ServiceLedger 10+ has an integrated Messaging system that holds most outbound email before it is sent and records the date and time sent, or the reason for failure if the message was not sent.
This feature is not enabled by default; in its standard configuration, ServiceLedger sends all e-mail immediately and displays or separately e-mails your administrator an error message if there is a send failure.
To enable the message queue, you must enable the following two options:
See (T0018) How do I change a company option / global preference? for more information on adding or editing company options.
Once these options are enabled and ServiceLedger has been restarted, you can see the queued message list at:
If you double click on a message you can review the content and subject of the email, any reports that are attached, and view any transmission failures. By default, the list shows only queued messages. To see messages that have failed or already been sent, use the status filter in the list toolbar.
To send queued messages, use:
Batching->Office Management->Batch Message Processing.
Double clicking will allow you to see the message as in the window above. If you process the list, for each message selected the system will attempt to send via SMTP. You should not use Outlook to send email in bulk, and should configure your mail server under:
to use SMTP only.
If you need to use something other than SMTP (e.g. MAPI) for normal users and are using ServiceLedger 2017 or later, you can use user preferences to set the e-mail settings for only the user account that your e-mail sender is using while leaving the company e-mail preferences alone.
If you need to use something other than SMTP (e.g. MAPI) for normal users and are using ServiceLedger 2016 or earlier, you can configure the server ONLY to send via SMTP using .opt files in the "C:\...\ServiceLedger\option" directory. You will need some or all of the following files. Each can be edited with a text editor, and should contain just the value specified below on a single line without any other text:
- email.auth_type.opt - For send_type 3, one of the following words:
default: Send username and password to the server in plain text
ssl: Secure Socket Layer v3.0 only - generally not used by modern servers
tls-implicit: Transport Layer Security v1.0, engaged immeditaely (implicit); usually used on port 465.
tls-explicit: Transport Layer Security v1.0, engaged via the STARTTLS command; usually used on port 587.
- email.send_type.opt - The number 0, 1, 2, or 3, depending on sending preference:
0: MAPI with Microsoft Outlook XP or earlier
1: MAPI with Outlook 2003 or later or other mail clients
2: SMTP without authentication
3: SMTP with authentication
- email.smtp_server - the hostname or IP address of the SMTP server
- email.smtp_port.opt - the port to communicate with the SMTP server on, if not 25
- email.smtp_pass.opt - the password used to log into the SMTP server, if required
- email.smtp_user.opt - the username used to log into the SMTP server, if required
WARNING: once you have created these .opt files, you should avoid opening the Defaults or Company Preferences window (either or both will appear, depending on SL version) on the server that has these files. Clicking OK or Save & Close on these windows will cause the values in the .opt files to overwrite your global settings for other users.
See also (T0268) Custom email notifications, tags, rules and events with ServiceLedger Services for details on how to process message queue messages automatically.