Configure communication manager general settings

The general settings area is where you connect your Microsoft Exchange Server to Civic Platform. This is also where you establish system-level settings that enable agency users to send, receive, and store emails, calendar items, SMS text messages, and attachments.

Note: After configuring the general settings, you'll need to Configure communication manager account settings.

You can enable your Civic Platform system to communicate with your Microsoft Exchange Server.

Important: Before configuring the email server settings, some agencies may need to update their authentication for Communication Manager. This may include updating Microsoft Exchange Online authentication protocols. For more information on these updates, open the Success Community and search for the article titled Communication Manager: How to Update Your Authentication.

To connect Civic Platform to your Microsoft Exchange Server

  1. From the Administration menu, select Communication manager > General settings.

  2. Select the Email server settings tab.

  3. Complete these required fields:

    Field Action
    Email server

    Select the Microsoft Exchange Server version your agency uses, or select Custom SMTP.

    Note: If you do not want to implement Communication Manager, select Standard email server in this field, and the values from your ServerConfig.properties file display in read-only format.
    Email server URL Enter the URL to your server host, for example: https://exchange.example.com/EX/Exchange.asmx.
    Default user account

    Enter the user name of an active email account on your mail server to designate it as the default email account.

    Note: If an agency user does not specify a display name in the from field, when Communication Manager sends system-level emails, it uses this default email account as the Sent from address.
    Password Enter the password for the default email account.
    Confirm password Re-enter the password.

  4. Select Test to ensure the information you provided successfully connects Civic Platform to your mail server.

    Note: If you receive a message indicating that Civic Platform failed to connect, revise your entries and test again until you receive a success message.

  5. Select Save.

  1. From the Administration menu, select Communication manager > General settings.

  2. Select the Calendar server settings tab.

  3. Complete these required fields:

    Field Action
    Calendar server Select the Microsoft Exchange Server version your agency uses or select Custom SMTP.
    Calendar server URL Enter the URL to your calendar server.
    Default user account

    Enter the user name of an active email account on your mail server to designate it as the default email account Civic Platform uses for sending meeting requests.

    Note: When Communication Manager sends system-level emails, it uses this default email account as the Sent from address.
    Password Enter the password for the default user account.
    Confirm Password Re-enter the password.

  4. Select Test to ensure the information you provided successfully connects.

    Note: If you receive a message indicating that Civic Platform failed to connect, revise your entries and test again until you receive a success message.

  5. Select Save.

  1. From the Administration menu, select Communication manager > General settings.

  2. Select the SMS server settings tab.

  3. Complete the following fields.

    Field Action
    SMS provider

    Choose the SMS text messaging provider your agency uses.

    Note: Administrators define the options available in this list menu in the standard choice COMMUNICATION_SMS_PROVIDERS.
    Adapter URL

    Enter the URL for your customized SMS adapter.

    Note: Accela provides a generic adapter, which you must configure to reflect the details of your agency's SMS service provider. This adapter is a web service that enables Civic Platform to communicate with your SMS provider.
    Account Enter the user name you use to access your SMS provider’s web service.
    Password Enter the password you use to access your SMS provider’s web service.
    Confirm password Re-enter the password.

  4. Select Save.

  1. From the Administration menu, select Communication manager > General settings.

  2. Select the Attachment settings tab.

  3. Complete the following fields:

    Field Action
    Attachment server

    Select the EDMS server where you want to store email attachments. Civic Platform populates the values in this drop-down list from this standard choice: EDMS.

    There is a limit of one EDMS server per agency for storing email attachments.

    Maximum size of total files

    Enter a value in whole numbers to further restrict the maximum allowable size of attachments for a single email, beyond the scope of Civic Platform’s standard file size restrictions.

    Note: This field works with the two standard settings Civic Platform uses to limit the size of attachments: First, the standard choice EDMS specifies the maximum allowable file size for each attachment. Second, the ServerConfig.properties file that resides on the Civic Platform web server specifies the maximum allowable file size for all attachments within a single email.

    The number you enter in this field must be equal to or less than the file size limit specified in your ServerConfig.properties file.

  4. Select Test to ensure the information you provided successfully connects.

    Note: If you receive a message indicating that Civic Platform failed to connect, revise your entries and test again until you receive a success message.

  5. Select Save.

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