Email Setup (Global Alerts Not Working)

Yahoo Archive
1
We don't use tasks so I haven't looked at them too much, but I did
get one working:
* I setup 1, 2 and 3 like you said.
* In 1, what Global Alert did you use? I used "Task has been
assigned".
* You don't mention it, but I presume you then created a Task Set and
added in the Task you created as a Milestone. I set the "Current
Stage" as "Lead" for that Milestone.
* I then assigned this new Task Set to a particular Territory,
assigned that Territory to a specific Customer and created a new
Quote for that Customer. As soon as I did, I got an email.


(Do a search on you Vantage server for the other logfile. It may just
be in a different folder.)

HTH,

Nigel.



--- In vantage@yahoogroups.com, "pbriscoe10" <pbriscoe10@...> wrote:
>
> Thank you Nigel for your detailed instructions as this was my first
> time using BAM. I created the alert and... it worked!
>
> Now that my email seems to be working, I have to figure out why my
> task alerts are not being sent. I will try and look into the
> salesperson names as mentioned earlier, but I believe everything is
> correct in that regard. Are there any other places I may be able to
> look.
>
> Also, the epicor-smtp.log.txt is still not being created, which is
a
> bit strange.
>
> I can see light at the end of the tunnel on this issue, thanks for
> all your help!
>
> --- In vantage@yahoogroups.com, "Nigel Kerley" <nigel.kerley@>
> wrote:
> >
> > I would start with something simple until you get it up and
> running:
> >
> > Create a new BAM on the Customer table, add in the CustID field
> only,
> > no rules, tick "Create Log" and "Send Alert" and add your own
> email
> > address into "To".
> >
> > Than create a new Customer. As soon as you save it, you should
get
> an
> > email.
> >
> > Things to check:
> > * does your Exchange server require authorisation. AFAIK, Vantage
> > can't supply a username/password so you may have to switch this
> off.
> > * did you check that your Exchange server allows relaying from
> your
> > Vantage server?
> > * you mention the GlobalAlertsEmail.log. What about the epicor-
> > smtp.log.txt? Has this been created? It's this log that records
> > communications with your Exchange Server.
> >
> >
> > Nigel.
> >
> >
> > --- In vantage@yahoogroups.com, "pbriscoe10" <pbriscoe10@> wrote:
> > >
> > > Okay,
> > >
> > > It looks like our log file has been created! The only problem
> now
> > is
> > > that I don't seem to be receiving emails. In addition, the log
> > > doesn't seem to be producing any errors. Does the system have
to
> be
> > > restarted after changing the smtp setting in the config file?
> Below
> > > are the steps I have taken to have alerts sent to a salesperson
> > when
> > > a Task is assigned to them:
> > >
> > > 1) Activate the task alert in Global Alert Maintenance
> > > 1a. once there, I check the boxes "Active" and "Send Alert"
> > > 1b. I set the "From" email and Label
> > > 1c. I leave the TO: and CC: boxes blank assuming that
> the "Specific
> > > Recipient: Salesperson" area means that the email will be sent
> to
> > > the salesperson who the task is assigned to. (Note: I have also
> > > tried filling in the TO: field and still have not received an
> email)
> > >
> > > 2) Set the salesperson's email in Work Force Maintenance
> > > 2a. Also checked the "Send Alert:" box
> > >
> > > 3) Create a task
> > > 3a. Make sure the send alert on creation and completion boxes
> are
> > > checked
> > >
> > > I don't think I am missing anything in this process, but I am
> still
> > > not receiving any emails. If I have missed something or can try
> > > something else, I would really appreciate the input. Below is a
> > > snippet of my GlobalAlertsEmail log file. Thanks!
> > >
> > >
> > > 11/24/08 15:05:39 (xxxx-vantage:8301) Global Alerts Email
> Process -
> > > Processing
> > > 11/24/08 15:05:39 (xxxx-vantage:8301) Global Alerts Email
> Process -
> > > Completed
> > > 11/24/08 15:06:39 (xxxx-vantage:8301) Global Alerts Email
> Process -
> > > Processing
> > > 11/24/08 15:06:39 (xxxx-vantage:8301) Global Alerts Email
> Process -
> > > Completed
> > >
2
Hello,

We are trying to get our Global Alerts working and, therefore, need
to get email working. I have followed all the steps (at least I
think I have) and it still does not seem to be working. I am trying
to alert the salesperson when a task is assigned to them. The
salesperson has an email, and the alert has been activated. Here is
what I have done:

1. Under Company Config, I have set the Port to 7000, entered the
email and label, and set my smtp name and port

2. In SystemAgent, my schedule is enabled and has the Global Alerts
task listed. It's type is listed as "Start Up"

3. In System Management / Utilities / Global Alerts Email Server
Process, the "Continuous Processing" and "Recurring" boxes are
checked. However, the schedule is "Now." When I try to select "Start
Up" from the dropdown it asks me to pick a process set... none of
which are related to global alerts. So, I just left it as "Now." I'm
not sure where this schedule came from though... it wasn't listed in
the SystemAgent area.

