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Mail Server configuration: Allow emails through exchange (SPF)

Mail server configuration information.

H
Written by Harry Ledger
Updated over a month ago

Emails are failing SPF

If so, please ensure your SPF records are updated to include the following:

v=spf1 ip4:212.54.130.143 include:theaccessgroupSPF.smtp.com ?all


Emails are not failing SPF but aren't being received

If the SPF record is configured and emails continue not to be received, but in the Admin Tool the Message Log's Server Message column confirms that the Message successfully sent, then it is likely you have a relay issue.

The Message successfully sent message refers to it leaving SelectHR and reaching Access' hosted exchange.


From there it relays to your exchange. SelectHR cannot capture failures after reaching the first exchange, so errors here will not be recorded in the Admin tool.

To ensure your IT team can effectively troubleshoot this, provide them with an example email and request that they check the logs to confirm why it didn't make it through.

  1. In the Admin Tool, click Message Log.

  2. Double-clicking any email in the message log will allow you to see all information relating to the message.

  3. Take note of and provide your IT team with an example email, detailing the Recipient address(es), the Subject and Body, as well as the time it was sent.

  4. IT can then check to confirm exactly what errors occurred as the email reached the exchange.


Hosted

If are you hosted with Access will need to configure this for you. Please raise a support case and provide contact details for your IT team if necessary. This guide can serve as a reminder of what details they should provide.

If your Select HR system is on premise, please pass the rest of this guide to your IT team to configure this for you.


Connections types

SMTP

  1. Navigate to the Service installation path This is usually in C:\Program Files (x86)\Access Applications\SelectHR v#\Service

  2. Launch AccessSelect.ServerAdmin.exe

  3. Click Configure

  4. Click Mail Server

  5. Select SMTP (Windows 2000 and above) from the Connection Type drop down

  6. Set the Client Mail Server (DNS or IP address) - eg. yoursite.smtp.com:2525

  7. Set the Connect As: Username

  8. Set the Connect As: Password

  9. Set the Default sender address (if this differs from the username, please ensure the user has permissions to send as, read more below)

  10. 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

  1. Launch AccessSelect.ServerAdmin.exe

  2. Click Configure.

  3. Click Mail Server.

  4. Select Microsoft Exchange <version> from the Connection Type drop down.

  5. Set the Client Mail Server (DNS or IP address) - eg. https://outlook.office365.com/EWS/Exchange.asmx

  6. Set the Connect As: Domain - eg. domainname.com

  7. Set the Connect As: Username - eg. [email protected]

  8. Set the Connect As: Password

  9. Set the SMTP Mail Server - eg. smtp.office365.com

  10. Set the SMTP Domain - this can be left blank if detailed earlier

  11. Set the SMTP User - eg. [email protected]

  12. Set the SMTP Password

  13. Set the Default sender address (if this differs from the username, please ensure the user has permissions to send as, read more below).

  14. Set the Default recipient address.

📌 Note: 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.

If you need further assistance beyond the scope of this article, or if your SelectHR system is hosted by The Access Group and requires alterations to your mail server setup, please raise a support case. This will be forwarded to the consultancy team for review. Note that the consultancy team is a chargeable resource, and there may be costs involved; however, you can use flex points to cover these costs.

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