Sportsman Web email setup

 

When configured properly, Sportsman Web can send emails through your city’s SMTP server.  This strategy is best for email delivery and the easiest experience for customers to reply directly to the emails you send out.

Sportsman Web will use the same email configuration as the desktop on the system level.  If you are overriding the system email configuration at the workstation level you will need to reconfigure this for each user in Sportsman Web.  This override can be setup in the User Configuration screen.

***Note*** If your system, on the desktop app is set to MAPI, you will need to switch to SMTP using your emailing server settings.  

To be able to send emails, your email server must be accessible from outside your network. Why?  Because Sportsman Web must make a connection from our web server to your SMTP server to send the email.  The easiest way to think about Sportsman Web is to simply think of it as another email client outside your network that needs to be able to connect and send emails. There are two options for setting up Sportsman Emails.

·       Option 1 (Recommended): Create a dedicated email account on your server for Sportsman to use which will be entered in the system configuration tab. This email account should have the required permissions to send emails for all users that will be sending emails through Sportsman Web. For more details see ‘Entering Email Settings for Sportsman Web’. 

·       Option 2: Configure each Sportsman Web user’s account with dedicated email settings. This will require each user to enter in setting in order to use Sportsman Web.

Both options will work, but the latter requires a lot more configuration on your part. We also recommend setting up your email server to use an encrypted connection through an SSL certification to protect your email content.

Prerequisites: You will need to have administrative rights on the computer in order to configure your emails.

This section contains a list of helpful technical information you may need when configuring your SMTP server to work with Sportsman Web.

·       Sportsman Web Server IP address: 209.41.66.231

This Document will go over:

ü Email Configuration

ü Troubleshooting Email Configuration

ü Entering Email Settings for Sportsman Web

Email Configuration

First, check if your email is setup correctly by logging into Sportsman Web and trying to send an email by doing the following: 

Click on [Tools].

 

Then click on the [Send Email] button on the left side navigation menu.

 

Next, enter an email address and a test message and click [OK].  If you get the email and don’t have any errors you are configured correctly.  If you are not able to send an email, please continue on to the “Troubleshooting Sportsman Web email configuration” section of this document.

 

If your email does not send successfully, you will get a popup similar to the image below.  Click the [Show More] button to see the full log of what happened.

This will give you a detailed description as to why the email was not successful. In the example below, it could not connect to the email server.

Troubleshooting Sportsman Web email configuration

The easiest way to troubleshoot Sportsman Web email issues is to go to the user configuration.  This will allow you to try out different settings without changing the system’s settings and affecting users across the organization.  To get to the user configuration, click the settings gear in the top right.

 

Then click the [User Configuration] button on the left side navigation menu. 

In the bottom right of your screen you will see the Email settings section. To override email settings, click the [Override System Email Configuration] checkbox.

Next, you will need to add the ‘Email server, port, account, and Password’ to test the email connection with. 

 

Once you have entered your desired settings, click [Verify Server Connection] to make sure that Sportsman Web can connect to your SMTP server.

In addition to verifying the connection, we recommend that you try and send a test email to make sure that not only is it connected, but that email functionality is working properly.

If Sportsman Web cannot connect, view the log to see where things went wrong. As was shown in the ‘Email Configuration’ section of this document. You may need to open up ports on your firewall or do additional server configuration to get this to work even if it works in Sportsman desktop.  Sportsman Web is trying to make a connection to your SMTP server from outside the network which is fundamentally different than Sportsman desktop. The desktop version connects from the workstation which is typically within your network. 

Once you have your desired email settings click [OK] to save the settings for this user. 

After you have successfully sent an email through your SMTP, we would recommend that that you uncheck the ‘Over System Email Configuration’. Why? Because you will want to have everyone using the same system email vs. having to set up each individual. We explain this more in detail in the next section. To finish setting up the email configuration for all users in the system, see the ‘Entering Email Settings for Sportsman Web’.

Entering Email Settings for Sportsman Web

Once you have a successful connection to your email server and are able to send emails, you will want to enter in these settings so all users are able to use email functionality in Sportsman Web.  The recommended way to do this is to setup a dedicated email account for Sportsman on your email server.  This email account should be setup so that it can relay messages for any user (Meaning sportsman@peakinfo.com could send a message from john@peakinfo.com without an error).  Once you have this setup, you will need to log into the desktop application and update the system configuration to use this account.  Sportsman Desktop and Sportsman Web share this configuration.  To get to the system email configuration go to File -> Administration -> System Configuration

Go to the ‘Connection’ tab and then enter in your email settings. 

***Note*** This will change the email settings for all users in Sportsman Desktop and Sportsman Web that don’t have overrides setup, so make sure that these settings are correct. If for some reason it is not possible to make an additional account on your email server that can send emails for all users in the system, your other option is to configure each person’s User Configuration in Sportsman Web to use the correct SMTP settings and their login and password like we did above in the troubleshooting section.  This is not ideal as you will need to configure this for each user however it will work if for some reason the recommended setup will not work for your organization.

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