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Configuring the Email Sending Daemon

This topic contains the configuration tasks you need to perform so that the Marketing application can communicate with the Email Sending Daemon. Additionally, you need to configure the Email Sending Daemon to read files from the Marketing File System and communicate with the outbound Mail Transfer Agents. During these tasks, you have an opportunity to verify that the Email Sending Daemon has been correctly installed and configured. For information about this test, read Final Test of Email Marketing Components.

CAUTION:  During this process, do not start the Email Sending Daemon until told to do so. If you do accidentally start it, stop it immediately before proceeding.

To configure the Email Sending Daemon to connect to the Marketing Server, perform the following steps:

Identifying the Outbound Mail Transfer Agents for the Email Sending Daemon

The Email Sending Daemon (ESD) needs one or more outbound Mail Transfer Agents (MTAs) to deliver the email over the Internet. If you specify multiple MTAs, then the ESD uses the additional MTAs as backups. In the siebel.properties file, you specify the names of your MTAs. When the ESD starts, it uses the first MTA on the list. When an MTA fails, the ESD uses the next MTA on the list. To use the first MTA again, you need to restart the ESD, usually by rebooting the server.

To identify the outbound Mail Transfer Agent for ESD

  1. Determine the hostname of the outbound Mail Transfer Agent.
  2. Open the siebel.properties file in a text editor such as WordPad (Windows) or vi (UNIX).
  3. Locate the string esd.mailServers.
  4. In the string, at the right of the equals sign, add the hostname of the outbound Mail Transfer Agent. If there is more than one, separate them with commas.
  5. Save your changes.

Configuring the Email Sending Daemon to Access the Marketing File System

The Email Sending Daemon needs to access the Siebel Marketing File System to load the email message content (generated from the email offer(s) and attachments) and the subwaves of contacts and prospects generated for a campaign wave.

To identify the Marketing File System on Windows 2000 Server

  1. Log in to Siebel Server.
  2. Navigate to Administration - Server Configuration > Servers > Parameters.
  3. Query for Marketing File System.

    Write down the value of this parameter to use later in this task.

  4. Identify the Windows share name for this directory.

    Write down this name to use later in this task.

  5. Open the siebel.properties file with a text editor such as WordPad.
  6. In the string esd.mountPoint, at the right of the equals sign, enter the following path using the share name determined in Step 4:

    \\\\<siebel server hostname>\\<marketing file system share name>

    Use two backslashes for each standard single backslash when defining this path. For example, C:\Windows would be C:\\Windows.

    CAUTION:  If the Marketing File System is on the same server as the Email Sending Daemon, use the complete path to the Marketing File System instead of the share name. This avoids potential permission issues.

  7. Save your changes to the siebel.properties file.

To identify the Marketing File System location on a UNIX server

  1. Log in to Siebel Server.
  2. Navigate to Administration - Server Configuration > Servers > Parameters.
  3. Query for Marketing File System.

    Write down the value of this parameter to use later in this task.

  4. Determine if this directory is exported through NFS. If it is not, export it.
  5. Open the siebel.properties file with a text editor, such as vi.
  6. On the Email Sending Daemon server, make sure the Marketing File System is NFS mounted. If it is not, mount it at this time.

    Write down the full path name of the mounted Marketing File System to use later in this task.

  7. In the string esd.mountPoint, at the right of the string, add the Marketing File System NFS mount directory.
  8. Save your changes to the siebel.properties file.

Configuring the SOAP Communications Port

The Marketing application on the Siebel Server communicates with the Email Sending Daemon using the SOAP protocol, which uses HTTP requests. You need to configure the Email Sending Daemon to listen for these HTTP requests on a specific port.

To configure the SOAP communications port

  1. Consider what port number you desire to use to service the SOAP commands (HTTP requests) on the Email Sending Daemon.

    Because this HTTP server does not service standard HTTP requests such as Web pages, any port can be used (even the default of 8080). Write down the port number you decide to use.

