Setup of Preferences
There are specific preferences that need to be set for the activation of email and SMS communication to clients.
Email Service Preferences (Perspective Platform\Communications\Email Service)
Preference ID | Preference Name | Value |
|---|---|---|
| -50289 | Email Service Enabled? | Yes |
-50290 | Email Service URL | http://gatewayemailapi.pstpf.com.au/api |
| -50291 | Email Service Appliance | EE6CDE78-EF5F-4D23-87D1-41AA6FE51066 |
-50292 | Email Service Provider | credentials |
-50293 | Email Service Username | Contact Insula to setup |
-50294 | Email Service Password | Contact Insula to setup |
| -50334 | Sent Email Audit? | Yes |
| -50335 | Sent Email Audit address | This can be blank or an email address can be created to have all emails sent from Framework copied to |
There is also another email setup preference (Framework ECM\Email/SMS Configuration\Master Email Settings)
| Preference ID | Preference Name | Value | Preference Level |
|---|---|---|---|
| -50004 | Email From Address | framework@yourcompanyname.com.au | Default or Context or Group |
| -50004 | Email From Address | user@yourcompanyname.com.au | User |
It's important to note here that it is possible to utilise a specific send from address, eg. jsmith@insulahomes.com.au. Specific default preferences should be set where users may send from a specific address, e.g. an admin account where the user changes but the email is the same.
Users who wish to have a send from address different to their default or context level preference, should do so by setting a user specific preference.
You can navigate between from addresses from within the communication dialog.
SMS Service Preferences (Perspective Platform\Communications\SMS Service)
Preference ID | Preference Name | Value |
|---|---|---|
-50102 | SMS Service Enabled? | Yes |
-50284 | SMS Service URL | |
-50285 | SMS Service Appliance | B64CF8CA-919C-4A0B-BF04-2F4AC701C269 |
-50286 | SMS Service Provider | ''credentials'' |
-50287 | SMS Service Username | Contact Insula to setup |
-50288 | SMS Service Password | Contact Insula to setup |
-50103 | SMS Server Status Check Interval (Minutes) | 3 |
-50248 | SMS Service ‘From’ Number | 0400 000 000 |
-50249 | SMS Message Expiry (Minutes) | 720 |
As the final part of setup, ensure that you are able to browse to the following API URLs located below in IE
http://gatewaysmsapi.pstpf.com.au/api/metadata
http://gatewayemailapi.pstpf.com.au/api/metadata
You can then proceed to send a test email or SMS using a non job specific email or SMS. You can do this by setting the job specific flag to no in the communication dialog.