4. We restarted the ProcessServer and TaskAgent databases
afterwards.

Other than the schedule issue listed above, I have followed all the
steps according to the Help file. Vantage doesn't seem to be
generating a log file either, so I cannot view any errors.

Any tips on what I could try or where I could look to troubleshoot
would be great. Your help is appreciated, thank you.
3
Two other things you need to do:
1. Specify your email server in the default.mfgsys file. The file is
located in \epicor\mfgsys803\client\config. Search inside the file
for "smtpserver value" and enter the server name.
2. Make sure your Exchange server allows relaying from your Vantage
server.

The email logs are found in \epicor\mfgwrk803 by default. there's two
of them: GlobalAlertsEmail.log and epicor-smtp.log.txt


HTH,

Nigel.


--- In vantage@yahoogroups.com, "pbriscoe10" <pbriscoe10@...> wrote:
>
> Hello,
>
> We are trying to get our Global Alerts working and, therefore, need
> to get email working. I have followed all the steps (at least I
> think I have) and it still does not seem to be working. I am trying
> to alert the salesperson when a task is assigned to them. The
> salesperson has an email, and the alert has been activated. Here is
> what I have done:
>
> 1. Under Company Config, I have set the Port to 7000, entered the
> email and label, and set my smtp name and port
>
> 2. In SystemAgent, my schedule is enabled and has the Global Alerts
> task listed. It's type is listed as "Start Up"
>
> 3. In System Management / Utilities / Global Alerts Email Server
> Process, the "Continuous Processing" and "Recurring" boxes are
> checked. However, the schedule is "Now." When I try to
select "Start
> Up" from the dropdown it asks me to pick a process set... none of
> which are related to global alerts. So, I just left it as "Now."
I'm
> not sure where this schedule came from though... it wasn't listed
in
> the SystemAgent area.
>
> 4. We restarted the ProcessServer and TaskAgent databases
> afterwards.
>
> Other than the schedule issue listed above, I have followed all the
> steps according to the Help file. Vantage doesn't seem to be
> generating a log file either, so I cannot view any errors.
>
> Any tips on what I could try or where I could look to troubleshoot
> would be great. Your help is appreciated, thank you.
>
4
Thanks Nigel,

I will ask our system administrator to edit the sys file. As for the
logs, we have looked in that directory and they are nowhere to be
found. That is the directory specified in the "log" field of the
process screen, but it doesn't seem to be generating anything. Any
ideas as to why this is hapenning? Thanks.

--- In vantage@yahoogroups.com, "Nigel Kerley" <nigel.kerley@...>
wrote:
>
> Two other things you need to do:
> 1. Specify your email server in the default.mfgsys file. The file
is
> located in \epicor\mfgsys803\client\config. Search inside the file
> for "smtpserver value" and enter the server name.
> 2. Make sure your Exchange server allows relaying from your
Vantage
> server.
>
> The email logs are found in \epicor\mfgwrk803 by default. there's
two
> of them: GlobalAlertsEmail.log and epicor-smtp.log.txt
>
>
> HTH,
>
> Nigel.
>
>
> --- In vantage@yahoogroups.com, "pbriscoe10" <pbriscoe10@> wrote:
> >
> > Hello,
> >
> > We are trying to get our Global Alerts working and, therefore,
need
> > to get email working. I have followed all the steps (at least I
> > think I have) and it still does not seem to be working. I am
trying
> > to alert the salesperson when a task is assigned to them. The
> > salesperson has an email, and the alert has been activated. Here
is
> > what I have done:
> >
> > 1. Under Company Config, I have set the Port to 7000, entered
the
> > email and label, and set my smtp name and port
> >
> > 2. In SystemAgent, my schedule is enabled and has the Global
Alerts
> > task listed. It's type is listed as "Start Up"
> >
> > 3. In System Management / Utilities / Global Alerts Email Server
> > Process, the "Continuous Processing" and "Recurring" boxes are
> > checked. However, the schedule is "Now." When I try to
> select "Start
> > Up" from the dropdown it asks me to pick a process set... none
of
> > which are related to global alerts. So, I just left it as "Now."
> I'm
> > not sure where this schedule came from though... it wasn't
listed
> in
> > the SystemAgent area.
> >
> > 4. We restarted the ProcessServer and TaskAgent databases
> > afterwards.
> >
> > Other than the schedule issue listed above, I have followed all
the
> > steps according to the Help file. Vantage doesn't seem to be
> > generating a log file either, so I cannot view any errors.
> >
> > Any tips on what I could try or where I could look to
troubleshoot
> > would be great. Your help is appreciated, thank you.
> >
>
5
Best I can come up with is that there's no logs because no emails are
being sent. Maybe they'll be created if the first suggestion solves
your problem.

