SelectHR sends out two types of mailbox items, emails and calendar entries.
The calendar items can be broken down into two types: entries directly into Exchange Mailboxes & iCal attachments. Key words: Mail Server, Hosted, SMTP, Exchange, iCal, SPF.
If you are hosted, Access will need to configure this for you, please raise a support sase and provide contact details for your IT team if necessary. This guide can serve as a reminder for what details they should provide.
We have internal documentation with specific settings that must be adhered to.
If your SelectHR system is on-premise, please pass the rest of this guide to your IT team to configure this for you.
SMTP
Navigate to the Service installation path This is usually in C:\Program Files (x86)\Access Applications\SelectHR v#\Service.
Launch AccessSelect.ServerAdmin.exe.
Click Configure., then click Mail Server.
Select SMTP (Windows 2000 and above) from the Connection Type drop down.
Set the Client Mail Server (DNS or IP address) - eg. yoursite.smtp.com:2525.
Set the Connect As: Username.
Set the Connect As: Password.
Set the Default sender address (if this differs from the username, please ensure the user has permissions to send as, read more below).
Set the Default recipient address.
You may have a different username to the Sender address, for example:
Set the ConnectAs:
Set the Default sender address to [email protected].
Username to Select.
To ensure the SMTP User can send emails from this address, you will need to set the Send As permissions on the SMTP server.
Microsoft Exchange
This will allow calendar entries to be put directly into a user's mailbox.
This requires:
The EWS (Exchange Web Services) URL to be entered.
Permissions on the Exchange server allowing the sending account to impersonate the recipient user's account. For the impersonation to work the ApplicationImpersonation Role should be assigned to the account connecting to the Exchange.
The batch job Holiday Notifications to be enabled in the Admin tool. This will ensure Managers are reminded to authorise pending holiday and Employees receive the Calendar Appointment Item once approved.
Navigate to the Service installation path This is usually in C:\Program Files (x86)\Access Applications\SelectHR v#\Service.
Launch AccessSelect.ServerAdmin.exe.
Click Configure.
Click Mail Server.
Select Microsoft Exchange <version> from the Connection Type drop down.
Set the Client Mail Server (DNS or IP address) - eg. https://outlook.office365.com/EWS/Exchange.asmx.
Set the Connect As: Domain - eg. domainname.com.
Set the Connect As: Username - eg. [email protected].
Set the Connect As: Password.
Set the SMTP Mail Server - eg. smtp.office365.com.
Set the SMTP Domain - this can be left blank if detailed earlier.
Set the SMTP User - eg. [email protected].
Set the SMTP Password.
Set the Default sender address (if this differs from the username, please ensure the user has permissions to send as, read more below).
Set the Default recipient address.
Useful info
The Use SSL For Exchange Calendaring tick box only effects connections of the Exchange 2000/03, it makes no difference to the 07/10 connection type.
When this connection type is used you will see the SMTP configuration enabled below, when configured this will allow email to be sent outside the organisation to a non-Microsoft exchange.