16 Sending Email to Customers Automatically

This chapter describes how to set up, configure, and start the Oracle Communications Billing and Revenue Management (BRM) Email Data Manager (DM), dm_email. The Email DM is a process that enables you to send customer notifications and invoices automatically via email.

Important:

The Email DM is not related to the Email Manager, the optional BRM component that integrates your company's email service with the BRM system. You use the Email Manager to manage your customers' use of your email service. See "About Email Manager" in BRM Email Manager.

After the Email DM is running, you need to set up event notification to determine the events or times that trigger a customer email.

For more information on emailing invoices, see "Sending Invoices to Customers" in BRM Designing and Generating Invoices.

You also run Email DM to send welcome messages to new customers. For more information, see "Sending Welcome Messages to Customers".

Running the Email Data Manager

This section describes how to run Email Data Manager.

Starting the Email Data Manager

To run the Email DM:

  1. Edit the configuration file for dm_email. See "Configuring the Email Data Manager".

  2. Start the dm_email process:

    pin_ctl start dm_email
      
    

    This script starts the dm_email process.

For more information on how to specify the sender of automatic email messages, see "Specifying the Sender of Welcome Messages".

Configuring sendmail Options

The Email DM (dm_email) uses the sendmail program.

By default, the DM uses the following sendmail command:

/usr/lib/sendmail -t 
  

This default should be sufficient for most users. But you can configure BRM to use different command-line options for sendmail.

Caution:

Do not change the sendmail configuration unless you are an experienced sendmail user.
  1. Open the Email DM configuration file (BRM_Home/sys/dm_email/pin.conf). BRM_Home is the directory in which you installed the BRM software.

  2. Edit the unix_sendmail_command entry. You can specify different options for sendmail, but you cannot substitute a different program for sendmail.

  3. Save the file.

  4. Stop and restart the Email DM. See "Starting and Stopping the BRM System" in BRM System Administrator's Guide.

Configuring the Email Data Manager

This topic covers configuring the Email DM (dm_email). Carry out these tasks:

For more information, see the description of each task.

Editing the Email Data Manager Configuration File

To edit the Email Data Manager configuration file:

  1. Open the Email DM configuration file (BRM_Home/sys/dm_email/pin.conf).

  2. Edit the file according to the instructions it contains.

  3. Save the file.

  4. Stop and restart the Email DM. See "Starting and Stopping the BRM System" in BRM System Administrator's Guide.

Checking Entries in the Connection Manager Configuration File

Make sure you specify these required entries in the Connection Manager (CM) configuration file:

  1. Open the CM configuration file (BRM_Home/sys/dm_email/pin.conf).

  2. Make sure these entries exist in the file:

    • dm_pointer

    • fm_module

    • em_db

  3. If you changed the file, save it, and stop and restart the CM. See "Starting and Stopping the BRM System" in BRM System Administrator's Guide.

Specifying the Sender of Welcome Messages

You have the option of specifying the sender of welcome email messages to new customers. You do this by editing the CM configuration file. See "Changing the Welcome Message Sender Address".

For other types of automatic email, the sender is always the default user who starts the dm_email process. For example, if the user pin runs pin_ctl start dm_email, the sender of your email messages is pin@yourcompany.com. The pin user is the user created to install BRM.

Using the Email Data Manager to Send Printed Invoices

You can configure the Email DM (dm_email) to send invoices to a printer instead of emailing them. For more information, see "Configuring the Email Data Manager".