Nigel.


--- In vantage@yahoogroups.com, "pbriscoe10" <pbriscoe10@...> wrote:
>
> Thanks Nigel,
>
> I will ask our system administrator to edit the sys file. As for
the
> logs, we have looked in that directory and they are nowhere to be
> found. That is the directory specified in the "log" field of the
> process screen, but it doesn't seem to be generating anything. Any
> ideas as to why this is hapenning? Thanks.
>
> --- In vantage@yahoogroups.com, "Nigel Kerley" <nigel.kerley@>
> wrote:
> >
> > Two other things you need to do:
> > 1. Specify your email server in the default.mfgsys file. The file
> is
> > located in \epicor\mfgsys803\client\config. Search inside the
file
> > for "smtpserver value" and enter the server name.
> > 2. Make sure your Exchange server allows relaying from your
> Vantage
> > server.
> >
> > The email logs are found in \epicor\mfgwrk803 by default. there's
> two
> > of them: GlobalAlertsEmail.log and epicor-smtp.log.txt
> >
> >
> > HTH,
> >
> > Nigel.
> >
> >
> > --- In vantage@yahoogroups.com, "pbriscoe10" <pbriscoe10@> wrote:
> > >
> > > Hello,
> > >
> > > We are trying to get our Global Alerts working and, therefore,
> need
> > > to get email working. I have followed all the steps (at least I
> > > think I have) and it still does not seem to be working. I am
> trying
> > > to alert the salesperson when a task is assigned to them. The
> > > salesperson has an email, and the alert has been activated.
Here
> is
> > > what I have done:
> > >
> > > 1. Under Company Config, I have set the Port to 7000, entered
> the
> > > email and label, and set my smtp name and port
> > >
> > > 2. In SystemAgent, my schedule is enabled and has the Global
> Alerts
> > > task listed. It's type is listed as "Start Up"
> > >
> > > 3. In System Management / Utilities / Global Alerts Email
Server
> > > Process, the "Continuous Processing" and "Recurring" boxes are
> > > checked. However, the schedule is "Now." When I try to
> > select "Start
> > > Up" from the dropdown it asks me to pick a process set... none
> of
> > > which are related to global alerts. So, I just left it as
"Now."
> > I'm
> > > not sure where this schedule came from though... it wasn't
> listed
> > in
> > > the SystemAgent area.
> > >
> > > 4. We restarted the ProcessServer and TaskAgent databases
> > > afterwards.
> > >
> > > Other than the schedule issue listed above, I have followed all
> the
> > > steps according to the Help file. Vantage doesn't seem to be
> > > generating a log file either, so I cannot view any errors.
> > >
> > > Any tips on what I could try or where I could look to
> troubleshoot
> > > would be great. Your help is appreciated, thank you.
> > >
> >
>
6
You also need to create a startup" schedule and then assign your Global Alerts Email Server Process to that schedule. This allows the process to run continuously.

----- Original Message -----
From: pbriscoe10
To: vantage@yahoogroups.com
Sent: Friday, November 21, 2008 1:29 PM
Subject: [Vantage] Re: Email Setup (Global Alerts Not Working)


Thanks Nigel,

I will ask our system administrator to edit the sys file. As for the
logs, we have looked in that directory and they are nowhere to be
found. That is the directory specified in the "log" field of the
process screen, but it doesn't seem to be generating anything. Any
ideas as to why this is hapenning? Thanks.

--- In vantage@yahoogroups.com, "Nigel Kerley" <nigel.kerley@...>
wrote:
>
> Two other things you need to do:
> 1. Specify your email server in the default.mfgsys file. The file
is
> located in \epicor\mfgsys803\client\config. Search inside the file
> for "smtpserver value" and enter the server name.
> 2. Make sure your Exchange server allows relaying from your
Vantage
> server.
>
> The email logs are found in \epicor\mfgwrk803 by default. there's
two
> of them: GlobalAlertsEmail.log and epicor-smtp.log.txt
>
>
> HTH,
>
> Nigel.
>
>
> --- In vantage@yahoogroups.com, "pbriscoe10" <pbriscoe10@> wrote:
> >
> > Hello,
> >
> > We are trying to get our Global Alerts working and, therefore,
need
> > to get email working. I have followed all the steps (at least I
> > think I have) and it still does not seem to be working. I am
trying
> > to alert the salesperson when a task is assigned to them. The
> > salesperson has an email, and the alert has been activated. Here
is
> > what I have done:
> >
> > 1. Under Company Config, I have set the Port to 7000, entered
the
> > email and label, and set my smtp name and port
> >
> > 2. In SystemAgent, my schedule is enabled and has the Global
Alerts
> > task listed. It's type is listed as "Start Up"
> >
> > 3. In System Management / Utilities / Global Alerts Email Server
> > Process, the "Continuous Processing" and "Recurring" boxes are
> > checked. However, the schedule is "Now." When I try to
> select "Start
> > Up" from the dropdown it asks me to pick a process set... none
of
> > which are related to global alerts. So, I just left it as "Now."
> I'm
> > not sure where this schedule came from though... it wasn't
listed
> in
> > the SystemAgent area.
> >
> > 4. We restarted the ProcessServer and TaskAgent databases
> > afterwards.
> >
> > Other than the schedule issue listed above, I have followed all
the
> > steps according to the Help file. Vantage doesn't seem to be
> > generating a log file either, so I cannot view any errors.
> >
> > Any tips on what I could try or where I could look to
troubleshoot
> > would be great. Your help is appreciated, thank you.
> >
>




