Automate - Configuring an SMTP Server

Owned by Ryan Best (Unlicensed)
Oct 11, 2022
2 min read

The material in this document is for informational purposes only. The products it describes are subject to change without prior notice, due to the manufacturer’s continuous development program. Rampiva makes no representations or warranties with respect to this document or with respect to the products described herein. Rampiva shall not be liable for any damages, losses, costs or expenses, direct, indirect or incidental, consequential or special, arising out of, or related to the use of this material or the products described herein.

Introduction

This article guides Rampiva Automate users through the steps of creating Notice Templates, SMTP Servers and Legal Holds.

Prerequisites 

  • Rampiva Automate v5.4 or later

Instructions

A. Create SMTP Server

1

From the Settings page, select SMTP Servers from the settings tree.

2

Click the Add + button to create a new SMTP Server.

SMTP servers are used in legal holds to send notices to custodians.

3

Type Sample SMTP Server for the name of the SMTP server.

4

Enter the host for the SMTP server. For example smtp.gmail.com.

The host is the SMTP server URL. For example, if I am using Gmail then my SMTP server URL would be smtp.gmail.com.

5

Enter the port for the SMTP server.

6

Enable Authentication.

7

Enable TLS.

8

Enter the username. For example test@gmail.com.

9

Enter the password. The password is for the username you provided in the previous step.

10

Enter the from address. For example test@gmail.com.

11

In the bottom right, click add server.