Config Console Email Setup

This setup is not accessible to IDI Desktop Client users and must be done by an authorized IDI associate.

To send single e-mail notifications to a specific customer:

• Define a Data Source for each type of Delivery Method (E-mail and/or Dialer) you plan to use for sending single e-mail notifications via the Notification Wizard.

• Create the stored procedure the Notification Wizard executes, when sending a single e-mail notification via the Dialer delivery method.

  Note

  On-site customers are responsible for creating the stored procedure. ASP customers must contact their IDI Project Manager and request custom development of the stored procedure.

• Define the "From" e-mail address to use in the notification template, when sending a single e-mail notification via the Notification Wizard.

• Define the "From" e-mail addresses that can be selected from the drop-down list that is provided when you manually send a single e-mail notification.

• Create the template the Notification Wizard uses when sending single e-mail notifications via the e-mail delivery method.

• Create the template the Notification Wizard uses when sending single e-mail notifications via the Dialer delivery method.

Defining Single E-mail Notification Data Sources and Delivery Methods

You must configure a Data Source for each type of Delivery Method you plan to use - E-mail and/or Dialer.

E-mail Delivery Method

From the Configuration Console, configure a Data Source with an E-mail delivery method:

• Click environment_name > Local Services > BackgroundProcesses > server_BackgroundProcesses > Customer Notification.

• Either double-click Data Sources or right-click Data Sources and select Open. This displays the Data Sources window.

  

1. Enter the required information as described below:

   Source Name	Unique name used to identify the template you are creating. You must enter a unique Source Name. The system will not allow you to enter the same Source Name for multiple notification templates.
   Display Name	Name you want to display on all user interfaces that reference this template.
   Description	Description of the template you are creating.
   Object Type	Object type for the primary source of data for this template.
   Object Id Field	Name of the field that uniquely identifies each record in the primary data source.
   Customer Id Field	Name of the field that contains the Customer ID.
   Db Target	Name of the database to query.
   Db Alias	Alias on the target database to query.
   SQL	SQL query for extracting the desired data from the target database.

• Click Add to add this data source to the list of Customer Notifications.

  The Display Name you entered for the data source appears in the left pane of the Configuration Console, under Data Sources.

• Click the to the left of the data source you just added.

• Either double-click Delivery Methods or right-click Delivery Methods and select Open. This displays the Delivery Methods window.

  

• Select "E-mail" from the Delivery Type drop-down list.

• Click Add to add the E-mail delivery method to your data source. Email appears in the left pane of the Configuration Console, under Delivery Methods.

• Click Close to close the Delivery Methods window.

• In the left pane of the Configuration Console, either double-click Email or right-click Email and select Open. This displays the E-mail window.

  

• Enter the script that defines the e-mail format, "Subject", and "To Address" for the single e-mail notifications.

• Click Save to add this information to the e-mail delivery method.

• Click Close to exit the e-mail window.

Dialer Delivery Method

From the Configuration Console, configure a Data Source with a Dialer delivery method:

Note

This is the same procedure that is used to create a Data Source with an E-mail delivery method, except you enter a different Source Name, Display Name, and so on. Refer to the previous E-mail Delivery Method section for information regarding the input fields provided in the Data Sources and Delivery Methods windows.

• Click environment_name > Local Services > BackgroundProcesses > server_BackgroundProcesses > Customer Notification.

• Either double-click Data Sources or right -click Data Sources and select Open. This displays the Data Sources window.

• Enter the desired information and click Add to add this data source to the list of Customer Notifications.

• Click Close to exit the Data Sources window.

• The Display Name you entered for the data source appears in the left pane of the Configuration Console, under Data Sources.

• Click the to the left of the data source you just added.

• Either double-click Delivery Methods or right-click Delivery Methods and select Open. This displays the Delivery Methods window.

• Select "Dialer" from the Delivery Type drop-down list.

• Click Add to add the Dialer delivery method to your data source. Dialer appears in the left pane of the Configuration Console, under Delivery Methods.

• Click Close to close the Delivery Methods window.

Defining "From" E-mail Addresses

From the Configuration Console:

• Click environment_name > Local Services > BackgroundProcesses > server_BackgroundProcesses > Customer Notification. Either double-click Delivery Configuration or right-click Delivery Configuration and select Open. This displays the Delivery Configuration window.

  

  The Delivery Configuration window provides the following input fields:

  SMTP Server	TCP-IP address of the SMTP server used to send e-mail notifications.
  Template From Address	E-mail address to use as the "From" e-mail address, when sending e-mail notifications via the Notification Wizard. Notes: This field is required, if you want to send e-mail notifications via the Notification Wizard. You can only enter one e-mail address.
  Manual E-mail From Addresses	Comma-delimited list of e-mail addresses that can be selected from the "From:" drop-down list, when manually sending a single e-mail notification. Note This field is required, if you want to send e-mail notifications manually. Enter at least one e-mail address.
  Enable Send E-mails	Whether or not you can send e-mail notifications. Checked: E-mail notifications can be sent. Unchecked: E-mail notifications cannot be sent. Note This check box applies to all e-mail notifications - bulk and single. If you do not check this box, you will not be able to send any form of e-mail notification. The default is unchecked.

• Enter the desired delivery information and click Save.

• Click Close to exit the Delivery Configuration window.