How To Setup Sending Email In Collect!
This topic discusses setting up the Email feature in Collect!
In order to send mail through Collect!, your system's Internet settings must be properly set up. By
default, Collect! uses your MAPI interface for email. If you have Outlook set up and you are sending
and receiving email successfully, Collect! should have no problem determining the information it
needs to successfully transmit email requests from within the Collect! program.
Any Email client that works successfully with Windows (c) operating systems should
work successfully to send email from within Collect!. The only requirement is that
you enter a valid Email Address for the Operator whom you wish to enable to send email.
Enter Email Address
Select System from the top menu bar and then select Rights from the drop-down choices. This will
display a sub-menu of additional choices. Select Operators to display the list of all Operators
in your system. Select the Operator whom you would like to set up to send email.When the Operator
form is displayed, enter a valid Email Address in the Operator form, in the field labeled
Email.
If your system's Internet Settings are not set up, please consult your own technical support
staff to complete this. Collect! Technical Services cannot support setting up of Internet
connections, although we will try to advise you whenever possible.
Sending Email Using SMTP
Collect! is also able to use SMTP (Simple Mail Transfer Protocol). This is another standard mail
transfer protocol.
SMTP is used to by Collect! when you want to send email directly to a mail server, bypassing a
local email client. Some email clients don't support the HTML format and they require that you
click a prompt for each email that goes out. Sending directly to a mail server adds simplicity
to the configuration.
If you have your own mail server, you may want to set up sending email using SMTP. However,
this is not necessary in many cases, so please do not use this without consulting with
your technical staff.
You can leave this off if your email client supports HTML email from third party applications.
SMTP setup requires these additional steps:
- Enable the operator to use SMTP
- Enter the IP address of the mail server on the Database Preferences form.
There is a Server IP field on the Operator record, but it is typically not used as each
Operator is not likely to have their own mail server.
These steps are explained next. When these tasks are done, as detailed below, SMTP will accept the
requests sent to it.
Enable SMTP
Select System from the top menu bar and then select Rights from the drop-down choices. This will
display a sub-menu of additional choices. Select Operators to display the list of all Operators
in your system. Select the Operator whom you would like to set up to send email using SMTP. When
the Operator form is displayed, ensure that there is a valid Email Address in the Operator form,
in the field labeled Email.
While still on the Operator form, select the Email tab and put a check mark in
the box labeled Enable SMTP. This must be done for each Operator who is to send
email within Collect! using SMTP.
You can leave this off if your email client supports HTML email from third party applications.
Email Server Address
While still on the Operator Email form, if the Operator had a dedicated email server, enter the IP
address of the Operator's Mail Server in the field labeled Email Server IP;
If you have only one global Mail Server, select System from the top menu bar and then select,
Network and Environment, Network Settings. Enter the IP address of your Mail Server in the field
labeled Email Server Address. Every Operator you set up to use SMTP will use this
Email Server, unless you have specified a particular Email Server IP in the Operator Email form.
Email Signature
While on the Operator Email form, you can enter an email signature for this operator in the field
labeled Email Signature. This is optional.
SMTP Password Authentication
Enabling SMTP requires that your SMTP server allows unauthenticated requests. Collect! does not
support passing user IDs and Passwords to the mail server. Since many SMTP servers require user name
and password authentication, there may be issues regarding setting up your email accounts, depending
on the email program you are using.
Please refer to the help topic How to Setup a Local Email Server Using hMailServer for instructions
on creating an SMTP server.
Troubleshooting Email Security
When using an email client, you receive security warnings when you attempt to send a email from
Collect!. These warning can be disabled in some programs, but not all of them.
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