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Configuring transfers to or from an email server

Connect can use email servers both as source and destinations. With an email source, Connect will strip the email attachments from the message and process the attachments through a channel. With email servers used as a destination, Connect will send each file processed in a channel to an SMTP server as an attachment to a number of email addresses. A custom email subject and message body can also be made.

Creating a mail server connection

To create a mail server connection, go to the Servers tab in the Connect configuration and click on the Plus icon to create a new server. You will be asked to specify a few general settings for the server before you can proceed.

Name: Enter a descriptive name for the mail server here.

Description: A more detailed decription of what the mail server is used for can be typed here.

Protocol: Choose Mail Server from the drop-down list.

Host name: Type in the host name or IP address of the mail server here.

Max connections: Specify the maximum number of connections Connect may open to the mail server simultaneously.

Sender address: This email address is identified as the sender's email address.

Making the server a source or a destination, or both

If you plan to have Connect use the mail server as a source for a channel - i.e. to fetch emails and attachments from the server, you must check the Enable mail pickup option. Then you will have to choose the protocol to use (POP or IMAP) and optionally choose whether the email server is configured to communicate on a secure connection. The port number will change according to your choice, but you can also set the port number manually if your server uses a non-standard port.

If this email server should be used for mail delivery of files, i.e. as a destination, you need to tick the Enable mail sending checkbox. Choose the port number and optionally whether the server uses a secure connection. If the outgoing mail server requires authentication, you should also tick that checkbox and then set the account information when you proceed to create the distribution lists in the next step.

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