Email Configuration

This topic describes how to configure the email settings to send an automated email from the task scheduler.

To configure email settings

  1. In Process Runner, on the Scheduler tab, select Email Configuration. The Email Configuration dialog box is displayed.
  2. To configure email settings, on the Email Settings tab, in the Account type list, select one of the following options:
    • SMTP
    • Microsoft Exchange
    • Office 365
  3. To configure SMTP Server settings, enter the following details:
    • Outbound SMTP Server: Indicates the SMTP server name that sends the email.
    • Server Port: Indicates the port number to connect to the SMTP server. The server works with port 25 and 587.
    • This Server requires an encrypted connection: Indicates that the email is encrypted when sent to the SMTP server.
    • Email Address: Indicates the email address used to send and receive scheduled job notifications.
    • Password: Indicates the password configured email address.
  4. For Microsoft Exchange or Office 365, enter email address and password from which the scheduled job notifications must be sent, and select Option. The More Settings window is displayed.
    1. Select one of the following authentication options:
      • Use Standard Method
      • Use OAuth Method
    2. If you select Use Standard Method, perform the following tasks:
      1. In Setting Mode, select Auto or Manual depending on whether you have information about the server URL.
      2. Optionally, in Exchange Version, select the version of your Exchange Server.
      3. In User Name, enter the user name associated with the email address from which the scheduled jobs must be sent.
      4. In Domain, enter the domain name associated with the email address.
      5. Only for Manual setting mode, in Server URL, enter the Exchange Server URL from where Process Runner autodiscovers the email ID.
      6. Clear Use Email Address for Exchange Connection if you face the “401 Authorization” error.
    3. If you select Use OAuth method, perform the following tasks:
      1. Enter the details in the Client ID and Tenant ID boxes. For information about how to use OAuth authentication in Exchange Server, see Microsoft documentation.
      2. In User Name, enter the user name associated with the email address.
      3. If your organization has enabled multi-factor authentication, select Multi-factor authentication. Mutli-factor authentication is enabled for the email account.
    4. Select OK. The window is closed.
  5. Select Test. The email configuration is verified.
  6. Optionally, to send a test email, select Yes, and then select OK to exit the Success dialog box.
  7. To configure receiver settings, on the Receiver tab, enter the following:
    • To Email: Indicates the email address of associated user who receives the status and error logs.
    • CC Email: Indicates the email address of the user whom you want to CC the status and error logs.
    • BCC Email: Indicates the email address of the user whom you want to BCC the status and error logs.
  8. To configure advanced settings, on the Advanced Setting tab, perform the following steps:
    • Application Log for Connection: Indicates that a trace file is generated on the desktop with the logs for scheduled jobs.
    • Connection Timeout: Indicates the time duration for the application to wait while trying to send email.
  9. Select Save. The changes are saved.
  10. Select Close. The Email Configuration dialog box is closed.