Use > Survey > Service Manager Survey > SM Survey setup > Set up HTML Email for SM surveys

Set up HTML Email for SM surveys

User roles: System Administrator

For the SM Survey feature to work, you need to set up HTML Email (JavaMail) by configuring the required emailout parameters. For more information about the emailout parameters, see Emailout parameters in the sm.ini file.

To set up HTML Email, follow these steps:

  1. Navigate to the RUN folder of the Service Manager Server.
  2. Open the sm.cfg file in a text editor, and add the emailout parameter in the file:

    sm -emailout

  3. Open the sm.ini file in the RUN folder, and add the following emailout parameters as well as the queryhashcode parameter:
    smtphost:smtp3.mycompany.com
    smtpport:25
    mailFrom:sender@mycompany.com
    queryhashcode:<hostname>:<port>

    Where:

    • smtphost is the name of the SMTP server host for client requests
    • smtpport is the communications port that the SMTP server uses
    • mailFrom is any email address that you want to appear as the sender in the survey emails. The mailFrom parameter must use an email address format, but does not have to be a real email address.
    • <hostname> is the Service Manager Server host name and must be identical to the value specified in the serverHost parameter in the Service Manager web tier configuration file (web.xml)
    • <port> is the communications port of the the Service Manager Server. For example: 13080.

    Tip Instead of configuring the parameters in the two configuration files, you can also configure all of these emailout parameters in the sm.cfg file:

    sm -emailout -smtphost:smtp3.mycompany.com -smtpport:25 -mailFrom:sender@mycompany.com -queryhashcode:<hostname>:13080

  4. Save the files and restart the Service Manager server.

  5. Log in to Service Manager, and do the following:

    1. Navigate to System Status.
    2. Make sure that the SMTPMail background process is running. If it is not displayed in the list, click Start Scheduler and double-click the emailout.startup scheduler.

Next, you need to specify your survey portal URL. For details, see Specify the survey portal URL.

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SM Survey setup

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