> For the complete documentation index, see [llms.txt](https://docs.enginsight.com/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.enginsight.com/docs/manual/english/administration/settings/email-server.md).

# Email Server (BETA)

{% hint style="warning" %}
**Please note**: This view is currently in **Beta status**. User interface and functionalities can change at any time.

<i class="fa-eye">:eye:</i> This view is only visible if you have enabled the **Enable beta features** option under **Settings** → [User Account](/docs/manual/english/administration/settings/user-account.md).
{% endhint %}

***

Setting up an email server is required so that you can, for example, receive password reset emails or alert notifications.

***

## Important Notes

**Legacy Configuration**

* If you have already configured an email server for your main organization in the Enginsight configuration file on the Application Server, this configuration remains available as a fallback.

**Inheritance of Email Server Configurations**

* [Administrator organizations](/docs/manual/english/administration/organization-management.md#administrator-organizations) can define an email server configuration as the global default configuration. This means that the respective configuration is applied globally to all managed suborganizations.
* If no custom email server configuration is defined for a suborganization, it inherits the settings of its parent main organization by default. If no configuration is defined there either, the global default configuration is used.

***

## Creating a New Email Server Configuration

<i class="fa-compass">:compass:</i> Navigate to **Settings** → **Email Server** to configure an email server for Enginsight.

<figure><img src="https://2423388680-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FV7OrHgKXA0t1jankQBYf%2Fuploads%2FmEEpN5SO5kys9KzfxSgl%2FEnginsight-EN-Settings-Email%20Server-Start%20Page.jpg?alt=media&amp;token=3dab6762-51bf-497c-9071-5a1743ec384e" alt=""><figcaption></figcaption></figure>

<i class="fa-computer-mouse">:computer-mouse:</i> Click **Add Configuration** to set up a dedicated email server for the organization you are currently logged in to.

{% hint style="warning" %}
**Please note**: Setting up a dedicated email server configuration overrides all settings inherited from a parent organization or defined globally.
{% endhint %}

<i class="fa-computer-mouse">:computer-mouse:</i> Click **Edit** if you have already configured an email server in this view and want to change the settings.

The [setup wizard](#setup-wizard) opens.

***

## Setup Wizard

The email server settings consist of four steps that the setup wizard guides you through:

{% columns %}
{% column width="33.33333333333333%" %}

<div align="left"><figure><img src="https://2423388680-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FV7OrHgKXA0t1jankQBYf%2Fuploads%2FPEIhVwWSFwkYiQ3aSON0%2FEnginsight-EN-Settings-Email%20Server-Menu.jpg?alt=media&amp;token=240068a3-3a48-4228-81d6-c02ac2690dfc" alt=""><figcaption></figcaption></figure></div>
{% endcolumn %}

{% column width="66.66666666666667%" %}

* [Provider](#step-1-provider)
* [Connection](#step-2-connection)
* [Advanced Settings](#step-3-advanced-settings)
* [Overview](#step-4-overview)
  {% endcolumn %}
  {% endcolumns %}

<i class="fa-compass">:compass:</i> Sections in which you have already entered settings are highlighted in pink. You can also use the navigation bar on the left to switch between these sections.

<i class="fa-computer-mouse">:computer-mouse:</i> Click **Cancel** to return to the start page.

{% hint style="danger" %}
**Please note**: If you leave a view without saving by clicking **Cancel**, all settings you entered will be lost and cannot be restored.
{% endhint %}

***

## Step 1: Provider

Here you can select a provider to use predefined connection settings, or configure a custom provider.

<figure><img src="https://2423388680-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FV7OrHgKXA0t1jankQBYf%2Fuploads%2F8piTjesbxkshzI1v0MU0%2FEnginsight-EN-Settings-Email%20Server-Provider.jpg?alt=media&amp;token=170336a0-3069-43b0-92f0-3fad7ec2f17e" alt=""><figcaption></figcaption></figure>

<i class="fa-computer-mouse">:computer-mouse:</i> Click **Next** to continue to the next settings section.

***

## Step 2: Connection

Here you can configure the connection to the email server in detail.

