Helix Plan can automatically send email notifications. Before email is sent, the administrator must configure the outgoing email server. Email is sent using the SMTP protocol.
1. Click Admin.
2. Click Configure email in the Email area.
The Configure email dialog box opens.
3. Enter the following information about the email server.
- Outgoing SMTP server IP — Enter the IP address (e.g., 123.45.6.78) for the SMTP server used to send email.
- Port — Enter the port number for the SMTP server. The default port is 25.
- Name appearing on sent email — Enter the name to display on email sent from Helix Plan.The default name is the Helix Plan database name following by Information. For example, Company Projects Information.
- Server requires SMTP authentication for outgoing mail— Select if the SMTP server requires authentication for outgoing email. Enter the User name and Password, and select a Security protocol. If SSL or TLS are enabled on the SMTP server, the Helix Plan server will use the operating system trust store for the computer it is running on to verify the email server's certificate.
4. Click OK to save the changes.
5. To test the connection to the SMTP server, click View email status in the Admin area.
6. Look at the message in the Detailed server communication column. If the connection is successful, 'Successfully connected to SMTP server' is displayed. If the connection fails, check the configuration information and try again.
7. Click Close when you finish.