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CaTrap Documentation

 

 

 

 

 

 

CaTrap

Message extract manager custom action for Rules Wizard (ms outlook) and Inbox Assistant (ms exchange client, ms windows messaging)
(MS Windows 95/NT)

 

 


 

 

 

 

 

 

 

 

 

 

 

 

Copyright: ⌐1998 Petr Mokry. All rights reserved.
Version: 1.00
Released: July 17th 1998

contents

1. Introduction *

2. Installation and Uninstallation *

2.1. Installation *

2.2. Uninstallation *

3. CaTrap in Practise *

4. CaTrap Description *

4.1. New rule description *

4.2. Modify rule description *

4.3. Output template definition *

4.3.1. New *

4.3.2. Edit *

4.3.3. Copy *

4.3.4. Rename *

4.3.5. Delete *

4.4. Export to File template *

4.4.1. Traps page *

4.4.2. Output page *

4.5. Create Item in Folder template *

4.5.1. Traps page *

4.5.2. Output page *

4.6. Create Item in PAB template *

4.6.1. Output page *

5. Purchase *

6. User Groups / Shareware Distributors *

7. Disclaimer *

8. Where To Get This Extension *

9. Other Extensions *

10. How To Contact Author *

  1. Introduction

CaTrap for Windows 95/NT is a custom action for MS Outlook Rules Wizard and MS Exchange Inbox Assistant. It adds message extract manager custom action which can extract data information from an incoming message and export it to the file or store it to the folder or to the Address book.

what's new:

  • Installation and uninstallation program

features:

  • Message Extract Manager
    This custom action allows you to extract data information (such as the sender’s information, subject, body, delivery time etc.) from an incoming message and export it to the file, or store it to the Personal Address Book or, in case that you use Outlook, to the folder (Contact folder, StickyNotes, etc.).
  • Installation and uninstallation program

requirements:

  • MS Windows 95 or MS Windows NT 3.51/4.0
  • MS Exchange Client (Windows Messaging) connected to MS Exchange Server or MS Outlook with installed Rules Wizard (don't have to be connected to MS Exchange Server)

purchase:

CaTrap is not free software

You have the opportunity to try the program 30 days at no charge to see if it meets your needs. If you continue to use the program after the evaluation, please order a license. Credit card ordering and quantity discounts are available. More details you can find on Purchase a License page (/exchange/purchase.htm).

The software price starts at US$19.95 for a single license. Don't forget to visit the complete Price List (/exchange/pricelist.htm) which inform you about various license types and quantity discounts.

  1. Installation and Uninstallation
    1. Installation

CaTrap is distributed as a self-extracting ZIP file. To install it, run the self-extracting ZIP file. For example, if you received the program in the self-extracting ZIP file downloaded as c:\download\catrap10.exe, activate the Program Manager, choose Run from the File menu, type c:\download\catrap10, and press the Enter key. The SETUP program will automatically be run (picture 2-1).

Picture 2-1: Installation - Self-Extracting ZIP file

The SETUP program, after unzipping all files, invokes CaTrap installation program (picture 2-2). Follow its instruction that makes you for successful installation.

Picture 2-2: CaTrap installation program

possible installation problems:

  1. Installation can't copy a file
    Generally it's impossible to copy "system files" (e.g. catrap32.dll) because older version of these files, which we are going to overwrite, are in use. To correct this problem you should close MS Exchange (Outlook) program or if it doesn't help, restart computer.
  2. Setup was unable to register extensions in windows registry
    Try to register keys manually. Go to your CaTrap directory where in program subdirectory you find catrap32.reg file. Double click on it in file manager to register keys defined in it.
    1. Uninstallation

Click the Add/Remove Programs Properties in Control Panel. In the Install/Uninstall page, click the item "CaTrap 1.0" and then click the Add/Remove button to remove it (picture 2-3).


