Set up a SMTP Server

This topic describes the general steps you must take to set up a SMTP server for testing your eProcess Services Notifications. Since there are many commercially available SMTP applications and hundreds of different configurations, you should view the procedures listed as general guidelines. You can set up SMTP services on the Web WorkFlo server; however, you must also install a SMTP-compliant mail server (like Microsoft Exchange) on the same server or have access to a server with the mail server application already installed.

Note Regardless of the mail server application you choose, you must refer to the installation and administration documentation for that mail server software to answer specific configuration or user interface questions.

Configure SMTP Services on Windows 2000

The SMTP Service is installed with the Windows 2000 operating system. Perform the following steps to configure the SMTP Service on your server:

  1. On your designated server, point to Start. Navigate to Programs, point to Administrative Tools, then point to and click Internet Service Manager. The Microsoft  Management Console (MMC) displays.
  2. From MMC, locate and expand the Internet Information Services. Locate and highlight your server's name. Expand the options under your server's name.
  3. Locate the Default SMTP Virtual Site option, and expand it. From Domains create a remote domain. Specify a unique domain name (for example, mailtest.com). Make the name unique so there are no conflicts across the current domain.  
  4. Highlight and click on your new domain. Right-click and choose Properties. Select Allow incoming mail to be relayed to this domain option. Leave all other settings as the default. Click OK. Exit MMC.

Configure SMTP Services on Windows NT

In order to perform the procedure listed in this section, you must have already installed the SMTP Services from the Windows NT 4.0 Option Pack installer. Perform the following steps to configure the SMTP Service on your server:

  1. On your designated server, point to Start. Navigate to Programs, point to Windows NT 4.0 Option Pack, then point to Microsoft Internet Information Server. Finally, point to and click Internet Service Manager. The Microsoft  Management Console (MMC) displays.
  2. From MMC, locate and expand the Internet Information Server. Locate and highlight your server's name. Expand the options under your server's name.
  3. Locate the Default SMTP Site option, and expand it. From Domains create a remote domain. Specify a unique domain name (for example, mailtest.com). Make the name unique so there are no conflicts across the current domain.  
  4. Highlight and click on your new domain. Right-click and choose Properties. Select Allow incoming mail to be relayed to this domain option. Leave all other settings as the default. Click OK. Exit MMC.

Install and configure a mail services application

Install a preferred mail services application (for example, Microsoft Exchange or ArGoSoft Mail Server). You can download an evaluation copy of the ArGoSoft Mail Server (http://www.argosoft.com), which is a SMTP/POP3/Finger capable application, for testing purposes.

While installing and configuring your mail server software, you will have to supply the following information (not necessarily in this order):

Configure the mail client

This procedure assume you are using Microsoft Outlook as a mail client.  Perform the following general steps to configure Microsoft Outlook as your mail client:

  1. On a client, point to Start. Navigate to Settings, and point to and click Control Panel.
  2. From the Control Panel window, open Mail.
  3. Click Show Profiles and click Add.
  4. From the Microsoft Outlook Setup Wizard dialog box, select Internet E-mail only. Click Next.
  5. Add a user profile name (for example, SysAdmin). Click Next. Click Setup Mail Account.
  6. In the General tab, enter an Account Name (for example, "Primary test mail account"). Configure other account information as needed.
  7. In the Servers tab, verify or enter the name of the Incoming Mail (POP3) Server, which should be the name of the server running your mail server software. Verify or enter the Outgoing mail server (SMTP), which should be the name of the server with both IIS and SMTP running.
  8. In the Incoming Mail Server Account Name field, enter the user name and password you created during the mail server configuration stage. Click OK.
  9. From the Microsoft Outlook Setup Wizard dialog box, click Next for Internet Email. Enter a name for the Personal Address Book.
  10. Enter a similar name for the Personal Folders option. Click Next.
  11. Repeat these steps for any other users you created.

Configure eProcess email notification

On your Panagon WorkFlo Server, edit the vwserver.ini file, which resides in the \fnsw_loc\sd directory, to include the SMTP Server name and the Web WorkFlo server name. Your file might contain entries similar to the following:

SMTPHost=CRONOS
EmailLogonId=SysAdmin@mailtest.com
EmailFromId=SysAdmin@mailtest.com
WebServer=CRONOS

where CRONOS is the name of the server running SMTP Services and Web WorkFlo, and SysAdmin@mailtest.com is the user name created during your mail server configuration.

Configure your TCP/IP connections

Modify the HOSTS file, on every computer you are using for testing, to include all servers needed to participate in the workflow. For example,  include the address and names of the system running the mail server application, the web server, and WorkFlo Services server. A generalized HOSTS file might appear as shown below:

127.0.0.1 localhost
10.0.1.101 cronos #Web WorkFlo server
10.0.1.242 titan  #mail server
10.0.1.451 warbird  #WorkFlo Services server

You need not perform this step if your servers are enlisted in a DHCP configuration.