Purpose

The purpose of this guide is to configure e-mail sending on the TOTVS Fluig Platform.


Speaking of e-mail sending configuration...

There are two ways to configure the platform: per company or global. The configuration Per Company is made individually and will be applied only to the company in question, while the Global configuration will be followed by all companies registered on the platform. It is important to remember that the configuration per company will prevail if both are performed.



Global Configuration

The global e-mail sending configuration is already made when running the release installer View the image, but you may need to change the registered information.

Step-by-step:

If your platform has e-mail sending configured prior to update 1.6.1, you will need to clear the old connection data from the E-mail server, because as of update 1.6.1 these settings are configured on screen.

01. Log into the platform with the wcmadmin user.

02. Go to the Control Panel menu, locate the WCM grouper, and click System Settings.

03. Click Platform Parameters and change the required fields in the E-mail configuration section.

The available fields are:  See the picture


Security: It allows the use of TLS or SSL protocols in SMTP connection. If the e-mail server uses the Transport Layer Security (TLS) or Secure Socket Layer (SSL) protocol, you need to select it, otherwise you should select the “No” option.

Server Port: E-mail sending server port (SMTP). Default port is 25.

User: User login used to authenticate the e-mail server.

All notifications by e-mail: When enabled, determines that all notifications by e-mail will be sent with the sender added in the field "Sender’s e-mail address", both regarding the product (with user interaction) and the platform.

Sender’s e-mail: E-mail address to be considered as the default sender for sending notifications, when the option “Default sender” is enabled.

Bundle e-mails to send: When enabled, e-mails to be sent are bundled and triggered every 2 seconds. When disabled, each e-mail will be triggered individually, which can be blocked by services such as Gmail in large amounts.


Server Host: E-mail sending server address (SMTP);

Authentication: Enable if you need to enter a user and password for authentication on the e-mail server. If enabled, the user and password fields must be completed. After enabling the feature, ON is displayed, indicating that the feature is active. When that feature is disabled, OFF is displayed.

Password: Password used to authenticate the e-mail server.

Default sender: When enabled, determines that notification e-mails will be sent by a default sender. When this feature is not enabled, the sender is the e-mail address that was set for the company.

Name of the sender: Name of the default sender for sending notifications by e-mail when the option “Default sender” is enabled.

Even if a default sender is configured, it is used only for user-free system activities, such as user creation, password recovery, and connection testing. The other e-mails on the platform (workflow and documents) use as sender the logged-in user, who moved the request, or even its customized senders.

04. To validate the e-mail sending, use the Test connection button.

You will need to enter an e-mail address to send the test.

05. Click Save to save changes.

Some e-mail servers may not support sending e-mails on behalf of other users, i.e., they will always use the e-mail configured on this screen as the default sender when sending notifications.


Configuration per company

In the e-mail sending configuration per company, whatever is changed will be applied individually, only for the company in question.

It is important to note that the platform will always give preference to the settings applied per company, even when a change is made in the global configuration.

Follow the steps below to carry out the configuration:

01. Log into the platform with the wcmadmin user.

02. Go to the Control Panel menu, locate the WCM grouper, and click Companies.

03. Select the desired company and click Edit.

04. Go to the E-mail tab.

05. Fill in the available fields.

The available fields are:   See the picture

Do you wish to enable e-mail sending? Enables the specific e-mail configuration for the selected company.

Do you wish to group e-mail sending? Groups and triggers the e-mails that must be sent every 2 minutes. When disabled, each e-mail will be triggered individually, which can be blocked by services such as Gmail in large amounts.

Host: E-mail sending server address (SMTP).

Port: E-mail sending server port (SMTP).

Recipient: Sender’s e-mail address.

Security: It allows the use of TLS or SSL protocols in SMTP connection. If the e-mail server uses the Transport Layer Security (TLS) or Secure Socket Layer (SSL) protocol, you need to select it, otherwise you should select the “No” option.

Do you wish to enable authentication? Enable if you need to enter a user and password for authentication on the e-mail server. If enabled, the user and password fields will be displayed on screen.

06. To validate the e-mail sending, use the Test connection button.

You will need to enter an e-mail address to send the test.

07. Click Save to save changes.