System Setup
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      Sending Emails using Office365 Email Account

      Overview

      Summary

      This lesson gives a step-by-step guide on how to send emails via BackOffice using Office 365 Email Account and the setups required to enable this feature

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      Overview

      • In order to send Emails or Reports via Office365, a Bepoz BackOffice needs to be setup

      • This allows users to send and receive from BackOffice without having to switch application

      Prerequisites

      N/A

      Step-by-step Guide

      A. Create Exchange Connector in Office365 Exchange Admin Server

      • This requires user must have a Global Administrator access in Office365 to perform this step

      Login to Microsoft Online Portal as a user that has an Administrator Rights  

      • Click on the Admin menu to open the Exchange Admin Center

      • Expand Admin Centers and select Exchange

      •  In the Mail Flow category, Click on connectors

      • Add a connector 

        • Click  on '+'  button

        • Select Your organization's email server from dropdown for From: field

        • Select Office365 from dropdown for To: field

        •  Click Next button

      • Give  connector a descriptive Name, Description and Click Next button

        • Turn it on: True

        • Retain internal Exchange email headers(recommended): True

      • Select Verify by IP Address radio button and Click  ' + ' button

        • This is to make user in this connection ONLY from known IP Address that should be allowed to use the connector. All other attempts will be denied as an authorized relay attempt

        • Ex. IP Address of the machine where BackOffice is installed

      • After adding IP Address, Click OK button  

      • Repeat this step if more IP Address are needed to give access to this connector

      • Click Next button if all IP address that needs to access the connector are  all added

      • Save the connector after confirming that all the settings are correct

      • After saving the connector, make sure that status is set to ON

       B. Finding the SMTP server that will be used in Bepoz Backoffice

      • Go back to the Office365 portal and click the Admin menu and click on Office 365

      • Click on the Domains category

      • Select primary domain (or the domain you wish to use) and then click Manage DNS

      • Find the MX record and copy the Point To Address for that record

      • That value will be used as the SMTP Server when defining the operator's outbound mail settings in the Bepoz BackOffice application/device that they want to send relay email

        • User must have Global Administrator access to perform this step

      C. Setup BackOffice Venue settings for Messaging

      • Email Server: SMTP server registered in your Point To Address Record  (MX Record)

      • Email Name: <Email Address> as sender that are currently registered in Exchange Server

      • Email Password: <Password> your email account password

      • Default From:  <Email Address> to be use as the From and Reply address

      • Email Port:  25   

      • Enable SSL: True 

      • Verify Configuration by clicking Check Email button.  The assigned email address from the contact list should received an email msg with a subject line <Test Email from Bepoz>

      • The first thing the operator should check for is to see if they can even use port 25 or not. Not all applications/devices support anything but port 25. If they have one of these AND have a port 25 port block ISP, they may need to take some fancier steps within the router to make this work