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- | ===== For Outlook ===== | + | <slider : |
+ | <slider : | ||
+ | <slider : | ||
+ | <slider : | ||
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+ | </ | ||
- | **Setup**\\ | + | ===== Outlook (Office365) email setup ===== |
- | To start, we need to change the mail settings. | + | |
+ | This section describes how to set up your email settings | ||
- | Mail Setting defines how EDM sends email per Event Action Rules. SMTP server address, port number, encryption type, and authentication parameters are specified as required. The Spider hardware (only version 7.x) is also equipped with a send email function that can be used when the email server | + | * Navigate to **Tools > Global Settings** or click **Ctrl+G** |
+ | * Go to **Mail settings** | ||
+ | * Set the related parameters for Outlook (see [[https:// | ||
+ | * **SMTP | ||
+ | * **SMTP port: | ||
+ | * Enable **SSL encrypted connection enable** | ||
+ | * **Note:** SSL encrypted | ||
+ | * **Account / Password:** your email credentials | ||
- | We can use the shortcut Ctrl-G or under Tools, click Global Settings. | + | ===== Event Action rules ===== |
- | {{: | + | |
- | Once the window is up, on the left side, click Mail settings. | + | This section describes how to send emails |
- | {{: | + | |
- | For Outlook, the SMTP server should be: **smtp-mail.outlook.com**\\ | + | |
- | Change the SMTP port to the number that fits your needs. | + | |
- | Enter the outlook account | + | * Open **Config** / **Setup > Test Configuration** or click **Ctrl+T** |
+ | * Go to **Event actions** | ||
+ | * Click **Add a user event** and assign it a name such as **Email** | ||
+ | * Select the **Email** event in the dropdown | ||
+ | * Edit the **Run schedule** | ||
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- | **Creating the Event actions**\\ | ||
- | In the control panel on the left, click **Config**.{{: | ||
- | Click **Event actions** on the left menu. {{: | ||
- | Click Add a user event under the event list. | ||
- | Change the Event name to your liking. {{: | ||
- | Click **Add action**. {{: | ||
- | Choose **Send E-mail** {{: | ||
- | A new Customize Email Content will pop up. \\ {{: | ||
- | Input mail address and change the subject and body to fit your needs. | ||
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- | **Sending Emails**\\ | ||
- | To use the event action that was just created, click **Run schedule** on the left. | ||
- | The event action created should be under **User defined events**. | ||
- | Click the the event action created to insert into the schedule. | ||
- | {{: |