Depending on the [provider](#step-1-provider) you select, different connection and authentication options are available. Some of these options are predefined:

* [Microsoft 365](#microsoft-365)
* [Google Workspace](#google-workspace)
* [Amazon SES](#amazon-ses)
* [IONOS](#ionos)
* [Strato](#strato)
* [Hetzner](#hetzner)
* [Zoho Mail](#zoho-mail)
* [Custom](#custom)

{% tabs %}
{% tab title="Microsoft 365" %}
Here you can enter connection and authentication details for **Microsoft 365**.

{% hint style="info" %}
All predefined settings can be adjusted individually if required.
{% endhint %}

{% hint style="success" icon="lightbulb" %}
For more information about the settings you need to configure in Microsoft Entra ID and Exchange Online to obtain the required authentication details, see our Knowledge Base: [How do I set up an Enginsight email server for Microsoft 365 using OAuth2?](https://docs.enginsight.com/docs/knowledge-base/english/configuration/how-do-i-set-up-an-enginsight-email-server-for-microsoft-365-using-oauth2)
{% endhint %}

### Connection

Here you can define how the connection to the email server is established.

<figure><img src="https://2423388680-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FV7OrHgKXA0t1jankQBYf%2Fuploads%2FnxI2XARrFx0ikqk9ihTY%2FEnginsight-EN-Settings-Email%20Server-Connection-Microsoft%20365.jpg?alt=media&amp;token=75c95b9c-03d3-4528-a552-251333f628e7" alt=""><figcaption></figcaption></figure>

The following options are available:

<table><thead><tr><th width="204.3359375">Option</th><th>Description</th></tr></thead><tbody><tr><td>Host</td><td><p>Enter the domain of the email server.</p><div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>The default domain is <strong>smtp.office365.com</strong>.</p></div></td></tr><tr><td>Port</td><td><p>Enter the port used to connect to the email server.</p><div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>The default port is <strong>587</strong>.</p></div></td></tr><tr><td>Encryption</td><td><p>Define the encryption method used for the connection to the email server.</p><div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>The default encryption method is <strong>STARTTLS</strong>. This means that the connection to the email server starts unencrypted, but switching to the secure TLS protocol is enforced after the connection has been established.</p></div><p>The following additional options are available:</p><ul><li><strong>SSL/TLS</strong>: The connection to the email server is encrypted using SSL/TLS.</li><li><strong>STARTTLS (optional)</strong>: The connection to the email server starts unencrypted and switches to the secure TLS protocol after the connection has been established if both sides support it.</li><li><strong>None</strong>: The connection to the email server is not encrypted.</li></ul></td></tr><tr><td>Skip Certificate Validation</td><td><p>Enable this option to skip SSL/TLS certificate validation.</p><div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>This option is not enabled by default.</p></div><p><i class="fa-computer-mouse">:computer-mouse:</i> Select or deselect the checkbox <i class="fa-square">:square:</i> next to <strong>Skip Certificate Validation</strong> to enable or disable the option.</p></td></tr></tbody></table>

### Authentication

Here you can define how to authenticate against the specified email server.

<figure><img src="https://2423388680-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FV7OrHgKXA0t1jankQBYf%2Fuploads%2FD0sKEO9h1k2h19cteOWK%2FEnginsight-EN-Settings-Email%20Server-Authentication-Microsoft%20365-Oauth2.jpg?alt=media&amp;token=98c0099c-878e-42a7-945e-245be07a99a0" alt=""><figcaption></figcaption></figure>

The following options are available:

