Setting Up SMTP

Below are some topics to help you set up your SMTP Server.

  • Close Microsoft Outlook 2010, 2013, or 2016.
  • In Control Panel, click or double-click Mail. (You may need to click the View by: drop-down list and select Large icons or Small icons):
  • The Mail Setup - Outlook form displays, click E-mail Accounts.
  • On the Email tab, the Name and Type displays. The Name is the user name of the person whose Outlook is being viewed. The Type is the Server that is being used for Email. This could be Microsoft Exchange, POP3/SMTP, or IMAP.
    1. If Microsoft Exchange or IMAP is used, contact your IT department or ISP (Internet Service Provider) and find out your SMTP Server information.
    2. If SMTP is used, copy and paste the Server Name into the MIP Fund Accounting system using Organization>Organization Information>Email Setup tab
  • Open Microsoft Outlook 2007.
  • Select Tools>Account Settings. The Account Settings form displays.
  • On the Email tab, the Name and Type displays. The Name is the user name of the person whose Outlook is being viewed. The Type is the Server that is being used for Email. This could be Microsoft Exchange, POP3/SMTP, or IMAP.
    1. If Microsoft Exchange or IMAP is used, contact your IT department or ISP (Internet Service Provider) and find out your SMTP Server information.
    2. If SMTP is used, copy and paste the Server Name into the MIP Fund Accounting system using Organization>Organization Information>Email Setup tab.

If you want to alert users with Real-time email or in-product notices, your Administrator will need to complete the Alert Server (IIS) installation and set up the Email Setup tab using the Organization>Organization Information form; before setting up Alerts.

Before setting up the SMTP connection information, you will need to know the answers to the following questions:

  • What type of Server does the organization use to send email? Microsoft Exchange, POP3/SMTP, and IMAP.
  • If POP3/SMTP server is used:
    • What is the Logon Information: User Name and Password?
    • Is it required to logon using Secure Password Authentication (SPA)?
  • If Microsoft Exchange server is used:
    • Is your exchange server an SMTP Server? If so, do you have an IT person who could help with connecting to it?
    • If the Exchange Server is not an SMTP Server, Outlook (client) uses Exchange Server (server) to send emails, you should contact your Internet Service Provider or email administrator to ask if your account has access to an SMTP Server.
  • An IMAP account is an enhanced type of email account that provides multiple mail folders on a mail server. Both Google GMail and AOL accounts can be used as an IMAP account.

After you have installed the Alert Server and entered your SMTP information into the Organization>Organization Information>Email Setup tab, you will need to set up a default From Email address using Options>System Preferences and select the Real-time Notices Email and/or In-product check boxes on your Set Up Alerts form (Organization>Set Up Alerts).

For more information on SMTP, see Configuring SMTP.

If you use Email Report as PDF File on reports, the Administrator will need to set up the Email Setup tab using the Organization>Organization Information form.

Before this can be set up, you will need to know the answers to the following questions:

  • What type of Server does the organization use to send email? Microsoft Exchange, POP3/SMTP, and IMAP.
  • If POP3/SMTP server is used:
    • What is the Logon Information: User Name and Password?
    • Is it required to logon using Secure Password Authentication (SPA)?
  • If Microsoft Exchange server is used:
    • Is your exchange server an SMTP Server? If so, do you have an IT person who could help with connecting to it?
    • If the Exchange Server is not an SMTP Server, Outlook (client) uses Exchange Server (server) to send emails, you should contact your Internet Service Provider or email administrator to ask if your account has access to an SMTP Server.
  • An IMAP account is an enhanced type of email account that provides multiple mail folders on a mail server. Both Google GMail and AOL accounts can be used as an IMAP account.

After you have entered your SMTP information into the Organization>Organization Information>Email Setup tab, every time you use Email Report as PDF File on a report, you will need to enter the To and From email addresses, Subject, and Message (Reports>{Any report}> Email Report as PDF File).

