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Siebel eEvents Management Guide for Financial Services > Installing and Configuring eEvents Manager for Finance >

Configuring Automatic Email Notification

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Siebel eEvents Manager for Finance is designed to send the following kinds of email messages:

Invitations to events
Confirmation messages when registrations for events are completed successfully
Notification messages that events have no remaining seats open, but that the email recipients have been placed on waiting lists for any cancellations
Notification of cancellations

In order for these messages to be sent automatically, Siebel eEvents Manager for Finance must be configured to work with Siebel Business Process Designer and Siebel Communication Server. The general process for setting up automatic email notification for eEvents Manager for Finance is described below. For more detailed information about creating communications profiles, restarting servers, and working with workflow policies and processes, see Siebel Communications Server Administration Guide and Siebel Business Process Designer Administration Guide for Financial Services.

Note that this process depends upon a correct email address being included in the Contact information for each person registered. For more detailed information about setting up automatic email notification, see Siebel eMail Response Administration Guide.

NOTE:  This procedure assumes that you have already activated the Siebel eSales workflow processes needed for proper operation of the Shopping Cart.

To set up automatic email notification

From the application-level menu, choose View >Site Map >Business Process Administration >Workflow Policies and set an Activation Date and Expiration Date for each of the following policies:
eEvents Event Confirmation Email
eEvents Event Invitation Email
eEvents Event Waitlisted Email

NOTE:  For each Activation Date value, use a date that is earlier than the current date. Use an Expiration Date that is later than the current date.

From Show drop-down list, choose Workflow Processes and activate the following processes:
Event Confirmation Email (eEvents)
Event Waitlisted Email (eEvents)
Event Invitation Email (eEvents)
Event Cancellation Email (eEvents)
Send Order Accepted Email (eSales)
Restart your Siebel Server and Gateway Server.
From the application-level menu, choose View >Site Map >Communications Administration > Communications Drivers and Profiles, and then set up a profile for a supported mail server (such as an Internet SMTP/POP3 server), including appropriate specifications for Profile Parameter Overrides.

For an Internet SMTP/POP3 mail server such as Microsoft Exchange 5.5, iPlanet Solaris, SendMail, Hermes, or Lotus Notes, parameter overrides should include entries for the following parameters:

From Address
POP3 Account Name
POP3 Account Password
POP3 Server
SMTP Server

For an Internet SMTP/POP3 mail server such as Microsoft Exchange 2000 or Groupwise, parameter overrides should include entries for the following parameters, as well as those listed above:

POP3 Server Port
SMTP Server Port
For each of the following templates, navigate to Communications Administration > All Templates, select the template, click the Advanced view tab, and use the Delivery Profile field to specify the profile you created in Step 4.
Event Confirmation Email Package (eEvents)
Event Waitlisted Email Package (eEvents)
Event Invitation Email Package (eEvents)
Order Accepted Email Package (eSales)
For each of the templates in Step 5, specify any needed changes to the text that will appear in your email notifications.
For the eEvents templates, make any needed text changes in the Template Text field on the Advanced form.
For the eSales template, click the Template Items view tab, and make the changes in the list that appears.
Make sure the Outbound Communication Manager component has been started.
Start the Generate Triggers server task.
Start the Workflow Monitor Agent server task for eEvents Group.

After email notification is properly configured, your Siebel application generates automatic email messages when event registration records have a registration status of Invited, Confirmed, or Waitlisted. Automatic email messages are not generated for session registration records. For more information about registration, including procedures for inviting and registering event attendees, see Registering for an Event.

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