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SmartSights Email Gateway Setup

The SmartSights Email Gateway is a separate installation that can be installed on any machine on the network or DMZ that has access to the internet. This allows XLReporter to remain on the production network while still being able to send email out to anyone around the world.

Installation

To install, start up the XLReporter installation. If installing on the same machine as XLReporter select the Modify option when the install starts.

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At the dialog where the Edition must be selected, choose SmartSights Email Edge Gateway. Follow the prompts to complete the installation.

Security Configuration

If the gateway is not installed on the same machine as XLReporter, a trust must be established between both machines to make the connection possible. Launch the SmartSights SCU on both machines (this can be launched from the gateway installation on finish) and follow the prompts to establish trust. If the gateway is installed on the same machine as XLReporter, this step can be skipped.

SmartSights SCU

On each machine, open the SmartSights Security Configuration from the SmartSights group in the Start menu.

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If no Machine Certificate is detected, select Reset Certificate.

Under Remote Certificates, enter the Machine/IPAddress. Change the Port if needed.

Click Test Connection. If the connection succeeds, you should see the following prompt:

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Go to the other machine and select Yes to trust the remote certificate.

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Go back to the original machine and also select Yes to trust the remote certificate.

Now each machine should show a trusted remote certificate.

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Windows Firewall

If the connection fails and the Windows firewall is enabled, an inbound firewall rule needs to be created on both machines.

To create an inbound rule:

  1. Open the Windows Firewall. Typically, the easiest way to do this is by typing Firewall into the search bar at the bottom left of Windows.

  2. Click Advanced Settings

  3. Right-click Inbound Rules and select New Rule.

  4. For the rule type select Port and click Next.

  5. Apply the rule to TCP.

  6. For port, select Specific local ports and specify the port number used previously in the SmartSights SCU and click Next.

  7. Leave Allow the connection selected and click Next.

  8. Apply the rule for every network type required and click Next.

  9. Give the rule a Name and click Finish.

Once the rules have been created, repeat the steps above to trust the remote certificates on each machine.

Email Gateway Configuration

Launch the Email Gateway from the SmartSights group in the Start menu.

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Set the Connection Type based on your email server.

Office365

For Microsoft Office 365 click Sign In and sign into your Office 365 account

Other

For other mail servers like and SMTP or Microsoft Exchange server, select Other and fill out the information based on the information provided by your email server provider or IT department.

Mailer Configuration

Now that the gateway is installed and set up, in the Email Server setting of the Mailer, select the SmartSights Email option and provide the necessary information to connect to the gateway.

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Click Send Test Email to verify connection to the email server.

If this fails, you may need to create another inbound firewall rule on the machine with the SmartSights Email Gateway installed. Repeat the steps above in the Windows Firewall section, but specify the Port as the port number in the Mailer Configuration. By default, this is 59114.

Once this rule has been created, try to send the test email again.

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