Workflow Setup / External E-Mail Setup for Notifications with Releases 8.9 and Newer

Purpose
Scope
Details
 Overview
 1. Update the JDE.ini file on the Workstation AND the Enterprise Server
 2. Setup the User in Address Book (Who's Who) and Define the Mail Preference
 3. Verifying the Setup of the SMTP server
 Secure SMTP
 4. Testing External Mail to Verify the Setup
 5. Shortcut Information and Setup

Purpose

External email can include approval URL (parameterized URL), job completion messages, etc., and requires routing through an SMTP server. This document details the steps and requirements to setup External Mail (external email) for EnterpriseOne 8.9 and later releases of the software. Once this is set up, messages sent by Workflow processes, the Send Message or send messaged extended system functions, and UBE completion (report completion or RDA completion) messages will be sent to external mail.

Currently SMTP user authentication (aka Secure SMTP or SSL SMTP) is not supported in E1. However there is an Enhancement bug requesting the functionality. See Bug:10849471 : SMTP, USER AUTHENTICATION for additional details and also see SMTP Error 553 Unable to Send Mail to Internet E-mail Address. Please also try community or engage Oracle field consultant.

Scope

This document is intended for the developer, system administrator, or user who will be setting up external mail.

Details

Overview

The following are the steps to setup External Mail for EnterpriseOne 8.9 and later releases of the software and are numbered by the headings. Skipping a section, especially the final step, can result in emails or URL links not working properly.

1. Update the JDE.ini file on the Workstation AND the Enterprise Server

  1. Open jde.ini located in the Windows or WinNT directory
  2. Search for key Rule1 in [JDEMAIL] section
  3. Set the value to Rule1=90|OPT|MAILSERVER=<your SMTP server name>. In Rule1 you can use the IP address for the name of the mail server for the Fat Client and the NT Application Server without any problems. But for the AS/400, IP address will not work. So use the fully qualified mail server name in the AS/400 jde.ini file and also create a Host File entry.
  4. Setup for Rule2, Rule3 and Rule4 (normally leave as it is defined) or change the domain name from "jdedwards.com" to whatever is appropriate in the customer site
  5. Save the JDE.ini
  6. Restart EnterpriseOne

The Web server is using the jde.ini on the Enterprise server for sending e-mail. Nothing needs to be done on the JAS server.

NOTE: Rule3 is hard coded for PSFT_SYSTEM = PSFT_System. Do not change the PSFT values. See Sender's E-Mail Address on External E-Mails


2. Setup the User in Address Book (Who's Who) and Define the Mail Preference

  1. Setup the user in the Address Book application, P01012.
  2. Define the Mail Preference for the user who is to receive the UBE completion and Workflow messages.

Preference 810

Preference Current

P012503_Web2

As of EnterpriseOne release 8.11 SP 1, messages can be sent BOTH to external mail and Work Center.
In the preferences for the user, add an additional record with Address Type = W and Messaging Indicator = 1. ie Add one more line in the grid. Please see the screen shot below. When accessing Preferences from the web use Electronic Address Type = Internal Address to send messages to Work Center.

Caution: If workflow succeeded in sending message to workcenter but failed to email, the workflow instance will be in error status and user will get error message "Message is already acted upon" when they open the message in workcenter. Enhancement Bug 27138186 - ENHANCEMENT: P98805 & P98806 SHOULD SAY THERE IS AN ERROR INSTEAD OF MSG ACTED was entered for this.

PreferencesCurrentBoth

3. User Profile

Currently UBE completion messages and Workflow approval messages either are sent to Work Center or External Mail or both (as of 811 SP1). They cannot be mixed and selectively sent to either of the two.
You can disable the UBE completion messages. See How to Disable the UBE Job Completion Messages for additional details.


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3. Verifying the Setup of the SMTP server

E1 can connect to any mail server which supports standard SMTP protocol. Use the following steps to verify the setup of the SMTP server.

