AutoSender 4: Setup on Windows
What does it do?
myFMbutler AutoSender is a messaging solution robot that allows you to automatically send e-mail messages from your FileMaker solutions, based on the status of a FileMaker field. AutoSender also supports automatic sending of faxes or SMS text messages through the use of a third party mail-to-fax or mail-to-SMS service.
What do I need?
FileMaker Server 14 (or 11 Advanced/12 Advanced/13), with ODBC/JDBC sharing enabled. For more details on how to enable xDBC connections, please consult the FileMaker Server manual.
Java virtual machine 1.6, or higher
If the Java Virtual Machine has not yet been installed, Java is available as a free download from http://www.java.com/
Fax & SMS requirements
If you want to use the fax or SMS functionality, you will need to register with a fax or an SMS provider that offers mail-to-fax or mail-to-SMS services.
How do I make this work?
The AutoSender application can either be installed on the FileMaker Server machine itself (recommended), or on a different machine on the network. ￼Run the myFMbutler AutoSender installer:
- a ‘myFMbutler AutoSender 4’ folder will be created in C:/Program Files/myFMbutler/
- A shortcut to this folder will be installed on your Desktop.
- the ‘myFMbutler AutoSender’ service will be installed and automatically started.
Configuring AutoSender Data Sources
Open ‘myFMbutler AutoSender Config’ (it’s in the ‘myFMbutler AutoSender 4’ folder).
Here you will maintain a list of data sources that you will use, and also manage AutoSender Preferences.
AutoSender comes with a number of sample databases and these are pre-configured - though not activated by default - in the Configuration application.
Tooltips in the AutoSender Config application will help to provide more information.
Before adding another configuration to AutoSender, be sure to consult the ‘How to integrate’ manual for more details on how to prepare your solution for AutoSender. ￼ Per data source, there are three types of information you need to provide:
- Connection Info: tell AutoSender how to connect to the data source
- SMTP server: which SMTP server will be used for this data source
- Fields: link the field names from the data source to mail fields
Enter all necessary information about the server location, file and table occurrence name, and login info for the file. NOTE: these names are case sensitive
- Active : normally this is checked only at the end of the configuration process, this enables AutoSender for this particular data source.
- Protocol : depending on your FileMaker Server setup, this is ‘JDBC’ or ‘http (xml)’
- For xDBC connections: select JDBC either for
- FileMaker Server 14
- FileMaker Server 13
- FileMaker Server 12
- FileMaker Server 11
- for XML connections, select either:
- For xDBC connections: select JDBC either for
- Server : enter the IP address or DNS name of your FileMaker server (or enter 'localhost', if AutoSender runs on the same host as your FileMaker server.)
- Port : the default ports are (change only if you have good reasons to do so)
- 2399 for JDBC
- 80 for http (XML)
- 443 for https (XML)
- Data source : enter the database name
- Occurrence/Layout : enter the name of the occurrence (JDBC) or layout (XML) that contains the mail fields
- User name : name of the user that has JDBC or XML privileges to access the database.
- Password : name of the user that has JDBC or XML privileges to access the database.
The "Test Connection" button: allows you to test the connection using the current settings.
Enter your SMTP server information about the SMTP server.
- Server : enter the IP address or DNS name of your SMTP server.
- Port : the default SMTP port is 25. Other common ports are 465 (SSL), or 587.
- User name : if the SMTP server requires authentication, enter the user name, otherwise leave this empty
- Password : if the SMTP server requires authentication, enter the password, otherwise leave this empty
- Use SSL :check if the SMTP server allows SMTP over SSL (this is usually over port 465)
￼ You can test the SMTP settings to make sure they are correct.
Link the field information that is used in your solution to the fields in this tab. An AutoSender data source consists of the following fields (all fields in bold are required, fields marked with an asterisk must be text fields):
The name of these fields can be changed for your application, but you need to make sure all the required fields are present in your table / on your layout.
A number of options are available from the AutoSender Config ‘Preferences’ pane:
Allows you to select the frequency for AutoSender to check the active data sources. Also allows you to select a JDBC session lifetime (i.e. if you are using JDBC to connect to the data sources.
Service (background application)
Here you can (re)start or stop the background application. Alternatively you can also start/stop the service from the Services window. You also have the option to automatically load AutoSender at startup. If you do, AutoSender will be launched at startup, even if no user is logged in.
Allows you to select what to do if AutoSender is unable to find an attachment for a message: either send the message without an attachment, or report an error.
Optionally cache attachments to avoid re-fetching the same data over and over again. A custom location for the cached attachments can be selected. You can also select to delete the cached files automatically after a set period of time,or you can clear the cache manually.
IMPORTANT NOTE: if you clear the cache, all files in the selected folder will be removed, so make sure the Attachments folder is not used for other purposes.
Allows you to set the log level.
The default level is ‘INFO’, .with ’FATAL ERRORS’ reporting the least information,and ‘CHATTY’ reporting the most. Logfiles rotate every time AutoSender is restarted or when the maximum log file size is reached. The maximum log file size can be set in the AutoSender config together with the maximum number of rotations.
If there are any problems using an SMTP server, optional SMTP debug info can be logged as well.
Click the ‘Open Logs Folder’ button to navigate to the AutoSender logs folder: you can open the log file using Notepad or any other text editor.
If AutoSender finds valid license information at startup, licensee information will be shown here.
NOTE:After saving changes to the Preferences, the service needs to be restarted before they become active.
Here you can configure the SMTP settings for an administrator e-mail address to be notified in case AutoSender encounters a certain type of errors.
For more extensive information about integrating AutoSender in existing FileMaker solutions, please refer to the ‘How To Integrate’ section.