Configuring SMTP

The following steps show how to complete the SMTP setup for a standard service, Gmail, Yahoo, or Office 365. If you encounter difficulties, you should contact your email client’s customer support department.

Standard SMTP Settings:

To set up a typical SMTP service with Administrative user rights, complete the following steps:

  1. Select Organization>Organization Information>Email Setup tab.
  2. Enter the SMTP server name.
  3. For the Port, accept the default of 25.
  4. If your SMTP service supports SSL, select this check box to securely send email notifications. If this check box is not selected, the SMTP service sends all email as cleartext, which is not secure.
  5. If your SMTP service needs authentication, select the Custom credentials check box and enter your user name and password. You will need to enter this user’s email address in all the associated “From” email address fields.
  6. Click the Save button.
  7. It is recommended that you enter a From and To email address, and click the Send Test Email button to test the SMTP connection is set up correctly. These addresses will be used when the Send Test Email button is clicked; to test that your connection is set up correctly.

Gmail Settings:

To set up a Gmail SMTP service with Administrative user rights, complete the following steps:

  1. Select Organization>Organization Information>Email Setup tab.
  2. Enter the SMTP server name for Gmail: smtp.gmail.com.
  3. For the Port, enter 587.
  4. Select the check box to Enable SMTP over Transport Layer Security (STARTTLS). This will securely send email notifications. If this check box is not selected, the SMTP service sends all email as cleartext, which is not secure.
  5. Select the Use Custom Credentials check box and enter your Gmail user name (including “@gmail.com”) and password. You will need to enter this user’s email address in all the associated “From” email address fields.
  6. Click the Save button.
  7. It is recommended that you enter a From and To email address and click the Send Test Email button to test the SMTP connection is set up correctly. These addresses will be used when the Send Test Email button is clicked; to test that your connection is set up correctly.

Yahoo Settings:

To set up a Yahoo SMTP service with Administrative user rights, complete the following steps:

  1. Select Organization>Organization Information>Email Setup tab.
  2. Enter the SMTP server name for Yahoo, smtp.mail.yahoo.com.
  3. For the Port, enter 587.
  4. Do NOT select to Enable SMTP over Transport Layer Security.
  5. Select the Use Custom Credentials box and enter your Yahoo user name (including “@yahoo.com”) and password. You will need to enter this user’s email address in all the associated “From” email address fields.
  6. Click the Save button.
  7. It is recommended that you enter a From and To email address and click the Send Test Email button to test the SMTP connection is set up correctly. These addresses will be used when the Send Test Email button is clicked; to test that your connection is set up correctly.

Office 365 Settings:

To set up Office 365 emailing with Administrative user rights, complete the following steps:

  1. Select Organization>Organization Information>Email Setup tab.
  2. Select the "Office 365" option.
  3. Send a test email under "Test SMTP Connection".
  4. A window will open for you to log into your Office 365 account. Enter your Office 365 account information and sign in. The email address you select will appear as the "From:" address for any emails sent using MIP automated email functions.

Note: Office 365 only supports manual email functions, such as emailing vouchers or invoices. If you want to use automated email functions in MIP Classic (such as Alerts or Report Binder Scheduler), you must set up a standard SMTP connection in addition to Office 365.