Siebel Email Response Administration Guide


What's New in This Release


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Overview of Siebel Email Response

Fundamentals of Using Siebel Email Response

Siebel Email Response Features

Understanding the Communications Inbound Receiver (CIR) and Communications Inbound Processor (CIP) Server Components

Using Siebel Email Response Analytics

Creating Secure Sockets Layer (SSL) Connections for SMTP and POP3 Drivers

Processing Structured and Unstructured Messages

Processing Responses Based on Service-Level Agreements (SLAs)

Using Siebel Business Process Designer and Routing and Queuing Methods

Using the Spell Check Feature

Analyzing Email Content with Siebel Smart Answer (Optional Module)

Associating Multiple Organizations with Siebel Email Response

Identifying Contacts by Email Addresses

Receiving Email with the Smart Character Set

Deploying Siebel Email Response

Designating an Implementation Team

Implementing Siebel Email Response in an International Environment

Determining How Agents Use Siebel Email Response

Working With Siebel Applications

Understanding the Siebel Email Response Architecture

Understanding Siebel Email Response Workflows

Managing Siebel Server Components to Process Incoming Email


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Planning a Siebel Email Response Deployment

About the Siebel Email Response Tools and Resources

Process of Planning a Siebel Email Response Deployment

Performing a Business Analysis for Your Siebel Email Response Deployment

Gathering System Setup Information for Siebel Email Response


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Completing Basic Setup Tasks

About Setting Up Siebel Email Response

Process of Setting Up Siebel Email Response

Performing Prerequisite Tasks for Siebel Email Response

Performing Setup Tasks for Siebel Email Response

Revising, Testing, and Activating Workflow Processes and Subprocesses

Determining Workflow Status

Revising Workflow Processes

Testing Workflow Processes

Activating Workflow Processes

Implementing Routing and Queuing Processes

Setting Up Communications Server for Siebel Email Response

Setting Up Communications Driver Parameters

Understanding Communications Driver Profiles

Setting Up a Response Group

Creating Templates, Catalogs, and Categories

Using Substitution Fields in Siebel Email Response Templates

Using Solutions and Creating Email Templates

Creating a Catalog and Categories

Creating an HTML Wrapper Template

Managing Template Visibility

Starting Siebel Email Response Server Tasks

Enabling Real-Time Email Processing

Enabling Nonreal-Time Email Processing

Automatically Restarting Server Components

How Real-Time Events Flow Through the Communications Inbound Receiver

Determining the Event State

Possible State Transitions

Scenario for Communications Inbound Receiver Events

Errors Encountered While Processing Events

About Logged Event Types and Subtypes

Stopping Communications Inbound Receiver and Communications Inbound Processing

Enabling a Secure Sockets Layer (SSL) Connection for SMTP and POP3 Drivers

Authenticating a SMTP Server

Setting SSL Server Parameters


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Authenticating a Sender's Email Address

About Authenticating the Email Sender's Email Address in Siebel Email Response

Process of Authenticating a Sender's Email Address

Authenticating a Sender's Email Address Using Employee Email Address

Changing the Lookup Sender Step to Capture Employee Email Address

Changing Related Workflows and Subprocesses

Authenticating a Sender's Address Using an Alternate Email Address

Using Siebel Tools to Create a New Business Object

Changing the Lookup Sender Step to Capture Alternate Email Address

Recapturing the Account Id (Optional)


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Setting Up Siebel Email Response Workflows

About Processing Email with Workflow Manager

Process of Setting Up Email Response Workflows

Using Siebel Email Response Workflow Processes

Determining Siebel Email Response Process Properties

Modifying Frequently Used Siebel Email Response Process Properties

Using Preconfigured Siebel Email Response Workflow Processes

Using the eMail Response - Process Message Workflow

Setting Up a Workflow Process to be Test Mode Enabled (Workflow Decision Point)

Finding Junk Email (Workflow Subprocess)

Parsing Message Workflow Steps

Creating an Activity (Workflow Subprocess)

Enabling Smart Answer (Workflow Decision Point)

Sending an Acknowledgement (Workflow Subprocess)

Routing Email or a Message (Workflow Subprocess)

Using the eMail Response - Process Service Request Workflow

Looking up Email By Organization (Workflow Decision Point)

Getting a Subject Keyword (Workflow Step)

Submitting a Subprocess (SR Submit Workflow)

Querying a Subprocess (SR Query Workflow)

Updating a Subprocess (SR Update Workflow)

Determining the Status of a Subprocess (SR Status Workflow)

Invoking a Help Subprocess (SR Help Workflow)

Invoking the eMail Response - Response Workflow

Invoking the eMail Response - Client Send Mail Workflow


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Global Deployment Setup and Configuration

About Global Deployment Setup and Configuration

Process of Setting Up and Configuring Email Response Global Deployment

Using the Siebel Email Response Smart Character Set

Deploying Siebel Email Response Internationally

Planning a Siebel Email Response Global Deployment

Setting Up Siebel Email Response for International Deployment


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Troubleshooting Siebel Email Response

About Troubleshooting Siebel Email Response

Process of Troubleshooting Email Response

Troubleshooting Siebel Email Response

Using the Communications Inbound Events View

Resolving Nonreal-Time Processing Problems

Resubmitting a Request

Synchronizing Batch Components

Using the Component Statistics and State Value Views

Investigating and Reporting Abnormal Behavior During Processing

Resolving Response Group Issues

Tagging Inbound Emails as Faxes

Changing the Allowed Activity Type

Adding a Conditional Step to the Create Activity Workflow


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Tables and Reference

Solutions and Templates Decision Table

Routing and Queuing Methods Comparison Table

Siebel Email Response and Business Services

Inbound Email Manager Business Service

Inbound Email Database Operations Business Service

How the Internet SMTP/POP3 Driver Processes Email Messages

An Overview of the Processing Flow of Inbound Email Messages

Attachments Created by the POP3 SMTP Driver When Inbound Email is Received

Attachments Created When Outbound Email Is Sent

Upgrading to Siebel Email Response Release 7.7

Siebel Email Response Business Services and Workflow

Siebel Email Response Templates

Siebel Email Response Communications Drivers (Adapters) and Profiles

My Incoming Email and All Incoming Email Views


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Siebel File System Utility

Using the Siebel File System Utility with Siebel Email Response

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Siebel Email Response Administration Guide