How do you set up Email Notifications to the end users in Hyperion Planning.

Hi,

We are using Hyperion Planning 11.1.2.2 and the client has asked us to set up the Email notifications. Find below are the steps to setup the Email Notifications.

Step No:1

Check Connectivity:
Confirm that you can successfully send an email from the Planning server.  Security settings on the mail server may block attempts to relay email from a server that does not usually send email. To check this, send a test email from the command line on the Planning server using the instructions below.

Open a command line window and enter the commands after the >> characters. The text on lines without the >> is what the server will respond with. Make sure you enter the commands correctly as you will not be able to use the backspace key. Replace "smtpserver_hostname" with the hostname of your mail server, and replace "your_email@your_domain.com" by an email address you can check. Notice that the last line of the body data entry section should be a single dot on its own line.

 >> telnet smtpserver_hostname 25
220 smtpserver_hostname (...)
>> helo smtpserver
250 smtpserver_hostname
>> mail from:anyone@anydomain.com
250 2.1.0 Ok
>> rcpt to:your_email@your_domain.com
250 2.1.5 Ok
>> data
354 End data with .
>> subject:test message
messagebody ...
.
250 2.0.0 Ok: queued as (...)>> quit
221 2.0.0 Bye
Connection to host lost.

You should receive the test email. If you do not, the issue is most likely with the mail server configuration or security settings. Contact the IT department for help troubleshooting the issue.

 

Step No:2

Configuring Planning.

1) Log into the Planning application as the application owner (typically "admin"). IMPORTANT NOTE: The email server details must be set up by the application owner.

2) Enter mail server host name under Administration > Application Settings > Advanced Settings > System Settings tab and Save. Use the same host name that you used in the connectivity test above.

3) Set up default settings for users: Administration > Application Settings > Current Application Defaults > Email Options > set Workflow and Tasklist Notification to "Yes" and Save

  

Configure Users In Planning

1. Log into the Planning application as the application owner (typically "admin")
2. File > Preferences (or File > Preferences > Planning if accessing user preferences via Workspace)
3. In the "Email Options" section, enter an email address. This need not be a real working email address but it must be syntactically valid (e.g. noreply@yourdomain.com). All email is sent as the application owner, so this user must have a valid email to act as a "from" address or email notifications will not work.
4. In the same screen, make sure the "Workflow and Task List Notification" is set to "Yes"
5. Have all other Planning users check their user preferences under File > Preferences (or File > Preferences > Planning if accessing user preferences via Workspace). In the "Email Options" section they should enter their email address, and confirm that "Workflow and Task List Notification" is set to "Yes" (in most cases it should be, since this is the default)

 Test

1. Log into the Planning application as an administrator
2. File > Workflow > Manage Process
3. Select a Scenario and Version and click "Go"
4. Start a Planning Unit by clicking on the "Start" radio button for one of the listed Entities
5. Click on the "Details" link next to the started Planning Unit
6. Click on "Change Status" and promote the Planning Unit to another administrator. This new administrator user should receive an email notification.
7. After the test is complete you can stop the Planning Unit again by clicking the "Exclude" radio button