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Configure Email for Server Notifications

The Server Email screen has configuration options for enabling email configuration and setting up SMTP authentication. SMTP is required for Server to send email notifications for various events, such as registering your Server account, changing your password, or sharing a workflow. Go to the Notifications help page for more info.

To enable Email Configuration, select Enable Email Configuration.

  1. Enter the email address from which you want emails to be sent in From Email.

  2. Enter the email service hostname in Host.

  3. Enter the port in Port. The port default is 25 as this is standard for SMTP. You can customize this port if necessary.

SMTP Authentication

You can choose from 2 types of authentication: OAuth 2.0 and Basic authentication.

OAuth 2.0 Authentication

OAuth 2.0 allows you to connect your email account securely without entering your password directly into the application. It uses a temporary access token from your email provider to send emails safely on your behalf.

  1. Enter the web address in SMTP Mailbox. Provide the full SMTP server address of your email provider.

    Example: For Microsoft 365 / Outlook, the web address is smtp.office365.com.

  2. Enter the directory information in Tenant ID (also called Directory ID) associated with your Azure Active Directory or identity provider.

    Example: For Microsoft 365, you can find this in the Azure portal under Azure Active Directory > Overview > Directory (tenant) ID.

  3. Enter your registered application's identifier in Client ID. This ID uniquely identifies your app during the OAuth authorization process.

    Example: For Microsoft 365, you can find this in the Azure portal under Azure Active Directory > Overview > Application (client) ID.

  4. Enter the application’s secret in Client Secret. The Client Secret value is visible only once immediately after creation.

    For more information on how to generate a Client Secret in Azure Portal, go to Azure documentation - Steps to generate a new client secret.

Basic Authentication

Basic Authentication allows you to log in to the SMTP server using your email address and password. For security, this method should always be used over an encrypted (TLS) connection.

Note

Microsoft is retiring Basic Authentication in Exchange Online.

After you apply patch version 2024.2.1.10.250, configure your environment to use OAuth for SMTP authentication.

For more information about the retirement of Basic Authentication, refer to Microsoft documentation:

  1. Enter a username in Username.

  2. Enter a password in Password.

If the SMTP server is set up to use SSL/TLS, select the Use TLS Encryption checkbox.

Select Test Connection to send a test email to the email address in From Email.

Clear the Enable Email Configuration checkbox to complete the Server setup without enabling email. Email notifications from the Server are disabled until Server Email settings are configured.

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