Simple, flexible product lifecycle management software for growing companies™
Simple, flexible product lifecycle management software for growing companies™
All email notifications are created by the PDXpert client application and sent through the PDXpert Application Server to the notification email recipients. You set up a single email account to handle all outbound email traffic.
Email notifications will remain in the email queue until they are sent or deleted. If the email notification account has not been set up before changes have been processed, unsent emails may exist. Before configuring the email notification account, you should review the current email queue and delete any obsolete notifications. The email queue can be managed in the PDXpert client application by anyone with administrator permissions. Open the Manage Email Notifications... window from the Tools menu.
PDXpert does not handle any inbound email traffic, and will not respond to replies by email recipients.
Create an email account for your notifications. All users' notifications to other users, such as those triggered by approving change form, will be sent using this email address.
Ensure that the email account can forward outbound emails. SMTP servers may place restrictions on the number of emails that can be forwarded. Ensure that emails passing through the account do not fill up the account storage and prevent new emails from being forwarded.
In setting the email account configuration, consider your requirements for access, security, storage, reply handling and maintenance.
It's a good idea to set up a dedicated email account, such as PDXpert@mycompany.com or possibly a third-party email service like PDXpert.MyCompany@gmail.com, rather than use a personal email account.
Click the Stop button on the Maintenance tab to enable the controls on the Settings tab.
On the Settings tab, enter the email address into the Notification email textbox.
Click the Auto Configure button. You'll be prompted to provide the account password.
The PDXpert Application Server automatically searches through the most likely settings for sending email notifications using the address displayed in the Notification email textbox.
If useful settings are discovered, a test email will be sent from PDXpert to your email account, using your email server and account credentials. After you receive the email, restart the service by clicking the Start button on the Maintenance tab.
If the email account settings cannot be discovered automatically, you must manually enter the appropriate email account values. In order to send email notifications to other PDXpert users, you should first specify the SMTP server URL or IP address of your outbound email (SMTP) server. The SMTP server name can be obtained from your system administrator, or you can look in your email client (such as Microsoft Outlook) for the server you currently use.
An SMTP server DNS name looks like a normal Internet URL, possibly with a sub-domain prefix, such as mail.mycompany.com or smtp.gmail.com. If your computer is capable of handling SMTP email, you can use the default value of localhost. Most computers do not have the local Windows SMTP server enabled.
You can enter an external email service's IP address, which is four numbers, 0 to 255, like 64.233.161.107. You'd obtain the IP address from your email service provider or IT staff.
You can enter the IP address of your Microsoft Exchange server. If you don’t know the Exchange server’s IP address, but you do know its machine name, you can determine its IP address by "pinging" it from the Windows command line: Start > Run..., then type ping servername where you substitute your Exchange server’s computer name for servername (for example, ping msexchange or ping mailserver). The screen shows the IP address for that server in the first line, between the square brackets. In the following example, the IP address of myserver is 192.168.1.105:
Microsoft Windows XP [Version 5.1.2600]
(C) Copyright 1985-2001 Microsoft Corp.
C:\>ping myserver
Pinging myserver [192.168.1.105] with 32 bytes of data:
Reply from 192.168.1.105: bytes=32 time<1ms TTL=128
Reply from 192.168.1.105: bytes=32 time<1ms TTL=128
Reply from 192.168.1.105: bytes=32 time<1ms TTL=128
Reply from 192.168.1.105: bytes=32 time<1ms TTL=128
Ping statistics for 192.168.1.105:
Packets: Sent = 4, Received = 4, Lost = 0 (0% loss),
Approximate round trip times in milli-seconds:
Minimum = 0ms, Maximum = 0ms, Average = 0ms
Enter the preferred SMTP server port number if your outbound email server does not use the default port 25.
Mark the Email server requires secure connection (SSL) checkbox if your email server requires an encrypted connection.
Specify the Email user account name for the account that will be used to send notifications to PDXpert users.
Enter the Email user account password for the email account name provided in the Email user account name textbox.
Click on the Test button. An email notification will be sent from the email account you've specified to that same account. A new email in the account's in-box confirms that these settings are correct.
The Test button creates an email message header using the settings provided, and then sends an email with subject as PDXpert PLM test email message.
Test emails are relayed from the SMTP server to the identical POP (receiving) account. To verify that the test notifications are being correctly received, you must be able to view the Inbox of the notification email account. If the POP account is unable to store and display the test emails (there is no real Inbox), then you won't be able to directly verify the complete process.
After you've made your changes, restart the service by clicking the Start button on the Maintenance tab.
3016-100516.2113