Use the Notify tab to specify default
options and addresses for automatic email notification of the success
or failure of a process. The process report generated when a process
completes is automatically sent as an attachment.
Note: Before using email notification, the desired email
program must be installed. For Windows,
the email client must be defined as the default, and set up to interface
with MAPI. For UNIX or Linux, a valid copy of SENDMAIL
must be configured correctly.
In an action
request editor, you can click Get Site Defaults on
the Notify tab to populate it with the defaults
specified on the Notify tab in Personal Options.
Grid Details
The Notify tab
contains the following details:
- Send
- For each email address you list, click to select
an option to send a message as determined by the outcome of the process.
You can select Always, Success,
or Failure.
- Email Addresses
- Enter an email address to which notification is
sent with a process report at the completion of the process. Enter
one address per line.
Send Test eMail
Right-click
a grid row and select Send Test eMail to validate
the email address.
Email Transport
Click
this button to display the Email Transport dialog
so that you may activate and configure the Collaboration Data Object
(CDO) transport to send email. If you don't click this button,
email is sent using the Simple Mail Protocol Transport (SMTP).
Note: You
must use the CDO transport if the email client on the server requires
logon credentials to send an unattended message or requires user input
when SMTP is used to send a message. Also, select the CDO option if
the server uses a Microsoft Outlook
client (version 2000 or later) to send messages through a Microsoft Exchange server.
Activate Collaboration Data Object Transport
If you use the SMPT email transport, keep this check
box cleared (default) and select OK. A popup
will ask you if you want to connect without entering a password. If
you use the CDO email transport, select this check box to enable the
dialog and continue entering information.
Set from one of these known Email Servers
Click to select an account from the list and populate
the remainder of the Email Transport dialog with
information for the selected account.
Exchange Server Name or Internet SMPT
Outgoing Server's Name
Type an exchange
server name or internet address.
Port (if not standard)
Type a port name or leave blank (default port).
Sender's mailbox (From address)
Type the sender (From) email address.
Email account logon
Type
the email logon name.
Logon domain
Type
the domain name.
Email account password
Type the password. A blank password is valid if the
account allows it; a prompt will confirm that you want to connect
without entering a password.
Send Test Email
Click
this button to send a test email to your mailbox.
Note: It is recommended that you send a test email to
ensure that the information you entered is sufficient to send an email.
If you do not receive the test email, make the necessary corrections
to the information you entered.