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Evo-ERP and DBA Classic >> Evo Menu & Evo-ERP >> Email and Microsoft Exchange
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Message started by cathyh on 07/10/06 at 15:57:23

Title: Email and Microsoft Exchange
Post by cathyh on 07/10/06 at 15:57:23

We installed Microsoft Exchange as our mail server this weekend and today I tried to set up the email to work and was unsuccessful.
Is there anyone who has successfully done this that can itemize their settings for me?

I really appreciate any help.... :D

Title: Re: Email and Microsoft Exchange
Post by dameng on 07/10/06 at 16:46:29

should be simple, but i've wrestled with it on 1 w/s for too long, while other w/s set up was easy as pie.

i did find that ( on this one particular customers') that Evo email doesn't like Office 2000.

but Office 2003 using Exchange, easy.. ( cross your fingers..)

so, on a person's w/s, in Evo, in TAS-C configuration, clik on tab "Email settings" you don't need to change much. leave most fields the way the are only change the following:
SMTP Server = ServerName ( not the .com or .local for the domain. just the HostName of the server that is Hosting MS Exchange)
smtp password = make it /leave it blank
smtp username = make it/leave it blank
email address = davem@digitalconsulting.biz
email name = Dave Mengelkamp

key aspect, is that the user names are already setup in MS Exchange, so if your spelling of their email accounts are accurate, then all should be fine.
clik on OK

now if you want to make further settings go to TAS-K Email setup this is where you want to put in your email address if you always Blind copy yourself, modify the subject maybe to " PDF Attachment - Order" knowing that you have to change it for every email. so this is just a generic subject field.

same with the body text. some companies want to put notices of email disclaimers, etc.

signature block if you so desire.

key part to this screen is that the Attach Path = C:\ISTS\PDFS\ or you can call it something different. it is designed to create a folder on your local C: drive, inside the ISTS folder to store all the PDF's that you email.

some company's want this to go to a mapped / shared drive on server for backup and user visibility.

while i did have a problem setting up a user that had Office 2000. it might have been something else, but once i upgraded them to Outlook 2003 or Office 2003, EVO Email was great for my customer, and they are happy.

sometimes you might have to delete the NZEMAIL.CFG located in the C:\ISTS folder. then redo the 2 setups as described.

good luck.
hth

Title: Re: Email and Microsoft Exchange
Post by cathyh on 07/11/06 at 07:46:16

I have followed your instructions with no luck so far. All of the workstations now have Outlook 2003, and the mail server is Exchange 2003.
Is the email program in Evo using OUtlook on the workstation to send mail, or is it going directly to the server?
I had the guy who installed the hardware and The exchange mail server here to look at settings, and he is stumped also.
Any other suggestions?

Title: Re: Email and Microsoft Exchange
Post by cathyh on 07/11/06 at 08:44:47

I just read the Help file for set email configuration and it says:
Enter the SMTP Server information and user email login and password to enable emailing of forms such as Invoices and Purchase Orders. If you are using Exchange Server for email, you need to add it to the DNS.

What does add "it" to the DNS mean?

Title: Re: Email and Microsoft Exchange
Post by David Waldmann on 07/11/06 at 09:42:42

cathyh wrote:

What does add "it" to the DNS mean?

Perhaps you need to add the IP address of the Exchange server as a DNS to your IP configuration?

Just a wild guess...

Title: Re: Email and Microsoft Exchange
Post by cathyh on 07/11/06 at 11:18:34

I can set up an account in my outlook that is a POP3 account and using a SMTP connection to send mail, and it works fine. When I use the same settings for user name and server name in the EVO setup it does not work. There must be some requirements in the fields for the email setup that I am missing.

Title: Re: Email and Microsoft Exchange
Post by dameng on 07/11/06 at 12:27:34

i'll be glad to do a remote session to your computer and help you figure it out. sometimes it's better to see it, than describing it.

and no charge.

you can call me, 760-832-2536 or email davemeng@earthlink.net or post a reply.

Title: Re: Email and Microsoft Exchange
Post by cathyh on 07/11/06 at 14:58:01

I just had a great session with Dave and he fixed me!
I still am not sure why this was happening, but the end result was that my email setup was going to the ISTS file but the email program was pointing to the ISNZ file. We changed the path in the registry and now I have email.
Thanks Dave!

Title: Re: Email and Microsoft Exchange
Post by cathyh on 07/25/06 at 12:52:19

I thought this was all resolved, but something happened on the server last week, according to my tech support an automatic Windows update to the Exchange mail server, that changed things. The email now works internally but we get a mail not sent message when attempting to send it outside our network. I though I had read something about this but can't find it. Does anyone have a solution for this? I'm sure the problem is in the Exchange server.
By the way, am I correct in assuming that Evo uses the workstation OUtlook program to send mail? If that is true I am not sure I understand why the Exchange server would have sender authentication problems.

Title: Re: Email and Microsoft Exchange
Post by Lynn Pantic on 07/25/06 at 17:26:19

Evo does not use Outlook or any other program to send the email. It connects directly with the email server.