How to Configure the Approval Site for Use of Approvals by Email Feature & Supported Features

*This feature is only available in Release 6.9 or later*

*Must have the 'Automated Approvals Module' enabled in order to use this feature*

*Please consult company IT team for configuration of this feature*

*Must install the .NET Core Runtimes below and reboot server after installation:*

Approval Server Installation Files

1. Create an IIS site to host the 'ApprovalsSite' for this feature.

  • open IIS
  • select 'Sites' right-click
  • select 'Add Website'.

*Refer to the 'Site Settings' screenshot below as a guide for which settings to enable and set:

2. Navigate to the 'Application Pools'

3. Select the newly named 'ApprovalsSite' application pool

4. Select 'Advanced Settings' on the right-hand side.

*Refer to the screenshot below for which settings to enable in the application pool:

Be sure to set the application pool to the user that's used to connect to SQL:

Identity.png

5. Double-check the application pools for the API are set to 'LocalSystem':

IIS 1.png

6. Enable 'Window Authentication' in IIS:

IIS2.png

'ApprovalsSite' file contents to be provided by WeSuite Support. Please request these zipped files from the team.

7. Once the zipped files are received, extract these in a directory within the file directory below or what is configured for the site in IIS:

C:\inetpub\wwwroot\ApprovalsSite

8. Create A records in your DNS for 'approvalsserver' and 'approvalsserversb'

9. Attach to existing domain. (Complete for both Sandbox and Production environments)

10. Manually enter the 'WSAPIURL' and 'SiteURL' for your existing/newly created DNS in the 'appsettings.json' file within the ApprovalsSite file directory:

If issues generating reports occurs from the approval email, change the 'WSAPIURL' to be a local binding instead, e.g. 'http://localhost:91/':

11. Enter the 'Approval Server URL' on the database; this is located in the 'programoption' table:

 

12. Validate service is running by running the below in command prompt:

mceclip1.png

If the service is failing, you can run the service via the command prompt which will often yield more extensive results for the issue you may be experiencing.

Supported Features:

The main features this functionality supports are:

- Summary report of the job sent with the initial approval email.

- Reject jobs: mark as not approved and provide comment.

- Approvers with ‘rights’ to approve in multiple ‘hierarchy’ Groups, may utilize ‘Approve for All My Groups’ with a single click.

- Approval summary email notifying user the process is completed

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