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Email Configuration

The CMS email interface supports the standard SMTP mail service.

To configure email settings:
  1. Navigate to Administration > System Options > CMS > Email.

    Email Settings

  2. Configure Server Settings:
    FieldDescription
    SMTP ServerEnter the name or IP address of the host used for SMTP transactions.
    Port number pickerEnter the port used for SMTP transactions.

    Default: 25

  3. Configure Delivery and Authentication Options:
    FieldDescription
    Delivery Options drop-down list

    Choose how to handle outgoing email messages. You can send mail to a local SMTP service configured on the same server as the CMS or to a remote SMTP server.

    Select an option:

    Remote
    Default option. Remote SMTP server.
    Local
    Local SMTP service configured on the same server as the CMS.
    Typically, you use external SMTP servers to prevent agents outside the network from using SMTP as an email relay and to consolidate email functions on one server. You can also secure an SMTP service installed on the same server to prevent outside agents from using it.
    Authentication Options drop-down listSelect an option:
    Anonymous
    Default option.
    Basic

    Basic authentication sends user names and passwords across the network in clear text.

    Caution
    Sending unencrypted user names and passwords increases the risk of security breaches.

    NTLM
    Windows Challenge/Response ( Microsoft NTLM) authentication sends email messages using the CMS website application pool account. Typically, this is the network service account.
  4. Configure Authentication credentials:
    FieldDescription
    User NameEnter the user name of the account that you use to connect to the SMTP server.
    PasswordEnter the password of the account that you use to connect to the SMTP server.
  5. Configure SSL and email settings:
    FieldDescription
    Use SSL checkbox

    Select this checkbox to have the CMS encrypt the connection with Secure Sockets Layer (SSL). If your SMTP server does not require SSL, keep the checkbox cleared.

    Default: checkbox cleared

    Version Notes: CMS 10.6.389
    The CMS local-membership.config@requireSSLForPasswordReset setting is set to true by default. A system administrator may need to update this file using CMS 10.6 Configuring Password Rules steps.
    Send workflow notification emails as the advancing user checkboxSelect this checkbox to send workflow notification emails from the advancing user's email address rather than from the user manager.

    Default: checkbox cleared

    User Manager AddressEnter the address of your user manager. This field supports either the email address on its own (e.g., john.smith@ingeniux.com) or the display name with the email address (e.g., "John Smith"<john.smith@ingeniux.com>).
  6. Click the Save button Save Button in the top-left corner of Email Configuration to save your changes.

Task Troubleshooting: Compatibility with other SMTP servers depends on how Microsoft and other SMTP servers implement these standards. Incompatibilities may exist.