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wMobile User Group: Configuring Notification Services

Aa16011fadc08150f36617c50e50a1c0?s=47 W-Systems
December 16, 2015

wMobile User Group: Configuring Notification Services

Notification Services can be used to send users activity notifications such as alarms on pending activities, notification of a new scheduled activity, completion of an activity marked for RSVP, etc. These notifications can be sent via email. Notification on activity alarms via SMS/text message has just been added. Some configuration is required for email and text messaging. Functionality and configuration will be reviewed in this session.

Aa16011fadc08150f36617c50e50a1c0?s=128

W-Systems

December 16, 2015
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  1. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Configuring Notification Services December 16, 2015 wMobile User Group
  2. © W-Systems Corp. | www.w-systems.com Agenda • Review of Existing

    Resources • Features and fixes in wMobile • Configuring Notification Services • Roadmap • Open Q&A
  3. © W-Systems Corp. | www.w-systems.com Place your screenshot here Existing

    Resources Website www.w-systems.com/products/wmobile • Documentation • Upcoming Training • Latest Update downloader • Release Notes • Blog Articles • Request Technical Support Email Support support@w-systems.com
  4. © W-Systems Corp. | www.w-systems.com Place your screenshot here wMobile

    Updates Posted on wMobile Product Page http://www.w-systems.com/products/ wmobile/ Included in newsletter (every 2 months) wMobile Installer will always check for latest release You must be on maintenance to update
  5. © W-Systems Corp. | www.w-systems.com What’s new in wMobile •

    New logo! • Notification support for activity alarms via SMS/Text messages • Digital signature renewed on installer/updater • Added user to logging • Addition of Access logs in Mgr Console • Addition of Resource Manager to add translated values for other languages • Improvements to Diagnostics tool • Fix: Field based 'Record Type Rule' is not parsed correctly in some circumstances • Fix: Completed activity series do not sync correctly between GoldMine systems • Fix: When using 'Select Linked Doc Folder Paths' the selected user is now taken into account.
  6. © W-Systems Corp. | www.w-systems.com New Logo • We have

    a new updated logo for wMobile. • If you have a custom logo, your logo will not be updated.
  7. © W-Systems Corp. | www.w-systems.com SMS now Supported on Activity

    Alerts
  8. © W-Systems Corp. | www.w-systems.com Text Message on Phone Place

    your screenshot here
  9. © W-Systems Corp. | www.w-systems.com wSetup.exe has Renewed Digital Certificate

    Some customers got on-screen warnings on updating wMobile when our certificate expired. It’s been updated now and can be verified in the file Properties.
  10. © W-Systems Corp. | www.w-systems.com Improvements in Logs The user

    has been added to logs so we can tell which user has an error.
  11. © W-Systems Corp. | www.w-systems.com Access Logs • Access logs

    have been added in the Manager Console for Phone and Desktop. • These logs were previously referred to as Performance logs and were only accessible via SQL query on the WT_PerfLog table. • The ‘PerfLog’ setting used to be enabled in System Settings. It is now enabled by default.
  12. © W-Systems Corp. | www.w-systems.com Improvements to wDiag • Recently

    a check was added for Default Document in IIS for Phone and Desktop • A validation was added for aspnet_client • A test was added for a valid Tmp directory, which is used during installs and updates.
  13. © W-Systems Corp. | www.w-systems.com Record Type Rule • We

    saw a login error on Desktop and an error searching in wMobile phone that was related to the Record type rule. • The GoldMine Record Type rule text in SQL was missing a criteria such as the example below to use the current record type in view. <NEW_RECTYPE>CURRENT</NEW_RECTYPE> • Going forward, if a rule is not present, the default record type will be used.
  14. © W-Systems Corp. | www.w-systems.com Complete Activities for All Users

    There was a problem where the completed appointments didn’t synchronize to remote GoldMine instances. This has been resolved.
  15. © W-Systems Corp. | www.w-systems.com Fix in Virtual File System

    Settings (VFS) When using 'Select Linked Doc Folder Paths' the selected user is now taken into account. The VFS entry will be only for that user.
  16. © W-Systems Corp. | www.w-systems.com What’s New in wMobile Phone

    • New Phone Lookups • Added browse capability to attach photos • Activities with Priority (instead of time) did not show in wM Phone Calendar • When using email templates residing on a mapped drive or UNC path, wMobile ran into an 'Access Denied...' error
  17. © W-Systems Corp. | www.w-systems.com Place your screenshot here Lookup

    List Selection • The selection appears with a pencil icon, as in Desktop Edition. • It can be closed with the X to type in a value. • Navigation is improved so you don’t get sent back to the top of the page.
  18. © W-Systems Corp. | www.w-systems.com Add Attachment to Email There

    is now an option on wMobile phone to add a photo attachment to an email.
  19. © W-Systems Corp. | www.w-systems.com Choose File Place your screenshot

    here Place your screenshot here
  20. © W-Systems Corp. | www.w-systems.com Save or Upload New File

    Place your screenshot here
  21. © W-Systems Corp. | www.w-systems.com Activities with Priority Some customers

    use the Time field on an activity for priority, rather than time. These activities were not displayed on the calendar in wMobile Phone.
  22. © W-Systems Corp. | www.w-systems.com Fixed! This was discovered during

    a review of System Settings in the Manager Console. Phone | Activities | List | ShowAllActivities When set to False, activities that are scheduled without a specific time are not displayed on the calendar, but there's a prompt to look at the activity list instead. In the case where an activity is using Priority instead of time, this prompt is not displayed.
  23. © W-Systems Corp. | www.w-systems.com Fix with Email Template Attachments

