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In this task, you will configure e-mail server processes to allow RBA e-mail messaging using RBA rule sets.

Requirements:

Ensure that your system administrator has completed the following tasks:

  • Installed a new Prinergy license that enables RBA on your server
  • Configured your user rights in Prinergy Administrator by adding your Windows user name and enabling Manage Rule Sets for that name
  • Configured RBA Email Server in Prinergy Administrator so that RBA can send e-mail messages to you and others using the mail server in your company
  1. On the Prinergy primary server, in Administrator, select Tools > Configure RBA.
  2. In the Email Server box, type the name or IP address of the mail server.
  3. If the mail server uses a port other than 25 for SMTP communication, type the port number in the Email Server Port box.
  4. In the Login area, enter authentication settings:
    1. If the mail server allows anonymous connections, leave the Authentication list set to Anonymous.
    2. If the mail server requires basic authentication, in the Authentication list, select Basic (clear text), and complete the Login area to identify the name and password of the authenticated user account that RBA will use to send e-mail messages. Keep in mind that basic authentication stores the user name and password in the e-mail message as clear text, allowing hackers to detect the user name and password as the message travels over the Internet.
    3. If the mail server requires Integrated Windows Authentication, in the Authentication list, select NTLM.
      Note: NTLM is the abbreviation for Windows NT LAN Manager, the Microsoft Windows NT operating system Challenge/Response authentication protocol.
  5. If you want RBA e-mail messages to be sent from a specific e-mail address, rather than the default address automation@prinergy.com, type the address in the 'From' Parameter Default box.
  6. Send a test message with RBA to make sure that e-mail is set up correctly:
    1. Click Test.
    2. Type your e-mail address.
    3. Click Send Test Email, click Close, and click OK.
    4. Check your e-mail messages to make sure that you received the message from RBA.

You are now ready to start the activities in this guide.

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