<table><thead><tr><th width="240.6328125">Option</th><th>Description</th></tr></thead><tbody><tr><td>Authentication method</td><td><p>Define the authentication method for signing in to the email server.</p><div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>The default method is <strong>OAuth2</strong>. This means that authentication with the email server is secret based using the Open Authentication 2.0 standard.</p></div><p>The following additional options are available:</p><ul><li><strong>None</strong>: Authentication against the email server is done without authentication.</li><li><strong>Password (SMTP Authentication)</strong>: Authentication against the email server is done via username and password.</li></ul></td></tr><tr><td>Tenant ID</td><td><p><i class="fa-eye">:eye:</i> This option is only visible if you selected <strong>OAuth2</strong> in the <strong>Authentication Method</strong> field.</p><p></p><p>Enter the tenant ID (directory ID (tenant)) of the Microsoft 365 tenant.</p></td></tr><tr><td>Client ID</td><td><i class="fa-eye">:eye:</i> This option is only visible if you selected <strong>OAuth2</strong> in the <strong>Authentication Method</strong> field.<br><br>Enter the client ID of the application registered in Microsoft Entra ID.</td></tr><tr><td>Client Secret</td><td><i class="fa-eye">:eye:</i> This option is only visible if you selected <strong>OAuth2</strong> in the <strong>Authentication Method</strong> field.<br><br>Enter the client secret that you created for the new application in Microsoft Entra ID.</td></tr><tr><td>Mailbox</td><td><i class="fa-eye">:eye:</i> This option is only visible if you selected <strong>OAuth2</strong> in the <strong>Authentication Method</strong> field.<br><br>Enter the sending mailbox from Microsoft Exchange Online, for example <em>notifications@contoso.com</em>.</td></tr><tr><td>Username</td><td><i class="fa-eye">:eye:</i> This option is only visible if you selected <strong>Password (SMTP Authentication)</strong> in the <strong>Authentication Method</strong> field.<br><br>Enter the username of your Microsoft 365 account.</td></tr><tr><td>Password</td><td><i class="fa-eye">:eye:</i> This option is only visible if you selected <strong>Password (SMTP Authentication)</strong> in the <strong>Authentication Method</strong> field.<br><br>Enter the password of your Microsoft 365 account.</td></tr><tr><td>Sender</td><td><p>Enter the sender of the emails sent through the email server in the format <code>"Enginsight" &#x3C;no-reply@example.com></code>.</p><div data-gb-custom-block data-tag="hint" data-style="warning" class="hint hint-warning"><p><strong>Please note</strong>: For the first connection test in Enginsight, use the same address for both <strong>Mailbox</strong> and <strong>Sender</strong>. A different sender address requires its own <code>SendAs</code> permission in Microsoft Exchange Online.</p></div></td></tr></tbody></table>
{% endtab %}

{% tab title="Google Workspace" %}
Here you can enter connection and authentication details for **Google Workspace**.

{% hint style="info" %}
All predefined settings can be adjusted individually if required.
{% endhint %}

### Connection

Here you can define how the connection to the email server is established.

<figure><img src="https://2423388680-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FV7OrHgKXA0t1jankQBYf%2Fuploads%2FF7NCK8KAOpeKddaBYdCD%2FEnginsight-EN-Settings-Email%20Server-Connection-Google%20Workspace.jpg?alt=media&amp;token=c9dd76aa-a101-42d1-a7fb-e7c3f81d9e29" alt=""><figcaption></figcaption></figure>

The following options are available:

<table><thead><tr><th width="204.3359375">Option</th><th>Description</th></tr></thead><tbody><tr><td>Host</td><td><p>Enter the domain of the email server.</p><div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>The default domain is <strong>smtp.gmail.com</strong>.</p></div></td></tr><tr><td>Port</td><td><p>Enter the port used to connect to the email server.</p><div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>The default port is <strong>465</strong>.</p></div></td></tr><tr><td>Encryption</td><td><p>Define the encryption method used for the connection to the email server.</p><div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>The default encryption method is <strong>SSL/TLS</strong>. This means that the connection to the email server is encrypted using SSL/TLS.</p></div><p>The following additional options are available:</p><ul><li><strong>STARTTLS</strong>: The connection to the email server starts unencrypted, but switching to the secure TLS protocol is enforced after the connection has been established.</li><li><strong>STARTTLS (optional)</strong>: The connection to the email server starts unencrypted and switches to the secure TLS protocol after the connection has been established if both sides support it.</li><li><strong>None</strong>: The connection to the email server is not encrypted.</li></ul></td></tr><tr><td>Skip Certificate Validation</td><td><p>Enable this option to skip SSL/TLS certificate validation.</p><div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>This option is not enabled by default.</p></div><p><i class="fa-computer-mouse">:computer-mouse:</i> Select or deselect the checkbox <i class="fa-square">:square:</i> next to <strong>Skip Certificate Validation</strong> to enable or disable the option.</p></td></tr></tbody></table>

### Authentication

Here you can define how to authenticate against the specified email server.

