Notification System Settings

To edit options, select a setting, and then click Details to select a check box or to enter a new Value in the System Settings Editor dialog box. Click Apply to save your changes.

For SBM On-Premise systems, you can use the Notification System Settings tab to define Notification Server settings or override settings that you defined in SBM Configurator. Options below that do not appear in SBM On-Premise only apply to Notification System Settings for SBM On-Demand.

Connection Information

E-mail server type
Select the type of e-mail server you want to use. You can override the default SMTP server and specify your own SMTP server or Exchange server.
SMTP server
For SMTP servers, enter the host name of your SMTP server.
SMTP server port
For SMTP servers, enter the port number of your SMTP server. Port 25 is used by default.
Enable VRFY
Select this option to issue the SMTP VRFY command when the Notification Server sends e-mail messages. Some SMTP servers support the VRFY command, which can be used to validate that the e-mail address is valid before sending e-mail. If this check box is cleared, the Notification Server will not issue the SMTP VRFY command when it sends e-mail messages. Note that this setting is disabled by default.
- Older servers do not support the SMTP VRFY command. If you are using a server that does not support this command, clear this check box.
- Your SMTP server may have the verification command already disabled. If this option is selected, the Notification Server tries to verify the address with the SMTP server. Because the verification command is disabled in the SMTP server, mail is not sent.
Use SSL
For SMTP servers, select this check box to send and receive messages through a secure connection.
Port is SSL dedicated
For SMTP servers, select this check box if you know that the server requires an SSL-dedicated port. Otherwise, to use SSL encryption in the standard way, clear this check box.
Domain
Enter the domain name of the SMTP Server, such as mycompany.com. Some SMTP Servers require a domain name for user authentication purposes.
Use authentication
Select this option to use SMTP authentication as defined by RFC 2554. You might need to use this option if your SMTP server does not allow relaying.

By default, many SMTP servers do not allow relaying. This prevents SBM from sending e-mail messages to users outside the local domain. For example, if your SMTP server belongs to the mycompany.com domain, then the SMTP server might not send messages to users who do not belong the same domain.
Authentication mode
Select LOGIN, PLAIN, NTLM, or OAUTH2 from the list.
- For LOGIN, PLAIN, or NTLM, enter the Login and Password for a system user on the SMTP server.
- For OAUTH2, enter the e-mail address for your service provider to grant access in the Login field, and then provide the required details in the OAuth 2 fields that appear. For example, if you are using Gmail as your mail server, enter the Gmail e-mail address.
To configure OAuth 2 authentication, you must obtain the Authorization Service URL, Token Service URL, Client Id, Client Secret, and Scope from the application details of your service provider.
When prompted by your service provider, enter the following redirect URL in your service provider's application details:
```
https://serverName:port/commonsvc/appadmin/mail/oauth2
```
(Replace serverName and port with the host name and port of your Application Engine server).
OAuth 2 authorization server URL
The URL that displays an authorization prompt. This URL should be available from your service provider's documentation.
OAuth 2 token server URL
The URL that you will use to request an access token and a refresh token.
OAuth 2 Scope
If required by the service provider, enter the scope that indicates the kind of data the service provider makes available. Some service providers require that the scope is appended with each request.
OAuth 2 client ID / client secret
Used to authenticate against the service provider in order to obtain the access token and refresh token.
OAuth 2 access token
SBM uses the access token to connect to the OAuth 2 service provider.

Click the refresh icon to obtain a new access token. This token is returned by the service provider after successful authentication using the OAuth 2 client ID and OAuth 2 client secret.
OAuth 2 refresh token
When the access token expires, SBM uses the refresh token to obtain a new access token.

Click the refresh icon to obtain a new refresh token. This token is returned by the service provider after successful authentication using the OAuth 2 client ID and OAuth 2 client secret.
Service URL
For Exchange servers, enter the Exchange service URL. For example: https://serverName/EWS/Exchange.asmx.
Advanced option
Used by Support for troubleshooting purposes only.

