How to setup Microix HTTP Email approval for smart phone, tablet and PC email app.

**** MIP Multi-Tenant Hosting Environment, skip to step #6 ****

Prerequisites for configuring Microix HTTP Email Approval on IIS Server:

- An active HTML Approval license

- SMTP email account should be configured (Maintenance>Global Options>Application Options)
- Dot Net Framework 4.7.2 or higher on Windows IIS Server
- Microix 2019.XXX.XXX or higher
- Public IP address/domain pointing to your IIS Server (ONLY required if approving documents over the WAN. Not required of intranet ONLY deployment)
- Microsoft™ Windows 2012 R2 Server or higher

NOTE: We do not recommend deploying our web application on a server running Active Directory, Share Point or SQL Server. For WAN deployment, we advise that you consult with a network security firm to help reduce the risk of possible attacks on your IIS server. Microix HTTP Email Approval is an ASP.NET application utilizing .NET framework 4.0 or higher. If Microix databases are installed on a SQL server with other sensitive data, we recommend limiting our SQL account "microixsysadmin" only the Microix and MIP databases. Additionally, for WAN deployment, we recommend placing your IIS server in a DMZ as it adds an extra layer of security between the exposed server and your intranet. However, you will still need to configure your firewall to allow the IIS server access to your intranet SQL server where Microix databases resides.

Step 1: Navigate to the \\Microix Share\Setup and run the htmlsetup.msi file

Step 2: Enter your SQL Server with instance(if any), you can verify the SQL Server name from SQL Management Studio. Click the install button to continue (Important: If IIS is located on a DMZ server, enter the SQL IP address instead of the SQL Server Name)

Step 3: Setup will install and configure a new web site application

Step 4: Click Finish to complete the installation.

Step 5: Once the setup is completed navigate to your IIS Manager and verify the web application “ MicroixHTTPApproval" was successfully created under IIS “Default Web Site”


Step 6: Navigate to Maintenance - Global Options - App Options and enter in your public URL address for the HTML Approval App 

(NOTE: for Abila Multi-Tenant enter the URL address - https://microix-webcompanion.abilaonline.com/htmlapproval/)

Verify smtp email account is configured and enabled 

Step 10: Navigate to Maintenance - Organization Workflow- Select a workflow - and go to Approvers Tab - Select Module Type - and check option for HTML for each level that you want to approve documents via email. Repeat this step for each workflow and each module type.

Note: Option for HTML cannot be checked for level that transfer documents to MIP Fund Accounting.


*** Setup is completed ***

How to approve a document from within the email notification ?

After receiving an approval notification via email, three hyper links will be included at the bottom of the email (Approve, Reject and Void) click the appropriate link to process.

Approve - approve the document and move it to the next level

Reject - reject and send to previous level (system will prompt for a reason)

Void - void/cancel the document (system will prompt for a reason)