1. Events Management Guide
  2. What’s New in This Release

3Installing and Configuring Events Management

Installing and Configuring Events Management

Application administrators can use this chapter to understand concepts related to Siebel Events Management installation and configuration. The chapter provides an overview of server and client installation requirements, browser requirements, and Shopping Cart requirements. It also includes a discussion of how to configure automatic email notification.

This chapter includes the following topics:

Installation Overview

Server software for Siebel Events Management is automatically installed along with your other Siebel Server software and when the license key for Siebel Events Management is activated. To use Siebel Events Management, you must enter the Siebel Server component group Marketing. For more information about installing Siebel Servers and about enabling Siebel Server component groups, see Siebel Installation Guide for the operating system you are using.

Client software is not required to use administrative or customer-facing functionality, provided that the client computer has a supported Web browser installed and is connected to a network that communicates with the necessary servers.

Shopping Cart Requirements

Siebel Events Management is designed to work with the Siebel eSales Shopping Cart, which allows users to pay for goods and services over the Web. For Siebel Events Management to work properly with the Shopping Cart, Siebel Business Process Designer must be present, and all Siebel eSales workflow processes must be activated. For more information about the Shopping Cart, see Siebel eSales Administration Guide.

Note: For more information, see the Siebel Database Upgrade Guide. For information on running the scripts to change the encryption method to RSA, see Using Siebel Tools.

Configuring Automatic Email Notification

Siebel Events Management 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

For these messages to be sent automatically, Siebel Events Management must be configured to work with Siebel Workflow Designer and Siebel Communications Server. The general process for setting up automatic email notification for Events Management is described in this section. For more detailed information about creating communications profiles, restarting servers, and working with workflow policies and processes, see Siebel CTI Administration Guide and Siebel Business Process Framework: Workflow Guide.

This process depends upon a correct email address being included in the Contact information for each person registered.

Note: The following 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

  1. Navigate to the Site Map > Administration - Business Process > Policies view 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.

  2. From the link bar, 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)

  3. Restart your Siebel Server and Siebel Gateway.

  4. Navigate to the Site Map > Administration - Communications > Communications Drivers and Profiles view, and then set up a profile for a supported email server, including appropriate specifications for Profile Parameter Overrides.

    For an Internet SMTP/POP3 mail server parameter, overrides should include entries for any or all of the following parameters:

    • From Address

    • POP3 Account Name

    • POP3 Account Password

    • POP3 Server

    • SMTP Server

    • POP3 Server Port

    • SMTP Server Port

  5. Navigate to the Administration - Communications screen > All Templates view.

  6. In the Templates list, select the Event Confirmation Email Package (eEvents) template.

    Then, click the Advanced view tab, and use the Delivery Profile field to specify the profile you created earlier in this procedure.

    Repeat Step 5 and Step 6 for each of the following templates:

    • Event Waitlisted Email Package (eEvents)

    • Event Invitation Email Package (eEvents)

    • Order Accepted Email Package (eSales)

  7. For each of the templates that you updated in the previous step, specify any needed changes to the text that will appear in your email notifications:

    • For the Events 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.

  8. Make sure the Outbound Communications Manager component has been started.

  9. Start the Generate Triggers server task.

  10. Start the Workflow Monitor Agent server task for Events 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. Workflows can be created to send automatic email messages for session registration records if desired. For more information about registration, including procedures for inviting and registering event attendees, see Registering for an Event.