Configuring outgoing e-mail notifications
Updated in 8.5
In the Notifications > E-mail Notifications > Settings section you configure settings that Alloy Navigator Express uses to send e-mail notifications. Some of notifications options are mandatory, others optional.
INFO: For information about types of outgoing notifications, see Administration Guide: Configuring and Controlling Outgoing Notifications.
Before you begin:
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All e-mail notifications are sent by the Automation Server, so make sure that the Automation Server is configured and started. For details, see Starting and stopping the Automation Server.
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Additional steps for integration with Microsoft Exchange:
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Choose what Microsoft Exchange account Alloy Navigator Express will use for sending notifications. This must be a Windows account with sufficient permissions to access the Microsoft Exchange mailbox you want to use. You can create a special Exchange mailbox account for this task, or use an existing one.
NOTE: Typically, it is enough to use a single Microsoft Exchange account for both outgoing and incoming e-mail. For details on incoming mail, see Configuring Mail Connector settings.
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Configure the Automation Server to run under the Microsoft Exchange account. To do this, start the Alloy Automation Server Manager on the Automation Server computer and change the Automation Server startup account to the Microsoft Exchange account. For details, see Configuring the Automation Server.
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If you plan to use MAPI:
On the Automation Server computer, create an e-mail profile for the Microsoft Exchange account. The profile must be created using a 64-bit edition of Microsoft Outlook. For details, see MAPI e-mail profile for integration with Microsoft Exchange.
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Additional steps for integration with Microsoft Exchange Online:
To configure e-mail notification settings:
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Mandatory: Choose the mail service for sending e-mail notifications.
To enable sending e-mail notifications, go to Notifications > E-mail Notifications > Settings and provide the details about the mail server to use.
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To connect to the enterprise's SMTP mail server, select Simple Mail Transfer Protocol (SMTP).
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To connect to the enterprise's Microsoft Exchange mail server, choose the protocol to use:
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Messaging Application Programming Interface (MAPI) - MAPI is a standard method of e-mail integration for all versions of Microsoft Exchange. Using this method requires an e-mail profile for the Microsoft Exchange account on the Automation Server computer. For details, see MAPI e-mail profile for integration with Microsoft Exchange.
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Exchange Web Services (EWS) - EWS are an enhanced method of e-mail integration for newer versions of Microsoft Exchange, introduced with Exchange 2007 SP1. EWS are installed and configured by default if Outlook Web Access is enabled in your environment.
- To connect to the Microsoft Exchange Online, choose Exchange Online with OAuth authentication from the drop-down list.
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Optional: Specify additional message options in the Notifications > E-mail Notifications > Settings section.
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Type the default sender's e-mail address in the 'From' e-mail address field. This address will appear in the From header of outgoing e-mail notifications.
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For SMTP Server: If you need to change the default Unicode (UTF-8) character set, select the desired one in the Character set list.
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To send messages in plain text format, select the Send all e-mail messages in plain text format check box.
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To limit the allowed size of file attachments, select the Limit the total size of attachments to check box and specify the limit in megabytes.
NOTE: Notifications with attachments exceeding the specified size limit will not be added to the Notification Queue and, correspondingly, will not be sent. During the execution of a workflow Action resulting in such a notification, Alloy Navigator Express displays an error to the user who initiated the Action.
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Mandatory: Specify the outgoing mail server settings in the Notifications > E-mail Notifications > Settings section.
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Click Test Settings to test the connection and send a test message. For details, see Testing outgoing e-mail settings.
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Click Save on the toolbar.
TIP: You can overwrite this default address later when you configure individual E-mail Notifications for your workflow. For details, see Configuring E-mail Notifications.
NOTE: The appearance of HTML E-mail Notifications depends on the CSS styles configured for outgoing e-mail notifications. For details, see Customizing E-Mail Notification styles.