Manage Email Servers

This option, in the Advanced Email Settings of the Email activity and Email tab of the Route Entry to User, Route Entry to Group, and Route Entry to Folder activities allows you to add and modify e-mail servers. Show me what this looks like.

Note: You can use any SMTP e-mail server with the Email activity.

To Manage Email Servers

1. Click the Manage e-mail servers link from the Advanced Email Settings dialog box.
2. A list of configured e-mail servers is shown in the Referenced Object Manager dialog box. The dialog box shows which e-mail server is set as the default server, and how many activities in this workflow use each e-mail server (References).
3. Add or Edit one or more e-mail servers.
4. When all desired e-mail servers(s) have been added or modified, click Close.

To Add an Email Server

1. In the Referenced Object Manager dialog box, click Add.
2. In the Email Server Properties dialog box, next to Email Server Name, give the configuration a unique display name. This name is necessary to distinguish between multiple e-mail servers.
3. Under SMTP Settings, define your e-mail server and port. Only specify a port if you need to use a non-standard e-mail port. (The standard port is 25, which will be used unless you specify a different port.)
4. Optional: Select Use SSL if you want to secure the connection between the Workflow Server and e-mail server.
5. Configure your authentication settings.
• Select Use default authentication to authenticate using the same account as the Workflow Server service.
• Clear Use default authentication to specify the user name and password used to authenticate to the e-mail server. (This authentication may be optional because some e-mail server's do not require a user name or password).
6. Under Email Settings, specify the e-mail address that will appear as the sender's e-mail address for mail sent from this e-mail server.
7. Optional: Provide a default subject for e-mails sent from this e-mail server.
8. Optional: In the Validation section, test the settings you configured by providing an e-mail address to send a test e-mail to and clicking Test.
9. Select the Enabled checkbox to enable the e-mail server, or clear the Enabled checkbox if you want to disable the e-mail server. You may have multiple e-mail servers and want one disabled while you configure another one.
10. When finished, click OK.

To modify an Email Server

1. In the Referenced Object Manager dialog box, select an e-mail server.
2. Click Edit.
3. Make desired changes to the e-mail server properties.
4. Click OK.