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Siebel Business Process Designer Administration Guide for Financial Services > Workflow Policies Server Administration > Setting Up the Siebel Server for Email Manager >
Setting Up the Communications Profile
Sending email through Workflow involves creating an SMTP/POP3 communications profile.
To create a communications profile
NOTE: In order to create a new communications profile, CompGrp "CommMgmt" must be enabled. Verify that it is enabled before beginning the steps below. For more information, see Siebel Communications Server Administration Guide.
- Click View > Site Map > Communications Administration >Communications Drivers and Profiles.
- In the Communications Drivers list applet, select the "Internet SMTP/POP3 Server" communications driver.
- Click the Profiles tab.
- Create a new profile called <Profile Name>.
- Click the Driver Parameters tab, and complete the fields for the parameters described in Table 82 in the Profile Parameters Overrides applet:
Table 82. Driver Parameters for Creating a Communications Profile Parameter Entry From Address <the sender's email address for outbound communications> POP3 Account Name <the account name for the POP3 mailbox from which to retrieve inbound communications> POP3 Account Password <the password for the POP3 mailbox account> POP3 Server <the host name or IP address of the machine on which the Internet POP3 server is running, as appropriate for your network configuration> SMTP Server <the host name or IP address of the machine on which the Internet SMTP server is running, as appropriate for your network configuration>
NOTE: For details on the parameters listed in Table 82, see Siebel Communications Server Administration Guide.
After creating your communications profile, you need to create the component definition of Email Manager. The Email Manager component executes email actions once the conditions of a Workflow policy are met.
Starting Email Manager
You can start Email Manager from the command line, or from the Email Manager Component view.
To start Email Manager from the command line
To start the Email Manager task with the <Profile Name> profile, in the server manager command line, use the following command to start a task for Email Manager:
start task for comp MailMgr with MailProfile=<Profile Name>
To start Email Manager from the Server Administration view
- Click View > Site Map > Server Administration >Components > Component Parameters.
- Find the Email Manager component.
- In the Component Parameter list, set Mail Profile = Test.
- If you want to automatically start up a task for Email Manager whenever the component is restarted or the Siebel server services are restarted, set the component parameter Default Tasks = 1.
When the workflow policy is violated, Workflow Monitor Agent will insert a record into the S_APSRVR_REQ table for workflow actions that invoke any of the Send Email workflow policy programs. Email Manager will then pick up records from the S_APSRVR_REQ table, setting their status from QUEUED to ACTIVE and then to SUCCEEDED during the course of the execution. Subsequently, Outbound Communications Manager will be invoked to log onto the <Profile Name> profile and send the emails out to the recipients using the Outbound Communications Manager business service, Send Message method.
The most important parameters for the Email Manager are Sleep Time, Mail Password, and Mail Profile. Table 83 describes parameters for the Email Manager.
Table 83. Parameters for the Email Manager Component Argument Description Error Flags Flags to trace error information. This parameter is used to turn on various types of component-specific error tracing. It is recommended that you set this flag to at least 2. Sql Trace Flags Flags to trace SQL statements. If this parameter is set to 1, every SQL statement parsed by the component tasks is logged to the information log file for each task. If this parameter is set to 2 (recommended for debugging SQL), each executed SQL statement is logged. Sleep Time Time to sleep between iterations (in seconds). How often the server checks the request queue. Mail Password Password for mail profile. (This is the password you use to log in to your mail system.) Can be NULL. Mail Profile Mail profile to use. Defined in Control Panel. Establishes the connection between the application and the email system. If you do not specify a profile here, the default profile is used. The names must match exactly. Request Key When you have more than one Email Manager, the request key serves as the ID for each Email Manager. You can then specify this key for the Workflow action in the Workflow Action Argument view. The request key can be any string. Delete Request If this parameter is set to TRUE, Email Manager will delete email requests from the database after successfully processing them. Only email requests that fail will remain in the database with the appropriate error messages.If this parameter is set to FALSE, all email requests, whether successfully processed or not, will remain in the database.The default for this parameter is FALSE. Save Sent Mail If this parameter is set to TRUE, copies of sent email will be kept in the Sent Items folder of the mailbox that Email Manager uses to send email.If this parameter is set to FALSE, no record of the sent email will be retained.The default for this parameter is TRUE. Mail Server This parameter is used only when the mailbox that Email Manager will send the email from is specified on the email request. Currently this is supported only when the underlying email system is Microsoft Exchange Server. If an email request contains the "From" mailbox, Email Manager will create a dynamic profile on the email server specified by this parameter.
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Siebel Business Process Designer Administration Guide for Financial Services
Published: 22 May 2003