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Email Notification in FileNet P8

September 13, 2016 Comments off

It’s been a while I was away from the Blog, so here it is what I have today based on few of the email requests; I am trying to familiarize all the developers out there about the Email Notification facility present in FileNet and how do we enable & configure this feature in order to send out an email to the intended users based on the reminders we have set or on initiation of any step that we might have configured.

With the help of Email Notification, the workflow can be set to send email to the intended users. The Notification can be sent on completion of any step, the reminder mails and also for deadlines.

To use this facility, system must have access to SMTP (Simple Mail Transfer Protocol) server and also Email Notification parameters needs to be configured and enabled. Also we have to create Email Notification template and user preference needs to be set. It consists of 4 steps:

  • Enabling Email Notification
  • Configuring Email Notification
  • Modifying Email Notification template
  • Setting user Preference

Enabling Email Notification

For Enabling Email notification some event logging option has to be ‘turned on’ on application engine with the help of process configuration console.

1.1)  Select isolated region icon on PCC (Process Configuration Console) and click on properties tab on it.

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1.2) After clicking of properties tab on the event logging action tab turn on the checkbox for Exception and Begin operation categories.

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2)  Configuring email Notification

2.1) Start the Process Task manager from the process engine in the start menu. On Application engine we have to run routercmd.bat command file that is found in the \Router subfolder where the Application Engine is installed

2.2) Configure email notification with the help of process task manager on the process engine. Select the Process Service option and click on notification tab.

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SMTP Host: It specifies the complete host name for an SMTP server on the network running the SMTP service.

SMTP Port: The port on which SMTP service is running.

Character Set: The Character used in encoding the email message.

Email Logon ID: The name used for the account you want the Process Engine to use to log on to the mail server application.

Email Logon Password: The password associated with the Email logon id.

Email From ID: The name you want to enter in the From field of email Notification.

Encode From field: Indicates whether to encode the contents of the Email from ID field.

3) Modifying Email Notification

3.1) Navigate to ..\fnsw_loc\sd\mas\1 directory

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3.2) Change the properties of the mail which we want to modify from read-only to read-write.

3.3) Open the file using Textpad editor and modify the html content of the file.

3.4) We can enter the fields which we want in our template.

For example, in the file below we have selected subject to get displayed in the notification. The value of that subject will be obtained from $F_Subject variable which get sets in event logs.

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3.4) Save the file and restart the process engine server.

4. Setting User Preference

User preference can be set from the workplace depending on the Email notification type which user wants to receive.

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And we are done, there’s a lot more information that you can find in the FileNet ECM help file.

Hope this post helps and answers your email.

Happy Blogging!!!

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