E-mail Settings

Sender that appears in e-mail subject or body
Enter a text string that will appear in the subject and body of messages to indicate the sender of the notification.

This setting is only applicable after the $SENTBY() tag has been added to the notification e-mail template in use. For details on using this tag, refer to Base Global Template Tags.
Enable inline images
Select this option to include images from Rich Text fields in notification messages and e-mails that are sent from the browser. Use the check box to toggle this option on or off globally (for all notifications), or optionally toggle it on or off for specific notifications using SBM Application Administrator. Note that this option is enabled in SBM Configurator and on every notification by default.

CAUTION:
Review your notifications and determine if this setting should be enabled globally, or if individual notifications should have the setting enabled instead. A notification that contains a large embedded image and several hundred subscribers could negatively affect notification server performance.
Notification token expiration timeout
Set the default time for Expired Notification Tokens that are used in e-mail responses. For more information, refer to E-mail Responses.

For on-demand customers that have installed and configured Hybrid SSO, you can use the following settings to configure the link address that appears in your notifications.

Important: On-demand customers that are not using Hybrid SSO should not change these settings. These settings override the HTTP link that appears in notifications. The default address and port that is configured should be used unless you have installed and configured Hybrid SSO.
Web services authentication user
Specify an SBM user account that the SBM Application Engine Web services should use for authentication when the E-mail Recorder receives an e-mail from a non-SBM user.

This account is also used by the Notification Server to execute scripts and Web services for notifications without subscribers.

If you plan to enable External Communication with non-SBM users, ensure that this user account has the Add Notes to Any Item and Add Attachments to Any Item privileges. This enables replies from non-SBM users to be added to items. For details, refer to Enabling External Communication.

Link Settings

External server
Enter the external server name or address to include an HTTP link to items in the body of e-mail notifications. The $LINK() tag must also be included in the body of the notification e-mail template.
External server port
Enter the port number for the external address. The port number appears in the external HTTP link that is included in the Notification Server e-mail messages if you provide an External server address.
Web server
Enter the name or address of the Hybrid SSO server to include an HTTP link to items in the body of e-mail notifications. The $LINK() tag must also be included in the body of the notification e-mail template.
Web server port
Enter the Hybrid SSO server port number. The port number appears in the HTTP links that are included in the Notification Server e-mail messages. The default port value is 80.

From and Reply-to Addresses

From user who runs transition
Select this check box to have notification messages appear as though they are sent by the user who last transitioned the item. For example, if Bill transitions an item that generates a notification, the notification message will appear with Bill's e-mail address in the From: field. For escalation notifications, the message will show as From: the user who triggered the initial notification as well.

Tip: You might choose From user who runs transition if you want to ensure that the message's From: address contains the user that invoked the notification change, and not necessarily the user who made the last change to the item.
Default from address for SLA
The default address that appears in the From: field for SLA notification messages.
Display name in e-mail
Includes the user name in the From: field:
```
From: Bill Admin <bill@company.com>
```
Otherwise, the From: field only displays the e-mail address:
```
From: bill@company.com
```
Reply to last
Select this check box to automatically send reply messages to the user who last modified the item. The e-mail address of the user who last modified the item is inserted into the Reply To: field of the mail message header.
Default reply to address
If you select Reply to last, enter an e-mail address as the default reply address for e-mail messages, which is usually the e-mail address of the person responsible for administering SBM. For best results, enter a Default reply to address, even if you have selected the Reply to last check box. If a user needs to reply to a message and there is not a "last modifier" to send the reply to, the reply is then sent to this default address.
From last modifier
Select this check box to have all messages appear as though they were sent by the user who last modified the item. The e-mail address of the user who last modified the item is inserted into the From: field of the mail message header.
Default from address
If you select From last modifier, enter an e-mail address that should appear as the default From: address for e-mail messages. For best results, enter a Default from address, even if you have selected the From last modifier check box.