Sage X3 - Install and configure SMTP in IIS 6 by using gmail account
Install and Configure SMTP in IIS 6 by using GMAIL Account
- You can use your gmail as relay server to allow email to be sending out from X3 workflow. To enable it, you need to turn on 'Allow less secure apps' in your gmail account setting.
- In order to use SMTP relay server Windows Server 2012 , you need to enable SMTP server and Telnet Client in Add roles and features wizard.
- Once SMTP installed, go to IIS6.0 Manager, select the IP Address.
- Go to Delivery tab, click on outbound security button. Enter your gmail account and password. Tick TLS encrytion.
- On same Delivery tab, click on outbound connection button, change the port to 587.
- Click on Advance button, change the smart host to smtp.gmail.com. You may reset IIS and start SMTP virtual server once it's done.
- To use Sage X3 workflow emailing, you have to login X3, set up parameters value, configure workflow rules and user assignment.
- Go to parameter values, select Supervisor > Folder, select Workflow and click Detail in action menu. Assign server name for SERMES value, and create a new folder for workflow link directory WRKRMTDIR (this folder is to keep the approve or reject item for workflow process).
- You need to turn on workflow signature in parameter values also in order for the workflow to be working. Example below are the workflow for purchase request and purchase order.
- To take purchase request as example, you need to make surePR Signature Management PSHSIG workflow is active. In User Assignment, assign requester = ERP, and user 1 recipient = ADMIN.
- Create new administration user 'ERP' to link it to to ERP endpoint user.
- Assign a valid email to ADMIN endpoint user.
- Add remote signature task into recurring task management. Make sure server task is activated.
- Login as ERP user into X3.
- Create a new purchase request record.
- You should able to see the sender is ERP and recipient from Signature History at right panel.
- Email will be sending out to recipient email as screenshot below.
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