For more information on SMTP, see Configuring SMTP.

If you use Reports>Report Binder to group reports together and then click Email Report as PDF File , the Administrator will need to set up the Email Setup tab using the Organization>Organization Information form.

Before this can be set up, you will need to know the answers to the following questions:

  • What type of Server does the organization use to send email? Microsoft Exchange, POP3/SMTP, and IMAP.
  • If POP3/SMTP server is used:
    • What is the Logon Information: User Name and Password?
    • Is it required to logon using Secure Password Authentication (SPA)?
  • If Microsoft Exchange server is used:
    • Is your exchange server an SMTP Server? If so, do you have an IT person who could help with connecting to it?
    • If the Exchange Server is not an SMTP Server, Outlook (client) uses Exchange Server (server) to send emails, you should contact your Internet Service Provider or email administrator to ask if your account has access to an SMTP Server.
  • An IMAP account is an enhanced type of email account that provides multiple mail folders on a mail server. Both Google GMail and AOL accounts can be used as an IMAP account.

After you have entered your SMTP information into the Organization>Organization Information>Email Setup tab, every time you use Email Report as PDF File on a group of reports, you will need to enter the To and From email addresses, Subject, and Message (Reports>Report Bindger> Email Report as PDF File).

For more information on SMTP, see Configuring SMTP.

If you want to schedule a group of reports to be emailed, the Administrator will need to set up the Email Setup tab using the Organization>Organization Information form.

Before this can be set up, you will need to know the answers to the following questions:

  • What type of Server does the organization use to send email? Microsoft Exchange, POP3/SMTP, and IMAP.
  • If POP3/SMTP server is used:
    • What is the Logon Information: User Name and Password?
    • Is it required to logon using Secure Password Authentication (SPA)?
  • If Microsoft Exchange server is used:
    • Is your exchange server an SMTP Server? If so, do you have an IT person who could help with connecting to it?
    • If the Exchange Server is not an SMTP Server, Outlook (client) uses Exchange Server (server) to send emails, you should contact your Internet Service Provider or email administrator to ask if your account has access to an SMTP Server.
  • An IMAP account is an enhanced type of email account that provides multiple mail folders on a mail server. Both Google Gmail and AOL accounts can be used as an IMAP account.

For more information on SMTP, see Configuring SMTP.

If a vendor has requested to receive their A/P electronic payment notification via email, your Administrator will need to set up the Email Setup tab using the Organization>Organization Information form.

Before setting up the SMTP connection information, you will need to know the answers to the following questions:

  • What type of Server does the organization use to send email? Microsoft Exchange, POP3/SMTP, and IMAP.
  • If POP3/SMTP server is used:
    • What is the Logon Information: User Name and Password?
    • Is it required to logon using Secure Password Authentication (SPA)?
  • If Microsoft Exchange server is used:
    • Is your exchange server an SMTP Server? If so, do you have an IT person who could help with connecting to it?
    • If the Exchange Server is not an SMTP Server, Outlook (client) uses Exchange Server (server) to send emails, you should contact your Internet Service Provider or email administrator to ask if your account has access to an SMTP Server.
  • An IMAP account is an enhanced type of email account that provides multiple mail folders on a mail server. Both Google GMail and AOL accounts can be used as an IMAP account.

After you have entered your SMTP information into the Organization>Organization Information>Email Setup tab, you will need to check the Send Payment Notification Email to EFT Vendors and enter a general message (Organization>Set Up Modules>Electronic Funds Transfer - Email tab) and enter the Payment Information Email Address for each vendor (Maintain>Accounts Payable>Vendors>Payments and Terms tab). A notification is sent after the electronic payment file is processed using Activities>Accounts Payable>Create/Send A/P Electronic Payments.

For more information on SMTP, see Configuring SMTP.

If an employee has requested to receive their pay stub via email, instead of or in addition to printing, your Administrator will need to set up the Email Setup tab using the Organization>Organization Information form; before setting up the Email Templates and Employee Information emails.

