Delivery channels

Delivery Channels are reusable and define how an output stream is constructed. One or more delivery channels can be allocated to a delivery option. This means the front-office user does not have to remember all the copies required when a document is submitted for delivery.

Supported delivery channels include:

  • Local Print – intended to support delivery of a final, composed document back to the originator for printing on a local network printer. The action of printing the document locally is based upon the capabilities of the user’s desktop.
  • Batch Print – allows requests to be queued for later batch processing.

    Note that batch delivery channels can also be used for non-accumulated batch. See Non-accumulated batch.

  • Archive – used to generate the appropriate print files (could be PDF) and indices to support writing the output to an archive product.
  • EngageOne™ Deliver allows organizations to leverage EngageOne™EngageOne™ technology to embrace interactive e-mail and short message service (SMS) communications in their contact centers. That is, it allows end-customers to receive any communication they currently receive on paper via e-mail too, without the need for any redesign of content.
  • E-mail – supports e-mailing a document as a PDF attachment to a single recipient and uses Java Mail API for delivery. Delivery management is provided by your e-mail provider. Also supports eHTML as a device, so that you can provide the e-mail body or an attachment from the template. For more information about eHTML, see eHTML support. E-mail delivery channels cannot be used with batch processes, they must be set to immediate delivery.
  • Fax – supports faxing of a PDF document. The default FAX implementation is a simple SMTP channel. If you have another fax provider see Implementing a custom fax provider.

Do not use SPLIT as the Document Processing parameter when you create templates in Designer. Using SPLIT may cause the batch process to fail. Use the default COMPOUND parameter as the Document Processing setting for all templates used in EngageOne™.

To add a new or modify an existing delivery channel: from the Delivery Management tab, click Delivery Channels.

  • Click to activate the right pane for entering a new delivery channel.
  • Click to create a duplicate of the selected channel.
  • Click to create a duplicate of the selected channel.
  • Click on an existing channel to display and modify the current settings.
    Delivery channel properties
    Name Enter the name for the delivery channel.
    Type Select one of the following from the drop-down list: Print, E-mail, Fax and Archive.
For a local Print select the Immediate mode. To send a Print file for batch processing select the Batch mode. The fully qualified path and name of the print file to be generated and print file names can contain variables such as counters, dates, literal values or values from the XForm data. In Batch mode there are other requirements to be set – see EngageOne batch for details.
    E-mail properties include; From Address, To Address, Subject, and Message Body. All properties can be defined using a combination of literal values and XPath values. All mail channel properties can also contain output variable inputs, literal value inputs, or values from a document instance XML identified by its XPath.
    Fax properties include Fax Number, Sender Name, Receiver Name, and Message description. All properties can be defined using a combination of literal values and XPath values. A fax document template should be created with a fax cover sheet. Use Recipient processing to control when the fax cover sheet is included in the package of properties of the fax delivery node. All fax channel properties can also contain output variable inputs, literal value inputs, or values from a document instance XML identified by its XPath.
    Archive is used to generate the appropriate print files and indices to support writing the output to an archive product. For archive there are other requirements to be set. For more details see Archive definitions.
    Compatibility Mode

    Your delivery channel can be assigned one of the following modes:

    • Express Batch
    • Default Batch
    • Express Immediate
    • Default Immediate

    Note that a Batch print channel allows requests to be queued for later batch processing. See Batch processing for more details. Immediate processing is when a document is generated immediately as a result of a self service/portal type action which invoke calls to EngageOne™ Web services.

    It is important to note that the Express Batch and Express Immediate compatibility modes will generally provide improved performance but have limited processing and Device/Type options compared to their Default versions.

    Device Each channel is tied at least to one device – see Devices.
    Recipient For carbon copy processing enter a recipient from the drop-down list. For details see Recipients.