<figure><img src="https://2423388680-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FV7OrHgKXA0t1jankQBYf%2Fuploads%2FbwXr3wwH4eGrJrLr2mrZ%2FEnginsight-EN-Settings-Email%20Server-Connection-Authentication%20SMTP.jpg?alt=media&amp;token=dccde811-80cf-4af4-8bec-7d5143d0d7dc" alt=""><figcaption></figcaption></figure>

The following options are available:

<table><thead><tr><th width="240.6328125">Option</th><th>Description</th></tr></thead><tbody><tr><td>Authentication Method</td><td><p>Define the authentication method for signing in to the email server.</p><div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>The default method is <strong>Password (SMTP Authentication)</strong>. This means that authentication against the email server is done via username and password.</p></div><p>The following additional option is available:</p><ul><li><strong>None</strong>: Authentication against the email server is done without authentication.</li></ul></td></tr><tr><td>Username</td><td><i class="fa-eye">:eye:</i> This option is only visible if you selected <strong>Password (SMTP Authentication)</strong> in the <strong>Authentication Method</strong> field.<br><br>Enter the username of your Google Workspace account.</td></tr><tr><td>Password</td><td><i class="fa-eye">:eye:</i> This option is only visible if you selected <strong>Password (SMTP Authentication)</strong> in the <strong>Authentication Method</strong> field.<br><br>Enter the password of your Google Workspace account.</td></tr><tr><td>Sender</td><td>Enter the sender of the emails sent through the email server in the format <code>"Enginsight" &#x3C;no-reply@example.com></code>.</td></tr></tbody></table>
{% endtab %}

{% tab title="Amazon SES" %}
Here you can enter connection and authentication details for **Amazon Simple Email Service (SES)**.

{% hint style="info" %}
All predefined settings can be adjusted individually if required.
{% endhint %}

### Connection

Here you can define how the connection to the email server is established.

<figure><img src="https://2423388680-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FV7OrHgKXA0t1jankQBYf%2Fuploads%2FNJrU9uN0EACxjCrklShm%2FEnginsight-EN-Settings-Email%20Server-Connection-Amazon%20SES.jpg?alt=media&amp;token=2d1f77b0-0edd-4851-b3f3-de8a4d620948" alt=""><figcaption></figcaption></figure>

The following options are available:

<table><thead><tr><th width="204.3359375">Option</th><th>Description</th></tr></thead><tbody><tr><td>Host</td><td><p>Enter the domain of the email server.</p><div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>The default domain is <strong>email-smtp.eu-central-1.amazonaws.com</strong>.</p></div></td></tr><tr><td>Port</td><td><p>Enter the port used to connect to the email server.</p><div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>The default port is <strong>587</strong>.</p></div></td></tr><tr><td>Encryption</td><td><p>Define the encryption method used for the connection to the email server.</p><div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>The default encryption method is <strong>STARTTLS</strong>. This means that the connection to the email server starts unencrypted, but switching to the secure TLS protocol is enforced after the connection has been established.</p></div><p>The following additional options are available:</p><ul><li><strong>SSL/TLS</strong>: The connection to the email server is encrypted using SSL/TLS.</li><li><strong>STARTTLS (optional)</strong>: The connection to the email server starts unencrypted and switches to the secure TLS protocol after the connection has been established if both sides support it.</li><li><strong>None</strong>: The connection to the email server is not encrypted.</li></ul></td></tr><tr><td>Skip Certificate Validation</td><td><p>Enable this option to skip SSL/TLS certificate validation.</p><div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>This option is not enabled by default.</p></div><p><i class="fa-computer-mouse">:computer-mouse:</i> Select or deselect the checkbox <i class="fa-square">:square:</i> next to <strong>Skip Certificate Validation</strong> to enable or disable the option.</p></td></tr></tbody></table>

### Authentication

Here you can define how to authenticate against the specified email server.