Before setting up the SMTP connection information, you will need to know the answers to the following questions:

  • What type of Server does the organization use to send email? Microsoft Exchange, POP3/SMTP, and IMAP.
  • If POP3/SMTP server is used:
    • What is the Logon Information: User Name and Password?
    • Is it required to logon using Secure Password Authentication (SPA)?
  • If Microsoft Exchange server is used:
    • Is your exchange server an SMTP Server? If so, do you have an IT person who could help with connecting to it?
    • If the Exchange Server is not an SMTP Server, Outlook (client) uses Exchange Server (server) to send emails, you should contact your Internet Service Provider or email administrator to ask if your account has access to an SMTP Server.
  • An IMAP account is an enhanced type of email account that provides multiple mail folders on a mail server. Both Google GMail and AOL accounts can be used as an IMAP account.

After you have entered your SMTP information into the Organization>Organization Information>Email Setup tab, you will need to set up a default Email Template for both your Voucher (Maintain>Payroll>Email Templates) and select the Email check box, enter the email address, and accept the <Default> Template for Vouchers for each employee (Maintain>Payroll>Employee Information>Email tab).

For more information on SMTP, see Configuring SMTP.

If a customer has requested to receive their A/R invoices or statements via email, instead of or in addition to printing, your Administrator will need to set up the Email Setup tab using the Organization>Organization Information form; before setting up the Email Templates and Customers Email tab.

Before setting up the SMTP connection information, you will need to know the answers to the following questions:

  • What type of Server does the organization use to send email? Microsoft Exchange, POP3/SMTP, and IMAP.
  • If POP3/SMTP server is used:
    • What is the Logon Information: User Name and Password?
    • Is it required to logon using Secure Password Authentication (SPA)?
  • If Microsoft Exchange server is used:
    • Is your exchange server an SMTP Server? If so, do you have an IT person who could help with connecting to it?
    • If the Exchange Server is not an SMTP Server, Outlook (client) uses Exchange Server (server) to send emails, you should contact your Internet Service Provider or email administrator to ask if your account has access to an SMTP Server.
  • An IMAP account is an enhanced type of email account that provides multiple mail folders on a mail server. Both Google GMail and AOL accounts can be used as an IMAP account.

After you have entered your SMTP information into the Organization>Organization Information>Email Setup tab, you will need to set up a default Email Template for both your A/R Invoices and Customer Statements (Maintain>Email Templates) and select the Email check box, enter the email address, and accept the <Default> Template for Invoices and/or Customer Statements for each customer (Maintain>Accounts Receivable>Customers>Email tab).

For more information on SMTP, see Configuring SMTP.

If you want the system to send emails to users notifying them about the status of certain requisitions, the Administrator will need to set up the Email Setup tab using the Organization>Organization Information form.

Before this can be set up, you will need to know the answers to the following questions:

  • What type of Server does the organization use to send email? Microsoft Exchange, POP3/SMTP, and IMAP.
  • If POP3/SMTP server is used:
    • What is the Logon Information: User Name and Password?
    • Is it required to logon using Secure Password Authentication (SPA)?
  • If Microsoft Exchange server is used:
    • Is your exchange server an SMTP Server? If so, do you have an IT person who could help with connecting to it?
    • If the Exchange Server is not an SMTP Server, Outlook (client) uses Exchange Server (server) to send emails, you should contact your Internet Service Provider or email administrator to ask if your account has access to an SMTP Server.
  • An IMAP account is an enhanced type of email account that provides multiple mail folders on a mail server. Both Google GMail and AOL accounts can be used as an IMAP account.

After you have entered your SMTP information into the Organization>Organization Information>Email Setup tab, you will need to set up the Requisition Email Options (Organization>Set Up Modules>Electronic Requisitions and set up requisition users email options (Security>Requisitions>Set Up Requisition Users - Email tab).

For more information on SMTP, see Configuring SMTP.