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Setting Up the Communications Profile to Send Email through Workflow


Sending email through Workflow involves creating an SMTP/POP3 communications profile.

NOTE:  In order to create a new communications profile, CompGrp "CommMgmt" must be enabled. Verify that it is enabled before beginning the following task. For more information, see Siebel Communications Server Administration Guide.

To create a communications profile

  1. From the application-level menu, choose Navigate > Site Map > Administration - Communications > Communications Drivers and Profiles.
  2. In the Communications Drivers list applet, select the "Internet SMTP/POP3 Server" communications driver.
  3. Click the Profiles tab.
  4. Create a new profile called <Profile Name>.
  5. Click the Driver Parameters tab, and complete the fields for the parameters described in Table 63 in the Profile Parameters Overrides applet:
Table 63.  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 63, 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.

Siebel Business Process Designer Administration Guide