How to manage SMTP settings

An SMTP email account lets Segura® Platform send notifications for events such as a password change before a certificate expires, or a suspicious access attempt.

Use valid email addresses. Approvers receive access requests by email, and requesters receive the approval or rejection responses.

Requirements

Before you configure the SMTP account, create the credential it uses to authenticate. In PAM Core, go to Credentials > All credentials and select Add. Store the account's authentication values in that credential. For a Microsoft-hosted mailbox, use the Azure OAuth2.0 values: see Configure OAuth2.0 authentication for SMTP and IMAP via Azure. You select this credential in the Credential for authentication field during the configuration.

Configure the SMTP service

1. On Segura®, in the navigation bar, hover over the Products menu and select Settings.
2. On the side menu, select Email > SMTP configuration.
3. Select Add to create a new SMTP service configuration.
4. Complete the account fields:
   1. Account name: enter a name for the account, for example Office365.
   2. Enabled: select Yes to activate the account.
   3. Sender email: enter the address used to send emails.
   4. Reply email: enter the address that receives reply emails.
   5. Reply email (Return-Path): enter the address that receives emails when sending fails.
   6. Confirmation mail: enter the address that confirms sending.
5. Set the account options. To let the platform send emails, set Default account to Yes on one active account. Set Send read confirmation, Force use of configuration, and Enable footnote as needed.
6. In the SMTP server settings section, complete the following fields:
   1. Host SMTP: enter the provider's SMTP host, for example smtp.office365.com for Microsoft or smtp.gmail.com for Google.
   2. Port: enter the provider's SMTP port, for example 587.
   3. Use safe connection?: select Yes or No for your provider.
   4. Use authentication?: select Yes to authenticate with a credential.
   5. Ignore certificate error: select Yes or No for your provider.
   6. Use Network Connector?: select whether to route the connection through a Network Connector.
   7. Network Connector: select the connector, if applicable.
   8. Credential for authentication: select the credential you created before starting.
7. Select Send.

Test the configuration

Once you have configured the SMTP account, test it:

1. On Segura®, in the navigation bar, hover over the Products menu and select Settings.
2. On the side menu, select Email > SMTP configuration.
3. In the list, identify the account you created, select the Actions button, then select Test setting.
4. On the Test email - account screen, enter an email address to test the configuration.

If the configuration is correct, the system displays a success message. If the test fails, verify the host, port, connection security, and the selected credential, then test again.