Configure tags, email, and system parameters
Shared settings affect multiple modules. Record original values and scope before changes.
Maintain tags
Tags follow group, folder, tag hierarchy.
- Open Configuration Management > Tag Management.
- Add a group above the tree.
- Add a folder, then tags/properties.
- Save and inspect details.
- Tag business objects and verify references.
Recheck search/classification after edits. Referenced tags cannot be deleted. Remove References disconnects every reference for the tag, not one selected object. Inspect scope before using it.
Configure email servers
- Edit server settings in Email Settings.
- Enter organizational server/delivery information.
- Verify configuration/account validity.
- Enable each required business scenario and review templates.
A working server does not enable every scenario. Disabled scenarios send nothing despite triggers.
Edit templates
- Select scenario and Email Template.
- Edit subject/body.
- Insert dynamic values from the parameter list at the cursor.
- Verify meanings, such as recipient or changed source.
- Decide attachments under policy and save.
Parameters resolve at send time; fixed text does not. Attachments vary by scenario.
Change control-panel parameters
Confirm module, purpose, valid values, and impacts; record old/new values and verify in the business module. Do not guess or copy another environment.
Troubleshoot
| Symptom | Check |
|---|---|
| Cannot delete tag | References |
| Fewer tag results | Removed/changed associations |
| Missing notification | Scenario, trigger, server, recipient |
| Fixed/missing message values | Dynamic parameters |
| Unexpected behavior | Changed settings, documentation, restore original if needed |