Picture 2-3: Uninstallation - Add/Remove Program Properties in Control Panel

 

  1. CaTrap in Practise

In this chapter I give you instruction how to simply extract Sender name, Subject and Message delivery time from an incoming message and export them to text file C:\Documents\Journal.txt if the recipient's address contains the word 'exchange'. I show you how to do it with MS Outlook Rules Wizard.

Attention: Be sure that you've installed Rules Wizard to your MS Outlook.

In the picture 3-1 you can see the result of out example. Following instructions help you to get the same in your PC.

Picture 3-1: Rules Wizard main dialog box

Click New button to enter a new rule. In the next dialog box (picture 3-2) select 'Build as I go' type of rule and 'When I receive a message in my Inbox' the way when the rule is applied. You can also change the rule description in its field. Now click Next button.


Picture 3-2: Rules Wizard - type of rule

In the next dialog box (picture 3-3) select 'with specific words in the recipient's address' condition to check and click on 'specific words' in the rule description edit box to type which word you want to check.


Picture 3-3: Rules Wizard - condition to check

In the following dialog box (picture 3-4) type the word which you want to search in the recipient's address. In our case it is 'exchange'. Click OK button to approve this text.


Picture 3-4: Rules Wizard - search text

You're back in the 'condition to check' dialog box (picture 3-5). Again click Next button to invoke the following dialog box (picture 3-6).


Picture 3-5: Rules Wizard - condition to check after typing searched text

Now select 'perform a custom action' to the message. Then in the rule description edit box click on 'a custom action' to choose it.


Picture 3-6: Rules Wizard - selecting action

In the picture 3-7 you can see 'Select Custom Action' dialog box. From the combo list select 'Message Extract Manager (CaTrap)'. Click Change button to set parameters to Message Extract Manager.

Picture 3-7: Rules Wizard - selecting action

In the 'Message extract manager' main dialog box (picture 3-8) click New button to create new output template for message processing.

Picture 3-8: Output template list – new creating

In ‘New Output Template’ dialog (Picture 3-9) select ‘Export to file’ template type and enter the template name, i.e. "Journal file" and click OK to confirm the selection.

Picture 3-9: ‘New Output Template’ dialog

In displayed ‘File Output property sheet’ configure the Traps page (picture 3-10).

Picture 3-10: File output – Traps page

To configure the Traps page, complete the following procedure:

  • Select ‘Time Delivery’ item in Message fields listbox and click Add to add it to Traps listbox.
  • Select ‘Sender Name’ item and click Add.
  • Select ‘Subject’ item and click Add.

Click Output tab to switch to Output page (picture 3-11).

Picture 3-11: File output – Output page

To configure the Output page, complete the following procedure:

  • Select ‘Time Delivery’ item in Traps listbox and click Add to add it to Output listbox.
  • Select ‘Sender Name’ item and click Add.
  • Select ‘Subject’ item and click Add.
  • Click Browse button next the Output file-Path edit control to select the output file in ‘Open’ dialog (picture 3-12).

Picture 3-12: ‘Open’ dialog – output file selection

In ‘Open’ dialog select the directory for file location, enter the file name ("Journal") and click Open to confirm with this selection.

To exit File Output property sheet with saving changes click OK to return to the ‘Message Extract Manager’ main dialog box (Picture 3-13). Click OK to save definition and return to the ‘Select custom action’ dialog.

Picture 3-13: ‘Message Extract Manager’ main dialog – after new template creation

Now you're again in the 'Select custom action' dialog box (picture 3-14). Click OK button to return back to Rules Wizard.

Picture 3-14: ‘Rules Wizard’ - selected action

In the last ‘Rules Wizard’ dialog box (picture 3-15) click Finish button.

Picture 3-15: Rules Wizard - finish

Now you should be back in the first ‘Rules Wizard’ dialog box (picture 3-1). Click OK button to close ‘Rules Wizard’ and return to MS Outlook.

