Setting up Email Delivery Service - Revision history

Dina at 13:43, 8 July 2020

2020-07-08T13:43:38Z

Dina at 08:55, 5 July 2020

2020-07-05T08:55:01Z

← Older revision		Revision as of 08:55, 5 July 2020
Line 32:		Line 32:
	The Public Email Address will be used when sending the emails from CommitCRM Server.		The Public Email Address will be used when sending the emails from CommitCRM Server.

	[[File:~~Commit_email_connector_setup_public_email_address_window~~.~~gif~~\|center]]		[[File:email_connector_setup_public_email_address_window.png\|center]]

Dina at 12:26, 28 March 2020

2020-03-28T12:26:44Z

← Older revision		Revision as of 12:26, 28 March 2020
Line 47:		Line 47:
	# In the window that opens, click the Outgoing Mail Server tab:<br>		# In the window that opens, click the Outgoing Mail Server tab:<br>

	[[File:~~Commitcrm_server_outgoing_mail_server_settings~~.png\|center]]		[[File:server_outgoing_mail_server_settings.png\|center]]

	In this tab, you should define the following:		In this tab, you should define the following:

Dina at 11:51, 9 July 2017

2017-07-09T11:51:47Z

← Older revision		Revision as of 11:51, 9 July 2017
Line 1:		Line 1:
	If you already use the [[Email Connector]] or [[Alerts Server]] or [[Report Scheduler]]then you can skip this section as the CommitCRM Server service is already installed and there is nothing more you need to do.		If you already use the [[Email Connector]] or [[Alerts Server]] or [[Report Scheduler]] then you can skip this section as the CommitCRM Server service is already installed and there is nothing more you need to do.

	===Install Service===		===Install Service===

Dina at 11:51, 9 July 2017

2017-07-09T11:51:28Z

← Older revision		Revision as of 11:51, 9 July 2017
Line 1:		Line 1:
	If you already use the [[Email Connector]] or [[Alerts Server]] or [[Report Scheduler]]then you can skip this section as the CommitCRM Server service is already installed and there is nothing more you need to do ~~besides scheduling your Reports~~.		If you already use the [[Email Connector]] or [[Alerts Server]] or [[Report Scheduler]]then you can skip this section as the CommitCRM Server service is already installed and there is nothing more you need to do.

	===Install Service===		===Install Service===

Dina at 10:47, 9 July 2017

2017-07-09T10:47:36Z

← Older revision		Revision as of 10:47, 9 July 2017
Line 26:		Line 26:
	# Locate the CommitCRM Server service and start the service (right-click > Start).<br /><br />		# Locate the CommitCRM Server service and start the service (right-click > Start).<br /><br />
	# Make sure that it is set to start automatically with a 'Delayed Start' (Startup type > Automatic Delayed Start) each time the server is restarted.<br /><br />		# Make sure that it is set to start automatically with a 'Delayed Start' (Startup type > Automatic Delayed Start) each time the server is restarted.<br /><br />

			===Outgoing Mail Server Settings===

	====Public Email Address====		====Public Email Address====
Line 33:		Line 35:


			====Outgoing Email Settings====
	===Outgoing Email Settings===
	The Outgoing Email Settings are used to send emails from CommitCRM Server.		The Outgoing Email Settings are used to send emails from CommitCRM Server.

Dina: /* Outgoing Email Settings */

2017-07-09T10:34:04Z

Outgoing Email Settings

← Older revision		Revision as of 10:34, 9 July 2017
Line 26:		Line 26:
	# Locate the CommitCRM Server service and start the service (right-click > Start).<br /><br />		# Locate the CommitCRM Server service and start the service (right-click > Start).<br /><br />
	# Make sure that it is set to start automatically with a 'Delayed Start' (Startup type > Automatic Delayed Start) each time the server is restarted.<br /><br />		# Make sure that it is set to start automatically with a 'Delayed Start' (Startup type > Automatic Delayed Start) each time the server is restarted.<br /><br />

			====Public Email Address====
			The Public Email Address will be used when sending the emails from CommitCRM Server.

