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You can configure all email related settings here, including default addresses and outgoing server settings that set up your SMPT server.

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titleGeneral Settings


Option

Description

Support Email Address

Define the email address to receive support issue emails.

Email Notifications

Enable email notifications for various user events in the system. See here for a list of all events.

Email Notification Display Name

Define the sender display name for Email Notifications.

Email Notification Address

Define the sender email address for Email Notifications.

Notification Settings

Enable the events to send users email notifications for:

  • User Account & Password Updates
  • Content Distribution
  • Comment Updates
  • Timeline Updates
  • Discussion Stream Updates
  • Signal Updates
  • Story Updates

Broadcast Display Name

Define the sender display name for Broadcast emails.

Broadcast Email Address

Define the sender email address for Broadcast emails.

Display Broadcast Filter ValuesDisplay the filter values applied to the report in the body of the broadcast email.

Recipient Search

Allow users to search for recipients in the user list when sending an email.

Broadcast Failure TaskA task will be created any time a broadcast fails to be sent.

Broadcast Failure Task Recipient

Select a group to receive broadcast failure tasks.

Custom Share Email SenderAllows Yellowfin content to be shared through a customized email account, if enabled, rather than through the logged in user's account. Use the following two configurations to define the custom account.
Share Email Display NameDefine the sender's display name for shared emails.
Share Email AddressDefine the sender's email address for shared emails.

Send email in Background

Allow users to continue working in the system while an email is sent.

Include link in Broadcast

Include a link to the content in all broadcast types.


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Expand
titleOutgoing Mail Server


Option

Description

SMTP Server

Define the hostname or IP address of the outgoing mail server to be used to send emails.

SMTP Port

Define the port to connect to the outgoing mail server on. Leave this blank to use the default SMTP port.

SMTP Authentication

Enable this option if your SMTP server requires authentication. You will then need to complete the following:

  • User Name
  • Password
  • Confirm Password
Email Size LimitDefine the maximum email content size (in megabytes) permitted to be broadcast.
Encryption

Define how to use encryption when connecting to the outgoing mail server. Options include:

  • None: this option does not use encryption when connecting to the outgoing mail server. Connections use the SMTP protocol which has a default port of 25.
  • SSL: this option uses SSL encryption when connecting to the outgoing mail server. The server must support SSL connections on the port specified above. Connections use the SMTPS protocol (SMTP over SSL) which has a default port of 465.
  • STARTTLS: this option uses the STARTTLS command to enable SSL encryption after connecting to the outgoing mail server. Connections use the SMTP protocol with SSL or TLS encryption, and have a default port of 587.
Allow Invalid CertificateAllow connections to the outgoing mail server even if the SSL certificate is not valid. Warning: Only use this option if you trust the server.

Test Email Address

Define an email address to send a test email to.



Expand
titleSave to Disk Settings


Option

Description

Save to Disk Path

The server path where Save To Disk report broadcasts will be saved. This can also be a UNC path if the user’s environment permits.


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system
system

System

You can configure general system settings here, including view & pdf defaults, logo options, and server settings.

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