<figure><img src="https://2423388680-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FV7OrHgKXA0t1jankQBYf%2Fuploads%2FbwXr3wwH4eGrJrLr2mrZ%2FEnginsight-EN-Settings-Email%20Server-Connection-Authentication%20SMTP.jpg?alt=media&amp;token=dccde811-80cf-4af4-8bec-7d5143d0d7dc" alt=""><figcaption></figcaption></figure>

The following options are available:

<table><thead><tr><th width="240.6328125">Option</th><th>Description</th></tr></thead><tbody><tr><td>Authentication Method</td><td><p>Define the authentication method for signing in to the email server.</p><div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>The default method is <strong>Password (SMTP Authentication)</strong>. This means that authentication against the email server is done via username and password.</p></div><p>The following additional option is available:</p><ul><li><strong>None</strong>: Authentication against the email server is done without authentication.</li></ul></td></tr><tr><td>Username</td><td><i class="fa-eye">:eye:</i> This option is only visible if you selected <strong>Password (SMTP Authentication)</strong> in the <strong>Authentication Method</strong> field.<br><br>Enter the username of your Amazon SES account.</td></tr><tr><td>Password</td><td><i class="fa-eye">:eye:</i> This option is only visible if you selected <strong>Password (SMTP Authentication)</strong> in the <strong>Authentication Method</strong> field.<br><br>Enter the password of your Amazon SES account.</td></tr><tr><td>Sender</td><td>Enter the sender of the emails sent through the email server in the format <code>"Enginsight" &#x3C;no-reply@example.com></code>.</td></tr></tbody></table>
{% endtab %}

{% tab title="IONOS" %}
Here you can enter connection and authentication details for **IONOS**.

{% hint style="info" %}
All predefined settings can be adjusted individually if required.
{% endhint %}

### Connection

Here you can define how the connection to the email server is established.

<figure><img src="https://2423388680-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FV7OrHgKXA0t1jankQBYf%2Fuploads%2FcUN7vrN7DXcrXf2uNCSu%2FEnginsight-EN-Settings-Email%20Server-Connection-IONOS.jpg?alt=media&amp;token=cbb3d715-ff7d-425e-ad17-89f992d3eb2b" alt=""><figcaption></figcaption></figure>

The following options are available:

<table><thead><tr><th width="204.3359375">Option</th><th>Description</th></tr></thead><tbody><tr><td>Host</td><td><p>Enter the domain of the email server.</p><div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>The default domain is <strong>smtp.ionos.de</strong>.</p></div></td></tr><tr><td>Port</td><td><p>Enter the port used to connect to the email server.</p><div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>The default port is <strong>587</strong>.</p></div></td></tr><tr><td>Encryption</td><td><p>Define the encryption method used for the connection to the email server.</p><div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>The default encryption method is <strong>STARTTLS</strong>. This means that the connection to the email server starts unencrypted, but switching to the secure TLS protocol is enforced after the connection has been established.</p></div><p>The following additional options are available:</p><ul><li><strong>SSL/TLS</strong>: The connection to the email server is encrypted using SSL/TLS.</li><li><strong>STARTTLS (optional)</strong>: The connection to the email server starts unencrypted and switches to the secure TLS protocol after the connection has been established if both sides support it.</li><li><strong>None</strong>: The connection to the email server is not encrypted.</li></ul></td></tr><tr><td>Skip Certificate Validation</td><td><p>Enable this option to skip SSL/TLS certificate validation.</p><div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>This option is not enabled by default.</p></div><p><i class="fa-computer-mouse">:computer-mouse:</i> Select or deselect the checkbox <i class="fa-square">:square:</i> next to <strong>Skip Certificate Validation</strong> to enable or disable the option.</p></td></tr></tbody></table>

### Authentication

Here you can define how to authenticate against the specified email server.

<figure><img src="https://2423388680-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FV7OrHgKXA0t1jankQBYf%2Fuploads%2FbwXr3wwH4eGrJrLr2mrZ%2FEnginsight-EN-Settings-Email%20Server-Connection-Authentication%20SMTP.jpg?alt=media&amp;token=dccde811-80cf-4af4-8bec-7d5143d0d7dc" alt=""><figcaption></figcaption></figure>

The following options are available:

