Configuring Email Server Settings (Versions: 8.0+)

Versions: 8.0+

QuerySurge's notification feature allows users to create custom email notifications that will be automatically generated when a certain criteria is met. In order to send outbound email messages, the email server settings must be configured. Follow these steps to enter your email server configuration:

1. Log into QuerySurge Global Administration Portal as a Global Admin.
2. Navigate to QuerySurge Administration > Email Notifications > Email Settings.
3. Enter the required info for your organization's SMTP mail server. The following settings are available:
   • Host - The address of the email server
   • Port - The port which is used for the SMTP connection (often 25, 465, or 587)
   • Authentication - Whether or not the server requires a username and password to be specified (Defaults to ‘Y’)
   • Username - If authentication is enabled, the username must be specified
   • Password - If authentication is enabled, the password for the corresponding user is required
   • Encryption - The type of encryption in use by the SMTP server [TLS, SSL, or None]
     Note: Some encryption schemes may require additional setup (like deploying certificates). Contact your System Administrator to determine if this is necessary.
   • From Email Address - The address from which the email notifications will be sent from
4. To test the email settings that you entered, click on the Send Test Email button. This should send a confirmation email to the address used in the From Email Address field. If the email sends successfully, you should receive the confirmation email. If you receive an error, or the email does not send successfully, you may need to modify the settings used above or update the firewall settings on the machine. You may also need to talk to your System Administrator to determine the correct settings to use.

You can find some example Email Settings for Outlook 365 and Gmail in the following article: 

Email Settings for Outlook 365 and Gmail Accounts 

Note: The From Email Address usually must match the account for the given username/password.

 Best Practice: It is often best to create a dedicated email account on the mail server for use with the notifications in order to keep the automated notification emails distinct.