How to configure a Microsoft Exchange Server to allow Sage to send statements
How to configure an Exchange server to let you to send emails directly from Sage 50 Accounts.
Firstly, you have to know that what you are accomplishing isletting your Exchange server to send emails without any security. If you work for an IT support company then you will like enough expect this although if you are not trained in IT support or server support then you had betterconsidergetting the support ofsomebody who is. This is a large security liability if you don’t set this properly. If you open up your Exchange server to let everyone to do this then you will eventually be a casualty of spam abuse.
We are going to setup the Exchange server to allow anonymous outbound emails but we’re going to do it for just a select number of IP addresses. This reduces the liability of attacks.
Step 1 is to make a new custom receive connector in Microsoft Exchange Management Console. To do this, launch the Exchange Management Console and expand ‘Microsoft Exchange’ > ‘Server Configuration’ > ‘Hub Transport. Here, select the ‘New Receive Connector’ function which you will find a link for on the right hand pane of the window. Type a relevant name for this connector in the ‘Name’ box. You might decide to label it ‘Sage Accounts’. Inside the ‘Select the intended use…’ area, choose ‘Custom’.
Click ‘Next’ and then ‘Next’ again to arrive at the “Remote Network Settings” page. Edit the IP address list to show only the addresses that you wish to permit. e.g. If Sage 50 Accounts is running on a terminal server then you just have the terminal server’s IP address entered here. If Sage 50 Accounts is run locally on an accounts workstation then you’ll need to set the IP address of this PC static and include it in this list.
Finish the configuration of this new connector and then go into to the properties of it. Go into the ‘Permission Groups’ tab and make sure that just ‘Exchange Servers’ is checked. Then, go into the ‘Authentication’ tab and be sure that just the top entry (Transport Layer Security) and the bottom setting (Externally Secured) are ticked. Click OK and next restart the ‘Microsoft Exchange Transport’ service inside Control Panel > Administrator Tools > Services.
You should now find that you may configure Microsoft Outlook to utilize the Exchange server’s LAN IP address as the outbound mail server leaving out specifying any authentication. You can try this using Outlook or Outlook Express on the specific PC or Terminal Server (eg the PC or Terminal Server that has Sage 50 Accounts installed on it).
How to set Sage to send emailsby way of the Exchange Server setup
In Sage Report Designer, click Tools > Options > Email Setup. Configure the ‘Default Provider’ to SMTP and click the SMTP line in the ‘Available Providers’ box. Click ‘Configure’ and enter the LAN IP address of the Exchange server in the ‘Server Name’ window. Leave the port number set to port 25 and leave SSL unchecked.
Type the email address you would like the emails to be sent from (eg accounts@yourdomain.com) and type the display identity for the email header (eg Your firm Name – Accounts). It’s unimportant to put anything in particular within the logon details settings so this can be set to anything. Click OK.
Now you need to be sure that each document you want to send as an email is configured to use SMTP. To do this, edit a layout in Sage Report Designer.
Select ‘View’ on the toolbar and click ‘Properties’ to show the settings toolbar on the right hand pane of the window. Under the ‘Email Options’ branch, select the ‘(Email Options)’ field and a button labelled ‘…’ will be shown.Select this button to launch the Email Configuration Window.
Make sure that the top setting (‘Provider’) is set to SMTP and that the setting at the bottom of the page is set to ‘Send emails automatically’. Click OK at the base of the page.
The setup is done – You should now be able to email from that document within Sage 50 Accounts.
Your Computer Department give Sage 50 Accounts andadditionally look after Sage stationery for Sage Software.
Related Posts
Tags
Share This
Recent Comments