<table><thead><tr><th width="240.6328125">Option</th><th>Description</th></tr></thead><tbody><tr><td>Authentication Method</td><td><p>Define the authentication method for signing in to the email server.</p><div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>The default method is <strong>Password (SMTP Authentication)</strong>. This means that authentication against the email server is done via username and password.</p></div><p>The following additional option is available:</p><ul><li><strong>None</strong>: Authentication against the email server is done without authentication.</li></ul></td></tr><tr><td>Username</td><td><i class="fa-eye">:eye:</i> This option is only visible if you selected <strong>Password (SMTP Authentication)</strong> in the <strong>Authentication Method</strong> field.<br><br>Enter the username of your IONOS account.</td></tr><tr><td>Password</td><td><i class="fa-eye">:eye:</i> This option is only visible if you selected <strong>Password (SMTP Authentication)</strong> in the <strong>Authentication Method</strong> field.<br><br>Enter the password of your IONOS account.</td></tr><tr><td>Sender</td><td>Enter the sender of the emails sent through the email server in the format <code>"Enginsight" &#x3C;no-reply@example.com></code>.</td></tr></tbody></table>
{% endtab %}

{% tab title="Strato" %}
Here you can enter connection and authentication details for **Strato**.

{% hint style="info" %}
All predefined settings can be adjusted individually if required.
{% endhint %}

### Connection

Here you can define how the connection to the email server is established.

<figure><img src="https://2423388680-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FV7OrHgKXA0t1jankQBYf%2Fuploads%2FtFX4zqNRXaORUTnCyCa4%2FEnginsight-EN-Settings-Email%20Server-Connection-Strato.jpg?alt=media&amp;token=177e7442-6151-4f0f-bf03-46b88708c18a" alt=""><figcaption></figcaption></figure>

The following options are available:

<table><thead><tr><th width="204.3359375">Option</th><th>Description</th></tr></thead><tbody><tr><td>Host</td><td><p>Enter the domain of the email server.</p><div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>The default domain is <strong>smtp.strato.de</strong>.</p></div></td></tr><tr><td>Port</td><td><p>Enter the port used to connect to the email server.</p><div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>The default port is <strong>465</strong>.</p></div></td></tr><tr><td>Encryption</td><td><p>Define the encryption method used for the connection to the email server.</p><div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>The default encryption method is <strong>SSL/TLS</strong>. This means that the connection to the email server is encrypted using SSL/TLS.</p></div><p>The following additional options are available:</p><ul><li><strong>STARTTLS</strong>: The connection to the email server starts unencrypted, but switching to the secure TLS protocol is enforced after the connection has been established.</li><li><strong>STARTTLS (optional)</strong>: The connection to the email server starts unencrypted and switches to the secure TLS protocol after the connection has been established if both sides support it.</li><li><strong>None</strong>: The connection to the email server is not encrypted.</li></ul></td></tr><tr><td>Skip Certificate Validation</td><td><p>Enable this option to skip SSL/TLS certificate validation.</p><div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>This option is not enabled by default.</p></div><p><i class="fa-computer-mouse">:computer-mouse:</i> Select or deselect the checkbox <i class="fa-square">:square:</i> next to <strong>Skip Certificate Validation</strong> to enable or disable the option.</p></td></tr></tbody></table>

### Authentication

Here you can define how to authenticate against the specified email server.

<figure><img src="https://2423388680-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FV7OrHgKXA0t1jankQBYf%2Fuploads%2FbwXr3wwH4eGrJrLr2mrZ%2FEnginsight-EN-Settings-Email%20Server-Connection-Authentication%20SMTP.jpg?alt=media&amp;token=dccde811-80cf-4af4-8bec-7d5143d0d7dc" alt=""><figcaption></figcaption></figure>

The following options are available:

<table><thead><tr><th width="240.6328125">Option</th><th>Description</th></tr></thead><tbody><tr><td>Authentication Method</td><td><p>Define the authentication method for signing in to the email server.</p><div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>The default method is <strong>Password (SMTP Authentication)</strong>. This means that authentication against the email server is done via username and password.</p></div><p>The following additional option is available:</p><ul><li><strong>None</strong>: Authentication against the email server is done without authentication.</li></ul></td></tr><tr><td>Username</td><td><i class="fa-eye">:eye:</i> This option is only visible if you selected <strong>Password (SMTP Authentication)</strong> in the <strong>Authentication Method</strong> field.<br><br>Enter the username of your Strato account.</td></tr><tr><td>Password</td><td><i class="fa-eye">:eye:</i> This option is only visible if you selected <strong>Password (SMTP Authentication)</strong> in the <strong>Authentication Method</strong> field.<br><br>Enter the password of your Strato account.</td></tr><tr><td>Sender</td><td>Enter the sender of the emails sent through the email server in the format <code>"Enginsight" &#x3C;no-reply@example.com></code>.</td></tr></tbody></table>
{% endtab %}

{% tab title="Hetzner" %}
Here you can enter connection and authentication details for **Hetzner**.

