epo_how to setup email collab 9

eMail Collaboration Setup

eMail Collaboration for release 9 setup (with demo test in Thunderbird) The intent of this document is to guide the user through the setup of Integration Broker and eProcurement components such that an ePro requisition can be taken through the approval process by running approvals through approvers email and never having to open the application. (This icon is used throughout the document to assist with application navigation.) Setup Checklist

Integration Broker Setup1. Node Setup2. Queue Definition

3. Services

ePro Administer Procurement Setup

1. Users and Roles2. Maintain Workflow

setup

PT_EMC_GETMAIL node

PeopleTools>Integration Broker>Integration Setup>Nodesopen Properties link

add property names and the email repository; this has to be a mail account to be used only for this processProperty Names detail:

EMC_BCC_LIST

EMC_CC_LIST

EMC_REPOSITORY_EMAILADDRESS

Connectors tab

values to add:

MCF_AttServ

MCF_Password

MCF_Server

MCF_User

(for testing using POP3 need to use port 110)

MCF_AttServ - http://ple78021gcsmt.us.oracle.com:8202/PSAttachServlet/ps/( http://./PSAttachServlet/ps/)

Defines the location of the MCF attachment repository servlet, located on the gateway web server. Attachment relative URLs are appended to this address to create a fully qualified URL to reference an attachment in the repository.

Note. When setting a remote gateway to access email attachments stored on the remote machine, the database that the gateway/psattachservlet accesses should have the permissions to view the attachments.

If web server is installed with a PeopleSoft Pure Internet Architecture site name other than ps, include the site name in the specified path.

MCF_User - It is the SMTP user or email user without "@".

use the password encryption utility for the email repository passwordenter the result in the MCF_Password.

Routings tab

all six service operations must be here and active

MCFEM_REQ_DELATT

MCFEM_REQ_DELMSG

MCFEM_REQ_MSGCOUNT

MCFEM_REQ_READALL

MCFEM_REQ_READHDRATT

MCFEM_REQ_READMSGATT

Queue Setup

PeopleTools>Integration Broker>Integration Setup>Queuesset SAC_EMC to Run

set PTAFEMC to pause

Services

PeopleTools>Integration Broker>Integration Setup>Servicesselect PV_EMAIL_REQ_APPROVALClick on Operation Default Version

to open the PV_EMAIL_REQ_APPROVAL Service Operation Set default service operation version to Active.

Routing status needs to be set to exists if not check both check boxes in routing actions upon save.

Queue name must be set to SAC_EMC Click on Service Operation Security link

On Service Operation Security set these permission lists to full access then save.

Back on the Service Operation go to the Handlers tab and set the Status to Activethen click on the Details link and make sure that the application is set for PV_EMAIL_REQ_APPROVAL as shown here.

On to the Routings tab Set the two rows : one local to local and the other is set to any to local. Both rows must be set to active.

(this concludes the Integration Broker setup)

Now onto the eProcurement setup

eProcurement>Administer Procurement>Maintain System Users and Roles>User Roles

to set the email address for approvers click on the Edit Email Addresses

Add the approvers email address

eProcurement>Administer Procurement>Maintain Workflow

go into Configure Transactions for Requisitions

On this page its important to have the Email Approval User List set to Collab to distinguish the subset of the email collab user (user list name used for this demo; it could be whatever user list you specify) and delivery method set to Inline-HTML Email

Inline-HTML Email means that the approval form appears in html format within the body of the received email. (The attachment method would have the approval form included as a file attachment to the received mail.)

_______________________________________________________________________

_______________________________________________________________________

go into Register Transactions for Requisitions

Notification Strategy must be set to Online Processing

Use email approvals must be checked & form generator package root set to SCM_PV_EMC

_______________________________________________________________________

_______________________________________________________________________

ePro>Create RequisitionQuick testCreate Requisition in eProcurementSave and Submit.

Requisition Approval Workflow has been initiated. (Notice that by clicking on Chris Bakers pending link the email address is listed)

Requisition 0000000073 shows up in his inbox

open it to see this email template.Select Approve from the pull down menu.

Click on Submit

for this email client send must be clicked to route this back to the email repository.

In order to process the message from the repository and update the Requisition the app engine program PTAFEMC needs to run.

PeopleTools>Application Engine>Request AE>Select PTAFEMCfor this test PTAFEMC has been setup with a recurrence of 15 minutes as shown here.

runs to success

Going back to Manage Requisitions and note that the Requisition is now approved and onto the next approvers email

go to the email address for the next approver

approve and submitadd a comment (well see this at the end of the test)

send

PTAFEMC running as scheduled.

and the Requisition is now onto the next approvers email

approve submitadd another comment.

and send

PTAFEMC running as scheduled.

Requisition Approval has been completed and showing the comments entered by approvers. The Requisition was approved without ever having open the PeopleSoft Enterprise application to visit the approvers worklist.

*Multi Channel

Framework and

Setup Process Definitions

are not covered in

this document.

Services pv_email_req_approval

Service Operation

Service Operation Security

Service Operation Handler

Service Operation Routings

Maintain Workflow

setup process definitions*

configure transactions

register transactions

Maintain Systems Users and Roles

User Profile > general tab

Queue Definition

SAC_EMC

PTAFEMC

Node Setup

for PT_EMC_GETMAIL

properties

Connectors tab

Routings tab

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