In everyday use Automation Workshop strongly relies on its email sending capacities. Not only it features the Send Email Action for automatic email sending, but also it can report failed and successful completion of Tasks to specified email. In order for these features to function properly, you must set SMTP server and email settings in Automation Workshop options.
How to configure Automation Workshop email settings? Open Automation Workshop. Choose Options from the Tools section on main menu. Notice Email Settings and Email Server tab. Email Settings contain such parameters as sender's address (From), email recipient (To) as well as character set and email priority. Email Server tab contains SMTP server parameters that need to be properly set in order for emails to be delivered.
How to find your SMTP parameters? If you do not know your SMTP server settings there are couple of options. The easiest one is to ask these settings to your network administrator, local technical support department or ISP help desk. However, if you already have some email application set and running, you can take the necessary parameters from it.
Taking SMTP settings from Outlook Express. Open Outlook Express. Choose Accounts option from Tools section on main menu. The Internet Accounts window will open. Go to the Mail tab and choose the email account you use on daily basis (or wish to use with Automation Workshop). Click Properties button to enter account's properties. Now you have to gather all necessary data from various tabs of account properties.
SMTP server address and authentication credentials (only username; the password is masked and should be known) can be retrieved from the Server tab. Outgoing mail (SMTP) port number and whether to use Regular or SSL connection is determined by settings in the Advanced tab.
Put the parameters from these two tabs into Email Server tab of Automation Workshop options and click Send test email button in order to verify that SMTP server settings are configured correctly.
Finding SMTP server settings in Microsoft Outlook 2010. To find SMTP server settings in Microsoft Outlook 2010 choose Info from File menu and click on Account Settings. Choose Account Settings menu item to open the Account Settings window.
Next, choose the email account you would like to use with Automation Workshop and push the Change button.
The Change Account window immediately displays e-mail and Outgoing mail server (SMTP) addresses. Write them down and push the More Settings button to open Internet E-mail Settings window. First, check the Outgoing Server tab to see whether outgoing server (SMTP) requires authentication and what user name is used (the password you should know). Second, go to Advanced tab and see the Outgoing server (SMTP) port number and what type of encrypted connection is used.
This should suffice to properly configure Automation Workshop to work with the same SMTP settings as your Microsoft Outlook 2010.
SMTP settings in Mozilla Thunderbird. In Mozilla Thunderbird SMTP settings can be found in Tools menu - Account Settings. Choose the email account you want to use for sending emails from Automation Workshop and go to the Outgoing Server (SMTP) section. Note Server Name, User Name, Port, Connection Security and Authentication method parameters and use them in Automation Workshop Email Server tab as according SMTP server, Username, Port, Connection and Authentication parameters.
Using Automation Workshop with Gmail web service? It is also possible to use Automation Workshop with web mail services if they support SMTP server. Let us see how to configure Automation Workshop to use Gmail SMTP server for sending email messages. See an additional instructions on using Gmail's smtp.
Open Automation Workshop Options (from Tools menu) and switch to the Email Server tab. Use the following settings when configuring Automation Workshop to work with Gmail SMTP server:
SMTP server: smtp.googlemail.com
Authentication: Auto detect
Username: your e-mail in Gmail (e.g. firstname.lastname@example.org)
Password: your Gmail account password
Go to the Email Settings tab and enter proper From and To addresses. From address is normally your e-mail in Gmail and To address is the mailbox to which you would like to receive notification emails and error reports. Go back to the Email Server tab and push Send test email button. Check the email specified in To address to ensure correct email delivery.
How to test whether Automation Workshop can use the specified SMTP server? When SMTP server and email settings are configured, go to the Email Server tab in Automation Workshop options and push the Send test email button. The Notification email: Test message has been successfully sent entry should appear in Automation Workshop log pane and the email should shortly arrive to the specified e-mail address.
If you have any questions, please do not hesitate to contact our support team.