Enabling email for Process Portal notifications

Users of Process Portal can set their preferences to receive an email notification when a new task is assigned to them. To exploit this functionality, you need to enable your email environment to send notifications.

1. Open the 99Local.xml file and locate the email properties section.
2. Open the 100Custom.xml file, and copy and paste the email properties section into the 100Custom.xml file.
3. Insert the values that are appropriate for your environment in the <email> element.
   • <default-from-address> element: Ensure that the value of this element is a valid email address.
   • <client link> element: Include the URL for your Process Portal server in this element. Ensure that the value has the following format:

     http://host_name:port_number/teamworks

     This element is used to form the link to the Process Portal page in the email notification.
     Tip: To avoid "Server not found errors" when process participants click links in email notifications, specify the fully qualified host name of your Process Portal server in the <client-link> element.
   • <send-email-notifications-to-list> element: By default, separate email is sent to each user that is assigned to the task and is registered for email notifications. To avoid lock time-outs when there are many users registered for notifications, change the value to true so that users receive notification email grouped by locale.
   • <send-email-notifications-async> element: By default, notification email is sent synchronously with the navigation transaction of the business process definition (BPD). To avoid lock time-outs when there are many users registered for notifications, change the value to true so that notification email is sent asychrounously in a separate thread.
4. Save your changes.
5. Start Process Center server and Process Server.

<server merge="mergeChildren">
	<email merge="mergeChildren">
		<!-- SMTP server that mail should be sent to -->
		<smtp-server merge="replace">smtp.example.com</smtp-server>

		<mail-template merge="mergeChildren">
			<client-link merge="replace">http://hostname.example.com:9080/teamworks</client-link>
		</mail-template>

		<valid-from-required merge="replace">true</valid-from-required>

		<default-from-address merge="replace">username@example.com</default-from-address>
		<send-external-email merge="replace">true</send-external-email>
		<send-email-notifications-to-list>false</send-email-notifications-to-list>
		<send-email-notifications-async>false</send-email-notifications-async>
	
	</email>
</server>