How Do I Configure and Setup Email Settings?

Answer

To configure and setup XMPro to send out email notifications:

1. Have an Exchange email account created on the corporate network and get the details from the IT administrator.
2. On the settings tab in the XMDesignerIs used to configure XMPro BPM solutions. under the Workspace settings, ensure the SmtpServer matches to the name of the machine hosting the email server or the IP address.
3. Then the Custom Email Settings needs to be configured (under the settings tab).
4. The security option is for the username and password of the email account (if it was setup to require authentication for sending versus not authenticated).
5. The delivery method settings can be left as they are unless you are using IIS with a pickup email directory).
6. The settings option is where the SmtpServer matches to the name of the machine hosting the email server or the IP address.
7. The port can be left blank or set to the default of 25 (this setting is provided by the IT administrator).
8. RequiresSSL – this setting is provided by the IT administrator.
9. Timeout can be left to 0 – it is used to cancel the sending of the email after 0 seconds.
10. Under the body options set the IsHTML to true the rest of the settings can be left as defaults.
11. Under the options set the from property to the email address provided above.
12. On the activityA specific step in a process.  It will be the user interface for that step (web form or a screen), for example, the Leave Application (screen interface or web form) will be the first Activity in the Leave Requisition process.  The Leave Application Authorization will be the second step or Activity in the Leave Requisition process.  One Process can have multiple activities. property under Notification ensure the Notify New is set to True and the Notification Type set to Email or Email and SMS.