Differences

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--- vcs:email-alerts [2024/05/24 19:12] – cxie_go-ci.com
+++ vcs:email-alerts [2026/02/19 21:54] (current) – cxie_go-ci.com
@@ Line 1: / Line 1: @@
-====== Setting up alert Emails from VCS ======
+====== Email Alert Setup Guide (EDM) ======
-===== For Outlook =====
+<slider :vcs:email_setup_6.png>
+<slider :vcs:email_setup_5.png>
+<slider :vcs:email_setup_7.png>
+<slider :vcs:email_setup_1.png>
+<slider :vcs:email_setup_2.png>
+<slider :vcs:email_setup_3.png>
+<slider :vcs:email_setup_4.png>
+</slider>
-**Mail Settings**\\
+===== Gmail setup =====
-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 doesn’t require SSL encryption. Sending email through the hardware is not always available when SSL encryption is required. This feature enables sending emails in Black Box mode. The origin of email, either from the Spider hardware or the EDM, can be chosen from the Event Action Rules.Some email accounts have different SMTP server addresses that EDM must use in order to send emails. These SMTP Servers can be found in the primary email account settings, such as for Outlook in the POP and IMAP setting or searching for the keyword "SMTP"
-We can use the shortcut Ctrl-G or under Tools, click Global Settings.
+This section describes how to set up your email settings for Gmail
-{{:vcs:pasted:20240524-185143.png}}
-Once the window is up, on the left side, click Mail settings.
+  * Navigate to **Tools > Global Settings** or click **Ctrl+G**
-{{:vcs:pasted:20240524-185742.png}} \\
+  * Go to **Mail settings**
-For Outlook, the SMTP server should be: **smtp-mail.outlook.com**\\
+  * Set the related parameters for Gmail (see [[https://developers.google.com/workspace/gmail/imap/imap-smtp | POP, IMAP, and SMTP | Gmail]]):
-Change the SMTP port to the number that fits your needs.
+    * **SMTP server:**  smtp.gmail.com
+    * **SMTP port:**  587
+    * Enable **SSL encrypted connection enable**
+      * **Note:** SSL encrypted email sending can only be done through PC (Spider cannot send SSL encrypted emails in black-box mode)
+    * **Account / Password:** your email and App Password
-Enter the outlook account and the password that you want the mail sent to.\\
+To create an App Password for Gmail, follow these steps, as it replaces the email’s password for third party access for better security.\\
+  - Sign into your Google Account
+  - Turn on 2 step verification
+  - Go to the App Password page: [[https://myaccount.google.com/apppasswords | App Password]])
+  - Add new App Name such as EDM
+  - A 16-char password will display **once** (you will not be able to access this code again)
+===== Outlook (Office365) email setup =====
+This section describes how to set up your email settings
-**Creating the Event actions**\\
+  * Navigate to **Tools > Global Settings** or click **Ctrl+G**
-In the control panel on the left, click **Config**.{{:vcs:pasted:20240524-190027.png}} \\
+  * Go to **Mail settings**
-Click **Event actions** on the left menu. {{:vcs:pasted:20240524-190106.png}} \\
+  * Set the related parameters for Outlook (see [[https://support.microsoft.com/en-us/office/pop-imap-and-smtp-settings-for-outlook-com-d088b986-291d-42b8-9564-9c414e2aa040 | POP, IMAP, and SMTP settings for Outlook.com]]):
-Click Add a user event under the event list.
+    * **SMTP server:**  smtp-mail.outlook.com
-Change the Event name to your liking. {{:vcs:pasted:20240524-190158.png}} \\
+    * **SMTP port:**  587
-Click **Add action**. {{:vcs:pasted:20240524-190239.png}} \\
+    * Enable **SSL encrypted connection enable**
-Choose **Send E-mail** {{:vcs:pasted:20240524-190304.png}} \\
+      * **Note:** SSL encrypted email sending can only be done through PC (Spider cannot send SSL encrypted emails in black-box mode)
-A new Customize Email Content will pop up. \\
+    * **Account / Password:** your email credentials
-Input mail address and change the subject and body to fit your needs.\\ {{:vcs:pasted:20240524-190349.png}} \\
+===== Event Action rules =====
+This section describes how to send emails
+  * 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 and fill out the relevant email fields
+  * Edit the **Run schedule** to send email where relevant
-**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. \\
-{{:vcs:pasted:20240524-191004.png}}