Server settings

Start/Stop the Notification and Action service starts or stops the service. If you start the service, a prompt is displayed. You can define whether all rules are applied to all data records that have been created since the service was stopped. Alternatively, you can apply the rules to the data records that have been newly created since you have started the service.

Please note

Changes are not possible if the service is active.

A notification can contain a GBT-file or links to appointment data records for a task and so on. Suitable content will only be displayed for those users who have been entered in the license for the respective client and who have logged on at least once.

Settings for the application server

• In the Name of application server field, you can enter the Application Server on which you want the notification service to run.

On the Event tab, you can set up a different Application Server for each rule that monitors this rule.

• Creating a rule

• Define a Sending time interval to determine the periods in which the program searches for changes in the database and sends notifications.
• Set sending restriction opens a window in which you define the maximum number of e-mails that can be send within a certain time period.

This setting is recommended if the e-mail server can only send a limited number of e-mails within a time period.

Via the e-mail address for the action and notification service, you can still send additional e-mails independent of the notification service. These e-mails are not affected by sending limitations.

• If required, set up a further application server for e-mail rules and out-of-office wizard actions.
• Notifications will contain a respective link with the URL to CAS genesisWorld Web if the corresponding action field in the server settings for rules is filled in.

This URL is entered on the Services tab in the Server Manager.

• Server manager: Services tab

E-mail account settings

To set up the notification service, you need a valid e-mail account.

You can also set up an SMTP account, as e-mails will only be sent. OAuth2 is also supported for SMTP accounts in Microsoft Exchange Online. If an IMAP application has already been registered, it can also be used for SMTP. The Mail.Send right must be set for the application.

• Miscellaneous area/OAuth2

The service runs on the Application Server and can log on or log off independently and send e-mails on behalf of other users.

• You use the same functions as in the desktop client to create and change the e-mail account, and when you call the help pages, the desktop client help pages will open.

• Desktop client: Configuring an e-mail account
• Desktop client: E-mail account settings

You can also use the OAuth2 method as Authentication method for the e-mail account of the notification service.

In rules for notifications, you define a sender. If the e-mail cannot be sent, the system tries sending it again multiple times.

• Sending efforts for e-mails

• The Send a test mail function is available on the Server settings tab.

Language settings

• Activate the languages for sending notifications.

This drop-down list lists the languages for which language packages have been installed.

When creating a new rule for a notification, the Action tab offers an individual tab for each language.

• Creating rules: Notification action

• The Default language for notifications setting is used if a suitable recipient language is not detected, or if the notification is not available in the suitable language.

The default language for users of CAS genesisWorld is set in the user properties.

• User: General tab