			[[File:Commit_email_connector_setup_public_email_address_window.gif\|center]]



	===Outgoing Email Settings===		===Outgoing Email Settings===

Dina: /* Outgoing Email Settings */

2017-07-09T10:29:41Z

Outgoing Email Settings

← Older revision		Revision as of 10:29, 9 July 2017
Line 39:		Line 39:
	# In the window that opens, click the Outgoing Mail Server tab:<br>		# In the window that opens, click the Outgoing Mail Server tab:<br>

	[[File:~~Commit_email_alerts_outgoing_setup_window_with_data~~.~~gif~~\|center]]		[[File:Commitcrm_server_outgoing_mail_server_settings.png\|center]]

	In this tab, you should define the following:		In this tab, you should define the following:
Line 52:		Line 52:
	*'''Test SMTP Connection''' - use the test button to verify that your account is working. If there is missing or incorrect information, such as your password, you will be prompted to supply or correct it.		*'''Test SMTP Connection''' - use the test button to verify that your account is working. If there is missing or incorrect information, such as your password, you will be prompted to supply or correct it.
	*'''Send Test Email''' - use this test button to send a test email using the settings you defined. After clicking it you need to specify the From email address and the To email address that will be used for sending the Test Email message.		*'''Send Test Email''' - use this test button to send a test email using the settings you defined. After clicking it you need to specify the From email address and the To email address that will be used for sending the Test Email message.


	==Uninstall Service==		==Uninstall Service==

Dina: Created page with "If you already use the Email Connector or Alerts Server or Report Schedulerthen you can skip this section as the CommitCRM Server service is already installed and..."

2017-07-09T09:52:26Z

Created page with "If you already use the Email Connector or Alerts Server or Report Schedulerthen you can skip this section as the CommitCRM Server service is already installed and..."

New page

If you already use the [[Email Connector]] or [[Alerts Server]] or [[Report Scheduler]]then you can skip this section as the CommitCRM Server service is already installed and there is nothing more you need to do besides scheduling your Reports.

===Install Service===
'''This part of the installation should be performed on the server itself.

Automatic installation       (requires CommitCRM 14 and up)

Log in to to your Server with a Window's Administrator account and run the installer from:

'''''<Installation_DIR>\CommitCRM\Utils\Install\InstallServerSideWindowsServices.exe'''''
 

OR   -   
Manual installation
# Open a command prompt window: Right-click the command prompt icon and and choose 'Run As Administrator'. 
# Type the following command: <blockquote><tt> '''<Installation_DIR>\CommitCRM\Server\CommitServer.exe -install'''</tt></blockquote> Note: The <Installation_Dir> must refer to a LOCAL server path (e.g. c:\ or D:\Software, etc.) and NOT to a shared network name/path.
# Wait for a success message to appear, indicating the service was installed successfully.
# Open the Windows Services Management windows from ''Control Panel > Administration Tools > Services''.
# Verify that a Windows service called '''CommitCRM Server''' is now displayed in the services list.
# If the service is not there, make sure again that you are running the command prompt Window using 'Run as Administrator' and try again.

===Running CommitCRM Server Service===

# Open the Windows Services Management windows from Control Panel > Administration Tools > Services. 
# Locate the CommitCRM Server service and start the service (right-click > Start). 
# Make sure that it is set to start automatically with a 'Delayed Start' (Startup type > Automatic Delayed Start) each time the server is restarted. 

===Outgoing Email Settings===
The Outgoing Email Settings are used to send emails from CommitCRM Server.

Make sure to test your settings once defined, using the Test button in the configuration program, to make sure the emails can be sent using your settings.

Note that the same settings are used both by CommitCRM Alerts and Email Connector, and should be define only once. '''If you already defined this for the Email Connector, you can skip this part'''.
 
