Setting Up the Email Server

You can set up an email server that supports the notification features in Protegrity Reports. The Protegrity Appliance Email Setup tool guides you through the setup.

Keep the following information available before the setup process:

  • SMTP server details.
  • SMTP user credentials.
  • Contact email account: This email address is used by the Appliance to send user notifications.

Remember to save the email settings before you exit the Email Setup tool.

To set up the Email Server:

  1. Login to the Appliance CLI Manager.

  2. Navigate to Administration > Email (SMTP) Settings.

    The Protegrity Appliance Email Setup wizard appears.

  3. Enter the root password and select OK.

    The Protegrity Appliance Email Setup screen appears.

  4. Select OK to continue. You can select Cancel to skip the Email Setup.

  5. In the SMTP Server Address field, type the address to the SMTP server and the port number that the mail server uses.

    For SMTP Server, the default port is 25.

  6. In the SMTP Username field, enter the name of the user in the mail server.

    Protegrity Reporting requires a full email address in the Username.

  7. In the SMTP Password and Confirm Password fields, enter the password of the mail server user. SMTP Username/Password settings are optional. If your SMTP does not require authentication, then you can leave these fields empty.

  8. In the Contact address field, enter the email recipient address.

  9. In the Host identification field, enter the name of the computer hosting the mail server.

  10. Select OK.

    The tool tests the connectivity and the Secured SMTP screen appears.

  11. Specify the encryption method. Select StartTLS or disable encryption. SSL/TLS is not supported.

  12. Click OK.

  13. In the SMTP Settings screen that appears, you can:

To…Follow these steps…
Send a test email
  1. Select Test.
  2. At the prompt, type the recipient email address.
  3. Select OK.
    A dialog box appears.
  4. To view diagnostics while testing, follow these steps:
    1. Select Yes.
      A running status appears until the process completes.
    2. At the prompt, press ENTER.
      A message box appears.
    3. Select OK to return to the email tool.
  5. To test without diagnostics, follow these steps:
    1. Select No.
      A message box appears when the process completes.
    2. Select OK to return to the email tool.
Save the settings
  1. Select Save.
    A message box appears.
  2. Select EXIT.
  3. The Tools screen appears.
Change the settingsSelect Reconfigure. The SMTP Configuration screen appears.
Exit the tool without saving
  1. Select Cancel.
  2. At the prompt, select Yes.
    The Tools screen appears.
Last modified January 30, 2025