Email Server Properties

For Workflow to send e-mails, you must configure at least one e-mail server using the Email Server Properties dialog box.

You can access this dialog box from the following places:

To add or modify an e-mail server

  1. In the ClosedEmail Server Properties dialog box, next to Email Server Name, give the server a unique display name. This name is necessary to distinguish between multiple e-mail servers.
  2. Under SMTP Settings, define your e-mail server and port. Only specify a port if you need to use a non-standard e-mail port. (The standard port is 25, which will be used unless you specify a different port.)
  3. Optional: Select Use SSL if you want to secure the connection between the Workflow Server and e-mail server.
  4. Configure your authentication settings.
  5. Under Sender Address, specify an e-mail address. Emails sent from this server will be sent from this address.
  6. Example: Bob configures his e-mail server's sender address as "workflow@company.com." Every time a workflow sends an e-mail, it will come from this address. Bob monitors this account periodically to see if employees have replied to e-mails sent from Workflow.

  7. Optional: Provide a default subject for e-mails sent from this e-mail server.
  8. Optional: In the Validation section, test the settings you configured by providing an e-mail address to send a test e-mail to and clicking Test.
  9. Select the Enabled checkbox to enable the e-mail server, or clear the Enabled checkbox if you want to disable the e-mail server. You may have multiple e-mail servers and want one disabled while you configure another one.
  10. When finished, click OK.
  11. Optional: If you accessed this dialog box from the Workflow Configuration Manager or the Workflow Administration Console, the Email Server Manager dialog box will appear. You can select an existing e-mail server and click Edit to change it, click Delete to remove it, or double-click the green check or red X in the Enabled column to toggle its status between enabled and disabled.
  12. Optional: If you accessed this dialog box from the Workflow Designer, the Referenced Object Manager will appear and you can select an existing e-mail server and click Edit to change it.
  13. Click Close to exit the Email Server Manager or Referenced Object Manager.

To assign a different e-mail server to multiple activities in a workflow

Example: The Human Resources Department has a new e-mail server that Workflow should use to send e-mails. Instead of individually updating each e-mail activity, you can update all the activities at once with the Reassign option.