BPC RiskManager - Mail Server Connection Properties

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Introduction

This step is optional – if you will not be using email reminders or surveys you will not need to configure email. You may not want to (probably WILL NOT want to) turn on Risk Mail Manager during initial installation (a separate application). The RiskMailManager program handles batch based email which is most of RiskManager mail requirements with the exception of the instant messages in Step 4 and the Survey publication messages used by the survey system. Once scheduled the mail manager will start sending emails to users when the triggering conditions are met (like changes in responsibilities for risks and strategies, etc).


The settings you make here will ALSO be used by the RiskMailManager application, and the survey engine.


Configuration

On the RM SendMail configuration tab:


Image:RMDS_GP9.png

  1. Enter the appropriate details in the boxes provided

    Select Mail Connection

    Not all editions of Windows support SMTP Server Protocol. Microsoft Outlook requires separate installation and configurations.

    SMTP Host Address

    Set to the outgoing SMTP mail server.

    SMTP Server Port

    The default port number is 25.

    SMTP Server User ID

    Recommend leave this setting blank (unless your SMTP server requires a user ID)

    If you are using the setup we detailed earlier for SMTP this field is blank.

    SMTP Server Password

    Recommend leave this setting blank (unless your SMTP server requires a user ID)

    If you are using the setup we detailed earlier for SMTP this field is blank.

    SMTP Server From Address

    Enter a valid email address that users can use to reply to any e-mail messages sent to them – EG: administrator@your-organisation.com

    SMTP Server From Name

    Enter a name that can identify the above user account – EG: This can be generic such as ‘Risk Manager System’ or the name of your organisation's risk manager such as ‘John Citizen’.

    Default Message Format

    Text or HTML. You will generally want to use HTML as this allows more complex and attractive layouts to be built in the enduser reporting tool of the client application for emails.

    Email clients must be able to receive HTML mime type messages for this to work. Most modern email clients operate in this mode by default.



    • Please send a test message by clicking on the “Send Test Message” button to verify the settings made above. The test message should be received within a short period of time.
    • Click the “Save Mail Properties” button to save the settings to the system registry.



  2. In the Checklist on the right is a list of all of your currently defined connections. Tick each connection that you wish to use these settings and then select “Apply Settings To These SurveyManager connections”.


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