Email Account
- Former user (Deleted)
- Fiona Sargeant (Unlicensed)
- Gary Parden
This page is for administrators who are creating system and user email accounts. It explains the email configuration that PhixFlow uses when fetching and sending emails.
Overview
When setting up users, you must also configure Email Accounts so that users can send and/or receive emails.
We also recommend you use the System Configuration options to configure the following emails to go to your support or administration team.
- a Feedback Email Address so users can email any issues via the Administration→ Support Menu → Email Support menu option.
- an Error Reporting Email Address so users can email error logs via the Report button in a system error message; see Error Messages.
a System Email Address so PhixFlow can email system requests. For example, PhixFlow uses this address to send user password reset requests; see Changing or Resetting Your Password.
It is important to set a system email address as the registered owner of the email account. This is because some email services reject emails that are not from the registered owner of the email account.
If you are setting up a service to poll an email account for incoming messages, we recommend you read the article Reading Data From an Email Account, which covers a number of common examples.
If PhixFlow cannot connect to the email server, it will time-out the sending of email after 10 seconds.
Properties Tab
Property Pane Toolbar
For information about the toolbar options, see the Common Properties page, Toolbars and Controls section.
Once you have set up an account, use the toolbar Test Configuration button to check you have configured the email account correctly.
PhixFlow tests the values currently appearing on the screen. Remember to save the configuration after the test is successful.
Basic Settings
Field | Description | |
---|---|---|
Outbound | Tick to set this as an outbound email account, used to send emails. There can only be one active outbound account at any one time. Untick to set this as an inbound account, used to receive (download) emails. | |
Enabled | Tick to make this email account active. If this is an outbound account, it will be used to send emails whenever required. If this is an inbound account, PhixFlow will connect to the server periodically (at the defined polling interval) and download new messages. | |
Protect During Import | Untick to allow this email account to be updated or deleted by import from another PhixFlow instance. Tick to retain the email account settings if this email account is imported from another PhixFlow instance. Also to prevent this email account being deleted during import. More ... When you have several instances of PhixFlow, for example development and production instances, you may want some item properties to be different for each instance. Usually, when you export from a source instance, then import to a target instance, PhixFlow overwrites item properties with those from the source instance. In the target instance, tick this box to prevent the current setting being overwritten by the source item. | |
Name | Enter the name of the configured email account. | |
Host | Enter the host address of the configured email account. | |
Protocol | Available for inbound accounts (Outbound is not selected). Select the protocol used during the email fetching | |
Encryption | Select the encryption used during the sending or receiving of emails. | |
Use Default Port | Tick to automatically calculate the port from the protocol and encryption type. | |
Default Port | Enter the default port number. | |
Port | Available when Use Default Port is not selected. Enter the port number of the configured email account. | |
Authorisation Type | Select:
| |
Login | Available when Authorisation Type is Local. Enter the username used to log in onto the configured email account. | |
Password | Available when Authorisation Type is Local. Enter the password used to log in onto the configured email account. | |
Username Key | Available when Authorisation Type is External. Enter the aliasthat identifies the username in the keystore. | Your system administrator adds usernames, passwords and their aliases (keys) to the keystore. They will notify you of the key to use. See Adding Data to a Keystore. |
Password Key | Available when Authorisation Type is External. Enter the alias that identifies the password in the keystore. | |
Folder | Available for inbound accounts (Outbound is not selected). Enter the folder which the emails will be fetched from. If left blank, the default inbox folder will be used. Collected emails are saved to FileUploadDirectory\default\in\YYYYMMDD\FolderName, where:
| |
Properties | Enter the 'key=value ' list of the configured email account properties. Each pair should appear on a new line. | |
Test To: | Available when Outbound is selected. Enter the address to which test emails will be sent. | |
Polling Interval (s) | Available for inbound accounts (Outbound is not selected). Enter the interval, in seconds, of the email fetching from the account. If left blank, the value configured in the server.properties file will be used. | |
Delete Read Messages | Tick to delete emails from the mail server
| |
Delete After Days | Available when Delete Read Messages is selected. Enter the number of days for which messages are kept before they are deleted from the server. If left empty or set to 0 messages are deleted immediately after they are downloaded. | |
Debug | Tick to output email debug messages to the log files. |
Description
We recommend that you always enter a description to explain the purpose of this item.
Audit Tab
Audit Summary
See the Common Properties page, Audit Summary section.