Siebel eMail Response Administration Guide > Completing Typical Setup Tasks > Setting Up Communications Server for eMail Response >

Creating a Communications Driver Profile

Siebel Communications Server profiles map to individual accounts or mailboxes on a server. For example, support@siebel.com or info@siebel.com are valid accounts to which a profile can be mapped.

Because you can use the same driver for many different profiles, you must create a unique profile to differentiate each of your email server accounts. For example, support@siebel.com and info@siebel.com must have separate profiles. Although you can use any name you choose, it is recommended that you use the email address as the profile name. This makes each profile easier to identify.

You can determine what email profiles are available in the From drop-down list on an email reply by associating profiles with responsibilities. For example, you might want your support representatives to send replies only from support@siebel.com and your marketing representatives to send replies only from info@siebel.com. To accomplish this, create a responsibility for each group and associate each profile and agent with the appropriate responsibility.

Each profile has parameter overrides that assign unique behaviors to it. For example, a common parameter override is Mail Password. The instructions in this section provide basic information for creating a communications driver profile. For more detail, see Siebel Communications Server Administration Guide.

There are two parts to creating a communications profile:

CAUTION:  To delete a profile, you should delete it only from the response group. Do not delete it from the Profiles list because Communications Outbound Manager might be using it to send a message and emails could be lost.

To create a communications driver profile

  1. From the application-level menu, choose View > Site Map > Communications Administration > Communications Drivers and Profiles.

    2. The Communications Drivers list appears.

  2. In the Communications Drivers list, select the Internet SMTP/POP3 Server driver.
  3. Click the Profiles tab.

    4. The Profiles list appears.

  4. In the Profiles list, click New.
  5. Using information gathered during the planning process, complete the necessary fields to add a profile. Use the values you chose in Step 3.

    6. See the table at the end of this procedure for profile field descriptions.

    1. In the Name field, type the name of the profile you want to add.
    2. Select an organization to associate with the profile.
      • If your company has only one organization, do not change the default value.
      • If your company has multiple organizations, click the select button and select the appropriate organization in the Pick Organization dialog box.
    3. To assign the appropriate responsibilities, click the select button and select the responsibilities needed for this profile in the Responsibilities dialog box.

      4. Field Name
      Default Value
      Description
      Name
       
      Required. The name of the profile (the mailbox you want to monitor). It is recommended that you use the email address as the profile name.
      Organization
      Default Organization
      Required. When an email sender has contact records that exist in multiple organizations, eMail Response can use the organization ID on the receiving profile to look up the sender. To make this possible, you must add an input argument called Lookup Sender By Organization to the response group and set the value to TRUE.
      Responsibilities
       
      Optional. Determines what email profiles show in the From drop-down list on an email reply. Only the email profiles associated with these responsibilities show for users whose personal profiles contain the same responsibilities.

The next task is to assign parameter overrides for the profile. Some driver parameters have no default value. If a parameter is required, you must assign the value as a profile parameter override when you create the profile.

To assign parameter overrides for a profile

  1. In the Profiles list, make sure you have selected the appropriate profile.
  2. In the Profile Parameter Overrides list, click New.
  3. Using information gathered during the planning process, add the necessary parameter override fields. Use the values you chose in Step 4.
    1. In the Name drop-down list, select the name of the driver parameter for which you want to change the value.

      2. If you cannot see the entire name in the drop-down list, pass your cursor over it to make the full name appear.

    2. Complete the Value field.
    3. Repeat for each profile parameter override.

Repeat the two procedures in this section for each eMail Response mailbox. For more information, see Siebel Communications Server Administration Guide.


 Siebel eMail Response Administration Guide 
 Published: 21 April 2003