Mail Server Configuration

Mail Server Configuration

Mail server configuration is essential to receive requests via email, send notifications, surveys etc.

This is a portal-specific configuration. 
To configure a mail server, go to Admin > Main Settings > Mail Server Settings.

 

Configuring Settings for Incoming emails 

    1. Navigate to the tab Incoming.

    2. Enter Server Name/IP Address, username, password, list of email addresses.

    3. Select the preferred protocol: POP, POPS, IMAP, or IMAPS.

    4. Set port number and frequency of fetching mails in minutes.

    5. Finally, click Save.

You can also enable email debugging and disable request creation via email using appropriate checkboxes.
 

Configuring Settings for Outgoing emails 

    1. Navigate to the tab Outgoing.

    2. Enter Server Name/IP Address, Alternate Server Name/IP address, sender name, and reply to email id.

    3. Select the preferred protocol: SMTP or SMTPS.

    4. Set port number and provide authentication details (user name and password) if applicable.

    5. Finally, click Save.

Make sure to enable TLS and/or proxy server to add additional security before saving.
 

Configuring Spam Filter 

    1. Navigate to the tab Spam Filter.

    2. Define filtering rules by selecting email fields, conditions, and values. You can add multiple rules.

    3. Choose either Match ALL of the following (AND) or Match ANY of the following (OR).

    4. Finally, click Save.

  1. To delete a rule, click the delete icon.
  2. To edit a rule, click the edit icon and make necessary changes, and click Save.

 

Configuring Email Command

 

Email command allows you to set request fields from the email content by parsing the email message. 

    1. Navigate to the tab Email Command.

    2. Click Enable E-mail Command checkbox.

    3. Select which emails should be parsed by configuring E-mail Subject contains field value.

    4. To populate request fields from email content, enter command delimiters.

    5. Finally, click Save.

 

Configuring Email Delimiters

 

Email delimiters are used filter, identify source, distinguish, and process notifications from different modules. The default delimiters based on modules are as follows. 

  • RE- Request

  • TA-Task

  • SO-Solution 

You can modify the base delimiter as per your requirement. Enter the value and click Save.
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