Install and configure F2 integration

F2 integration is a service workflow that you can select as a package when you configure WorkZone Process.

Follow the instructions below to activate the F2 integration. These guidelines assume that WorkZone Process is already installed on your system. If WorkZone Process is not installed, refer to Install WorkZone Process in the WorkZone Installation Guide and follow the guidelines for the installation.


Activate the F2 Integration package

  1. Open WorkZone Configurator.
  2. Go to Global > Feature settings > WorkZone Process.
  3. Select the check box next to F2.


Monitor email activity

The F2 integration requires monitoring of email activity in a mailbox. You specify which mailbox to monitor, and how often the mailbox will be checked for emails.

In general, the email activity in an F2 mailbox is monitored by the Exchange user that owns the mailbox. If you need to set up the mailbox to be monitored by a user different from the owner of the mailbox, see Provide access to monitor an F2 mail account.

You configure the F2 mailbox monitor by specifying parameters for the F2 requisition handler service workflow in WorkZone Configurator.

You need to create an F2 requisition handler service workflow for each mailbox that you want to monitor.


Create and configure an F2 requisition handler service workflow in WorkZone Configurator

The F2 integration service uses mail monitors that require a set of F2 service parameters. You define the parameters in WorkZone Configurator.

  1. Open WorkZone Configurator.
  2. Go to Process > Service workflows.
  3. Add a new service workflow of the type F2 requisition handler, enter a name and description, and then click Create.
  4. Point to the F2 requisition handler service workflow, and click Edit parameters, and fill in the value for the parameters. The values that you enter, must correspond to the values that are set up for your environment. For an example, refer to the list of parameters in the following table.

You can only set up one F2 mailbox monitor in a standard access code setup. In a corporate access code setup, you can set up one F2 mailbox monitor per authority.

Refer to the following table for an overview of the parameter values required for the F2 requisition handler workflow. Note that the values listed in the table are just examples.

Name Description Sample values
DefaultOwner

The user who becomes the owner of the process. The user must be a WorkZone user and the name must be capitalized.

The default process owner may also be a unit with an email address.

  
DefaultReceiver If specified, the user who should receive the requisition.  
ExchangeUrl The URL of the Exchange web service. http://dc1.lmdom.local/EWS/Exchange.asmx
ExchangeDomain The domain for the Exchange user. lmdom
ExchangeUser Login for the Exchange user. The Exchange user must have access to the Exchange mailbox. For more information, see Provide access to monitor an F2 mail account. SJSERVICEAGENTUSER4
ExchangePassword The password for the Exchange user. <password>
ExchangeMailBox The email address of the mailbox to be monitored. ann@lmdom.local
WatchInterval Interval in seconds between checks of the Exchange mailbox for new requisition emails. With an entry of 60, the mailbox is checked every minute. 60
RetryInterval The interval in seconds between resending of mails that failed. If this parameter is shorter than WatchInterval, it has no effect. 5
RetryCount The number of retries before mails are abandoned. 2
ServiceHandleName

The name used by a service to mark a mail as handled. This parameter is used if a mailbox is monitored by more than one service. The ServiceHandleName must be unique for each service.

Note, that if you change a service handle name for a service that monitors a specific mailbox or if you create a new service for the same mailbox with a new service handle name, all requisition mails will be handled again.

 F2Handle
F2InformationCaseNo The case number of a case that stores requisitions received as CC. This case exists in the WorkZone Content Server database. 16-80/1
F2InformationMailBox Address of a mailbox that receives information about requisition emails that are received as CC by the owner of the Exchange mailbox. testadmin@lmdom.local
F2AnswerMailBox Address of the mailbox that should receive a copy of the answer mails that are sent as F2 deliveries. susan@lmdom.local
F2PartyMap Enables mapping of parties that should be associated with cases and documents. A company-specific email domain is mapped with a name contact code and a name contact type. For a series of mappings, each mapping must be separated by a semicolon. Invalid name codes and name types and missing email domains will be skipped.

Fvst.dk,F-FOODAUTHORITY;lmdom.local,A-FSA;

IncludeTemplate

Turn on IncludeTemplate if you want to include a document with instructions on how, for example, to handle F2 requisitions. You can select a document to use in the F2Template field.

The parameter is enabled by default.

The document template must have the type SKAB.

 

F2Template

Select a Word document that will be used for building a document with instructions. If you do not select a document, a default Word document containing the F2 description will be used.

If a document is created, it is saved on the case and added to smarttask.