  2. At the following location, open the server.xml file in a text editor, such as WordPad (Windows) or vi (UNIX):

    <esd installation directory>\config\server.xml

  3. Locate the XML tag Connector by searching for following phrase:

    Define a non-SSL Coyote HTTP/1.1 Connector

  4. Identify the value of the port attribute and, if necessary, change it to the value you chose in Step 1.

    By default this value is 8080.

  5. Save the change.

    You need this port number again in a subsequent task.

Verifying the Email Sending Daemon Installation

At this point, you can test the installation of the Email Sending Daemon. To verify that the installation was successful, you start the Email Sending Daemon and then perform several verification steps. For information about testing how the Email Marketing components and the Marketing application work together, read Final Test of Email Marketing Components.

To start the Email Sending Daemon on Windows 2000 Server

  1. From the desktop, click Start and choose Settings > Control Panel.
  2. In Control Panel, choose Administrative Tools > Services.
  3. Right-click the Email Sending Daemon service and select Start.

To start the Email Sending Daemon on a UNIX server

  1. Open a window and navigate to the Email Sending Daemon install directory.
  2. Enter and run the following command:

    ./tomcat-ctl.sh start &

  3. Optionally, you can enter and run the following commands:

    ./tomcat-ctl.sh start &; tail -f logs/esd.log

    NOTE:  The first command (./tomcat-ctl.sh start &) launches the daemon. The second command (tail -f logs/esd.log) displays output to the esd log as it is running without generating a read lock on the file. A read lock would prevent these commands from working.

To verify the Email Sending Daemon installation

  1. Verify that the Email Sending Daemon Windows Service or UNIX process runs and stays running without an error message.
  2. Open the esd_InstallLog.log file (found in the <esd installation directory>) and read the summary at the start of the file. Make sure it says that the installation was successful with no warnings or errors. If there are warnings or errors, you need to identify the cause and fix the error.
  3. Verify that a esd.log file exists in the following directory:

    <esd installation directory>\logs\esd.log

  4. Verify that the following text is in the esd.log file:

    INFO ConnectTest Successfully connected to Siebel Server!

    INFO ConnectTest Logged out of Siebel.

  5. Make sure there are no ERROR or WARN level messages in the esd.log file.
  6. Confirm that the Email Sending Daemon Web container is running.

    NOTE:  You need the port number that you obtained in Configuring the SOAP Communications Port.

    • Verify that you can open the following Web page without error using Internet Explorer:

    http://<email sending daemon server hostname>:<email sending daemon soap port>/esd/soaprpc

Configuring the Marketing Application to Connect to the Email Sending Daemon

This section describes how to set up the Marketing application to connect to the Email Sending Daemon.

  1. Open Internet Explorer and navigate to the Siebel Marketing Server login screen.

    For example, http://<marketing server hostname>/marketing_enu

  2. Log in as the server administrator.
  3. Navigate to Administration - Web Services screen > Outbound Web Services.
  4. In the Outbound Web Services list, in the Name field, query for SendMailingService.
  5. In the Service Ports list, in the SendMailing record, perform the following steps:
    1. Obtain the Web Port Id identified in Configuring the SOAP Communications Port.
    2. In Address field, change the URL using the following syntax:

    http://<esd server hostname>:<esd web port>/esd/soaprpc

  6. Click Clear Cache.
  7. Navigate to Administration - Marketing screen > Servers.
  8. In the Servers list, in the Name field, query for Email Marketing Server.
  9. In the parameters list, locate the Email Sending Daemon (ESD) parameter, and verify that the Outbound Web Service Port field contains SendMailing.

Configuring the Email Address Headers for the Email Marketing Server

This section describes how to configure the From and Reply-To headers for outbound email sent using the Email Sending Daemon.

To configure the From Address and Reply-To Address for the Email Marketing Server

  1. Navigate to Administration - Marketing screen > Servers.
  2. In the Servers list, in the Name field, query for Email Marketing Server.
  3. In the parameters list, in the Value field, update the values as shown in the following list:
    Parameter Type
    Value

    From Address (From header)

    <email address>

    An address to use as the From header for outgoing emails.

    Reply To Address (Reply-To header)

    <email address>

    An address to use as the Reply-To header for outgoing emails.
    
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