Send statements from Sage through an Exchange Server

Oct 14, 2012 by BremnerMinner

How to configure an Exchange server to let you to send emails directly from Sage 50 Accounts.
To start with, 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 maybe expect this although if you are not trained in IT support or server support then you had betterconsidergetting the support ofsomeone who is. This is a large security liability if you don’t set this right. If you open up your Exchange server to let anyone to do this then you can become 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 lessens the hazard of attacks.
Step 1 is to make a new custom receive connector in Microsoft Exchange Management Console. To do this, load 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. Enter a relevant name for this connector in the ‘Name’ box. You might like to label it ‘Sage Accounts’. Within the ‘Select the intended use…’ area, choose ‘Custom’.
Click ‘Next’ and then ‘Next’ again to get to the “Remote Network Settings” screen. Edit the IP address list to show just the addresses that you wish to permit. e.g. If Sage 50 Accounts is running on a terminal server then you just need the terminal server’s IP address entered here. If Sage 50 Accounts is run locally on an accounts workstation then you’ll want to make the IP address of this PC static and include it in this list.
Complete the configuration of this new connector and then go into to the properties of it. Navigate to the ‘Permission Groups’ tab and make sure that only ‘Exchange Servers’ is ticked. Then, go into the ‘Authentication’ tab and be sure that only the top entry (Transport Layer Security) and the base setting (Externally Secured) are ticked. Click OK and then 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 free of specifying any authentication. You can try this by way of 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 push emailsby way of the new 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 type the LAN IP address of the Exchange server in the ‘Server Name’ field. Leave the port number set to port 25 and leave SSL unchecked.
Type the email address you want the emails to be sent from (eg accounts@yourdomain.com) and enter 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 display 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 appear.Select this button to launch the Email Configuration dialogue box.
Make sure that the top setting (‘Provider’) is set to SMTP and that the option at the bottom of the page is set to ‘Send emails automatically’. Click OK at the base of the page.

The setup is finished – You should now be able to email from that document within Sage 50 Accounts.

Computer Support Nottiingham give Sage 50 Accounts..