Trados Business Manager – End of Life Announcement

Trados Business Manager (TBM) has reached end of life. Following the discontinuation of TBM sales on 31 October 2023, all maintenance and support services will conclude on 31 October 2024.
What Does This Mean for TBM Users?

  • End of Services: RWS will no longer provide any services related to the installation or updating of TBM.
  • Existing Installations: TBM will remain functional where already installed, but the RWS support team will not offer assistance in troubleshooting issues, addressing reported problems, or providing further development for TBM.
  • Documentation: The TBM documentation has been removed from docs.rws.com.
  • Community Support: The community forum for TBM will remain accessible in a read-only format for users to reference if needed.

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Notifications

Overview

SDL Trados Business Manager allows to send notifications to specified users when some event occurs (for example, a customer creates a quote request or accepts a quote, a vendor registers on a portal or delivers an assignment, adds an invoice, makes changes in own profile, etc.).

There is a particular set of events defined (which expands with time), which will be described in this document. For each of such notifications, a separate message template is defined in the Reference data > Message templates table. TBM is supplied with some default texts for such notifications, which you can freely edit, turn off or delete.

To completely disable particular type of notification described below, you can simply disable or delete particular message template. When TBM can't find enable message template for some event type, corresponding notifications won't be sent.

Also, in this list you can assign categories to your notifications. Later, you will be able to control which notification should a user receive or not, by including or excluding them in the user settings.

Setting-up notifications

Users could receive notifications via 2 channels: by e-mail or in-app. If meaning of e-mail channel is clear, then in-app channel means that notification will be displayed to a user after logging on into the application (via desktop application, online application, customer or vendor portal). If user is already logged on, notification will be displayed immediately to that user (in a form of toast message, and number of unread notifications will increase near the notifications icon):

To control how users receive notifications, go to Other/tools > Users, and select necessary user to open its editing form. Then, switch to the Notifications tab:

Receive notifications checkbox. It has effect only for internal users (users who are NOT vendors or customers). If this checkbox is unchecked, this user will never receive any notifications. The exclusion is when this user is responsible person for some quote/project/job, and customer triggers some event which requires notifying of responsible person (for example, customer accepts a quote).

Vendors and customers will always receive notification regardless of this setting.

Notification method allows to choose a channel how to send notifications to a particular user. To make E-mail method working, two prerequisites must be implemented:

  • E-mail filed must be filled for a user
  • Under Reference data > Email accounts table, a default e-mail account must be configured and tested

Controlling recipients of default notifications

When some event occurs which triggers creation of some default notification, application searches target users according to rules described in the Default notifications article.

Only get notifications from the following users table allows to limit automated notifications to be send to a current user to a set of specified "source" users who generate a notification. For example, if some manager must receive quote requests only from customer A, then you have to add all users linked with that customer to this table.

List of users who get notifications is specified by Send notifications checkbox in the User editing form. For each user you can also specify a list of vendors, whose actions will generate notifications to a particular user.

Receive notifications only from the following clients and Do not receive notifications from the following clients tables allow to specify clients, from which a user should receive notifications or not. This applies only to notifications generated by clients via client portal. Both tables are self-excluding, which means that adding any entry to one table disables possibility to add entries to another table.

Receive notifications only from the following categories and Do not receive notifications from the following categories tables allow to specify categories of notifications which a user should receive or not. In the list of notifications, you can assign a category to each notification. Categories are created by clicking Manage categories button in the list of message templates. Both tables are self-excluding, which means that adding any entry to one table disables possibility to add entries to another table.

After setting up list of users who receive notifications, create a user with Vendor or Customer role to allow them to log in into your portal. When one of supported actions will be performed by such users, each user eligible for receiving notifications will see a toast notification and new unread notification under the "bell' icon.