    When using email templates with HTML files residing on a mapped drive or UNC path, wMobile ran into an 'Access Denied...' error. Also, some of the user_var values were not calculated properly. Both of these issues have been resolved.
  24. © W-Systems Corp. | www.w-systems.com What’s New in wMobile Desktop

    • Support for phone search without parentheses • Ability for admin to set contact tabs from Manager Console • Added ‘About’ option on menu • Manager Lookup list selection fixed in Project list • Filtering using IS NOT EMPTY is fixed • Added ability to sort alarms in wMobile Desktop alarm list • Addition of Resource Manager to add translated values for other languages
  25. © W-Systems Corp. | www.w-systems.com Improved Phone Search Support for

    phone search without parentheses
  26. © W-Systems Corp. | www.w-systems.com Improvement in Setting User Contact

    Tabs There is now a graphical user interface to select the desired tabs for wMobile Desktop. This is located in Default User Options (and Users Options) under Options | Desktop | Contacts | Selected Tabs The admin can select which tabs will be displayed and in which order. This setting can be made for an individual user in Users Options or applied to all users in Default User Options.
  27. © W-Systems Corp. | www.w-systems.com About Added an About option

    on the menu for product information.
  28. © W-Systems Corp. | www.w-systems.com Manager Lookup List Manager Lookup

    list selection is now fixed in Project list.
  29. © W-Systems Corp. | www.w-systems.com Alarm Order Added ability to

    sort alarms in wMobile Desktop alarm list
  30. © W-Systems Corp. | www.w-systems.com Alarm Sidebar The listing on

    the side will remain in date/time order. A scroll bar appears if there are many alarmed activities that haven’t been completed.
  31. © W-Systems Corp. | www.w-systems.com Notification Services The topic selected

    in last month’s poll was Configuring Notification Services. The Notification Service was added toward the end of the summer. We started with email notifications, and have now added support for activity notifications via SMS/Text.
  32. © W-Systems Corp. | www.w-systems.com wMobile Manager Console To configure

    the Notification Services, open the wMobile Manager Console and select Notification Services.
  33. © W-Systems Corp. | www.w-systems.com Rules The Notification Service currently

    has 10 rules that can be enabled. Clicking on one will show the description in the bottom of the panel. Individual rules can be checked (enabled) or unchecked (disabled). These rules were created to be able to support activity alarms, GoldMine RSVP functionality, and notification on new scheduled activities. You’ll notice separate rules for a single activity vs. an activity that is part of a series. GoldMine stores these differently, so separate rules are required to support these cases.
  34. © W-Systems Corp. | www.w-systems.com Demonstration Create a new activity

    and demonstrate alarms.
  35. © W-Systems Corp. | www.w-systems.com Monitor In order for the

    alarms to be sent, the monitor must be enabled. Select Save in the Actions panel on the right to preserve a change to this setting. The wMobile Email Fetcher Service will need to be restarted for the change to take effect. The Notification Service is part of the wMobile Email Fetcher Service.
  36. © W-Systems Corp. | www.w-systems.com Email Settings In order for

    emails to be sent, an email account must be configured for use.
  37. © W-Systems Corp. | www.w-systems.com SMS Settings In order for

    SMS text messages to be sent, SMS settings must be entered.
  38. © W-Systems Corp. | www.w-systems.com Twilio Initially, wMobile has been

    configured to use Twilio, but can be adjusted if you use a different SMS service. Please let us know what service you’re using. The settings in the previous screenshot can be obtained by creating a Twilio evaluation account at www.twilio.com. If you decide to use Twilio going forward you’ll probably want to upgrade your account so you aren’t restricted by limits on evaluation accounts. Users that will be receiving texts from wMobile will need their phone numbers added in Twilio as ‘Verified Caller IDs’.
  39. © W-Systems Corp. | www.w-systems.com Twilio Settings Please see the

    blog post on how to obtain and use Twilio settings. https://www.w-systems.com/blog/wmobile/configuring-notification-service-for-sms-notific ations
  40. © W-Systems Corp. | www.w-systems.com User Phone Numbers User phone

    numbers must also be entered in Tools | Options under the Personal section. We’ll be adding a method for the Admin to add these in the wMobile Manager console in the Users Options.
  41. © W-Systems Corp. | www.w-systems.com Online References Online Guide https://www.w-systems.com/www/wmobilehelp/index.html?config_notification_services.ht

    m Blog articles https://www.w-systems.com/blog/wmobile/wmobile-notification-services https://www.w-systems.com/blog/wmobile/configuring-notification-service-for-sms-notific ations
  42. © W-Systems Corp. | www.w-systems.com Poll Topics for Next User

    Group • Customizing the wMobile Phone Home menu (**The winner!) • Email auto-filing with the wMobile Email Fetcher Service • Customizing the wMobile logo • Troubleshooting email accounts in the wMobile Manager Console • Using Crystal Reports in wMobile
  43. © W-Systems Corp. | www.w-systems.com Roadmap • UI Notifications (January)

    • Support for Referral Relationships (February) • Email Review (March) Next wMobile User Group – Wednesday, February 24th
  44. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Q&A
  45. © W-Systems Corp. | www.w-systems.com Contact Information Technical Support: support@w-systems.com

    Christian Wettre W-Systems cwettre@ w-systems.com Lynn Catterson W-Systems lcatterson@ w-systems.com Fred Block W-Systems fblock@ w-systems.com
  46. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Thanks!