Training Courses
Configuring the E-mail and Event Monitor
This course will take you from setting up a default email account, through defining how records are created/updated using the Email and Event Monitor, to assessing and modifying some of the out of the box automated content delivered with Cherwell relating to email.
Course Schedule:
NA: This course runs from 8:00 AM – 4:30 PM Mountain Time (MT) on the day of the course.
EMEA: This course runs from 9:00 AM – 4:30 PM Greenwich Mean Time (GMT) on the day of the course.
APAC: This course runs from 8:00 AM - 3:30 PM Australian Eastern Standard Time (AEST) on the day of the course.
Price (per student): $495 US | £385 GBP | €425 EUR | $690 AUS
Registration for this course will close at 2:00 PM Mountain Time on the day before the course start date. Contact us for more information.
Course Objectives:
This session will focus on configuring an e-mail account that will be used by a Monitor, and configuring the E-mail and Event Monitor server. As a result of attending this session you will have the skills to:
- Set up an e-mail account and determine which settings to apply for FROM addresses
- Configure log file settings and assess the level for which you will capture log data
- Decide whether to use the E-mail Monitor server vs the Automation Process server
- Order monitor items so they are processed efficiently
- Customize monitor items using Conversation IDs to capture content from an E-mail and define how Cherwell will populate the e-mail data into an existing record
- Limit the e-mails being processed by utilizing the “skip” function, and use modifiers to limit what is captured from the e-mail and populated into the Cherwell record
- Test your customizations using a mail server application
Intended Audience:
This course is designed for someone who has prior experience working in the Administrator Client and has some familiarity with the overall system-wide settings in Cherwell.Course Agenda:
- Evaluating the need for e-mail alerts
- Considering e-mail rules
- Planning for exceptions
- Gathering more information using e-mail monitors and specifics-based questioning
See the learning objectives for topics being covered in this course.
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