{% hint style="info" %}
All predefined settings can be adjusted individually if required.
{% endhint %}

### Connection

Here you can define how the connection to the email server is established.

<figure><img src="https://2423388680-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FV7OrHgKXA0t1jankQBYf%2Fuploads%2FF5oQb17wg3G1vRhc1qzM%2FEnginsight-EN-Settings-Email%20Server-Connection-Hetzner.jpg?alt=media&amp;token=0987a302-0b5e-449b-8678-366b44e3c09e" alt=""><figcaption></figcaption></figure>

The following options are available:

<table><thead><tr><th width="204.3359375">Option</th><th>Description</th></tr></thead><tbody><tr><td>Host</td><td><p>Enter the domain of the email server.</p><div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>The default domain is <strong>mail.&#x3C;YourServer>.de</strong>. Replace the placeholder in <code>&#x3C;></code> accordingly.</p></div></td></tr><tr><td>Port</td><td><p>Enter the port used to connect to the email server.</p><div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>The default port is <strong>587</strong>.</p></div></td></tr><tr><td>Encryption</td><td><p>Define the encryption method used for the connection to the email server.</p><div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>The default encryption method is <strong>STARTTLS</strong>. This means that the connection to the email server starts unencrypted, but switching to the secure TLS protocol is enforced after the connection has been established.</p></div><p>The following additional options are available:</p><ul><li><strong>SSL/TLS</strong>: The connection to the email server is encrypted using SSL/TLS.</li><li><strong>STARTTLS (optional)</strong>: The connection to the email server starts unencrypted and switches to the secure TLS protocol after the connection has been established if both sides support it.</li><li><strong>None</strong>: The connection to the email server is not encrypted.</li></ul></td></tr><tr><td>Skip Certificate Validation</td><td><p>Enable this option to skip SSL/TLS certificate validation.</p><div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>This option is not enabled by default.</p></div><p><i class="fa-computer-mouse">:computer-mouse:</i> Select or deselect the checkbox <i class="fa-square">:square:</i> next to <strong>Skip Certificate Validation</strong> to enable or disable the option.</p></td></tr></tbody></table>

### Authentication

Here you can define how to authenticate against the specified email server.

<figure><img src="https://2423388680-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FV7OrHgKXA0t1jankQBYf%2Fuploads%2FbwXr3wwH4eGrJrLr2mrZ%2FEnginsight-EN-Settings-Email%20Server-Connection-Authentication%20SMTP.jpg?alt=media&amp;token=dccde811-80cf-4af4-8bec-7d5143d0d7dc" alt=""><figcaption></figcaption></figure>

The following options are available:

<table><thead><tr><th width="240.6328125">Option</th><th>Description</th></tr></thead><tbody><tr><td>Authentication Method</td><td><p>Define the authentication method for signing in to the email server.</p><div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>The default method is <strong>Password (SMTP Authentication)</strong>. This means that authentication against the email server is done via username and password.</p></div><p>The following additional option is available:</p><ul><li><strong>None</strong>: Authentication against the email server is done without authentication.</li></ul></td></tr><tr><td>Username</td><td><i class="fa-eye">:eye:</i> This option is only visible if you selected <strong>Password (SMTP Authentication)</strong> in the <strong>Authentication Method</strong> field.<br><br>Enter the username of your Hetzner account.</td></tr><tr><td>Password</td><td><i class="fa-eye">:eye:</i> This option is only visible if you selected <strong>Password (SMTP Authentication)</strong> in the <strong>Authentication Method</strong> field.<br><br>Enter the password of your Hetzner account.</td></tr><tr><td>Sender</td><td>Enter the sender of the emails sent through the email server in the format <code>"Enginsight" &#x3C;no-reply@example.com></code>.</td></tr></tbody></table>
{% endtab %}

{% tab title="Zoho Mail" %}
Here you can enter connection and authentication details for **Zoho Mail**.

{% hint style="info" %}
All predefined settings can be adjusted individually if required.
{% endhint %}

### Connection

Here you can define how the connection to the email server is established.

