Configuring the SMTP service through IIS

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Configuring the SMTP service through IIS

Overview

This section illustrates how to install the SMTP Server service provided by the Internet Information Services (IIS), and to configure it in order to work with Bizagi by relaying messages to your corporate SMTP (applies when processes are running on a Windows platform).

 

This option is strongly recommended in order to implement several best practices such as: the use authenticated access to the SMTP server, the use of advanced SMTP settings (such as possible custom port number, TLS protocol, etc), and to achieve business continuity in your Bizagi processes (in the event of the corporate SMTP Server being temporarily off-service, Bizagi processes move on and the notifications are queued directly at the IIS).

For more information about these advantages, refer to Configuring the connection to your e-mail server.

 

 

SMTP_IIS

 

 

Prerequisites

To use and set the SMTP Server service from the IIS, you need to first ensure you have the required features and role services installed.

Recall that SMTP service is available only for Windows server operating systems (such as Windows Server 2012 and 2008).

 

Installation of the SMTP Server feature is done through the Server management options:

 

SMTPServer2008-3

 

Recall that this requires additional server roles from the IIS Web server (such as the IIS 6 Management console and the Remote Server Admin Tools):

 

smtpreqs

 

Once this feature is installed, ensure that the SMTP service is up and running, and set to start in automatic mode:

 

SMTPServer2008-5

 

 

What you need to do

Once you have the SMTP service installed, you will need to carry out the following steps to setup a relay to your corporate server:

 

1. Configure the SMTP server in the IIS

2. Create a domain for the SMTP server

3. Configure the E-mail server parameters in Bizagi

 

Procedure

Follow these steps described below.

 

1. Configure the SMTP server in the IIS

1.1. Launch the IIS Manager 6.0

Configuration of the SMTP service is done through the IIS 6 Management Console (even when having a newer version of the IIS).

You may use the Start -> Administrative Tools -> Internet Information Services 6.0 option, or use the Server management options to launch it.

 

 

Inetmgr60

 

1.2. Configure the SMTP server properties

It is strongly recommended to explicitly adjust the settings to comply with best security practices.

To verify settings, right click on and select properties:

 

smtpprops

 

Review the following configuration:

For Access options, Authentication should be specified as anonymous access:

 

smtpauth

 

In the same Access options, the Connection should be allowed only from the Bizagi server (in this case it is local, which is referred to as localhost):

 

smtpconn

 

In the same Access options, Relay should be allowed only from the Bizagi server (localhost):

 

smtprelay

 

For Messages options, make sure you tune the parameters to configure: allowed limit message size (according to your permitted and expected increment in file size put by e-mail attachments), allowed limit session size (similarly to the previous parameter, but while grouping more than 1 e-mail in a same activity or Bizagi transaction), limit number of messages per connection to (similarly to the previous parameter, but considering number of messages while grouping more than 1 e-mail instead of using file size as criteria), and limit number of recipients per message to (considers the maximum number of recipients in a same e-mail).

 

This means that you should consider if your processes in Bizagi send e-mail notifications which may exceed the default settings.

 

smtpmsgsize

 

For Delivery options, make sure that under the delivery settings, you specify the outbound security employed to authenticate against your corporate SMTP server:

 

smtpdeliveryoutbound

 

Similarly and for the same Delivery settings, use the Advanced options to specify the location of your corporate SMTP server (as the smarthost to relay to).

Note that you should enter a server name or use IP addresses inside of squared brackets (as [xxx.xx.xx.xx])

 

smtpdeliveryhost

 

 

2. Create a domain for the SMTP server

2.1 Create a new domain

In order to follow best practices, create an SMTP domains to handle notifications of your Bizagi processes.

To start, right-click on Domains to select New->Domain.

 

smtpdomain1

 

2.2 Specify that it is a remote domain

Choose Remote as the domain type and click Next.

 

smtpdomain2

 

2.3 Name the domain accordingly

Make sure you name this domain according to the domain of your sent notifications, and click Finish.

 

smtpdomain3

 

2.4 Set further options for that domain.

Right-click on the newly created domain to click on Properties.

 

smtpdomain4

 

This SMTP Server should be the one authorized to send out those e-mail notifications (ensure that Allow incoming mail to be relayed to this domain is enabled).

It needs to support relay.

Configure the outbound security as needed, according to the credentials you need to provide to your corporate SMTP server.

 

In the Route Domain box of the properties window, select Forward all mail to Smart Host.

Enter the name of your corporate SMTP Server, or enter its IP address within square brackets "[ ]".

 

smtpdomain5

 

Click OK.

For more information about SMTP domains, refer to Microsoft's official documentation at http://www.microsoft.com/technet/prodtechnol/WindowsServer2003/Library/IIS/e2156172-7118-4ff2-9a6a-1b7dd52580fa.mspx?mfr=true.

 

Finally, make sure that the service is still in a started mode after having made changes:

 

smtpstarted

 

 

3. Configure the E-mail server parameters in Bizagi

Once that the SMTP is setup, make sure you configure the environment parameters for your Bizagi project.

In the production or testing environments you may do this through Bizagi Management Console as provided by Bizagi Engine, and make sure you reference the local server (localhost) as the SMTP server.

 

For this part, ensure you input information for the Email configuration section.

Tick the Enable mail check box as well and specify a sender account that uses the expected domain:

 

localhostservice

 

Click Ok to save changes and make sure you perform an IISReset on your IIS.