How to make Sage email directly through a Microsoft Exchange Server

How to setup an Exchange server to allow you to send emails immediately out of Sage 50 Accounts.
Firstly, you have to understand that what you are accomplishing isallowing your Exchange server to send emails without any security. If you work for an IT support company then you will maybe expect this although if you are not trained in IT support or server support then you had betterconsidersecuring the support ofsomeone who is. This is a large security danger if you don’t set this right. If you open up your Exchange server to allow everyone to do this then you will eventually be a casualty of spam abuse.
We are going to setup the Exchange server to allow anonymous outbound email messages however we’re going to do it for just a select number of IP addresses. This reduces the liability of abuse.
The first step is to make a new custom receive connector in Microsoft Exchange Management Console. To do this, launch the Exchange Management Console and expand ‘Microsoft Exchange’ > ‘Server Configuration’ > ‘Hub Transport. In here, click the ‘New Receive Connector’ function which you will find a link for on the right hand pane of the screen. Type a relevant label for this connector in the ‘Name’ box. You might decide to call it ‘Sage Accounts’. Inside the ‘Select the intended use…’ area, choose ‘Custom’.
Click ‘Next’ and then ‘Next’ again to arrive at the “Remote Network Settings” page. Adjust the IP address list to state only the addresses that you wish to allow. e.g. If Sage 50 Accounts is configured on a terminal server then you only have the terminal server’s IP address listed here. If Sage 50 Accounts is run locally on an accounts workstation then you’ll need to set the IP address of this workstation static and state it in this list.
Finalise the setup of this new connector and then go into to the properties of it. Go into the ‘Permission Groups’ tab and ensure that just ‘Exchange Servers’ is checked. Next, go into the ‘Authentication’ tab and ensure that just the top entry (Transport Layer Security) and the bottom setting (Externally Secured) are ticked. Click OK and next restart the ‘Microsoft Exchange Transport’ service inside Control Panel > Administrator Tools > Services.
Now you should find that you can configure Microsoft Outlook to use the Exchange server’s LAN IP address as the outward-bound mail server leaving out specifying any authentication. You can try this using Outlook or Outlook Express on the relevant PC or Terminal Server (eg the PC or Terminal Server that has Sage 50 Accounts configured on it).
How to configure Sage to send emailsusing the Exchange Server setup
In Sage Report Designer, click Tools > Options > Email Setup. Configure the ‘Default Provider’ to SMTP and click the SMTP line in the ‘Available Providers’ box. Click ‘Configure’ and enter the LAN IP address of the Exchange server in the ‘Server Name’ window. Leave the port number set to port 25 and leave SSL unticked.
Enter the email address you would like the emails to originate from (eg accounts@yourdomain.com) and type the display identity for the email header (eg Your company Name – Accounts). It’s unimportant to enter anything in particular within the logon details settings so this can be set to anything. Click OK.
Next you need to be sure that each document you would like to send as an email is setup to use SMTP. To do this, edit a layout in Sage Report Designer.
Click ‘View’ on the toolbar and click ‘Properties’ to show the settings toolbar on the right hand pane of the screen. Under the ‘Email Options’ branch, select the ‘(Email Options)’ field and a button called ‘…’ will be shown. Click this button to load the Email Settings Window.
Ensure that the top line (‘Provider’) is configured as SMTP and that the setting at the bottom of the page is set to ‘Send emails automatically’. Select OK at the base of the page.

The setup is done – You can now email from that layout within Sage 50 Accounts.

Your Computer Department give Sage 50 Accounts andadditionally maintain Sage stationery for Sage Software.

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