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
Setup
1.
2.
3.
Node Setup
Queue
Definition
Services
ePro Administer
Procurement Setup
1.
2.
Users and Roles
Maintain
Workflow
setup
PT_EMC_GETMAIL
node
PeopleTools>Integratio
n Broker>Integration
Setup>Nodes
open Properties
link
1|
Node Setup
for PT_EMC_GETMAIL
properties
Connectors tab
Routings tab
Maintain Systems
Users and Roles
User Profile > general
tab
Queue Definition
SAC_EMC
PTAFEMC
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
*Multi Channel
Framework and
Setup Process
Definitions
are not covered
in
this document.
eMail Collaboration Setup
add property names
and the email
repository; this has to
be a mail account to be
used only for this
process
Property 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://<machine_name>.<domain_name>/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 "@<email
domain>".
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eMail Collaboration Setup
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_MSGCOUN
T
MCFEM_REQ_READALL
MCFEM_REQ_READHDR
ATT
MCFEM_REQ_READMSG
ATT
Queue Setup
PeopleTools>Integratio
n Broker>Integration
Setup>Queues
set SAC_EMC to
Run
set PTAFEMC to
pause
3|
eMail Collaboration Setup
Services
PeopleTools>Integratio
n Broker>Integration
Setup>Services
select
PV_EMAIL_REQ_APPROV
AL
Click on Operation
Default Version
to open the
PV_EMAIL_REQ_APPROV
AL 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.
4|
eMail Collaboration Setup
Back on the Service
Operation go to the
Handlers tab and set
the Status to Active
then click on the
Details link and make
sure that the
application is set for
PV_EMAIL_REQ_APPROV
AL 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)
5|
eMail Collaboration Setup
Now onto the
eProcurement setup
eProcurement>Adminis
ter
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>Adminis
ter
Procurement>Maintain
Workflow
6|
eMail Collaboration Setup
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 InlineHTML 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.)
7|
_______________________________________________________________________
eMail Collaboration Setup
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
Requisition
Quick testCreate
Requisition in
eProcurementSave
and Submit.
8|
eMail Collaboration Setup
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
9|
eMail Collaboration Setup
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>Applicatio
n Engine>Request
AE>Select PTAFEMC
for 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
10 |
eMail Collaboration Setup
approve and submit
add 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
11 |
eMail Collaboration Setup
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.
12 |