Charles Carden
IT Manager
Manitex, Inc.


[Non-text portions of this message have been removed]
7
Okay,

It looks like our log file has been created! The only problem now is
that I don't seem to be receiving emails. In addition, the log
doesn't seem to be producing any errors. Does the system have to be
restarted after changing the smtp setting in the config file? Below
are the steps I have taken to have alerts sent to a salesperson when
a Task is assigned to them:

1) Activate the task alert in Global Alert Maintenance
1a. once there, I check the boxes "Active" and "Send Alert"
1b. I set the "From" email and Label
1c. I leave the TO: and CC: boxes blank assuming that the "Specific
Recipient: Salesperson" area means that the email will be sent to
the salesperson who the task is assigned to. (Note: I have also
tried filling in the TO: field and still have not received an email)

2) Set the salesperson's email in Work Force Maintenance
2a. Also checked the "Send Alert:" box

3) Create a task
3a. Make sure the send alert on creation and completion boxes are
checked

I don't think I am missing anything in this process, but I am still
not receiving any emails. If I have missed something or can try
something else, I would really appreciate the input. Below is a
snippet of my GlobalAlertsEmail log file. Thanks!


11/24/08 15:05:39 (xxxx-vantage:8301) Global Alerts Email Process -
Processing
11/24/08 15:05:39 (xxxx-vantage:8301) Global Alerts Email Process -
Completed
11/24/08 15:06:39 (xxxx-vantage:8301) Global Alerts Email Process -
Processing
11/24/08 15:06:39 (xxxx-vantage:8301) Global Alerts Email Process -
Completed

--- In vantage@yahoogroups.com, "Charles Carden" <shadowcar1449@...>
wrote:
>
> You also need to create a startup" schedule and then assign your
Global Alerts Email Server Process to that schedule. This allows
the process to run continuously.
>
> ----- Original Message -----
> From: pbriscoe10
> To: vantage@yahoogroups.com
> Sent: Friday, November 21, 2008 1:29 PM
> Subject: [Vantage] Re: Email Setup (Global Alerts Not Working)
>
>
> Thanks Nigel,
>
> I will ask our system administrator to edit the sys file. As for
the
> logs, we have looked in that directory and they are nowhere to
be
> found. That is the directory specified in the "log" field of the
> process screen, but it doesn't seem to be generating anything.
Any
> ideas as to why this is hapenning? Thanks.
>
> --- In vantage@yahoogroups.com, "Nigel Kerley" <nigel.kerley@>
> wrote:
> >
> > Two other things you need to do:
> > 1. Specify your email server in the default.mfgsys file. The
file
> is
> > located in \epicor\mfgsys803\client\config. Search inside the
file
> > for "smtpserver value" and enter the server name.
> > 2. Make sure your Exchange server allows relaying from your
> Vantage
> > server.
> >
> > The email logs are found in \epicor\mfgwrk803 by default.
there's
> two
> > of them: GlobalAlertsEmail.log and epicor-smtp.log.txt
> >
> >
> > HTH,
> >
> > Nigel.
> >
> >
> > --- In vantage@yahoogroups.com, "pbriscoe10" <pbriscoe10@>
wrote:
> > >
> > > Hello,
> > >
> > > We are trying to get our Global Alerts working and,
therefore,
> need
> > > to get email working. I have followed all the steps (at
least I
> > > think I have) and it still does not seem to be working. I am
> trying
> > > to alert the salesperson when a task is assigned to them.
The
> > > salesperson has an email, and the alert has been activated.
Here
> is
> > > what I have done:
> > >
> > > 1. Under Company Config, I have set the Port to 7000,
entered
> the
> > > email and label, and set my smtp name and port
> > >
> > > 2. In SystemAgent, my schedule is enabled and has the Global
> Alerts
> > > task listed. It's type is listed as "Start Up"
> > >
> > > 3. In System Management / Utilities / Global Alerts Email
Server
> > > Process, the "Continuous Processing" and "Recurring" boxes
are
> > > checked. However, the schedule is "Now." When I try to
> > select "Start
> > > Up" from the dropdown it asks me to pick a process set...
none
> of
> > > which are related to global alerts. So, I just left it
as "Now."
> > I'm
> > > not sure where this schedule came from though... it wasn't
> listed
> > in
> > > the SystemAgent area.
> > >
> > > 4. We restarted the ProcessServer and TaskAgent databases
> > > afterwards.
> > >
> > > Other than the schedule issue listed above, I have followed
all
> the
> > > steps according to the Help file. Vantage doesn't seem to be
> > > generating a log file either, so I cannot view any errors.
> > >
> > > Any tips on what I could try or where I could look to
> troubleshoot
> > > would be great. Your help is appreciated, thank you.
> > >
> >
>
>
>
>
> Charles Carden
> IT Manager
> Manitex, Inc.
>
>
> [Non-text portions of this message have been removed]
>
8
I'm not sure if this has been "fixed" in v8 versus v6, but in v6,
there's some really strange correlation in v6 between Alert Groups, the
spelling of names of members of the Alert Group, and the spelling of the
names of the User and/or Employee records. Perhaps the emails are being
created and you just don't receive them because they're going to the
wrong/unknown addressee? Can you check the logs of the email server and
see if it may have simply rejected messages that were attempted by the
Vantage alert process?