  1. Ping the SMTP server. It should return with success.
  2. To test the connection to the SMTP server, issue the following from the client PC and the enterprise server: telnet <smtpHost> 25. For example: telnet mail.domain.com 25. It should return 220 <SMTP server name> SMTP. Note: telnet port 25 to send email is the same for every smtp server.
  3. If the line comes back beginning with 220, this verifies the integrity of the SMTP connection.
  4. Follow this link to test sending e-mail through the SMTP server: http://support.microsoft.com/kb/153119/ JDE is using the same method to send email, if email is not sent, please login to the smtp server to check if there is error. Your smtp server should have log to show what was happening.
  5. Use link: http://community.spiceworks.com/how_to/show/11-test-email-flow-using-smtp-commands to test outside E1 whether the SMTP server is ready to access a message from 3rd party software like E1.
The value used for smtpHost in the above telnet test should be the same value for the mail server that was entered in the jde.ini for the Rule 1 mail server.
Make sure e-mail through port 25 is not blocked by any third party security software.
Make sure smtp server is configured according to standard and do not do unnecessary validation.

Starting with release 9.1.2, the SMTP port can be configurable. JDE.ini (Enterprise Server) has a new setting in [JDEMAIL] to define the SMTP port used to send email messages:
SMTPPort=25
The default value of the ini setting is 25 but you can change the value to match your SMTP configuration.
Refer to BUG 12867793 JDE TO HANDLE OTHER SMTP PORTS BESIDES 25 for additional information.
NOTE:- We do not have any specific port number recommendation. You may use any port number that is not in use and that does note create a port conflict .

Secure SMTP

Currently SMTP user authentication (aka Secure SMTP or SSL SMTP that requires login and password) is not supported in E1. However there is an Enhancement bug requesting the functionality. See Bug 10849471 SMTP, USER AUTHENTICATION for additional details and also see SMTP Error 553 Unable to Send Mail to Internet E-mail Address.


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4. Testing External Mail to Verify the Setup

After completing the steps above, test to verify external mail is setup correctly.
  1. From a Fat Windows client, run a report such as R0006P locally. The UBE completion message should be sent to your external mail and then you know the local jde.ini is setup correctly and communicating with the SMTP server.
  2. Then run the same report on the enterprise server. The UBE completion message should be sent to your external mail and then you know the enterprise server jde.ini is setup correctly and communicating with the SMTP server.

3. Use "Send Shortcut" feature from the Tools menu of any application and send a message to an User/Role or Distribution list.

Note: In some situations if the body of the email is blank, the message will not be sent. There is a setting "SaveBlankTextMO = true" in the OWweb section in the jas.ini which will enable blank media to be stored in the F00165 table. If this is not true then blank media objects will not be saved and the email will not be sent. Making this ini setting equal to true will send e-mails even with a blank body in the Send Shortcut form.

In order for the shortcut URL to be generated correctly and sign the user into the correct environment, JAS server information needs to be setup. The following steps discuss the necessary JAS server setup.

  1. Setup all JAS servers in P9654A. Go to P9654A, select JAVA Application Server node and press Add.

P986110WORD


2. One server must be designated as the primary JAS server by entering a "1"in Primary HTML Server. All other servers will have a "0" in Primary HTML server. The information on this form is used to construct the URL for the shortcut link in the external e-mail. The protocol, server URL, and port number are used to create the URL

Primary Server
P9654APrimarryWord
Secondary Server
P9654ASecondaryWord

NOTE: the Server URL field needs to contain the fully qualified server name such as servername.domain.com or the ip address such as x.x.x.17.

3. Setup JAS server overrides in P986110 version ZJDE0003.

4. In a load balancer environment in order for the shortcut link to contain the load balancer url and not the other Jas servers as defined in P9654A perform the following:

These mappings need to be defined for both System and Server Map data sources including "J"environments

If you do not have the jas server with matching port number setup in P9654A you will receive error "Invalid Logical Data Source" when setting up overrides in P986110.

In order for the JAS server overrides to be effective in case of ROLE mappings, the user must sign in specifically with the role for which the mappings are made. Signing in with *ALL will ignore the mappings done at Role level. See Comprehensive Solution On OCM and Its Role in JD Edwards EnterpriseOne. It states: OCM (P986110) only uses mappings defined for the Role when the user signs-on as the specific role. If a user signs-on as *ALL, then by design, mappings defined for the role are not used. OCM will first look for a mapping at the *PUBLIC level and then the individual User level when the user signs on as *ALL.