This documentation supports the 22.1 version of BMC Helix Digital Workplace Basic and BMC Helix Digital Workplace Advanced. Icons distinguish capabilities available only for the Advanced and External license levels. For more information, see License-types-and-features.

Configuring the email server


The steps to configure an email server depend on the application's deployment mode. After the email server is configured, users can enable email notifications for specific events in their preferences. For example, managers can choose to receive email notifications only for requests that need an approval so that they can concentrate only on notifications that are of utmost importance at work. 



Related topic

To configure the email server for a SaaS deployment

BMC supplies email servers on behalf of the customer and configures the email server according to customer requirements during the activation time; see Planning email integration with BMC Helix services


To configure email server for an on-premises deployment

BMC supports Microsoft Exchange and Google Gmail for on-premises customers. Although other email servers are supported, rich text content in emails might not be rendered correctly for end users. 

Complete the following steps to configure the email server. 

  1. Configure the SMTP parameters in the deployment input configuration file as described in Smart applications parameters in the deployment input configuration file

  2. Get the subtenantID.
    1. As an administrator, log in to BMC Helix Innovation Studio
    2. On the Workspace tab, click Digital Workplace
    3. On the Record tab, select the checkbox next to Subtenant and click Edit Data, as shown in the following image: 
      Email server_get subtenant ID.png
    4. Copy the Subtenant ID for reference, as shown in the following image:
      Email server_copy subtenant ID.png

  3. Paste the Subtenant ID in the SMTPConfiguration record definition.
    1.  As an administrator, log in to BMC Helix Innovation Studio.
    2. On the Workspace tab, click Digital Workplace
    3. On the Record tab, select the checkbox next to SMTPConfiguration and click Edit Data.
    4. Click New
    5. In Name, type the name of the SMTP protocol for which you are creating the record. 
      For example, SMTP_ENABLED
    6. In SubTenandID, paste the ID that you copied in earlier. 
    7. In Value, type true.  
    8. Click Save

      The following image shows an example of the SMTPConfiguration record definition:
      Email server_SMTPConfig RD.png

  4. Create one record each for the following SMTP parameters:
    • smtp.host
    • smtp.port
    • smtp.account
    • smtp.pwd

      Make sure that the values are the same as the ones configured in step 1.

You have configured the commonly required SMTP parameters for the email server. For additional parameter names and descriptions, see https://javaee.github.io/javamail/docs/api/com/sun/mail/smtp/package-summary.html

 BMC Helix Digital Workplace Tomcat monitors this record definition and applies changes in real time. 


To configure the email settings in BMC Helix Digital Workplace

After configuring the email server, you must add the email address in BMC Helix Digital Workplace. 

  1. As a BMC Helix Digital Workplace administrator, select Configuration > Email & Notifications.
  2. On the Settings tab, in Sender, specify the email address from which notifications are sent to the end users.

  3. (If you want to change the email subject for service request health notifications) In Service Change Email Subject, specify the custom subject of the email about a service health status change.You can use the $serviceName$, $serviceNewStatus$, $serviceOldStatus$ placeholders. 

    Example: The $serviceName$ and $serviceNewStatus$ display the following email subject to end users: Service health is now Available.

    Service status.png

  4. (If you want to change the email subject for social notifications) In Microblog Activity Email Subject, specify the custom subject of the email about mentions (with the @ symbol) in posts.

    For example, when an end user mentions a colleague in the feed, an email notification is sent with this custom subject, as shown in the following example:

    Mentions.png

  5. In Backend URL, type the link to your application in the https://hostname:port/dwp format. Email notifications can include deep links that open the application's applicable area.
    For example, an email notification about a service request status change includes a link to the service request profile.

    Link to the service in the email notification.png


To verify the email server connection and notifications

  1. To verify the email server connection, as a MyIT Super Admin, in a browser, type the URL in the following format:
    https://hostname:port/dwp/rest/test/smtp 

    If the email server is working correctly, the following result is displayed:
    Email server_verify smtp config.png

  2. To verify whether email notifications are being sent, send test notifications from the BMC Helix Digital Workplace Admin console.
    1. As an administrator, log in to BMC Helix Digital Workplace. 
    2. Select Configuration Email & Notifications
    3. On the Templates tab, select Actions > Edit next to any template.
    4.  Click Send test notification
    5. On the Send test notification dialog, select the Email checkbox. 
    6. Click Send

      If the email is sent successfully, the following message is displayed:
      Email server_test notification successful.png

 

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