Manage Attachment Filter Options

This article describes advanced option settings for attachment filters:

• Attachment options and filter settings (standard options in the Riva sync policy)
• Disable attachments by module (Riva 2.4.25+)
• Attachment options and filter options (pre Riva 2.4.24)
• Controlling attachments by using categories

Disable Attachments by Module (Riva 2.4.25+)

Advanced option keys are available to disable attachment syncing by Riva module. Apply the following advanced option keys and values:

Sync.Crm.Attachments.Disabled.Appointment

Sync.Crm.Attachments.Disabled.Phone_Call

Sync.Crm.Attachments.Disabled.Email

Sync.Crm.Attachments.Disabled.Opportunity

Sync.Crm.Attachments.Disabled.Project

Sync.Crm.Attachments.Disabled.Contract

Sync.Crm.Attachments.Disabled.Quote 

For Riva releases 2.4.25 to 2.4.30, the Sync.Crm.Attachments.Disabled.[Module] option keys affected attachment sync from Exchange-to-CRM only.

Bi-directional Filtering Enabled (Riva 2.4.31+)

Starting with Riva release 2.4.31, the Sync.Crm.Attachments.Disabled.[Module] option keys affect atachment sync in both directions, Exchange-to-CRM and CRM-to-Exchange.

Attachment Options and Filter Options (pre Riva 2.4.24)

There are three different attachment filter options:

• Attachment filters by file extension
• Filter all attachments
• Email attachment filter summary

Attachment filters by file extension (Riva 2.4.21+)

In the Riva CRM application, under "Policies" edit the CRM policy.  The "Advanced Options" page provides an "Attachment Filters Option".  Use this to specify global attachment filter for specific file types by fine extension.  Specify the file size to filter.  Any file that matches the file extension or is larger than the file size limit will be stripped from emails that are created by "SmartConvert" or "AssignTo".

Filter all attachments

To enable the filtering of all attachments set the following option key and value:

Sync.Crm.Attachments.Disabled = true

• For Riva 2.4.21 to 2.4.23 - add as a custom option to the sync policy - see Advanced option setting.
• For Riva 2.4.16 to 2.4.20 - add as an app.setting to the CRM Agent Service .config file - see How to use an App.Setting for custom options

Email attachment filter summary

If an attachment filter is applied, you can enable an option to display a summary list of attachments that have been removed by the filter at the bottom of each affected email that created by "SmartConvert" or "AssignTo".

To enable the display of attachments stripped from an email, set this custom key and value:

Sync.Crm.AddSummaryOfAttachments.Enabled = true

• For Riva 2.4.21 to 2.4.23 - add as a custom option to the sync policy - see Advanced option setting.
• For Riva 2.4.16 to 2.4.20 - add as an app.setting to the CRM Agent Service .config file - see How to use an App.Setting for custom options

Controlling Attachments by Using Categories

Riva can be configured to skip attachments by default, then the user can selectively identify the email they would like to have attachments saved with by adding the Save Attachment category. Alternately, Riva can be configured for the opposite, whereby attachments are processed by default, unless the Skip Attachment category is identified.

To enable the category to control the category used to skip attachments, set this custom key and value:

Sync.Crm.Attachment.SkipCategory = Skip Attachments

To enable the category to control the category used to includes attachments, set this custom key and value:

Sync.Crm.Attachment.IncludeCategory = Save Attachments

Applies to

• Riva for Exchange
• Riva release 2.4.31 (added support for bi-directional attachment filtering)
• Riva release 2.4.21 (for Edit Custom Options)
• Riva release 2.4.16 (for App.Setting support)