Enter email settings

Portal uses an SMTP server to send automatic emails, such as welcome emails and backup notifications, and emailed reports. Beginning in version 9.10, a Super user can:

• Enter SMTP server information and other email settings in the Portal UI. In previous versions, email settings were entered in Portal configuration files.

• Enable centrally-configured backup notifications using the Portal UI. In previous versions, centrally-configured backup notifications were enabled by running a script on the Portal database.

During an upgrade to version 9.10, email settings are moved from configuration files to the Portal database and appear in the Portal UI.

Portal can send some automatic emails using Amazon Web Services (AWS). However, we do not recommend using AWS to send Portal emails in most cases. Specialized knowledge is required for setting up AWS mail services and an SMTP server is still required, since Portal reports and some automatic emails cannot be sent using AWS. If you must use AWS to send Portal emails, see AWS email requirements for more information.

To enter email settings:

1. When signed in as a Super user, click Global Settings on the navigation bar.

2. Click the Settings tab and then click the Email Options tab.

3. In the SMTP Configuration area, enter values in the following boxes:

   • SMTP Server — Fully qualified domain name for your SMTP server (e.g., mail.yourdomain.com).

   • Port — Port that your SMTP server uses for sending emails (e.g., 587).

   • From Email Address — Email address that will appear as the From address in emailed reports and automatic emails.

   • Username and Password — If required, a username and password for authenticating with your SMTP server.

   • SSL — If your SMTP server port supports SSL encryption (e.g., port 587), select On. If your SMTP server port does not support encryption (e.g., port 25), select Off.

4. In the Email Notification area near the bottom of the page, do one of the following:

   • To enable centrally-configured backup notification emails, select the Enable Backup Notification Emails check box. To specify how often email notifications are sent from Portal, enter the number of minutes in the Notification Interval (minutes) box.

     If centrally-configured backup notifications are enabled, users can select the backup notifications they want to receive in their profile settings. Backup notifications can also be selected for child site email addresses. See Set up email notifications for backups on multiple computers and Set up email notifications for a child site.

   • To disable backup notification emails, clear the Enable Backup Notification Emails check box.

5. (Optional) To send some automatic emails using Amazon Web Services (AWS), enter values in the following boxes in the Amazon SES area:

   • From Email Address — Email address that will appear as the From address in automatic emails sent using AWS. This email address should be the one used to track email bounces and complaints.

   • AWS Region — AWS region for the Simple Queue Service (SQS) (e.g., us-east-1).

   • AWS Access Key — AWS API access key ID for an IAM user with the required permissions.

   • AWS Secret Key — AWS secret access key for an IAM user with the required permissions.

   • Amazon SQS Bounce Queue URL — SQS queue for bounced emails.

   • Amazon SQS Complaints Queue URL — SQS queue for complaint emails.

   Note: We do not recommend using AWS to send Portal emails in most cases. Specialized knowledge is required for setting up AWS email systems and an SMTP server is still required, since Portal reports and some automatic emails cannot be sent using AWS. If you must use AWS to send Portal emails, see AWS email requirements for more information.

6. Click Save.