Jamangin

After your application has been approved and an account has been set up, please follow the steps below to configure your account so you can start using the UAS CiviSMTP Service.

NOTE: according to CiviSMTP Terms of Service you are responsible for maintaining a working SOAP Proxy URL that is part of your CiviCRM installation and for making sure it is correctly configured within your CiviSMTP Settings. If at any point during processing of the responses from your constituents the SOAP Proxy URL configured within the CiviSMTP Settings is not reachable or doesn't work as it is supposed to (i.e. returns errors) all responses will be deferred, you will be notified of the problem and further mailings from you will be blocked until you fix the problems with the SOAP Proxy URL. Once you have resolved the problem and notified us that it has been resolved all deferred responses from your constituents will be reprocessed and you will be able to continue sending more mailings using our service.

1. Fill out the SMTP Account settings here:

https://civismtp.uas.coop/civismtp/account

The page at the link above will also test the settings so that you will know when you are configured correctly to use the UAS CiviSMTP.
The page at the above link is only accessible by those that have a current account.

Each field in the form is described below:

* Name for this smtp domain account: - This is the display name for your smtp domain account. The name that you provide in this field will be used only for display in the "Choose the account that you would like to modify:" dropdown on this form.

* User Name for SMTP Authorization - This is the username that is used when email are being sent. This setting should be the same as the value in your CiviCRM SMTP settings - see step #7 below. We will be requiring a username and password when sending emails so that we can prevent the possibility of our relay being used for unsavory purposes.

* Password for SMTP Authorization - The password that is used in conjunction with the smtp username described above. This setting should be the same as the value in your CiviCRM SMTP settings - see step #7 below. We will be requiring a username and password when sending emails so that we can prevent the possibility of our relay being used for unsavory purposes.

* IP Address of the machine from which you will be sending email - This is normally the ip address of the machine where your civicrm installation is located. We need this because we will be checking ip addresses of all senders wehn email is going through our system

* Username of the Civimail Soap User - This is the username of the user in your CiviCRM installation with which our SMTP service communicates messages related to subscribes unsubscribes, etc. You will need to create this user in your civicrm system. How to create this user is detailed below.

* Password for the CiviMail Soap User - This is the username of the user in your CiviCRM installation with which our SMTP service communicates messages related to subscribes unsubscribes, etc. You will need to create this user in your civicrm system. How to create this user is detailed below.

* CiviMail SOAP Proxy - The proxy URL for the CiviCRM Soap Server. The CiviCRM Soap Server is simply a script that comes with CiviCRM and can be accessed via the web after you have successfully installed and activated CiviCRM and CiviMail. This is the URL that we will be contacting about subscribes, unsubscribes, replies, bounce, etc.

Typically, the URL is of the following form but it can be different depending on your installation and version:

DRUPAL - http:///sites/all/modules/civicrm/extern/soap.php

JOOMLA - http:///administrator/components/com_civicrm/civicrm/extern/soap.php

We need to know that url because we use it to contact your CiviMail to tell it about the subscribes unsubscribes, replies, bounce, etc.

* The email domain. - If your domain is example.com you could choose newsletter.example.com. The domain that is chosen is up to you. This is the domain that will be receiving all of the subscribe unsubscribe, replies, etc to your newsletters - it has to be configured in your CiviCRM, see steps #4-6 below. You will also be using this domain when you set up your MX records - see step #3 below.

2. Set up a user in your civicrm installation that has permissions to affect group membership. This is the user with which our system communicates about subscribes, unsubscribes, replies, etc. The user should be totally unprivileged except for a few permissions. The user you create will need the following permissions for the CIVICRM module:

* access CiviCRM

3. Next you will need to add or modify your MX records so that the email domain that you chose for your newsletter will resolve to our email servers. The email servers that we are using are at the following addresses where civismtp is the main server and 2 and 3 are backups respectively:

* civismtp.uas.coop
* civismtp2.uas.coop
* civismtp3.uas.coop

Example MX entries follow assuming that the desired domain is newsletter.example.com

newsletter.example.com. IN MX 5 civismtp.uas.coop.
newsletter.example.com. IN MX 10 civismtp2.uas.coop.
newsletter.example.com. IN MX 10 civismtp3.uas.coop.

After you confirmed that the settings are all correct then you will need to configure your CCRM installation

4. Domain Information

5. go to Administer CiviCRM -> Configure -> Domain Information

6. in the Domain Information block

* Domain Name - the name of the domain of your installation. this is used internally by ccrm to identify separate domains within a single installation

* Description - just a description of this domain

* FROM Name and Email - The FROM Name and Email Address are used when automated emails are sent from this domain (e.g. subscribe and unsubscribe confirmations...). This Name and Email Address are also used as the default 'sender' values when you create a new CiviMail Mailing.

CiviCRM versions prior to 2.2

* Email Domain - The domain you used for configuring your MX records, for example newsletter.example.com
* Save the Domain Information settings

CiviCRM 2.2+

* Save the Domain Information settings
* Go to "Administer CiviCRM" -> CiviMail -> Mail Accounts
* Edit the default account and set the following values only
* Name - whatever name you wish to give to this account
* Email Domain - The domain you used for configuring your MX records, for example newsletter.example.com
* Protocol - choose any value
* Default Option? - yes - select the checkbox and click "Save"

7. go to Administer CiviCRM -> Global Settings -> Outbound Email (SMTP) on CiviCRM 2 and earlier OR Outbound Email (SMTP/SendMail) on CiviCRM 2.1+

* on CiviCRM 2.1+ select "SMTP" in the "Select Mailer" options

* SMTP Server - civismtp.uas.coop

* SMTP Port - we will be running on port 20095, so use 20095

* Authentication? - choose yes

* SMTP username - whatever you configured in the setting in your SMTP account on the CiviSMTP site

* SMTP password - whatever you configured in the setting in your SMTP account on the CiviSMTP site. NOTE: if you do not see "SMTP Password" field on the Outbound Email (SMTP) Settings page then you have to set this value in the civicrm.settings.php file. If you do see the "SMTP Password" on the Outbound Email (SMTP) Settings page still check the civicrm.settings.php file and if the password setting is there then set it.