How to Configure the Email Notification in xPortalNet Software

Problem (Issue) Statement:

How to configure the email notification in xPortalNet software

Description:

A guide to configure email notification feature to allow software to send out email to the specified user upon the triggering of certain pre-defined event.

Related Software:

  • xPortalNet v1.5.0.161

Related Hardware:

NA

System Application:

  • Email Notification

Symptom and Finding:

NA

Cause:

For first time configuration on email notification feature to allow software to send out email to the specified user upon the triggering of certain pre-defined event.

Solution:

Warning!

  • Users are not recommended to run any xPortal software in Windows XP operating system as the system is unstable

  • Users are also advised to stop the xPortal Services before shutting down the Server PC to prevent any missing transaction issues.

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Summary


Note

To perform steps below accordingly, please ensure network connection stable.


Step-by-step Guide:

  • To configure Email Notification:

Step 1: Ensure that xPortalNet Services is running.


Step 2: Go to xPortalNet Server > Server Admin > System Properties > Modify.


Step 3: The Edit System Properties window will be shown. Click Email & SMS tab. Fill up all information accordingly at Email Notification section. Click OK to continue.
Email and SMS Tab in Edit System Properties Window
Figure 1: Email and SMS Tab in Edit System Properties Window





The following screenshot shows an example of an email notification setup. This setting can be used for Gmail account.
Example of Email Notification Setup
Figure 2: Example of Email Notification Setup


Tips

  • For Gmail users, the access for less secure apps must be allowed. Users can refer to KB- ID-000105 How to turn on access for less secure apps in Gmail? for the complete steps to perform the action.
  • Also attached is A List of SMTP and POP3 Server for reference to help users to complete the configuration setup.




Step 4: Click Test Sending Email to test and ensure that the configuration on Email Notification are done correctly.


Step 5: If the configuration is done correctly, the software will prompt the following message window to indicate that the "Email was sent successfully."
Email Was Sent Successfully Window
Figure 3: Email was Sent Successfully Window


Step 6: Sign into the email account registered at Email Notification configuration settings and verify that the email inbox received the email from xPortalNet, as shown below.
Email Notification Received from xPortalNet Comm Service
Figure 4: Email Notification Received from xPortalNet Comm Service


Step 7: Click OK and Close to exit from System Properties window.
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  • To configure Notify User:

Step 1: Go to xPortalNet Server > Server Admin > Notify User.
Notification Setup Window
Figure 5: Notification Setup Window


Step 2: Click Add to add a new notification. The Add Notification Window will be shown. Fill up all information accordingly. Click OK to save the changes.
Add Notification Window
Figure 6: Add Notification Window





Step 3: The following message window will be shown to indicate that the Record is Updated. Click OK to continue.
Record Updated Window
Figure 7: Record Updated Window


Step 4: Click Close to exit the Notification Setup window.



  • To verify that the Email Notification settings are configured correctly:

Step 1: To trigger the specified event transaction for testing purposes.


Step 2: At the Latest Event List, ensure that the transaction of Send Email OK is logged as shown below.
Send Email OK Transaction Recorded in Latest Event List
Figure 8: Send Email OK Transaction Recorded in Latest Event List


Step 3: Check in the email inbox to confirm receiving the Email Notification for the triggering of the event transaction as shown below.
Email Inbox Showing the Email Notification
Figure 9: Email Inbox Showing the Email Notification

Date Documentation:

28/6/2018 (Rev 1.0)

PROOF-READ

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