--Ari

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of pbriscoe10
Sent: Monday, November 24, 2008 2:23 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Email Setup (Global Alerts Not Working)



Okay,

It looks like our log file has been created! The only problem now is
that I don't seem to be receiving emails. In addition, the log
doesn't seem to be producing any errors. Does the system have to be
restarted after changing the smtp setting in the config file? Below
are the steps I have taken to have alerts sent to a salesperson when
a Task is assigned to them:

1) Activate the task alert in Global Alert Maintenance
1a. once there, I check the boxes "Active" and "Send Alert"
1b. I set the "From" email and Label
1c. I leave the TO: and CC: boxes blank assuming that the "Specific
Recipient: Salesperson" area means that the email will be sent to
the salesperson who the task is assigned to. (Note: I have also
tried filling in the TO: field and still have not received an email)

2) Set the salesperson's email in Work Force Maintenance
2a. Also checked the "Send Alert:" box

3) Create a task
3a. Make sure the send alert on creation and completion boxes are
checked

I don't think I am missing anything in this process, but I am still
not receiving any emails. If I have missed something or can try
something else, I would really appreciate the input. Below is a
snippet of my GlobalAlertsEmail log file. Thanks!

11/24/08 15:05:39 (xxxx-vantage:8301) Global Alerts Email Process -
Processing
11/24/08 15:05:39 (xxxx-vantage:8301) Global Alerts Email Process -
Completed
11/24/08 15:06:39 (xxxx-vantage:8301) Global Alerts Email Process -
Processing
11/24/08 15:06:39 (xxxx-vantage:8301) Global Alerts Email Process -
Completed

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"Charles Carden" <shadowcar1449@...>
wrote:
>
> You also need to create a startup" schedule and then assign your
Global Alerts Email Server Process to that schedule. This allows
the process to run continuously.
>
> ----- Original Message -----
> From: pbriscoe10
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Sent: Friday, November 21, 2008 1:29 PM
> Subject: [Vantage] Re: Email Setup (Global Alerts Not Working)
>
>
> Thanks Nigel,
>
> I will ask our system administrator to edit the sys file. As for
the
> logs, we have looked in that directory and they are nowhere to
be
> found. That is the directory specified in the "log" field of the
> process screen, but it doesn't seem to be generating anything.
Any
> ideas as to why this is hapenning? Thanks.
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"Nigel Kerley" <nigel.kerley@>
> wrote:
> >
> > Two other things you need to do:
> > 1. Specify your email server in the default.mfgsys file. The
file
> is
> > located in \epicor\mfgsys803\client\config. Search inside the
file
> > for "smtpserver value" and enter the server name.
> > 2. Make sure your Exchange server allows relaying from your
> Vantage
> > server.
> >
> > The email logs are found in \epicor\mfgwrk803 by default.
there's
> two
> > of them: GlobalAlertsEmail.log and epicor-smtp.log.txt
> >
> >
> > HTH,
> >
> > Nigel.
> >
> >
> > --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"pbriscoe10" <pbriscoe10@>
wrote:
> > >
> > > Hello,
> > >
> > > We are trying to get our Global Alerts working and,
therefore,
> need
> > > to get email working. I have followed all the steps (at
least I
> > > think I have) and it still does not seem to be working. I am
> trying
> > > to alert the salesperson when a task is assigned to them.
The
> > > salesperson has an email, and the alert has been activated.
Here
> is
> > > what I have done:
> > >
> > > 1. Under Company Config, I have set the Port to 7000,
entered
> the
> > > email and label, and set my smtp name and port
> > >
> > > 2. In SystemAgent, my schedule is enabled and has the Global
> Alerts
> > > task listed. It's type is listed as "Start Up"
> > >
> > > 3. In System Management / Utilities / Global Alerts Email
Server
> > > Process, the "Continuous Processing" and "Recurring" boxes
are
> > > checked. However, the schedule is "Now." When I try to
> > select "Start
> > > Up" from the dropdown it asks me to pick a process set...
none
> of
> > > which are related to global alerts. So, I just left it
as "Now."
> > I'm
> > > not sure where this schedule came from though... it wasn't
> listed
> > in
> > > the SystemAgent area.
> > >
> > > 4. We restarted the ProcessServer and TaskAgent databases
> > > afterwards.
> > >
> > > Other than the schedule issue listed above, I have followed
all
> the
> > > steps according to the Help file. Vantage doesn't seem to be
> > > generating a log file either, so I cannot view any errors.
> > >
> > > Any tips on what I could try or where I could look to
> troubleshoot
> > > would be great. Your help is appreciated, thank you.
> > >
> >
>
>
>
>
> Charles Carden
> IT Manager
> Manitex, Inc.
>
>
> [Non-text portions of this message have been removed]
>






