How to set up email notifications for System Messages
To allow recipients to get emails, follow these steps below:
Setting up FM to use Email via the Exchange Server:
Navigate to the Options menu.
Click on System Maintenance.
Finally, click on the System Message Recipients.
Click on the Email Setup button at the bottom.
This brings up a new screen. Note: It may be necessary for the relevant IT department/company to help with this as this involves Exchange, not FM.
Server Name/Location - Exchange Server (configured to allow Basic Authentication SMTP through the LAN).
Default Sending Account - account that the emails will be coming from.
User account Login/Password - not necessarily required, but it is the details for the SMTP server.
Click on the Test Connection and also use the Test Message Tab.
Only when these are working will emails work through FM at all.
Then, to allow emails to users select the users that will receive them.
Choose the “Message Preferences” button, click on the “Send/Receive system messages via email” checkbox and add the relevant details in.
Press OK to save the changes.
📌Note: If the customer is getting an error connection and is using Office 365, Office 365 is now compatible from version 20 going up; however, the SMTP access will need to be enabled in the Outlook subscription.
What if I don't have an Exchange Server?
If you don't have an Exchange Server, please upgrade to the latest version of FactoryMaster and complete the following steps (In the latest versions of FM emails can be sent using an Outlook email account and Outlook 365):-
Select Options.
Click System Maintenance.
Click System Settings.
Click General System Settings.
Then click Control File.
Lastly, search for EMAIL_TYPE - Set this to 'Generic'.
🤓Tip: You will then need to set the email system up using 'Outlook 365'. It won't send emails via the Outlook client, but goes as an SMTP email to the Outlook 365 SMTP server instead.
You do not need an Exchange server; you just need an SMTP server, which can be your own or rented.