Email server configuration

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Email server configuration

Overview

Processes in Bizagi can send notifications (both automatic and user configured) by using an email server which is SMTP compliant, such as Lotus Notes and Exchange, amongst others.

 

To use this option, you merely need to specify the email server's location (along with other parameters), so that this server is used in your Bizagi project.

 

Within this configuration, you may set different SMTP Servers for each of your project's environments (Development, Test or Production).

 

 

Setting an email server

Setting which email server will be used by your Processes is simply done by entering the relevant details in the environment parameters of your Bizagi project.

Bizagi supports connecting to an SMTP-compliant email server, being SMTP the widely and commonly used protocol for this purpose.

Such details are specifying mainly: the name of your corporate SMTP Email server, the sending account and optionally, if you want to send a copy or blind copy to a specific account.

 

To do this, locate the Configuration tab in Bizagi Studio's upper ribbon, and review the Environment options by clicking the Environment button:

 

Configuration

 

Then, enter the details for the SMTP parameters presented in the Popular section, according to the descriptions in the table below.

 

Notification options

Enable email

Mark this check-box if you wish Processes in your project to send notifications (for both automatic and user configured notifications).

SMTP Server

Enter the name or IP address of your email server. Take into account that this server must be SMTP-compliant.

SMTP Server account

Enter the email account which will be the sender of your Bizagi notifications.

Send email copy to (optional)

Specify an email address to be copied in each of the sent notifications.

Send email BCC to (optional)

Specify an email address to be blind-carbon-copied in each of the sent notifications.

 

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The Bizagi cloud offering includes the SMTP service. Therefore, Bizagi includes the SMPT server configuration when provisioning your Automation Service's environments. These parameters cannot be changed through deployment. Any request related to the SMTP configuration or parameters must be done with a support ticket.

 

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Notice that in this window's tabs, you may also initially define the SMTP parameters for your Test and Production environments.

 

Parameter values for your Test and Production environments, may also be edited and managed directly at that given environment by using the options presented in the Management Console.

To view more information about the configuration through this option, refer to Environment configuration.

 

Once the Email server is specified in the SMTP settings in your Bizagi project, notifications in Processes will be automatically sent through this server. To view more information about the notifications that will be sent by using this setting, refer to Defining notifications.

You need to make sure that the Bizagi Server where your Bizagi project is running, has allowed access to the specified email server.

For instance, you may check with your IT team that requests from Bizagi's Server IP address -through the default SMTP port number 25- are not rejected.

 

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In case that you do not wish to use your corporate SMTP server in the development environment, or in case that this SMTP requires authentication, you may configure the use of a local email service within the same Bizagi server.