This section concerns E-mail servers (SMTP setup) for a tenant. A similar setup is available for system emails.

For a normal setup you need to configure at least one email server, before you can send emails in InterformNG2. This is covered below.

In order to setup the email servers, you first need to sign in as described here.

Please check the section, Certificates regarding the limited support for certificates.

Then you click E-mail server on the left below Workflow:

Now you see a long list of options for the default email server:

(Only the top options are shown below)

Each of the options are described below:

Top ribbon

In the top ribbon above you see two tabs: The first one is named DEFAULT and in the next tab you see a plus (+) icon. You can register multiple email server configurations and the names in the top ribbon are the email servers, that you have defined. If you click the plus (+) icon, then you can create an additional email server configuration. The procedure to delete an email server configuration is also included below. If you want to update an existing email server configuration you first click the tab in this ribbon and then the current settings are shown. You can then edit the settings and then save the changes with the save option in the bottom right corner of the configuration: 

This is the internal name of the email server configuration. You can refer to this in the workflow, when you want to email e.g. in the Create PDF email component. You do not need to use the name, DEFAULT. You can just replace this with another name if you want.

Protocol and host

The protocol (smtp or smtps) and email server as well as port number to use for communication with the mail server.

Authentication

If activated you need to state a user and password for the email server account to use. Here you can also change to the more secure (recommended) authentication, OAuth2 for secure emailing with Office365. The setup is covered in the sub-section, Office365 SMTP OAuth2 configuration below.

Message defaults

The defaults settings to use for the email, if they are not specified.

Remote output

This require, that connections to remote clients are allowed in the global settings, and that at least one remote client as been setup for the current tenant.

If activated you will see this:

The final option on the list is:

Send test e-mail to

If you want to verify the e-mail configuration, you can enter a receiver email address here and click Send test email:

On the right you can see the option to delete/remove the e-mail server configuration from InterformNG2.

Create an additional email server configuration

In the top ribbon of the email server setup you see this ribbon:

The ribbon contains a tab for each email server, that has been defined and also an extra tab with the plus (+) icon. The names shown in this ribbon match the names of the email servers, that you have registered in InterformNG2.

 

If you want to add an extra email server, then you just click the plus (+) icon in this ribbon:

When you have clicked the icon a new empty tab is created and now you can enter the name and settings for the new email server:

When you type in the name of the new server the name shown in the top ribbon is updated.

 

When you are done with the settings you can now save the new server with the save icon in the bottom right corner:

If you regret you can of course also delete an email server.

 

Delete an email server configuration

If you want to delete an email server configuration, then you need first select the email server in the top ribbon:

And then on the top of the email server configuration when you select the server:

And then you click the marked icon in the image above. 

Now the email server configuration has been deleted.

Office365 SMTP OAuth2 configuration

If you select OAuth2 for the authentication of your email server, then you will see these extra parameters on the email server setup:

The following describes how to send an e-mail with Office365 SMTP and OAuth2 authentication.

This uses the authorization code flow described here: https://docs.microsoft.com/en-us/azure/active-directory/develop/v2-oauth2-auth-code-flow

Azure Active Directory configuration

Some configuration needs to be done first on Azure Active Directory: https://aad.portal.azure.com/

Go to "Azure Active Directory" -> "App registrations" and create a new registration.

The result should look similar to this:

Then select "Authentication" -> "Add a platform" -> "Web". Specify a redirect URI for an InterformNG2 URL that can handle the response, something like http://locahost:8086/settings/oauth2code

The result looks like this:

InterformNG2 settings

On the InterformNG2 settings page, select "Oauth2" as authentication type and enter the tenant id, client id, client secret and redirect URI from the app registration. Set the username to the username of the mailbox that e-mails should be sent from. Save the settings, then use the "Obtain access code" link. You will now be asked to log in to the Microsoft account. Be sure to log in with the same username that is specified in the settings. If you are already logged in to another Microsoft account, the perform this procedure in an incognito browser window.

After completing this process, if everything is working correctly, it should say "Valid access token" on the e-mail authentication settings.

Note that InterFormNG2 needs to refresh the access token periodically, so if InterFormNG2 is shut down for 24 hours or more, the token will probably expire and the above procedure needs to be repeated.