[Non-text portions of this message have been removed]
9
I would start with something simple until you get it up and running:

Create a new BAM on the Customer table, add in the CustID field only,
no rules, tick "Create Log" and "Send Alert" and add your own email
address into "To".

Than create a new Customer. As soon as you save it, you should get an
email.

Things to check:
* does your Exchange server require authorisation. AFAIK, Vantage
can't supply a username/password so you may have to switch this off.
* did you check that your Exchange server allows relaying from your
Vantage server?
* you mention the GlobalAlertsEmail.log. What about the epicor-
smtp.log.txt? Has this been created? It's this log that records
communications with your Exchange Server.


Nigel.


--- In vantage@yahoogroups.com, "pbriscoe10" <pbriscoe10@...> wrote:
>
> Okay,
>
> It looks like our log file has been created! The only problem now
is
> that I don't seem to be receiving emails. In addition, the log
> doesn't seem to be producing any errors. Does the system have to be
> restarted after changing the smtp setting in the config file? Below
> are the steps I have taken to have alerts sent to a salesperson
when
> a Task is assigned to them:
>
> 1) Activate the task alert in Global Alert Maintenance
> 1a. once there, I check the boxes "Active" and "Send Alert"
> 1b. I set the "From" email and Label
> 1c. I leave the TO: and CC: boxes blank assuming that the "Specific
> Recipient: Salesperson" area means that the email will be sent to
> the salesperson who the task is assigned to. (Note: I have also
> tried filling in the TO: field and still have not received an email)
>
> 2) Set the salesperson's email in Work Force Maintenance
> 2a. Also checked the "Send Alert:" box
>
> 3) Create a task
> 3a. Make sure the send alert on creation and completion boxes are
> checked
>
> I don't think I am missing anything in this process, but I am still
> not receiving any emails. If I have missed something or can try
> something else, I would really appreciate the input. Below is a
> snippet of my GlobalAlertsEmail log file. Thanks!
>
>
> 11/24/08 15:05:39 (xxxx-vantage:8301) Global Alerts Email Process -
> Processing
> 11/24/08 15:05:39 (xxxx-vantage:8301) Global Alerts Email Process -
> Completed
> 11/24/08 15:06:39 (xxxx-vantage:8301) Global Alerts Email Process -
> Processing
> 11/24/08 15:06:39 (xxxx-vantage:8301) Global Alerts Email Process -
> Completed
>
> --- In vantage@yahoogroups.com, "Charles Carden" <shadowcar1449@>
> wrote:
> >
> > You also need to create a startup" schedule and then assign your
> Global Alerts Email Server Process to that schedule. This allows
> the process to run continuously.
> >
> > ----- Original Message -----
> > From: pbriscoe10
> > To: vantage@yahoogroups.com
> > Sent: Friday, November 21, 2008 1:29 PM
> > Subject: [Vantage] Re: Email Setup (Global Alerts Not Working)
> >
> >
> > Thanks Nigel,
> >
> > I will ask our system administrator to edit the sys file. As
for
> the
> > logs, we have looked in that directory and they are nowhere to
> be
> > found. That is the directory specified in the "log" field of
the
> > process screen, but it doesn't seem to be generating anything.
> Any
> > ideas as to why this is hapenning? Thanks.
> >
> > --- In vantage@yahoogroups.com, "Nigel Kerley" <nigel.kerley@>
> > wrote:
> > >
> > > Two other things you need to do:
> > > 1. Specify your email server in the default.mfgsys file. The
> file
> > is
> > > located in \epicor\mfgsys803\client\config. Search inside the
> file
> > > for "smtpserver value" and enter the server name.
> > > 2. Make sure your Exchange server allows relaying from your
> > Vantage
> > > server.
> > >
> > > The email logs are found in \epicor\mfgwrk803 by default.
> there's
> > two
> > > of them: GlobalAlertsEmail.log and epicor-smtp.log.txt
> > >
> > >
> > > HTH,
> > >
> > > Nigel.
> > >
> > >
> > > --- In vantage@yahoogroups.com, "pbriscoe10" <pbriscoe10@>
> wrote:
> > > >
> > > > Hello,
> > > >
> > > > We are trying to get our Global Alerts working and,
> therefore,
> > need
> > > > to get email working. I have followed all the steps (at
> least I
> > > > think I have) and it still does not seem to be working. I
am
> > trying
> > > > to alert the salesperson when a task is assigned to them.
> The
> > > > salesperson has an email, and the alert has been activated.
> Here
> > is
> > > > what I have done:
> > > >
> > > > 1. Under Company Config, I have set the Port to 7000,
> entered
> > the
> > > > email and label, and set my smtp name and port
> > > >
> > > > 2. In SystemAgent, my schedule is enabled and has the
Global
> > Alerts
> > > > task listed. It's type is listed as "Start Up"
> > > >
> > > > 3. In System Management / Utilities / Global Alerts Email
> Server
> > > > Process, the "Continuous Processing" and "Recurring" boxes
> are
> > > > checked. However, the schedule is "Now." When I try to
> > > select "Start
> > > > Up" from the dropdown it asks me to pick a process set...
> none
> > of
> > > > which are related to global alerts. So, I just left it
> as "Now."
> > > I'm
> > > > not sure where this schedule came from though... it wasn't
> > listed
> > > in
> > > > the SystemAgent area.
> > > >
> > > > 4. We restarted the ProcessServer and TaskAgent databases
> > > > afterwards.
> > > >
> > > > Other than the schedule issue listed above, I have followed
> all
> > the
> > > > steps according to the Help file. Vantage doesn't seem to
be
> > > > generating a log file either, so I cannot view any errors.
> > > >
> > > > Any tips on what I could try or where I could look to
> > troubleshoot
> > > > would be great. Your help is appreciated, thank you.
> > > >
> > >
> >
> >
> >
> >
> > Charles Carden
> > IT Manager
> > Manitex, Inc.
> >
> >
> > [Non-text portions of this message have been removed]
> >
>
10
Thank you Nigel for your detailed instructions as this was my first
time using BAM. I created the alert and... it worked!

