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Email Setup Options (details)

Getting to this window

Choose Tools > Options, then click the Email Setup tab.

Note: These email options will be used as the default email settings for Report Designer. You can also set email properties for individual reports; see Email Settings (Email Options).

Email Setup tab

Field name	Description
Default Provider	Select the application or service that you use most often to send email. You can still choose a different provider when you send an email. Internet Mail (SMTP): Select this if you send email using a SMTP mail server, either within your own network or over the Internet. Typically, you would use SMTP for an Internet-based email service such as Gmail, Hotmail, or Yahoo. Microsoft Outlook: Select this if you send your email using Microsoft Outlook (version 2010, 2007 or 2003). MAPI: Select this if your email application uses a MAPI mail server; e.g. Outlook/Exchange.
Where MAPI is specified in the report, use the default provider instead	Enable this option to use the default provider in preference to MAPI, if MAPI is selected as the provider in the report's email properties; see Email Settings (Email Options).
Available Providers	The list shows the mail providers that can be used. To set up a mail provider, select it and click Configure. See Internet Mail (SMTP) configuration or MAPI configuration. Note: Microsoft Outlook configuration is set in that application. To check a mail provider's settings, select it and click Test. You can then send a test email using that provider.

Field name

Description

Default Provider

Select the application or service that you use most often to send email. You can still choose a different provider when you send an email.

Internet Mail (SMTP): Select this if you send email using a SMTP mail server, either within your own network or over the Internet. Typically, you would use SMTP for an Internet-based email service such as Gmail, Hotmail, or Yahoo.
Microsoft Outlook: Select this if you send your email using Microsoft Outlook (version 2010, 2007 or 2003).
MAPI: Select this if your email application uses a MAPI mail server; e.g. Outlook/Exchange.

Where MAPI is specified in the report, use the default provider instead

Enable this option to use the default provider in preference to MAPI, if MAPI is selected as the provider in the report's email properties; see Email Settings (Email Options).

Available Providers

The list shows the mail providers that can be used.

To set up a mail provider, select it and click Configure.

See Internet Mail (SMTP) configuration or MAPI configuration.

Note: Microsoft Outlook configuration is set in that application.
To check a mail provider's settings, select it and click Test. You can then send a test email using that provider.

MAPI configuration

To start the email configuration wizard, select MAPI from the Available Providers list, then click Configure.

Select the profile for your email account.

Field name	Description
Use default profile	Choose this option to send email using the default account (profile) in your email application; this will usually be your own email address.
Named Profile	If you have several email accounts (profiles) in your email application, and do not want to use the default account; enter the email address of the account that you want to use.

Click Finish to close the wizard.

Internet Mail (SMTP) configuration

To start the email configuration wizard, select Internet Mail (SMTP) from the Available Providers list, then click Configure.
You can choose from a list of email providers, or enter your own email settings.
- If your email provider is listed, select it to automatically enter the email server settings for that provider.
- If your email provider is not listed, select Custom to enter your email settings manually.

Enter the login details for your account.

Field name	Description
Display Name	The name of the sender that will be displayed to the email recipient; this is typically your name.
Email Address	The email address of the sender that will be displayed to the email recipient; this is typically your email address.
Password	The password for your email account.

If you selected Custom as your provider, you must also enter your email provider's SMTP settings.

Tip: If you are unsure of your SMTP settings and already have an email application that is set up to use SMTP, you might be able to check your settings in that application. Otherwise, contact your system administrator or ISP to ensure that you're using the correct details.

Field name	Description
SMTP Server	Enter the SMTP server address. This could be the address used for your network or Internet Service Provider (ISP); for example, smtp.talktalk.net or smtp.gmail.com.
Port	The port number used to communicate with the SMTP server; the default is 25. If all the other settings are correct and you still can't send email, contact your system administrator or ISP to ensure that you are using the correct port number.
Use Secure Socket Layer (SSL) connection	Select this option if your SMTP server requires a secure (SSL) connection.

Field name

Description

SMTP Server

Enter the SMTP server address. This could be the address used for your network or Internet Service Provider (ISP); for example, smtp.talktalk.net or smtp.gmail.com.

Port

The port number used to communicate with the SMTP server; the default is 25.

If all the other settings are correct and you still can't send email, contact your system administrator or ISP to ensure that you are using the correct port number.

Use Secure Socket Layer (SSL) connection

Select this option if your SMTP server requires a secure (SSL) connection.

After you have set up your email settings, you can check them by sending yourself a test email.
Click Finish to close the wizard.

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