Configuring ServiceLedger

Whenever ServiceLedger is used to send email it will use the settings specified in the Email section of the Preferences window (previously, the Email Setup tab on the Defaults window).

ServiceLedger can be configured to either send email through your preferred email application using MAPI, or to send email directly using SMTP. If you choose to have ServiceLedger send email directly, you will need to know the name of (and possibly a username and password for) your SMTP server.

In some cases you may wish to have your workstations configured to send mail one way and your server configured to send mail another way; for details on how to set the server configuration, see below.

Four options are available:

1. MAPI with Microsoft Outlook - Use this option if your mail client is Microsoft Office Outlook XP, 2000, or earlier. DO NOT use this option for Outlook 2003. (See T0106 )
2. MAPI with other mail clients - Use this option if your mail client is Microsoft Office Outlook 2003, Thunderbird, Netscape Mail, or another mail client that supports MAPI.
3. SMTP without authentication - Use this option to send mail directly through a standard SMTP server.
4. SMTP with authentication - Use this option to send e-mail directly through an SMTP server that requires a username and password to send mail.

See below for additional information on the MAPI options.

If you need to send mail directly, but don't know your SMTP server's name, it can usually be found in the account configuration tools in your standard mail client.

The E-mail Address field is used by ServiceLedger as a 'From' header on any e-mails sent (from any user) out of ServiceLedger. If you leave this blank and use a MAPI option, your mail client will often fill it in with your personal e-mail address.

The two MAPI options will try to use whatever e-mail client you have told windows you'd like to use by default. This doesn't really have anything to do with ServiceLedger; many programs, including Windows, Internet Explorer, Mozilla Firefox, and so on use the default mail client to send e-mail. You can tell windows which client you want to use in the Windows Control Panel.

To choose your default mail program in Windows 2000 or XP, use the following steps:

1. Click on the Start Menu
2. Open the Control Panel
3. If you see the text "Pick a category" (Category View)
   1. Click on 'Network and Internet Connections
   2. Click on 'Internet Options'
4. If you see a list of all control panels (Classic View)
   1. Open the 'Internet Options' control panel
5. In the 'Internet Properties' window, click on the 'Programs' tab
6. In the dropdown box beside 'E-mail:', choose the program you'd like to use.

To choose your default mail program in Windows Vista, the above process may not be possible. In Windows Vista, you can set the default mail program using the "Set Program Access and Defaults" tool.

Most programs (including ServiceLedger in MAPI mode) will use the selected program to process e-mail requests.

Configuring a Server with Different Mail Settings

In some cases, you will need to have your workstations set up to send mail one way (usually MAPI) but need your server to send mail another way (usually SMTP). This can be accomplished through machine configuration files (.opt files). Please note that machine configuration files are not covered by support and troubleshooting this configuration may require paid custom services.

NOTE: It is important when working with machine configuration files NOT to use the Preferences or Defaults windows on the machine that has such configuration files installed. Doing so can cause the machine configuration to be placed in the database, overriding the settings that other computers were previously using.

The following machine configuration files are required for e-mail settings:

• email.send_type.opt
• email.from_address.opt
• email.smtp_server.opt
• email.smtp_port.opt
• email.smtp_user.opt
• email.smtp_pass.opt
• email.auth_type.opt

These are text files with the extension changed from .txt to .opt and must be created in the 'option' folder under the main ServiceLedger folder on your server. The contents of each file should be set to the corresponding value; for example, the email.smtp_port.opt file might have the text '587' when opened in notepad.

The expected contents most files should be self-explanatory, but there are two that are not. For the following two lists, values are in bold text and their explanations are in italics; the file should have only the value corresponding to desired behavior:

The email.send_type.opt file can have the following values:

• 0 - MAPI with Microsoft Outlook XP or earlier
• 1 - MAPI with Outlook 2003 or later and other mail clients
• 2 - SMTP without authentication
• 3 - SMTP with authentication

The email.auth_type.opt file can have the following values:

• sasl - Connect with TLS v1.0 (explicit) and authenticate with SASL
• tls-explicit - Connect with TLS (explicit) v1.0 and authenticate normally (ServiceLedger 2016 and later)
• tls-implicit - Connect with TLS (implicit) v1.0 and authenticate normally (ServiceLedger 2016 and later)
• tls - Connect with TLS v1.0 (implicit) and authenticate normally (ServiceLedger 2015 and earlier)
• ssl - Connect with SSL v3.0 and authenticate normally
• default - Connect without encryption and authenticate normally

After placing the appropriate configuration files on in the server's option folder, any copy of ServiceLedger running out of that folder will immediately begin using the machine configuration options. You can test the configuration using 'Email ServiceLedger Support' from the help menu.