Notification System Overview

The Notification System provides J1 Desktop with the ability to route alerts and email messages to targeted recipients. This topic describes the different notification types and how to configure J1 Desktop to make use of the Notification System.

Notification Methods

J1 Desktop provides three notification methods, which you can view in the Notification Method Definition window. The table below details the three notification methods:

Viewing Application Alerts

The Current Notifications window is used to view new and previously viewed application alerts. If a J1 Desktop user is configured to receive application alerts, the user will notice a small icon at the bottom right corner of any J1 Desktop module ( $image\ebx_960199345.gif$ ).

Installing J1 Client Application Services

In order for the Notification System to send notifications to email recipients, you must successfully install the J1 Client Application Services.

Configuring J1 Desktop to send Email Notifications

In order for J1 Client Application Services to send notifications to email recipients, use the SMTP Relay Configuration window to configure the appropriate settings.

Notification Settings and Preferences

Name Entity Window

Users Window

The Users window includes a configurable Notification Enabled checkbox, which must be selected if you want to allow J1 Desktop users to receive Application Alert notifications.

User Preferences Window

Some processes may not use all notification methods. For example, internet submissions notifications use only email.

How To

1. Configure email notification.

a. Make sure J1 Client Application Services is installed and started.

b. Edit the SMTP Relay Configuration window. Be sure to enter a 'From' email address.

This SMTP setup is done once for all, not repeatedly for individual users.

2. Set up notifications for internet submissions in the Assign Processing and Notification Rights Window.

3. Enable email notification (if the user works with processes that generate email notifications).

a. Open the The Name Entity window | Addresses tab.

b. A select an email address.

c. Select the Email checkbox.

d. Under Detail, select the Notification Enabled checkbox.

4. Enable application alerts (if the user works with processes that generate application alerts).

a. Open the Users window.

b. Select the Notification Enabled checkbox.

5. Enable notifications to be sent by the scheduler (if the user works with processes that use the scheduler).

a. Open the Notification Group Definition Window.

b. Create or edit groups as needed.

c. Select Notification Enabled for appropriate groups.

d. Assign group members in any or all of these tabs:

i. Application Alert Members

ii. J1 Email Members

iii. External Email Members

e. In the External Email Members tab, click the Maintain Email Addresses button to open the External Email Address Window and add or edit email addresses.

Open the User Preferences Window.

1. In the Notification Preferences group box, select a notification method.

2. If your notification method includes application alerts, set your preferences for popups of the alerts.

For internet submissions, J1 Email is the only notification system available. Internet submissions notification ignores this setting.

1. If you are set up to receive application alerts, click on the $image\ebx_960199345.gif$ icon that appears at the bottom right of any J1 Desktop window.

2. Double-click on the alert icon to open the Current Notifications window.

OR

From the J1 Desktop module Tools menu, choose View Notifications.

The Current Notifications Window opens.

$image\ebx_768677604.gif$

3. Select the notification you want to view, and click the View button $image\ebx_960199345.gif$ or double-click on the notification to open the Notification window, which is used to view notification details. If the notification you select was created by a scheduled process, you will see the following window:

If the scheduled process generated any reports or wrote to the application log, the View Reports or View Application Log button will be enabled.

Because report output (formatting and data) is saved to the database, you can review these reports at any time in the future. However, the length of time a report is available is dependent on the Maximum Occurrences Allowed in the History Log setting.

If the notification you select was created by a Purchasing event, you will see the following window:

Depending on the Purchasing event that created the notification, buttons may be enabled: View Requisitions, View Purchase Orders, or Open Approve Requisition window.

Notification Method	Description
Application Alerts	The Application Alerts notification option is recommended for J1 Desktop users who need to be notified of the status of a process while they are in the J1 Desktop application. If a user is configured to receive application alerts, a small icon appears at the bottom right corner of the users J1 Desktop status bar ( $image\ebx_960199345.gif$ ). More information can be obtained about the notification by double-clicking on the icon.
J1 Email	The Email notification option is recommended for J1 Desktop users who have an ID Number associated with their J1 Desktop user name. Once a J1 Desktop user is assigned an ID Number and configured to be notified, J1 Desktop can send notifications to the users email addresses stored in the Address Master table. If the user has access to the Set My Profile Sharing Preferences window, the Notification System first checks for the user's email address entered in this window before checking the Address Master table. For internet submissions, this is the only notification system available.
External Email	The External Email option allows J1 Desktop to send email notifications to persons who are not J1 Desktop users. The External Email Address window allows you to add, remove, or update external email recipients. This window only applies to notifications generated by the scheduled processes.