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Scenario 4: Configure e-mail integration

When a service is delivered or canceled, a notification message is sent to the Web Portal for each workflow action that requires user interaction. However, a user is probably not signed in to the Web Portal the entire day to check for new notifications. Therefore, it may be useful to configure E-mail Integration and have them sent by e-mail. Depending on configuration, these e-mails contain a link that opens the Web Portal. E-mail Integration requires a functional e-mail client.

In this scenario, you will configure E-mail Integration and request the service Adobe Illustrator.

  1. In the Management Portal, click Setup > E-mail Integration.
  2. In the Server field, specify the name of the mail server that sends the e-mail. By default, SMTP uses Port 25.
  3. In the User Name and Password fields, specify the credentials for the e-mail address specified in the From field.
  4. In the From field, specify the e-mail address from which the e-mail originates.
  5. In the E-mail People Identifier field, specify the e-mail address that identifies people on the mail server, for example their Primary e-mail address.
  6. Select Enabled.
  7. Optionally, click the edit button in the E-mail Template area to adjust the contents of e-mail notifications.
  8. Click Save.
  1. In the Management Portal, click Entitlement Catalog.
  2. Click the tile of the service Adobe Illustrator.
  3. Click Request. This opens the Select People panel.
  4. Select Amanda Cavendish and click OK.
  5. A popup panel will ask you to provide information for the service to be delivered.
  6. Specify the necessary information and click OK.
  7. Close the Management Portal.
  8. Log in to the computer as Amanda Cavendish.
  9. Start up the e-mail application (e.g. Microsoft Outlook) and check whether an e-mail has been delivered for the workflow action.
  10. Click the link in the e-mail. This should open a browser window to the Web Portal.