From now if the new message comes and the recipient's address contains the word 'exchange' the data information (Message delivery time, Sender name and Subject) will be exported to file C:\Documents\Journal.txt.

 

  1. CaTrap Description

This custom action ‘Message Extract Manager’ extracts data information from incoming message fields (such as the sender’s information, subject, body, delivery time etc.) or their segments and export it to the file or store it to the Personal Address Book or, in case that you use Outlook, to the folder (Contact folder, StickyNotes, etc.).

The way of data extraction is defined in templates you can create or modify in ‘CaTrap’ main dialog. That is desribed below.

There are three different types of templates providing three different types of data extraction.

  • ‘Export to File’ template provides extracted data export to the text file. ‘Export to File’ template is defined in File Output property sheet (chapter 4.4.).
  • ‘Create Item in Folder’ template provides extracted data storage to the Outlook folder item, i.e. Contact folder and its standard fields (such as Full name, E-mail address, Mail address, etc.) or user defined fields. ‘Create Item in Folder’ template is defined in Folder Output property sheet (chapter 4.5.).
  • ‘Create Item in PAB’ template provides extracted data storage to the Personal Address Book. ‘Create Item in PAB’ template is defined in Personal Address Book property sheet (chapter 4.6.).
    1. New rule description
    2. To enter a new rule description in ‘Rules Wizard’ main dialog and select ‘Message Extract Manager’ for it follow steps in chapter ‘3. CaTrap in Practise’.

    3. Modify rule description
    4. To modify the configuration of ‘Message Extract Manager’ you selected for the rule, select the rule in ‘Apply rules in the following order’ listbox in ‘Rules Wizard’ main dialog (picture 4-1) (MS Outlook) and click on ‘Message Extract Manager (CaTrap)’ in ‘Rule description’ edit control.

      Picture 4-1: ‘Rules Wizard’ main dialog box

      Then click Change button 'Select Custom Action' dialog box (picture 4-2) to set parameters of the ‘Message Extract Manager’.

      Picture 4-2: ‘Rules Wizard’ – changing action

      In the 'Message Extract Manager' main dialog box (picture 4-3) you can create and modify Output templates (message extract definition).

      ‘Message Extract Manager’ custom action can contain one or more Output templates.

      Picture 4-3: ‘Message Extract Manager’ main dialog

      dialog box controls:

      Output templates (listbox) – list of defined output templates. Template is active (for extracting) if the check box is set.

      New (button) – creates a new output template.

      Edit (button) – modifies selected output template.

      Copy (button) – copies selected output template to the same new output template

      Rename (button) – renames selected output template.

      Delete (button) – deletes selected output template.

      Output template description (edit box) – describes selected output template.

      OK (button) - closes dialog box with accepting all changes.

      Cancel (button) - closes dialog box without accepting changes.

      Help (button) – displays help.

    5. Output template definition
      1. New

To create a new output template click New button in ‘Message Extract Manager’ main dialog (picture 4-4).

Picture 4-4: ‘Message Extract Manager’ main dialog – creating the new output template

Then select the type of the output template, enter name of the template and click OK (picture 4-5).

Picture 4-5: New Output Template dialog

Then configure displayed property sheet:

  • File Output property sheet for ‘Export to File’ (chapter 4.4.)
  • Folder Output property sheet for ‘Create Item in Folder’ (chapter 4.5.)
  • Personal Address Book property sheet for ‘Create Item in PAB’ (chapter 4.6.)
      1. Edit

To modify output template select it in ‘Output templates’ listbox and click Edit button in ‘Message Extract Manager’ main dialog (picture 4-6).

Picture 4-6: ‘Message Extract Manager’ main dialog – modifying selected output template

Then configure displayed property sheet:

  • File Output property sheet for ‘Export to File’ (chapter 4.4.)
  • Folder Output property sheet for ‘Create Item in Folder’ (chapter 4.5.)
  • Personal Address Book property sheet for ‘Create Item in PAB’ (chapter 4.6.)
      1. Copy
      2. To copy output template select it in ‘Output templates’ listbox and click Copy button in ‘Message Extract Manager’ main dialog (picture 4-7).