Now that my email seems to be working, I have to figure out why my
task alerts are not being sent. I will try and look into the
salesperson names as mentioned earlier, but I believe everything is
correct in that regard. Are there any other places I may be able to
look.

Also, the epicor-smtp.log.txt is still not being created, which is a
bit strange.

I can see light at the end of the tunnel on this issue, thanks for
all your help!

--- In vantage@yahoogroups.com, "Nigel Kerley" <nigel.kerley@...>
wrote:
>
> I would start with something simple until you get it up and
running:
>
> Create a new BAM on the Customer table, add in the CustID field
only,
> no rules, tick "Create Log" and "Send Alert" and add your own
email
> address into "To".
>
> Than create a new Customer. As soon as you save it, you should get
an
> email.
>
> Things to check:
> * does your Exchange server require authorisation. AFAIK, Vantage
> can't supply a username/password so you may have to switch this
off.
> * did you check that your Exchange server allows relaying from
your
> Vantage server?
> * you mention the GlobalAlertsEmail.log. What about the epicor-
> smtp.log.txt? Has this been created? It's this log that records
> communications with your Exchange Server.
>
>
> Nigel.
>
>
> --- In vantage@yahoogroups.com, "pbriscoe10" <pbriscoe10@> wrote:
> >
> > Okay,
> >
> > It looks like our log file has been created! The only problem
now
> is
> > that I don't seem to be receiving emails. In addition, the log
> > doesn't seem to be producing any errors. Does the system have to
be
> > restarted after changing the smtp setting in the config file?
Below
> > are the steps I have taken to have alerts sent to a salesperson
> when
> > a Task is assigned to them:
> >
> > 1) Activate the task alert in Global Alert Maintenance
> > 1a. once there, I check the boxes "Active" and "Send Alert"
> > 1b. I set the "From" email and Label
> > 1c. I leave the TO: and CC: boxes blank assuming that
the "Specific
> > Recipient: Salesperson" area means that the email will be sent
to
> > the salesperson who the task is assigned to. (Note: I have also
> > tried filling in the TO: field and still have not received an
email)
> >
> > 2) Set the salesperson's email in Work Force Maintenance
> > 2a. Also checked the "Send Alert:" box
> >
> > 3) Create a task
> > 3a. Make sure the send alert on creation and completion boxes
are
> > checked
> >
> > I don't think I am missing anything in this process, but I am
still
> > not receiving any emails. If I have missed something or can try
> > something else, I would really appreciate the input. Below is a
> > snippet of my GlobalAlertsEmail log file. Thanks!
> >
> >
> > 11/24/08 15:05:39 (xxxx-vantage:8301) Global Alerts Email
Process -
> > Processing
> > 11/24/08 15:05:39 (xxxx-vantage:8301) Global Alerts Email
Process -
> > Completed
> > 11/24/08 15:06:39 (xxxx-vantage:8301) Global Alerts Email
Process -
> > Processing
> > 11/24/08 15:06:39 (xxxx-vantage:8301) Global Alerts Email
Process -
> > Completed
> >
> > --- In vantage@yahoogroups.com, "Charles Carden"
<shadowcar1449@>
> > wrote:
> > >
> > > You also need to create a startup" schedule and then assign
your
> > Global Alerts Email Server Process to that schedule. This
allows
> > the process to run continuously.
> > >
> > > ----- Original Message -----
