Setup eMail Response in Siebel
You need to follow the
steps given below to setup eMail Response in Siebel:-
» Email
Account
Create an
email account which Siebel will monitor for emails. Make sure that
account has POP access and no body else uses it (as
Siebel deletes emails sent to that mailbox after processing).
*To make sure it has pop access configure it your outlook
and if you are successfully able to receive mails to your outlook, it means you
email account has been successfully created and you can use it for Siebel email
Response
»
Activating the workflows
Query with eMail Reponse* (case sensitive) in the Workflow Deployment in the Application and activate all the workflows that you find. Activating all the workflows is not necessary but that’s the approach I followed to avoid missing of any workflows.
Query with eMail Reponse* (case sensitive) in the Workflow Deployment in the Application and activate all the workflows that you find. Activating all the workflows is not necessary but that’s the approach I followed to avoid missing of any workflows.
»
Creating Communication Profile
You need to create a communication Profile which will contain the detail of the email account which you have created including the username and password which you use to access your email account.
You need to provide the following parameters
From Address: Address from which acknowledgement mail will be sent.
POP3 Account Name: POP Account you just created
POP3 Account Password: Password for your POP account
POP3 Server: Server Name on which your POP Account resides
SMTP Server: Your SMTP Server name (generally localhost)
Siebel Server: Siebel Server name where Workflow process manager WPM resides.You can also provide some Optional Parameters like
Delete Processed Messages: True/False
Save Sent Messages: True/False
A complete list of Parameters is available in bookshelf
You need to create a communication Profile which will contain the detail of the email account which you have created including the username and password which you use to access your email account.
You need to provide the following parameters
From Address: Address from which acknowledgement mail will be sent.
POP3 Account Name: POP Account you just created
POP3 Account Password: Password for your POP account
POP3 Server: Server Name on which your POP Account resides
SMTP Server: Your SMTP Server name (generally localhost)
Siebel Server: Siebel Server name where Workflow process manager WPM resides.You can also provide some Optional Parameters like
Delete Processed Messages: True/False
Save Sent Messages: True/False
A complete list of Parameters is available in bookshelf
»
Creating a Response Group
You need to create Response Group for eMail Response to work. Response group will contain the information like which workflow to execute and which communication profile needs to be monitored.
You need to create Response Group for eMail Response to work. Response group will contain the information like which workflow to execute and which communication profile needs to be monitored.
There will
be 3 tabs as shown in the picture below.
1. Response
Group Tab:
Enter the
information given below.
Name: Any Name you want to give
Service Name: Workflow Process Manager
Method Name: RunProcess
Server: Siebel Server Name
Startup: Automatic
Administration Email: anyemailaddress
Description: You can give your Comments here
Service Name: Workflow Process Manager
Method Name: RunProcess
Server: Siebel Server Name
Startup: Automatic
Administration Email: anyemailaddress
Description: You can give your Comments here
2. Profile
Tab:
Select the
communication profile you just created
3. Input
Arguments Tab:
Name: ProcessName
Value: Name of the workflow you want to execute
Value: Name of the workflow you want to execute
*PS:
Don’t forget to Submit the changes of Response Group and Communication Profile.
If you make any kind of change in Communication profile or Response Group you
need to submit changed for them to take effect.
To submit
Response group changes: Click on Menu >> Submit Response Group Changes
To submit
Communication Profile Changes: Click on Menu>> Submit Profile Changes
Your Email
Response should be ready now. Based on which workflow you have activated you
can create either an Activity or Service Request. Vanilla eMail Response is
going to create a record in Communcations screen.
You can
modify you workflow according to your organization requirement. If you have
enable Acknowledgement workflow then you should be able to receive
acknowledgement also.
Set Email eMail Response in Siebel
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