Online Help | Desktop App

Configuring e-mail notifications for SMTP server

This article describes how to set up automated outgoing e-mail notifications for your SMTP server.

TIP: You can do this in the web Admin Center or the desktop Settings App. This article applies to the Settings App.

Before you begin:

All e-mail notifications are sent by the Automation Server, so make sure that the Automation Server is configured and started. For details, see Starting and stopping the Automation Server.

To configure e-mail notification settings:

  1. In the Settings App, navigate to Notifications > E-mail Notifications > Settings and select Simple Mail Transfer Protocol (SMTP) from the drop-down list.

  2. Optional: Specify settings under Message options, if needed.

    • Type the default sender's e-mail address in the 'From' e-mail address field. This address will appear in the From header of outgoing e-mail notifications.

      • NOTE: This default address can be overwritten by settings in individual workflow E-mail Notifications. For details, see Configuring E-mail Notifications.

    • If you need to change the default Unicode (UTF-8) character set, select the desired one in the Character set list.

    • To send messages in plain text format, select the Send all e-mail messages in plain text format checkbox.

    • To restrict the size of file attachments, select Limit the total size of attachments to and specify the maximum size in megabytes.

      TIP: Notifications with attachments exceeding this limit will not be added to the Notification Queue and will not be sent. If a workflow action triggers such a notification, Alloy Navigator Express will display an error to the user who initiated the action.

  3. Under SMTP server, enter the name and port number of your corporate SMTP mail server. The default port number is 25; for secure connection via SSL, the default port number is 465.

  4. If your SMTP server requires users to authenticate, select the My outgoing (SMTP) server requires authentication checkbox and enter the user name and password.

  5. If your SMTP server requires Security Password Authentication, select the Require Secure Password Authentication (SPA) checkbox.

  6. Under Secure Connection, select one of the following options:

    • None: This establishes an insecure (plain text) connection.

    • STARTTLS, if available: This establishes a secure connection using the STARTTLS extension if it is supported by the mail server. If the server does not support STARTTLS, an insecure connection is established.

    • STARTTLS: The Mail Connector will attempt to establish a secure connection using the STARTTLS extension. If the mail server does not support STARTTLS, a connection is not established.

    • SSL/TLS: The Mail Connector will attempt to establish a secure connection. If the mail server does not support SSL/TLS, a connection is not established.

      IMPORTANT: The current version of Alloy Navigator Express can establish a secure connection to a mail server using SSL 3.0 up to TLS 1.2.

    • If you want to prevent communication with the mail server via a secure connection when a certificate validation error occurs, select the Reject invalid certificates check box.

  7. Click Test Settings to test the connection and send a test message. For details, see Testing outgoing e-mail settings.

  8. Click Save on the toolbar.

NOTE: The appearance of HTML E-mail Notifications depends on the CSS styles configured for outgoing e-mail notifications. For details, see Customizing E-Mail Notification styles.