Configuring the Workflow Service E-mail Notification Function

SmarTeam Workflow Service provides you with the functionality to send E-mail notifications.

To configure Workflow Service e-mail notification:

  1. Browse to C:\Program Files\SmarTeam\Bin\FlowServerSetup directory on your machine.
  2. In the Workflow Server Setup window:
    • Select the database you need from the tree in the left pane
    • OR

    • If the database you need does not appear, right-click the object in the left pane and select New Database from the pop-up menu
    • Link to Workflow%20Server%20Setup_1.gif

  3. Select the database you require from the Available Databases dialog and click OK.
  4. The new database selection appears in the object tree.

    Link to Workflow%20Server%20Setup_Select%20DB_2.gif

  5. In the left pane, right-click the selected database and select Modify from the popup menu.
  6. In the Modify Database Details dialog, add the relevant URL (e.g. http://172.16.240.65) to the Smart Web Editor Server field and click OK.
  7. Link to Workflow%20Server%20Setup_Modify%20DB%20Details_3.gif

    The URL appears in the Smart Web Editor Server field.

    Link to Workflow%20Server%20Setup_URL%20displays_4.gif

  8. Open the SmarTeam System Configuration Editor and select Messages Preferences from the Miscellaneous Configuration list.
  9. Link to System%20Config%20Editor_Misc%20Config_Mess%20Pref_1.gif

  10. In the Messages Preferences window:
    • Click SMTP Enabled and select Add Value:
      • Enter Domain Level in the Override Value field
      • Enter SMTP Enabled = True in the Value field
      • Click Save Change
    • Click SMTP Server and select Add Value:
      • Enter Domain Level in the Override Value field
      • Enter SMTP Server = [ip address of corporate exchange server] in the Value field
      • Click Save Change
    • Click SMTP Server Port and select Add Value:
      • Enter Domain Level in the Override Value field
      • Enter SMTP Port = 25 in the Value field
      • Click Save Change
    • Close the System Configuration Editor.
  11. Open SmarTeam, Tools, Administrator Options, Workflow Options.
  12. In the SmarTeam Workflow Options dialog:
    • Select the Use Workflow Server checkbox
    • Verify these checkboxes are selected:
      • Initiator can change user in all "Run Time Users" node
      • Send alert/notification as SmarTeam message
      • Send alert/notification as e-mail
    • Click OK.
    • Click Close to exit the Administrator Options dialog.
    • Link to SmarTeam%20Workflow%20Options%20_Admin%20Options_dialogs.gif

  13. Run IISRESET to restart all SmarTeam services.
  14. Link to IISRESET_dialog.gif

  15. The e-mail notification is sent.
  16. Link to Workflow_E-mail_notification_sent.gif