> > > From: pbriscoe10
> > > To: vantage@yahoogroups.com
> > > Sent: Friday, November 21, 2008 1:29 PM
> > > Subject: [Vantage] Re: Email Setup (Global Alerts Not
Working)
> > >
> > >
> > > Thanks Nigel,
> > >
> > > I will ask our system administrator to edit the sys file. As
> for
> > the
> > > logs, we have looked in that directory and they are nowhere
to
> > be
> > > found. That is the directory specified in the "log" field of
> the
> > > process screen, but it doesn't seem to be generating
anything.
> > Any
> > > ideas as to why this is hapenning? Thanks.
> > >
> > > --- In vantage@yahoogroups.com, "Nigel Kerley"
<nigel.kerley@>
> > > wrote:
> > > >
> > > > Two other things you need to do:
> > > > 1. Specify your email server in the default.mfgsys file.
The
> > file
> > > is
> > > > located in \epicor\mfgsys803\client\config. Search inside
the
> > file
> > > > for "smtpserver value" and enter the server name.
> > > > 2. Make sure your Exchange server allows relaying from
your
> > > Vantage
> > > > server.
> > > >
> > > > The email logs are found in \epicor\mfgwrk803 by default.
> > there's
> > > two
> > > > of them: GlobalAlertsEmail.log and epicor-smtp.log.txt
> > > >
> > > >
> > > > HTH,
> > > >
> > > > Nigel.
> > > >
> > > >
> > > > --- In vantage@yahoogroups.com, "pbriscoe10" <pbriscoe10@>
> > wrote:
> > > > >
> > > > > Hello,
> > > > >
> > > > > We are trying to get our Global Alerts working and,
> > therefore,
> > > need
> > > > > to get email working. I have followed all the steps (at
> > least I
> > > > > think I have) and it still does not seem to be working.
I
> am
> > > trying
> > > > > to alert the salesperson when a task is assigned to
them.
> > The
> > > > > salesperson has an email, and the alert has been
activated.
> > Here
> > > is
> > > > > what I have done:
> > > > >
> > > > > 1. Under Company Config, I have set the Port to 7000,
> > entered
> > > the
> > > > > email and label, and set my smtp name and port
> > > > >
> > > > > 2. In SystemAgent, my schedule is enabled and has the
> Global
> > > Alerts
> > > > > task listed. It's type is listed as "Start Up"
> > > > >
> > > > > 3. In System Management / Utilities / Global Alerts
Email
> > Server
> > > > > Process, the "Continuous Processing" and "Recurring"
boxes
> > are
> > > > > checked. However, the schedule is "Now." When I try to
> > > > select "Start
> > > > > Up" from the dropdown it asks me to pick a process
set...
> > none
> > > of
> > > > > which are related to global alerts. So, I just left it
> > as "Now."
> > > > I'm
> > > > > not sure where this schedule came from though... it
wasn't
> > > listed
> > > > in
> > > > > the SystemAgent area.
> > > > >
> > > > > 4. We restarted the ProcessServer and TaskAgent
databases
> > > > > afterwards.
> > > > >
> > > > > Other than the schedule issue listed above, I have
followed
> > all
> > > the
> > > > > steps according to the Help file. Vantage doesn't seem
to
> be
> > > > > generating a log file either, so I cannot view any
errors.
> > > > >
> > > > > Any tips on what I could try or where I could look to
> > > troubleshoot
> > > > > would be great. Your help is appreciated, thank you.
> > > > >
> > > >
> > >
> > >
> > >
> > >
> > > Charles Carden
> > > IT Manager
> > > Manitex, Inc.
> > >
> > >
> > > [Non-text portions of this message have been removed]
> > >
> >
>