CONFIGURATION

Configuration requires two actions:

  • configuration of the SMS sending server in the Admin Center,

  • configuration of the SMS sending contexts in VISUAL PLANNING.

Configuration of the Send SMS server

The server for sending SMSs is configured in the Admin Center.

In the list of modules, right-click on SMS > Modify.

Now click on Settings

You must now enter the settings for the SMS sending server.

Two technologies can be used:

  • Direct sending,

  • Mail to SMS.

Situation 1: Direct sending,

You must type in the following settings:

SMS.esendexNum

Enter the ESENDEX account number.

SMS.esendexPwd

Enter the ESENDEX password.

SMS.esendexUser

Enter the ESENDEX account login.

SMS.provider

Here you choose the technology to use. Select ESENDEX.

Other settings

All the other settings must be left empty.

Situation 2: Mail to SMS

The documentation for this functionality is available online by following this link.

You must type in the following settings:

SMS.mailDomain

Enter the domain name of the e-mail to convert to an SMS. Enter the echoemail.net value.

SMS.mailSender

Enter the e-mail address of the ESENDEX account that will perform the conversion from Mail to SMS.

SMS.mailSubject

Enter the subject of the e-mail to convert to an SMS.

Depending on the supplier and the chosen security level, this subject may or not be shown in the SMS as a prefix.

SMS.provider

Here you choose the technology to use. Select MAILSMS.

Other settings

All the other settings must be left empty.

Configuration of the Send SMS context

You must configure at least one template for sending SMSs.

To do so, go to Settings > Configuration Block > VPSms.

Note

If the Tools > SMS Configuration menu does not display, or displays grayed, this may be because:

  • the module is incorrectly installed,

  • the module you are using does not have the prerequisites,

  • the access profile is not defined as a planner administrator.

The editing window opens, right-click on VPSms Templates > Create a VPSms Template.

The corresponding pane is enabled:

You must now define the template’s characteristics.

Name

Enter this template’s name.

Description

Enter a description for the template. This data is optional.

History

This represents the creation date and time and the most recent change to the template, together with the login of the user who performed these actions.

This property is updated automatically.

Content

This is a free text zone which contains the body of the message.

You can insert one or more planner entities into this text (event attributes and headings).

Events filter

This is the event filter that will determine whether or not it is possible to use the template to send the selected event by SMS (see Use).

Only events complying with this filter can use the template.

More than 160 characters

Check this box to split the SMS content every 160 characters. Several SMS are then sent.

Mark the sending

Check this box to save the date and time the event was sent by SMS, and the login of the user who sent it. This information is saved in the event form’s VPSMS heading if this heading exists, otherwise it will be saved in the event note.

Recipients

This is a Text type of heading to be chosen from those that exist:

  • The number can contain space, period (.), plus (+) and minus (-) characters.

  • The number must start with 06 (or 07) or with an international code (e.g. 0041 or +33).

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