Configuring an Instance for Notifications

By default, all notifications are inactive. The Default From Address is required for all instances and all configurations.

  • If you are creating a new instance, complete the task for designating the default from email address.
  • If you are configuring notifications for an instances, complete the task for configuring notifications. You must configure the Notifications settings for each instance before notifications can be sent from Archer for that instance.

Important: If you are using the Reset Password option to allow users to reset their passwords, you must configure notifications.

Archer provides a variety of different notification types depending on the needs of the organization.

The following table describes the different notification types provided by Archer.

Notification Type

Descriptions

Subscription Notification

The basic notification to which users can subscribe.

Scheduled Report Distribution

The notification that enables administrators to send users a report or link to a report automatically based on a scheduled interval.

On Demand Notification

The notification that enables users to send a notification as a one-time event by clicking the Email button in the application.

XML Notification

The notification that enables users of an application to send content to an external system or to an integration component (data feed, data import, or data publication).

On this page

Configure an instance for notifications

  1. On the General tab, go to the Notifications section.

    1. Open the Archer Control Panel.
    2. From the Instance Management list, double-click the instance.
  2. In Server Address, enter the address to the email server. Port displays the default number of 25. You can change this number if your email server uses a different port.
  3. (Optional) Select the SSL option to allow for encrypted communication. The default Port number changes from 25 to 587. You can change this number if your email server uses a different port.
  4. (Optional) Click Test Connection to send a test message from the Default From Address to an email address you specify:
    1. In Email address, enter the target address to which you want to sent the test message.
    2. Click Send, and then check the target email account to confirm that the message has arrived.
    3. Click Close.

      4. A successful test email message indicates that correctly set up Notification emails will also succeed.

  5. In the Server Address field, enter the name or IP address to the mail server.
  6. In the Port field, specify the port used by the mail server.

    Note: The default port is 587 for SSL, and 25 for non-SSL.

  7. (Optional) If you want to use SSL encryption, select SSL.
  8. In the Email Link Format field, select the option that you want to use when sending email notifications from the Archer.
    9. The following table describes the notification options.

    Option

    Description

    Default

    Uses the mailto URI protocol to open a message window of the default mail client on the local computer. Inserts the key field value as the subject.

    Truncated

    Uses the mailto URI protocol to open a message window of the default mail client on the local computer. Does not insert the key field value as the subject.

    Lotus Notes

    Opens a popup for entering the email content without having a local email client.
  9. In the Number of Retries field, enter the number of times the notification job attempts to send the email through the mail server when there are failures.
  10. In the Retry Timeout (sec) field, enter the number of seconds between retry attempts.
  11. In the Default From Address field, enter the email address that will be used when a From address is not entered.
  12. In Maximum Recipients per Email, enter the maximum number of recipients for each email notification. If the notification contains Cc and Bcc fields, this number expresses the total of all three types of recipients.
  13. On the toolbar, click Save.

Designate the default from address

  1. On the General tab, go to the Notifications section.

    1. Open the Archer Control Panel.
    2. From the Instance Management list, double-click the instance.
  2. In the Default From Address field, enter the email address that will appear in the From of the email.
  3. On the toolbar, click Save.
  4. Designate the base and authentication URLs for the web application.