When you click on the Messaging tab in CRD's Options window, you will see that you have two separate messaging options (shown on the tabs): Email Settings and SMS Settings. On this page, we will discuss the various email options available to you when using CRD and how to set them up.
No separate server is required in order for CRD to send e-mail. However, if you are unfamiliar with your organization's e-mail settings, you may want to have a system administrator set these for you.
You should choose MAPI from the Mail Type drop down if your organization uses a MAPI compliant system (such as Outlook or Exchange). In order to utilize the MAPI mail type, you will need to install the Collaboration Data Objects component from your Outlook or Office installation disk.
Once the CDO component is installed, you may need to register them again.
To verify whether or not you already have the Collaboration Data Objects installed, click the Housekeeping tab on the far left. Then, under the Components tab, verify that Collaboration Data Objects is listed. If it is not, you will need to install them.
To use the MAPI mail type, use the following credentials:
The MAPI Profile is how CRD will communicate with your email system, global address book, and other email functions. Depending on the version of Windows you are running, it may also communicate with your security rights and the service packs you have installed. The drop-down may not show the list of profiles which exist on your PC.
If you are unsure of your MAPI Profile name, you can find it by going to Windows Control Panel > Mail and taking a look to see what your default profile is set to be. Then, simply type this profile's name into the field. More often than not, the profile name will be Outlook or MS Exchange Settings, but this is not always the case.
In the MAPI Section, click on the More... The More button allows you to specify additional settings for the MAPI messaging. You can choose to set CRD to use the Exchange Server, to email reports using Exchange or Office 365, or to use Stand-Alone Outlook.
If you would like to set CRD to run from just the Exchange Server, perform the following:
You must verify the MAPI Alias and Exchange Server Name or you will be unable to save the settings.
If you would like to set CRD to use the Exchange Web Service, perform the following:
Office 365 users should enter their full email address in this field instead.
Using this option, CRD will not send emails if you are not logged into the server with Outlook open. This is the case even if you are running CRD as an NT service.
Skip to the Test Settings section at the bottom of this page to complete the Email Settings configuration.
If you wish to connect to an SMTP mail server, perform the following:
You must select Verify or Test after entering the relevant credentials in the Advanced pop-up window. If you do not verify or test the settings, you will not be able to save them.
If you will not be using CRD to send emails, perform the following:
This does not affect other aspects of CRD. You will still be able to use CRD to print, export to folder, or export to an FTP destination, etc.
In this section, we will test your Mail Type settings to verify they work as expected. Testing the settings ensures that CRD will not encounter errors when trying to send out emails while running schedules. To test the settings, perform the following:
If you receive an error message, verify that your server information is listed correctly.
By default, CRD will automatically embed an image if the link is placed in the body of an HTML email. Keep this box checked if you wish for this to occur. If you would rather the image link be placed in the HTML email body (rather than the image itself), then uncheck this box.
Encoding is used by Operating Systems to determine how to display emails on the recipient's PC. US-ASCII is standard for most languages. However, if you are using Japanese characters, then you should select ISO-2022-JP.