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SMTP

Under Platform → SMTP you configure the mail server(s) the platform uses to send emails. This page describes how to set up OAuth2 authentication for Microsoft Exchange, which is the recommended way to connect to Exchange Online.

  1. Sign in to the Azure portal and go to App registrations.
  2. Select New registration.
  3. Enter a name. This name is shown to users when they configure the SMTP server.
  4. Choose the applicable supported account type.
  5. Add a redirect URI in the following format: https://{yourURL}/platform/shareddata/connectiontoken/
  6. Select Register to create the app registration.
  1. In the Azure portal, go to API permissions.
  2. Select Add a permission.
  3. Select Microsoft Graph, then Delegated permissions.
  4. Enable the following permissions:
    • Email
    • Offline_access
    • SMTP.Send
  1. On the API permissions tab, select Grant admin consent for {tenant}.
  2. Confirm the admin consent.
  3. Each permission should now show the status Granted for {tenant}.

To configure the SMTP server, you need:

  • Tenant ID: found under Overview as “Directory (tenant) ID”.
  • Client ID: found under Overview as “Application (client) ID”.
  • Client secret: created under Certificates & secrets. Select New client secret to create one (we recommend an expiry of 24 months). Copy the secret value immediately, as it cannot be viewed again after you leave the page.
  1. Open the Any2Info platform and go to Platform → SMTP.
  2. Select the + button to create a new SMTP server.
  3. Choose the Microsoft OAuth2 option.
  4. Fill in the tenant ID, client ID, and client secret gathered above.
  5. Select Set token, then sign in and accept the access request.
  6. Select Validate connection to confirm the setup works.
  7. Select Save to save the SMTP server.

Select the mail icon next to the SMTP server to send a test email and confirm it’s working correctly.

Configure settings to use the new server (optional)

Section titled “Configure settings to use the new server (optional)”

Open Settings in the Any2Info platform, and for every mail-related setting, make sure the correct SMTP server is selected.