        Picture 4-7: ‘Message Extract Manager’ – copying the output template

        The same new output template will be created (picture 4-8).

        Picture 4-8: ‘Message Extract Manager’ – after copying the output template

         

      3. Rename
      4. To rename output template select it in ‘Output templates’ listbox and click Rename button in ‘Message Extract Manager’ main dialog (picture 4-9).

        Picture 4-9: ‘Message Extract Manager’ – renaming the output template

        Then enter the new name of the output template (picture 4-10).

        Picture 4-10: Rename output template

        The new name of the output template will be displayed (picture 4-11).

        Picture 4-11: ‘Message Extract Manager’ – after renaming the output template

      5. Delete

To delete output template select it in ‘Output templates’ listbox and click Delete button in ‘Message Extract Manager’ main dialog (picture 4-12).

Picture 4-12: ‘Message Extract Manager’ – deleting the output template

Then click Yes in Delete Message box (Picture 4-13).

Picture 4-13: Delete Message box

    1. Export to File template
Export to File template can be used to export data information to file. This file can be then used i.e. to import to another application (word processor, spread sheet, database).

Export to File template is defined in File Output property sheet.

To configure the File Output property sheet, complete the following procedure:

  • Define traps (message fields moved to the Traps listbox with find condition definition) on the Traps page (chapter 4.4.1. Traps page).
  • Select traps for output, output file, store and process conditions on the Output page (chapter 4.4.2. Output page).
  • To exit property sheet with saving changes click OK.
  • To exit property sheet without saving changes click Cancel.
      1. Traps page

The Traps page (picture 4-14) is used to define traps. To configure the Traps page, complete the following procedure:

  • Click the Traps tab.
  • Add Message fields from which the data should be retrieved to Traps listbox. More identical message fields can be added.

Optionally you can specify a trap more closely:

  • Select the trap (click an item in Traps listbox).
  • Enter the trap name. Default trap name is the message field name.
  • Enter Find after or Find before condition. These conditions are active if the Find radio button is checked.
  • Click Set position to select a range of message field characters in an edit control. This condition is active if the Position radio button is checked. To be able to set position an example message (Message for position setting) has to be selected by Browse click.

Picture 4-14: File output - Traps page

Examle – Find condition

You want to extract information from message Body (picture 4-15): FullName, StreetAddress, City, State, ZipCode, Country and Phone.
To define trap for ’State‘ add Body from Message fields listbox to Traps listbox. Enter the trap name: "State". Enter Find after: "State:". Enter Find before: "ZipCode".

Picture 4-15: Message Body

      1. Output page

The Output page (picture 4-16) is used to configure store conditions for Export to File template.

Picture 4-16: File output - Output page

To configure the Output page, complete the following procedure:

  • Click the Output tab.
  • Add traps from Traps listbox to Output listbox. All traps can be selected and added at the same time (Set mouse on first trap you want to select, press left button and drag mouse to the last trap, then release mouse button and press Add).
  • Click Move Up/Move Down to change trap order in Output listbox.
  • Select output file type in Output file-Type Combo box.
  • Click Browse to select output file or enter new file in ‘Open’ dialog (picture 4-17).
  • Select output mode:
  • Click Append to append new entry into existing file.
  • Click Create to create new file every time a message comes. In this case the existing file is rewritten.
  • Click Horizontal to add all retrieved data on one line.
  • Click Vertical to add every retrieved data on new line (for create mode only).
  • Select data separator to separate retrieved data (for horizontal mode only).
  • Select text qualifier to enclose each data.

Optionally you can specify a program to be executed after adding new entry:

  • Select Enable to make program execution active.
  • Click Browse to select program in ‘Open’ dialog.
  • Enter program command-line arguments. Default argument <file> provides output file path passing to program.

