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Overview

Email connections provide all of the email server information necessary for Universal Controller to send emails.

Email connections are used these ways within the Controller:

Email Connections can receive Email Notifications when:

Note

Email Notifications on Cluster Nodes cannot be exported; therefore, they cannot be imported. You must set up new Email Notifications for Cluster Nodes whenever an export / import has been run.

Creating an Email Connection

Step 1

From the Agents & Connections navigation pane, select System > Email Connections. The Email Connections list displays.
 
Below the list, Email Connection Details for a new Email Connection displays.
 

Step 2

Enter / select Details for a new Email Connection, using the field descriptions below as a guide.

To display more of the Details fields on the screen, you can either:

  • Use the scroll bar.
  • Temporarily hide the list above the Details.
  • Click the New button above the list to display a pop-up version of the Details.

Step 3

Click a Save button. The Email Connection is added to the database, and all buttons and tabs in the Email Connection Details are enabled.

Note

To open an existing record on the list, either:

  • Click a record in the list to display its record Details below the list. (To clear record Details below the list, click the New button that displays above and below the Details.)
  • Clicking the Details icon next to a record name in the list, or right-click a record in the list and then click Open in the Action menu that displays, to display a pop-up version of the record Details.
  • Right-click a record in the a list, or open a record and right-click in the record Details, and then click Open In Tab in the Action menu that displays, to display the record Details under a new tab on the record list page (see Record Details as Tabs).

Email Connection Details

The following Email Connection Details is for an existing Email Connection. See the field descriptions, below, for a description of all fields that display in the Email Connection Details.

For information on how to access additional details - such as Metadata and complete database Details - for Email Connections (or any type of record), see Records.

Email Connection Details Field Descriptions

The following table describes the fields, buttons, and tabs that display in the Email Connection Details.

Field Name

Description

Details

This section contains detailed information about the Email Connection.

Name

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Version

System-supplied; version number of the current record, which is incremented by the Controller very time a user updates a record. Click the Versions tab to view previous versions. For details, see Record Versioning.

Description

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Member of Business Services

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Type

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Outgoing Mail Server (SMTP)

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SMTP Port

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Incoming Mail Server (IMAP)

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IMAP Port

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Enable SSL

Enables SSL/TLS connectivity for your server.

Enable STARTTLS

Enables the use of the STARTTLS command (if supported by the server) to switch the connection to a TLS-protected connection before issuing any login commands. (An appropriate trust store must be configured so that the client will trust the server's certificate. )

Email Address

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Warning

If the selected sender email address is invalid, or becomes invalid at any time after you create an Email Connection, all Email Notifications that specify that Email Connection will fail, but no warning will be issued. You must click the Test Connection button to test the Email Connection, which will generate an error message in the Console.

Authentication Required

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User Name

If Authentication Required is enabled; user name that the Controller will use to connect to the server.

Password

If Authentication Required is enabled; password that the Controller will use to connect to the server.
 
(This field is cleared if the Email Connection is copied.)

Use for System Notifications

If Type is Outgoing; Indicates whether or not this Email Connection is to be used for system notifications.
 
(This field is set to false if the Email Connection is copied.)
 

Note

Only one Email Connection can be used for system notifications. If this field is checked in an Email Connection Details, it will appear unchecked on all other Email Connection Details. If you then check this field in another Email Connection Details, it automatically will be unchecked from the Details in which it had been checked.

Trash Folder

If Type is Incoming; Folder to use for deleted emails.

Metadata

This section contains Metadata information about this record.

UUID

Universally Unique Identifier of this record.

Updated By

Name of the user that last updated this record.

Updated

Date and time that this record was last updated.

Created By

Name of the user that created this record.

Created

Date and time that this record was created.

Buttons

This section identifies the buttons displayed above and below the Email Connection Details that let you perform various actions.

Save

Saves a new Email Connection record in the Controller database.

Save & New

Saves a new record in the Controller database and redisplays empty Details so that you can create another new record.

Save & View

Saves a new record in the Controller database and continues to display that record.

New

Displays empty (except for default values) Details for creating a new record.

Update

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Test Connection

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Copy

Creates a copy of this Email Connection, which you are prompted to rename.

Delete

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Refresh

Refreshes any dynamic data displayed in the Details.

Close

For pop-up view only; closes the pop-up view of this Email Connection.

Tabs

This section identifies the tabs across the top of the Email Connection Details that provide access to additional information about the Email Connection.

Note

For an Agent-Only installation of Universal Controller, the Email Templates and Tasks tabs do not display.

Email Templates

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Tasks

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Versions

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