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Configuring SMTP Settings for the Jet (Excel) Scheduler

Help Topics...

Overview

The Jet Scheduler (part of the Jet Excel add-in) can send scheduled reports via Simplified Mail Transfer Protocol (SMTP). Before using this feature, you must first configure your SMTP settings.

You need to contact your network administrator for the settings that are used by your organization.

Configuring Basic Authentication

  1. Open Jet Reports and go to App Settings . The App Settings page is displayed.

  2. Select Email.

  3. In Email Method, select Basic Authentication.

  4. In Server, enter the SMTP server address.

  5. In the From section, mention the email address from which the reports will be sent (if using a different email address, then the user running the tasks must be an alias or must have a shared inbox).

  6. If you want to provide authentication information, select Use advanced settings.

    1. Port: The default port number is 25. Change the port number or leave it as is if you want to use the default port number.

    2. Username: Enter the SMTP username.

    3. Password: Enter the SMTP password.

    4. Use SSL encryption: If your email server users Secure Sockets Layer communications protocol (SSL, also known as Transport Layer Security), select Use SSL encryption.

  7. In Send method, select Defined in App Settings (recommended) to use the current option (Basic Authentication) selected from the Email Method dropdown.
  8. Test your settings using the Send or Test button (versions 2015 Update 1 and higher).

Note: Microsoft has deprecated Basic Authentication for Exchange Online, and we expect this method to stop working in the future, please update to use the new M365 Authentication method for SMTP: Deprecation of Basic authentication in Exchange Onlin

Configuring Microsoft 365 Authentication

Before configuring Microsoft Entra ID, make sure you have access to the following:

  • Azure portal administrator account.

  • A valid Office mailbox with any shared or alias permissions has been setup previously.

To configure Microsoft Entra ID

  1. Go to Azure, and sign in to your account.

  2. In Create your app, select Microsoft Entra ID > App Registrations > Add. The Register an Application page is displayed.

  3. Enter the following details and click Register.

    1. Name: Enter the name of your app.

    2. Supported account types: Select Any Azure AD Directory - Multi Tenant.

    3. Redirect URL: Select Public client/native (mobile & desktop), and enter https://login.microsoftonline.com/common/oauth2/nativeclient.

  4. Go to API permissions. The API permissions page is displayed.
  5. Select Add a Permission > Microsoft Graph > Delegated Permisisons.
  6. Select Mail.Send.Shared permission > Add Permission.

    Note: Make sure Grant admin consent for your company using your administrator account.

  7. Record Application (Client) ID and Directory (Tenant) ID.

To configure Microsoft 365 authentication In Jet

  1. Open Jet Reports and go to App Settings . The App Settings page is displayed.

  2. Select Email.

  3. In Email Method, select Microsoft 365 Authentication.

  4. Enter Application (Client) ID and Directory (Tenant) ID that you have recorded while configuring Microsoft Entra ID.

  5. Select Log In and enter the credentials for the mailbox you wish to setup to send emails from.

  6. If you’re using an alias or a shared inbox, change the From text-box to the alias or shared email address.

  7. Test by entering an email you have access to in the To text-box and selecting Send to send a test email.

Published:

Configuring SMTP Settings for the Jet (Excel) Scheduler

Help Topics...

Overview

The Jet Scheduler (part of the Jet Excel add-in) can send scheduled reports via Simplified Mail Transfer Protocol (SMTP). Before using this feature, you must first configure your SMTP settings.

You need to contact your network administrator for the settings that are used by your organization.

Configuring Basic Authentication

  1. Open Jet Reports and go to App Settings . The App Settings page is displayed.

  2. Select Email.

  3. In Email Method, select Basic Authentication.

  4. In Server, enter the SMTP server address.

  5. In the From section, mention the email address from which the reports will be sent (if using a different email address, then the user running the tasks must be an alias or must have a shared inbox).

  6. If you want to provide authentication information, select Use advanced settings.

    1. Port: The default port number is 25. Change the port number or leave it as is if you want to use the default port number.

    2. Username: Enter the SMTP username.

    3. Password: Enter the SMTP password.

    4. Use SSL encryption: If your email server users Secure Sockets Layer communications protocol (SSL, also known as Transport Layer Security), select Use SSL encryption.

  7. In Send method, select Defined in App Settings (recommended) to use the current option (Basic Authentication) selected from the Email Method dropdown.
  8. Test your settings using the Send or Test button (versions 2015 Update 1 and higher).

Note: Microsoft has deprecated Basic Authentication for Exchange Online, and we expect this method to stop working in the future, please update to use the new M365 Authentication method for SMTP: Deprecation of Basic authentication in Exchange Onlin

Configuring Microsoft 365 Authentication

Before configuring Microsoft Entra ID, make sure you have access to the following:

  • Azure portal administrator account.

  • A valid Office mailbox with any shared or alias permissions has been setup previously.

To configure Microsoft Entra ID

  1. Go to Azure, and sign in to your account.

  2. In Create your app, select Microsoft Entra ID > App Registrations > Add. The Register an Application page is displayed.

  3. Enter the following details and click Register.

    1. Name: Enter the name of your app.

    2. Supported account types: Select Any Azure AD Directory - Multi Tenant.

    3. Redirect URL: Select Public client/native (mobile & desktop), and enter https://login.microsoftonline.com/common/oauth2/nativeclient.

  4. Go to API permissions. The API permissions page is displayed.
  5. Select Add a Permission > Microsoft Graph > Delegated Permisisons.
  6. Select Mail.Send.Shared permission > Add Permission.

    Note: Make sure Grant admin consent for your company using your administrator account.

  7. Record Application (Client) ID and Directory (Tenant) ID.

To configure Microsoft 365 authentication In Jet

  1. Open Jet Reports and go to App Settings . The App Settings page is displayed.

  2. Select Email.

  3. In Email Method, select Microsoft 365 Authentication.

  4. Enter Application (Client) ID and Directory (Tenant) ID that you have recorded while configuring Microsoft Entra ID.

  5. Select Log In and enter the credentials for the mailbox you wish to setup to send emails from.

  6. If you’re using an alias or a shared inbox, change the From text-box to the alias or shared email address.

  7. Test by entering an email you have access to in the To text-box and selecting Send to send a test email.

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