Picture 4-17: ‘Open’ dialog

 

    1. Create Item in Folder template
Create Item in Folder template can be used to store data information to the folder item.

Create Item in Folder template is defined in Folder Output property sheet.

To configure the Folder Output property sheet, complete the following procedure:

  • Define traps on the Traps page (chapter 4.5.1. Traps page).
  • Select traps for output, destination folder and store conditions on the Output page (chapter 4.5.2. Output page).
  • To exit property sheet with saving changes click OK.
  • To exit property sheet without saving changes click Cancel.
      1. Traps page
      2. This is the same process like in 4.4.1.

      3. Output page

The Output page (picture 4-18) is used to select traps for output, destination folder and store conditions for Create Item in Folder template.

Picture 4-18: Folder output - Output page

To configure the Output page, complete the following procedure:

  • Click the Output tab.
  • Add traps from Traps listbox to Output listbox. All traps can be selected and added at the same time (Set mouse on first trap you want to select, press left button and drag mouse to the last trap, then release mouse button and press Add).
  • Click Folder to choose the folder in ‘Choose Folder’ dialog (picture 4-19).

Picture 4-19: ‘Choose Folder’ dialog

To Choose the folder in ‘Choose Folder’ dialog, i.e. Contact folder, which data retrieved from the message will imported to, complete the following procedure:

  • Select the folder in the tree box.
  • In case that the folder does not exist, click New folder and enter the name and the class of the folder.
  • Click OK to confirm with selection.

Depending on Folder class Message fields will be available in Folder fields listbox displayed (picture 4-20).

Picture 4-20: Folder output - Output page after Folder choosing

Continue with configuring the Output page:

  • For each trap selected in Output listbox select folder field (item in Folder fields listbox) which will be data information exported in (picture 4-20). I.e. select ‘FullName’ in Output listbox and then click on ‘Full Name’ in Folder fields for import listbox. This means that content of ‘Full Name’ trap will be inserted into the ‘Full Name’ field of Contacts’ item.
  • In case that the choosen folder is Contact folder (folder class is "IPM.Contact") you can specify what to do if created entry in Contact folder allready exists (it means that e-mail address of new contact is found in any contact of choosen Contact folder):
  • Click the Add radio button to add new entry.
  • Click the Don‘t add radio button to don‘t add new entry.
  • Click the Modify radio button to modify found entry.
  • Click the Delete radio button to delete found entry(s).

In case you want to import traps into user defined fields, press ‘Edit user defined fields’ button to edit user defined fields (picture 4-21).

To Edit user defined fields complete the following procedure:

  • Enter the user defined field name in ’New field’ edit control and click Add to add new field.
  • Select user defined field in listbox and click Remove to remove user defined field.
  • Click Restore to restore the state before editing.
  • Click OK to exit with change saving.
  • Click Cancel to exit without change saving.

Picture 4-21: Folder output – User defined fields editing

I.e. add ‘Hobby’ user defined field, then select ‘Hobby‘ in Output listbox and click on ‘Hobby’ in Folder fields for import listbox (picture 4-22).

Picture 4-22: Folder output – Output page after user defined field editing

Note – user defined fields

User defined fields are case sensitive, therefore you have to enter the name of the user defined field with the same letter case like in Outlook form definition.

You can use only text user defined fields as content of traps is converted to text format.

Note – Mail address set-up in Contact folder

In case you import the content of traps to some of ‘Address X Street’, ‘Address X City’, ‘Address X State’, ‘Address X ZipCode’ and ‘Address X Country’ fields, ‘Address X’ field is set-up automatically. Letter ‘X’ means one of terms: ‘Business’, ‘Home’ and ‘Other’.

Note – Full Name parse in Contact folder

In case you import the content of trap to ‘Full Name’ field, the ‘Full Name’ is parsed to ‘Title’, ‘First Name’, ‘Middle Name’, ‘Last Name’ and ‘Suffix’.
    1. Create Item in PAB template

Create Item in PAB template is defined in PAB Output property sheet.