To define Outgoing emails settings:
# Log into the '''Server with a Windows Administrator user'''. Note that the setup program must run from the same server as the one where the CommitCRM installation sits and from where you plan to run the Email Connector.
# Run <Installation_DIR>\CommitCRM\Server\ServerConfig.exe. Note: there are two executable files under the server folder, make sure you are running the configuration program (ServerConfig.exe).
# In the window that opens, click the Outgoing Mail Server tab: 

[[File:Commit_email_alerts_outgoing_setup_window_with_data.gif|center]]

In this tab, you should define the following:
*'''SMTP Host''' - enter your Outgoing SMTP Mail Server.
*'''Port''' - enter the Outgoing SMTP port.
*'''My outgoing server (SMTP) requires authentication''' - if checked, must fill in the authentication details below:
**'''User Name''' - the User Name to be used for SMTP authentication
**'''Password''' - the password related to the specified User Name

To reduce errors and improve security it is strongly recommended to use SMTP authentication, using a user name and password for SMTP access.

*'''Test SMTP Connection''' - use the test button to verify that your account is working. If there is missing or incorrect information, such as your password, you will be prompted to supply or correct it.
*'''Send Test Email''' - use this test button to send a test email using the settings you defined. After clicking it you need to specify the From email address and the To email address that will be used for sending the Test Email message.

==Uninstall Service==
To Uninstall CommitCRM Server service:
# Open the Windows Services Management windows from Control Panel > Administration Tools > Services.
# Stop the CommitCRM Server service.
# Open a command prompt window: Right-click the command prompt icon and and choose 'Run As Administrator'.
# Type the following command: 
<Installation_DIR>\CommitCRM\Server\CommitServer.exe -uninstall

← Older revision		Revision as of 13:43, 8 July 2020
Line 1:		Line 1:
	If you already use the [[Email Connector]] or [[Alerts Server]] or [[Report Scheduler]] then you can skip this section as the ~~CommitCRM~~ Server service is already installed and there is nothing more you need to do.		If you already use the [[Email Connector]] or [[Alerts Server]] or [[Report Scheduler]] then you can skip this section as the RangerMSP Server service is already installed and there is nothing more you need to do.

	===Install Service===		===Install Service===
Line 5:		Line 5:


	<u>Automatic installation</u>       (requires ~~CommitCRM~~ 14 and up)		<u>Automatic installation</u>       (requires RangerMSP 14 and up)

	Log in to to your Server with a Window's Administrator account and run the installer from:		Log in to to your Server with a Window's Administrator account and run the installer from:

	'''''<Installation_DIR>\~~CommitCRM~~\Utils\Install\InstallServerSideWindowsServices.exe'''''		'''''<Installation_DIR>\RangerMSP\Utils\Install\InstallServerSideWindowsServices.exe'''''
	<br><br>		<br><br>

Line 15:		Line 15:
	<u>Manual installation</u>		<u>Manual installation</u>
	# Open a command prompt window: Right-click the command prompt icon and and choose 'Run As Administrator'.<br /><br />		# Open a command prompt window: Right-click the command prompt icon and and choose 'Run As Administrator'.<br /><br />
	# Type the following command:<br><blockquote><tt> '''<Installation_DIR>\~~CommitCRM~~\Server\~~CommitServer~~.exe -install'''</tt></blockquote> <u>Note</u>: The <Installation_Dir> must refer to a LOCAL server path (e.g. c:\ or D:\Software, etc.) and NOT to a shared network name/path.		# Type the following command:<br><blockquote><tt> '''<Installation_DIR>\RangerMSP\Server\CRMServer.exe -install'''</tt></blockquote> <u>Note</u>: The <Installation_Dir> must refer to a LOCAL server path (e.g. c:\ or D:\Software, etc.) and NOT to a shared network name/path.
	# Wait for a success message to appear, indicating the service was installed successfully.		# Wait for a success message to appear, indicating the service was installed successfully.
	# Open the Windows Services Management windows from ''Control Panel > Administration Tools > Services''.		# Open the Windows Services Management windows from ''Control Panel > Administration Tools > Services''.
	# Verify that a Windows service called '''~~CommitCRM~~ Server''' is now displayed in the services list.		# Verify that a Windows service called '''RangerMSP Server''' is now displayed in the services list.
	# If the service is not there, make sure again that you are running the command prompt Window using 'Run as Administrator' and try again.		# If the service is not there, make sure again that you are running the command prompt Window using 'Run as Administrator' and try again.

