the project identifier Project:test_project
Assigne sets the assignee. Use the e-mail 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 due 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 e-mail the attachments of the e-mail will be attached to the relevant work package.

Watchers

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