To configure the PAB Output property sheet, complete the following procedure:

  • Select store conditions on the Output page.
  • To exit property sheet with saving changes click OK.
  • To exit property sheet without saving changes click Cancel.
      1. Output page

The Output page (picture 4-23) is used to select store conditions for Create Item in PAB rule. To configure the Output page, complete the following procedure:

  • Click the Output tab.
  • Specify what to do if created entry already exist which means that e-mail address retrieved from incoming message is found in PAB:
  • Click the Add radio button to add new entry.
  • Click the Don‘t add radio button to don‘t add new entry.
  • Click the Delete radio button to delete found entry(s).

Picture 4-23: PAB output – Output page

  1. Purchase
  2. CaTrap is not free software

    You have the opportunity to try the program 30 days at no charge to see if it meets your needs. If you continue to use the program after the evaluation, please order a license. Credit card ordering and quantity discounts are available. More details you can find on Purchase a License (/exchange/purchase.htm) page.

     

    Single license*

    Site license**

    World-wide license***

    CaTrap

    US$ 29.95

    US$ 399

    US$ 899

    * A single license for one PC
    ** A site license covers a single organisation for an area of up to 10 miles (16 kilometres) in radius.
    *** A world-wide license covers everyone in a single organisation.

    Please visit the complete price list (/exchange/pricelist.htm) for actual prices. It will also inform you about various license types and quantity discounts.

  3. User Groups / Shareware Distributors

PC User Groups and Shareware Distributors are welcome to add CaTrap to their libraries under the following conditions:

  1. The program itself must be unmodified
  2. A diskette/copying fee of $5 or less is charged
  3. All documentation files MUST be included.

I would appreciate notification that you have added CaTrap to your library.

IF YOU RECEIVED CATRAP THROUGH EITHER A USER GROUP OR A SHAREWARE DISTRIBUTOR, PLEASE REMEMBER THAT THE DISKETTE FEE YOU PAID DOES NOT CONSTITUTE LICENSING THE SOFTWARE, AND YOU ARE STILL OBLIGATED TO REGISTER IF YOU DECIDE TO USE CATRAP.

 

  1. Disclaimer
  2. The copyright owner disclaims all warranties and is not liable for damages of any kind. By using CaTrap you agree to this.

     

  3. Where To Get This Extension
  4. /exchange or contact: petr@mokry.cz

     

  5. Other Extensions
  6. ExLife - This extension adds to MS Exchange Client (Windows Messaging, Outlook) actions based on filter rules. It has a similar behaviour as Inbox assistant (for incoming and outgoing messages) but you don't have to be connected to MS Exchange Server.

    These actions are: Moving, Copying messages to different folders, Deleting messages, Marking messages as read, AutoReplying (is possible specified text, attachments, subject, prefix, reply to all, including original text, appending signature. Reply text can be specified either in dialog edit box in the text file), AutoForwarding (forwarding to as many recipients as you want), Address Book Manager (add/delete email's sender to/from Outlook Contact Folder or Personal Address Book), Run a program. More information you can find on /exchange/exlife.htm.

    This add-on also includes quoted reply form, resend form, signature, virtual folders.

    ExSign – advanced signature. This extension allows you to define signatures that are dependent on address type (SMTP, FAX, MS, …) and message type (new message, reply message, forward message, …). Also is possible to include signature from files (plain text or RTF). More information you can find on /exchange/exsign.htm.

    A short list about all my extension you can also find on /exchange/mycup.htm.

  7. How To Contact Author
Petr Mokry
9. kvetna 263
664 61 Rajhrad
Czech Republic
Europe
email: petr@mokry.cz
wwwl: http://www.ornic.com
fax: +420-5-48520007

poznßmka:
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**)  VÜechny ceny jsou uvedenΘ bez 5% DPH.



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