	===Running ~~CommitCRM~~ Server Service===		===Running RangerMSP Server Service===

	# Open the Windows Services Management windows from Control Panel > Administration Tools > Services.<br /><br />		# Open the Windows Services Management windows from Control Panel > Administration Tools > Services.<br /><br />
	# Locate the ~~CommitCRM~~ Server service and start the service (right-click > Start).<br /><br />		# Locate the RangerMSP Server service and start the service (right-click > Start).<br /><br />
	# Make sure that it is set to start automatically with a 'Delayed Start' (Startup type > Automatic Delayed Start) each time the server is restarted.<br /><br />		# Make sure that it is set to start automatically with a 'Delayed Start' (Startup type > Automatic Delayed Start) each time the server is restarted.<br /><br />

Line 30:		Line 30:

	====Public Email Address====		====Public Email Address====
	The Public Email Address will be used when sending the emails from ~~CommitCRM~~ Server.		The Public Email Address will be used when sending the emails from RangerMSP Server.

	[[File:email_connector_setup_public_email_address_window.png\|center]]		[[File:email_connector_setup_public_email_address_window.png\|center]]
Line 36:		Line 36:

	====Outgoing Email Settings====		====Outgoing Email Settings====
	The Outgoing Email Settings are used to send emails from ~~CommitCRM~~ Server.		The Outgoing Email Settings are used to send emails from RangerMSP Server.

	Make sure to test your settings once defined, using the Test button in the configuration program, to make sure the emails can be sent using your settings.		Make sure to test your settings once defined, using the Test button in the configuration program, to make sure the emails can be sent using your settings.

	Note that the same settings are used both by ~~CommitCRM~~ Alerts and Email Connector, and should be define only once. '''If you already defined this for the Email Connector, you can skip this part'''.		Note that the same settings are used both by RangerMSP Alerts and Email Connector, and should be define only once. '''If you already defined this for the Email Connector, you can skip this part'''.
	<br>		<br>
	To define Outgoing emails settings:		To define Outgoing emails settings:
	# Log into the '''Server with a Windows Administrator user'''. Note that the setup program must run from the same server as the one where the ~~CommitCRM~~ installation sits and from where you plan to run the Email Connector.		# Log into the '''Server with a Windows Administrator user'''. Note that the setup program must run from the same server as the one where the RangerMSP installation sits and from where you plan to run the Email Connector.
	# Run <Installation_DIR>\~~CommitCRM~~\Server\ServerConfig.exe. <br>Note: there are two executable files under the server folder, make sure you are running the configuration program (ServerConfig.exe).		# Run <Installation_DIR>\RangerMSP\Server\ServerConfig.exe. <br>Note: there are two executable files under the server folder, make sure you are running the configuration program (ServerConfig.exe).
	# In the window that opens, click the Outgoing Mail Server tab:<br>		# In the window that opens, click the Outgoing Mail Server tab:<br>

Line 62:		Line 62:

	==Uninstall Service==		==Uninstall Service==
	To Uninstall ~~CommitCRM~~ Server service:		To Uninstall RangerMSP Server service:
	# Open the Windows Services Management windows from Control Panel > Administration Tools > Services.		# Open the Windows Services Management windows from Control Panel > Administration Tools > Services.
	# Stop the ~~CommitCRM~~ Server service.		# Stop the RangerMSP Server service.
	# Open a command prompt window: Right-click the command prompt icon and and choose 'Run As Administrator'.		# Open a command prompt window: Right-click the command prompt icon and and choose 'Run As Administrator'.
	# Type the following command: <br>		# Type the following command: <br>
	<Installation_DIR>\~~CommitCRM~~\Server\~~CommitServer~~.exe -uninstall		<Installation_DIR>\RangerMSP\Server\CRMServer.exe -uninstall