Adding an email action

You can use an email action to send a custom email message from an account you specify to one or more recipients.

Procedure

  1. From any window in the CAE Browser Client, click Configuration > Actions.
  2. Highlight the appropriate action group.
  3. Click Add > Email Action.
  4. In the Enter Name field, type a name for the action.
  5. Click OK.
  6. In the Action Group field, select CAE Server-based actions.
  7. In the Subject Type field, select the appropriate subject type against which the action is to be executed.
  8. In the Event Type field, select the appropriate event type for which the action is to be executed.
  9. In the Related Event Type field, select the related event type for which the action is to be executed.
  10. In the To field, type the email address of any user to whom the notification is to be sent.
  11. In the From field, type the sender name to be shown in the recipient's inbox.
  12. (Optional) In the Cc field, type the email address of any recipient who is to be copied on the message.
  13. (Optional) In the Bcc field, type the email address of any recipient who is to be copied on the message. Any Bcc recipients you specify will not be visible to other recipients.
  14. (Optional) In the Subject field, type a description of the message.
  15. On the Primary SMTP tab, specify the following:
    1. In the SMTP Host field, type the name of the mail server, running SMTP (simple mail transfer protocol).
    2. (Optional) In the SMTP Username field, type the username for the SMTP user account that sends the message.
    3. (Optional) In the SMTP Password field, type the password for the SMTP user account that sends the message. If no password has been defined, click Set Password to specify an SMTP password.
    4. (Optional) In the SMTP Port field, type the SMTP port.
    5. (Optional) Select the Use SSL check box to use SSL. This option is only applicable to MS Exchange.
  16. On the Backup SMTP tab, specify the following:
    1. (Optional) In the Backup SMTP Host field, type the name of the backup mail server.
    2. (Optional) In the Backup SMTP Username field, type the username for the backup SMTP user account that sends the message.
    3. (Optional) In the Backup SMTP Password field, type the password for the backup SMTP user account that sends the message. If no password has been defined, click Set Password to specify an SMTP password.
    4. (Optional) In the Backup SMTP Port field, type the backup SMTP port.
    5. (Optional) Select the Backup Use SSL check box to use SSL for the backup. This option is only applicable to MS Exchange.
  17. In the File Attachment field, type the path to the file attachment for the email. Any files that are specified in the File Attachment field must be present on the CAE Server.
  18. In the Message field, type the message text.
  19. Click Apply.