Set Up On-Line Options

These settings are used in conjunction with our Internet solutions Ollie and WebSAFE. They will only appear if you have either of these programs installed.

 

Fields

DATA PATH
HELP PATH
IMAGE PATH
USER PROGRAM NAME
HEADER COLOR
HEADER HTML PAGE
FOOTER HTML PAGE
PRE-BODY HTML PAGE
HEADER LOGO IMAGE
MAIN LOGO
ALLOW USER TO RETURN TO INTRO?
WARN IF DUPLICATE LOGIN?
GLOBAL TIMEOUT
ENABLE PASSWORD SECURITY?
ORDER ID FORMULA
QUICK RELEASE FORMULA
SPECIAL PRODUCTS PRODUCT TYPE ID
ENABLE SHOPPING LISTS?
ALERT ON EXISTING QUICK RELEASE?
ALLOW APPROVER TO EDIT ORDERS?

 

SEND CONFIRMING E-MAILS?
SEND 2ND LEVEL APPROVER E-MAILS?
SEND E-MAILS AS HTML?
SEND E-MAILS WHEN DELETED BY APPROVER?
GLOBAL E-MAIL ADDRESS	The Global E-Mail Address is used as the ‘from’ for messages generated by Ollie. All auto-generated e-mails need a valid e-mail address to send -from- otherwise the e-mailer will generate an SMTP 550 error. ollie@suntowersystems.com performs this function.
ADMIN CC E-MAIL ADDRESS	The Admin E-Mail address is, by default, the ‘Reply To’ address for E-Mails—if people need help for example. More importantly, is that, Ollie will generate a CC to this address of every e-mail sent by users or Approvers in the Order Entry process. This lets you track who did what and serves as a backup if an order were to be lost between the time the order is entered and then transferred into SAFE.
POP 3 SERVER NAME
POP 3 E-MAIL USER ID
POP 3 E-MAIL PASSWORD
SMTP DOMAIN
SMTP SERVER NAME
SMTP DEFAULT PORT

 

Global and Admin Emails

The Global E-Mail Address is used as the ‘from’ for messages generated by Ollie. All auto-generated e-mails need a valid e-mail address to send -from- otherwise the e-mailer will generate an SMTP 550 error. ollie@globaforms.com performs this function.

The Admin E-Mail address is, by default, the ‘Reply To’ address for E-Mails—if people need help for example. More importantly, is that, Ollie will generate a CC to this address of every e-mail sent by users or Approvers in the Order Entry process. This lets you track who did what and serves as a backup if an order were to be lost between the time the order is entered and then transferred into SAFE.

You will need the following information for having Ollie send out e-mails

SMTP Server: 10.10.10.111

POP3 Server:   10.10.10.111

Email Domain: globalforms.com

Plus, you need to provide a POP3 User Account and Password for Ollie to use for sending e-mails.

 

E-Mail Servers?

Like the e-mail program on your desktop, Ollie does not actually send e-mails. Instead, it relies on a piece of software known as an e-mail server to actually send the e-mails it generates. Your company may already have an e-mail server, or it may use the e-mail server provided by your ISP. If you are using the e-mail server provided by your ISP this may be the first time you were aware that there even is such a thing as an ‘e-mail server’. But there is, and here is why it is important:

When a program like Ollie sends an automated e-mail from a particular address such as ollie@mycompany.com, the ISP -must- allow something called a relay in order for the e-mail to be sent.  This is because the From address on the e-mail Ollie generates will not match the From address of the person actually using Ollie. Actually, to be more precise, the domain, meaning the actual computer network Ollie is installed at (your company) is not the same as the network of the Ollie User.

In other words, when rhonda@myformscustomer.com places an order in Ollie, Ollie will attempt to generate an e-mail to acknowledge her order. The problem is that Ollie is residing on your system and is using a From address of ollie@formsdistributor.com. When your ISP’s e-mail server sees that someone at ‘myformsCustomer.com’ is attempting to send an e-mail with a From address of ‘formsdistributor.com’ it will likely attempt to block this.

The above scenario is called a relay, using one domain to send a message from another domain. And relays are generally blocked by most ISPs because this is a favorite technique of hackers and spammers. Why? Because a relay allows one domain to send e-mails for another and though in our case it is perfectly innocent, if you were a spammer, you would use this same technique to send out thousands of weight loss and home finance messages using the ISPs own servers!

If you configure Ollie to use your ISPs e-mail server, instead of purchasing your own, you may run into the following error when you attempt to e-mail from Ollie:

SMTP Error 550.

If this happens, you will need to contact your ISP and see if they can enable relay and/or turn off their anti-spam filters for e-mails sent by Ollie. If they are unable or unwilling to do so, you wil need to install an e-mail server on the Ollie webserver in order to automatically generate e-mails from Ollie.

 

Supported E-Mail Servers

Ollie supports most popular e-mail servers, including:

Ipswitch IMail Microsoft Exchange Novell

If you have another e-mail server in mind it will likely work since Ollie uses standard protocols for sending and receiving mails.

 

Rules For Forwarding And Notification

When An Order Is Approved?

Send E-Mail To Purchasing Agent In All Cases?	When any order is approved, a CC of the order will be forwarded to a global e-mail address for this customer. This is typically a purchasing agent for the entire organization. If this feature is not enabled, only orders entered from the Special Products screen will be forwarded to this person.
Send E-Mail To Approver In All Cases?	If this is enabled, a CC of the order is always e-mailed to the approver, whether the order required Approval or not. If this is not enabled, only orders which required approval are CC’d to the Approver.

 

When An Order Is Cancelled

Void Cancelled Orders?	This is not really an e-mail option, but it bears mentioning. If this option is enabled, when a User cancels an order, the order is put into an ‘X’ status. An Activity is attached to the Order indicating the person who cancelled the order and the date and time this happened. If the Void option is not selected, cancelled orders are physically removed from SAFE.
Send E-Mail On Proxy Cancel?	If this option is enabled, an e-mail is sent to the original User when an Approver cancels their order.
Send E-Mail On Order Cancel?	If enabled, an e-mail is sent to the User whenever an Order is cancelled.