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EDM V2.2 / U ser Guid e Ausgabe 10/2013 E dition 54 5.1.7.3 E- mail C onfiguration EDM e - m ail notificatio n uses SMT P to distr ibute not ifications ar riving at the Maste r Server. T he following m ust be conf igure …

EDM V2.2 / User Guide Ausgabe 10/2013 Edition

● Processing instructions

– Comment Options define whether a comment dialog is shown on the EDM Line when

a matching change is detected and, additionally, the user may define default values for

the comment entries, see "Rule Action Editor – Comment Options" on page 55.

– E-Mail Options, see "Rule Action Editor – E-Mail Options" on page 55.

Figure 5-11: Notification rule editor window

Rule Patterns

Change notifications can be filtered using a combination of:

● name of the changed object (FullTypePath)

● (SIPLACE Pro) object types

● action

● application

● user names (SIPLACE user or Windows user)

● line server

● "low level" (raw) events (should only be used if really necessary)

– sub-object type

– properties

– events

– association delegates

There is a separate tab for each of these properties. If no value is selected in one of the tabs, the

associated property is not relevant (i.e. the rule matches all notifications if no property values are

selected at all). If one or more values are selected, in general, these categories comprise a set of

"OR" rules. This means that as soon as at least one of the defined conditions applies to the

incoming notification, the notification rule is matched (e.g. if there are several "object types"

selected, the rule applies to all of them).

The whole rule matches only if every category (tabs) matches ("AND" logic). E.g. if a "name" is

defined and several "object types" are selected, the rule matches if and only if the notification refers

to one of the selected object types and the object name referred to matches the name pattern.

EDM V2.2 / User Guide Ausgabe 10/2013 Edition

5.1.7.3 E-mail Configuration

EDM e-mail notification uses SMTP to distribute notifications arriving at the Master Server. The

following must be configured:

● The network address of the SMTP server (Server)

● User and password: These fields are only active, if UseSmtpAuthentication in Advanced

Settings is set to True. The password used for SMPT authentication is saved in the

configuration files, using basic encryption.

● The sender to be entered in the message (From)

● A set of distribution lists

E-mail distribution lists make it possible to keep e-mail traffic to a minimum and to send the e-mails

to precisely the person(s) responsible. A distribution list only responds to notifications from a

specific line.

The storage location of the configuration file is specified for informational purposes and must not be

changed. Direct manipulation of the configuration file should be avoided.

Distribution Lists

A line must be selected before a new distribution list can be added. A name and a comment are

assigned to each new list.

Managing distribution lists

After a distribution list has been selected, the e-mail addresses of the recipients can be entered. All

recipients on the distribution list receive e-mails regarding notifications that refer to one of the

selected object types. Only those notifications that originate from the line for which the distribution

list was created are taken into account.

Figure 5-12: Configuration of e-mail distribution lists

EDM V2.2 / User Guide Ausgabe 10/2013 Edition

General distribution list

The general distribution list reacts to notifications from all lines simultaneously, but is otherwise the

same as normal distribution lists.

NOTICE

As the rule actions define the conditions for sending e-mail messages, line-based

recipient lists should be avoided.

Instead, use recipient lists based on "All Lines" to profit from the recipient list association

to the EDM rule actions.

Rule Action Editor E-Mail Options

A list of e-mail recipients can be associated to each notification rule. On matching rule patterns, if

the Send E-Mail checkbox is active, an e-mail message is sent to each recipient listed in the

Recipients list. The Recipients list may contain distribution list names as defined in the e-mail

distribution list editor as well as individual e-mail addresses.

Figure 5-13: Rule Action Editor – E-Mail Options

Rule Action Editor Comment Options

Any EDM rule contains an instruction to handle the comment dialog on the EDM Line on matching

patterns. The last matching rule whose comment option is not Not specified determines whether

to show the dialog and whether to provide predefined values for the comment fields.

Figure 5-14: Rule Action Editor – Comment Options