ISY994:Configure Mail Server Settings

From Universal Devices, Inc. Wiki

Configure Default Mail Server Settings

  1. Go to Admin Console | Configuration tab | Emails/Notifications
  2. Under SMTP Settings ensure Use Default is checked and then click on the Save button

IMPORTANT Using Default settings will cause ISY to use our mail servers which may have some limitations depending on the load. Furthermore, it's not a secure system

Configure Your own Mail Server Settings

  1. Go to Admin Console | Configuration tab | Emails/Notifications
  2. Under SMTP Settings ensure Use Default is Not checked
  3. For SMTP Server enter the SMTP host for your service (e.g. smtp.gmail.com)
  4. For SMTP Port enter the SMTP port for your service (e.g. 587)
  5. For User ID enter the username associated with your SMTP account (e.g. abc@gmail.com)
  6. For Password enter the password associated with your Account
  7. For From you can leave it blank. If your service allows it, you can add a display name ensuring the format follows First-Name Last-Name:Email-Address"
  8. If your service supports TLS, make sure this box is checked
  9. For timeout, use 1000 at the minimum. If you are using TLS increase it to 5000 (or more)
  10. Click on the Save button
  11. Test

Adding Recipients and Groups

  1. Go to Admin Console | Configuration tab | Emails/Notifications
  2. Under Groups click on the Add button at the bottom
  3. Enter a descriptive Name for this group which you can refer to in Programs and then hit Enter button on your keyboard
  4. Click on the column under Recipients for this group
  5. In the ensuing dialog, click on the Add button and enter an email addresses followed by hitting the Enter button on your keyboard
  6. Repeat the previous step for as many email addresses as you wish to be included in this group
  7. Once done, click on the Ok button and then click on the Save button at the bottom
  8. Test

Testing the Settings

  1. Go to Admin Console | Configuration tab | Emails/Notifications
  2. Under Groups click on the Name and highlight the desired row/group to be tested
  3. At the bottom, click on the Test button

Configuring gmail Account

(NOTE: As of May 2022 Google has removed the ability for logging in with simply a Username/Pass (used to be considered "Less Secure Apps" process of logging in). Google accounts are now required to have Advanced Security enabled (Two-Factor Authorization type of access). Please refer to Google Account Help for specific directions on how to generate an App Specific password that will then be used in configuring ISY Email Setup.

  1. Login to your gmail account
  2. Go to Settings | Forwarding and POP/IMAP. Under POP Download, make sure POP is enabled.
  3. Go to Settings | Filters and Blocked Addresses and make you are not blocking yourself

Configuring (unique) App Password

(Required as of May 2022)

  1. Go to Account from the Google apps list of apps
  2. Click on Security in the list on the left
  3. Click on App passwords found under "Signing in to Google" (You will need to enter your password to proceed)
  4. Click on Select App and Select Other (Custom Name)
  5. Enter ISY (or any other identifier - this is only for your information to identify what service is using the password)
  6. Click on Generate
  7. Copy (or make note of) the generated password to be used later
  8. Click DONE to store the newly created app specific password to your account

This created a unique 16 character password, save it (copy to clipboard) and use it when setting up Gmail below instead of the primary account password.

See App Password for more info.

Configuring for Use with gmail

  1. Make sure you have configured your gmail Account (see above)
  2. Go to Admin Console | Configuration tab | Emails/Notifications
  3. Under SMTP Settings ensure Use Default is Not checked
  4. For SMTP Server enter smtp.gmail.com
  5. For SMTP Port enter 587
  6. For User ID enter the username associated with your gmail account (e.g. abc@gmail.com)
  7. For Password enter the password associated with your Account
  8. For From you can leave it blank. If your service allows it, you can add a display name ensuring the format follows First-Name Last-Name:Email-Address"
  9. Make sure TLS is checked
  10. For timeout, 5000 (or more)
  11. Click on the Save button
  12. Test (Often times the "TEST" email is considered SPAM by many free email servers. So if it does not show up right away please check your SPAM folder. Normal alerts should receive to in-box normally, but you may need to add the address to trusted senders or setup a filter to never filter ISY notifications.)

Attention: The "FROM" field contains an important ":" (colon) between the "First-Name Last-Name" and "Email-Address" portion. That is VERY important to include if you want a display name to appear in the sent message. If you do not include the colon and have something other than just the email address it WILL FAIL.

SMTP Errors

Email/Customized Content Substitution Variables