Sunday, March 31, 2019

Configuring MailOut in StreamServe 5.6.2 & 5.6.1


Streamserve is a knowledge management software package, dedicated to providing users with several different document management options (such as presentation, management, creation, etc.), as well as the ability to connect with other applications as well. It also provides options for distributing content as well, through sending it out via several different options (such as email and fax).

This document details out the walkthrough of settings that is needed to configure a mail to be sent on completion of a job for StreamServe version 5.6.1 & 5.6.2.

Email output connector

There are three types of configurations for sending emails:
A standard Process and an email connector.
A MailOUT Process and an email connector.
A MailOUT Process, a PageOUT Process and a Topcall connector.

This document will walkthrough for a MailOUT process and an email Connector method.

MailOUT Process and email connector

This type of configuration includes a MailOUT Process, an email connector and
optionally a standard Process. The output from the MailOUT Process is an email.
To this email you can attach files from disk and output from other Processes. The
email is sent via an email connector to a mail server. Which connector to use
depends on the type of mail server. This is the most effortless method if you only
want to attach files on disk to an email, or send plain information in the email
body.

Lets get started:

Platform

For configuring the platform for engaging e-mail we need to add a new output connector for mail.
  
Here are the steps:

  1. Double click on the platform on your project browser for it open in the editor.
  2. Rightclick on the platform,hover to “New Output Connector” and click on “MailOUT-dependant”.



     3. Rename the Output connector ,in this example its “MailOut”

      

   4. Right Click on the MailOut Connector and Click on settings.
   5. Click on the Selected Layer dropdown and working Platform, “Dev(Physical)” in this
example.
   6. Select “SMTP(MIME) for Mail Out” from the connector dropdown.
   7. Enter the mail server to be used and the domain name.



Message

The example already consists of an XMLIN event and a StoryTeller process. In addition to
that for configuring mail we need to another process(MailOut) to the message.
Below are the steps for it:
1. Double click on the message on your project browser for it open in the editor.
2. Rightclick on the Message,hover to “Add Process” and click on “MailOUT”.


 3. Rename the Process,in this example its “MailOut”.


 4.    Double Click on the “MailOut” Process to open the Mail editor.



MailOUT Process reference

            From
            Standard email attribute.

            Display name
            The display name. Only applicable to SMTP (MIME). The From address is replaced by this name when   the email is delivered to the recipient. This functionality must be supported in the email client.

            Reply to
            The address to reply to. Only applicable to SMTP (MIME). Used by the email recipient instead of the From address when responding to an email.

            To
            Standard email attribute.

            Cc
            Standard email attribute.

            Bcc
            Standard email attribute.
            Subject
            Standard email attribute.

            Request receipt
            Request a delivery receipt. A notification is received when the email is delivered.This functionality must     be supported by the email servers and clients.

            Attachments
            Files to add as attachment to the email. Use the Add/Edit buttons to configure the settings. See Mail attachment settings below.


            Mail attachment settings
            Attachment
            The path to the file to attach.

            Attachment name
            The name of the attachment. Leave this empty if you want the attachment name to be the same as the name   of the source file.

            MIME type
            The MIME type (content-type) of the attachment. Only applicable to SMTP (MIME).
            • Predefined – Select the MIME type from the Value drop-down list.
            • Custom – Enter a custom MIME type in the Value field..
            Convert attachment from PCL to PDF

Select to convert a PCL attachment to PDF.

            Compress attachment
            Select to compress the attachment

Runtime

In the runtime the process and the message as we added them already would appear and
needs to be connected.
Note that the processes are executed in sequence in the order from top to bottom in the
runtime view. It is important that you place the story teller process on top of the mail as the
output pdf has to be generated and would trigger the email connector to fetch the attachment
from the first process or send the mail.
Here the steps for the above:
1. Double click on the Runtime on your project browser for it open in the editor.
2. Connect the “MailOut” Process to the “MailOut” output Connector by dragging and
dropping.


Output/Email Example:

  To test the project, simply drop a copy of the sample file into the “in” directory in the wd of your application. If you have configured the mail server settings and address correctly, you should receive a mail like this:


Conclusion:
           
One can create unpaginated output from a StoryTeller Document, for use in an email body. This output stream has all data (Substitutions, Repeaters etc) and scripts evaluated.
To enable this, you must connect the StoryTeller Process to the HTML unpaginated driver. When this driver is connected, the Story defined at the top of the Stories panel is used. As any Story, this can contain e.g.:
·   Story references that link to other Stories. This way you can include all your Stories in the Document by referencing them from the first Story.
·   Substitutions that link to external content, e.g. Composition Center Sections. 






2 comments:

  1. how does the HTML unpaginated Output is Going to Mailout? HTML Unpaginated Output must be getting stored in a directory right? then how it is getting pass to Mailout. Please let me know

    ReplyDelete
  2. can a HTML unpaginated Output can Teg table element and unordered list element?
    can you make a guide please ?
    thanks you for helping us out :)

    ReplyDelete

Configuring MailOut in StreamServe 5.6.2 & 5.6.1

Streamserve is a knowledge management software package, dedicated to providing users with several different document management options (...