How to enable a Microsoft Exchange Server to allow Sage to send invoices

Article by Kusick Manago

How to setup an Exchange server to let you to send emails directly from Sage 50 Accounts.
Firstly, you need to know that what you are doing is allowing your Exchange server to send emails that are not authenticated. If you work for an IT support company then you will probably understand this but if you are not trained in IT support or server support then you should consider obtaining the support of someone who is. This is an enormous security risk if you don’t do this properly. If you expose your Exchange server to allow everyone to do this then you will become a victim of spam abuse.
We are going to setup the Exchange server to allow anonymous outbound email messages but we’re going to do it for only a handful of IP addresses. This lessens the risk of attacks.
The first step is to create a new custom receive connector in Microsoft Exchange Management Console. To do this, launch the Exchange Management Console and navigate to ‘Microsoft Exchange’ > ‘Server Configuration’ > ‘Hub Transport. In here, select the ‘New Receive Connector’ function which you will find a link for on the right hand side of the screen. Enter a relevant name for this connector in the ‘Name’ field. You might decide to label it ‘Sage Accounts’. Inside the ‘Select the intended use…’ area, select ‘Custom’.
Click ‘Next’ and then ‘Next’ again to get to the “Remote Network Settings” page. Amend the IP address list to display only the addresses that you want to permit. e.g. If Sage 50 Accounts is running on a terminal server then you just need the terminal server’s IP address entered here. If Sage 50 Accounts is run locally on an office PC then you’ll need to set the IP address of this PC static and include it in this list.
Finish the configuration of this new connector and then go into to the properties of it. Go into the ‘Permission Groups’ tab and ensure that only ‘Exchange Servers’ is ticked. Then, go into the ‘Authentication’ tab and make sure that just the top entry (Transport Layer Security) and the bottom setting (Externally Secured) are ticked. Click OK and then restart the ‘Microsoft Exchange Transport’ service within Control Panel > Administrator Tools > Services.
Now you should find that you can make Microsoft Outlook to use the Exchange server’s LAN IP address as the outbound mail server without specifying any authentication. You can test this using Outlook or Outlook Express on the relevant workstation or Terminal Server (eg the PC or Terminal Server that has Sage 50 Accounts configured on it).
How to setup Sage to push emails through the Exchange Server setup
In Sage Report Designer, select Tools > Options > Email Setup. Set the ‘Default Provider’ to SMTP and select the SMTP line in the ‘Available Providers’ box. Click ‘Configure’ and enter the LAN IP address of the Exchange server in the ‘Server Name’ window. Leave the port number configured to port 25 and leave SSL unchecked.
Type the email address you want the emails to originate from (eg accounts@yourdomain.com) and type the display name for the email header (eg Your Company Name – Accounts). It’s not important to put anything in particular in the logon details configuration so this can be configured to anything. Click OK.
Now you need to be sure that each document you would like to send as an email is configured to use SMTP. First, edit a document in Sage Report Designer.
Click ‘View’ on the toolbar and select ‘Properties’ to display the settings toolbar on the right hand pane of the screen. Under the ‘Email Options’ area, click the ‘(Email Options)’ box and a button called ‘…’ will be shown. Click this button to load the Email Configuration Window.
Ensure that the top line (‘Provider’) is configured as SMTP and that the option at the base of the page is set to ‘Send emails automatically’. Select OK at the bottom of the window.

The setup is finished – You should now be able to email from that layout within Sage 50 Accounts.

About the Author

Your Computer Department provide IT support Nottingham, IT support Derby and also provide Sage 50 Accounts software.

Use and distribution of this article is subject to our Publisher Guidelines
whereby the original author’s information and copyright must be included.

Your Computer Department provide IT support Nottingham, IT support Derby and also provide Sage 50 Accounts software.













Use and distribution of this article is subject to our Publisher Guidelines

whereby the original author’s information and copyright must be included.

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