IBM BPM, V8.0.1, All platforms > Administer the IT infrastructure > Administer Process Portal

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.

Ensure that your Simple Mail Transfer Protocol (SMTP) server is configured. See Configure the SMTP server: .

Verify that the following components are stopped:

The entries in the email properties section in the 99Local.xml configuration file define the properties for your email environment.

Important: Make all required modifications to the 100Custom.xml file.

Do not edit the 99Local.xml file.


Procedure

  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.

  4. Save your changes.

  5. Start Process Center server and Process Server.


Example of an email properties section

The following example shows the values that you need to set for the <email> element in the 100Custom.xml file.
<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>
	
	</email>
</server>


What to do next

To receive email notifications, process participants must update their user preferences to include their email address and enable the email notification option.

Administer Process Portal


Related concepts:
The 99Local.xml and 100Custom.xml configuration files


Related tasks:
Setting preferences in Process Portal