<figure><img src="https://2423388680-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FV7OrHgKXA0t1jankQBYf%2Fuploads%2FnELqKum2hYFoLqczWwQW%2FEnginsight-EN-Settings-Email%20Server-Connection-Zoho%20Mail.jpg?alt=media&amp;token=310de58d-8755-476b-8abf-310f9196eff3" alt=""><figcaption></figcaption></figure>

The following options are available:

<table><thead><tr><th width="204.3359375">Option</th><th>Description</th></tr></thead><tbody><tr><td>Host</td><td><p>Enter the domain of the email server.</p><div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>The default domain is <strong>smtp.zoho.eu</strong>.</p></div></td></tr><tr><td>Port</td><td><p>Enter the port used to connect to the email server.</p><div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>The default port is <strong>587</strong>.</p></div></td></tr><tr><td>Encryption</td><td><p>Define the encryption method used for the connection to the email server.</p><div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>The default encryption method is <strong>STARTTLS</strong>. This means that the connection to the email server starts unencrypted, but switching to the secure TLS protocol is enforced after the connection has been established.</p></div><p>The following additional options are available:</p><ul><li><strong>SSL/TLS</strong>: The connection to the email server is encrypted using SSL/TLS.</li><li><strong>STARTTLS (optional)</strong>: The connection to the email server starts unencrypted and switches to the secure TLS protocol after the connection has been established if both sides support it.</li><li><strong>None</strong>: The connection to the email server is not encrypted.</li></ul></td></tr><tr><td>Skip certificate verification</td><td><p>Enable this option to skip SSL/TLS certificate validation.</p><div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>This option is not enabled by default.</p></div><p><i class="fa-computer-mouse">:computer-mouse:</i> Select or deselect the checkbox <i class="fa-square">:square:</i> next to <strong>Skip Certificate Validation</strong> to enable or disable the option.</p></td></tr></tbody></table>

### Authentication

Here you can define how to authenticate against the specified email server.

<figure><img src="https://2423388680-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FV7OrHgKXA0t1jankQBYf%2Fuploads%2FbwXr3wwH4eGrJrLr2mrZ%2FEnginsight-EN-Settings-Email%20Server-Connection-Authentication%20SMTP.jpg?alt=media&amp;token=dccde811-80cf-4af4-8bec-7d5143d0d7dc" alt=""><figcaption></figcaption></figure>

The following options are available:

<table><thead><tr><th width="240.6328125">Option</th><th>Description</th></tr></thead><tbody><tr><td>Authentication Method</td><td><p>Define the authentication method for signing in to the email server.</p><div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>The default method is <strong>Password (SMTP Authentication)</strong>. This means that authentication against the email server is done via username and password.</p></div><p>The following additional option is available:</p><ul><li><strong>None</strong>: Authentication against the email server is done without authentication.</li></ul></td></tr><tr><td>Username</td><td><i class="fa-eye">:eye:</i> This option is only visible if you selected <strong>Password (SMTP Authentication)</strong> in the <strong>Authentication Method</strong> field.<br><br>Enter the username of your Zoho Mail account.</td></tr><tr><td>Password</td><td><i class="fa-eye">:eye:</i> This option is only visible if you selected <strong>Password (SMTP Authentication)</strong> in the <strong>Authentication Method</strong> field.<br><br>Enter the password of your Zoho Mail account.</td></tr><tr><td>Sender</td><td>Enter the sender of the emails sent through the email server in the format <code>"Enginsight" &#x3C;no-reply@example.com></code>.</td></tr></tbody></table>
{% endtab %}

{% tab title="Custom" %}
Here you can enter connection and authentication details for a custom email server.

{% hint style="info" %}
All predefined settings can be adjusted individually if required.
{% endhint %}

### Connection

Here you can define how the connection to the email server is established.

<figure><img src="https://2423388680-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FV7OrHgKXA0t1jankQBYf%2Fuploads%2FBWZB4OiTMgCUKfKugsyS%2FEnginsight-EN-Settings-Email%20Server-Connection-Custom.jpg?alt=media&amp;token=25810f9b-2944-49ad-b808-7623d268b8ee" alt=""><figcaption></figcaption></figure>

The following options are available:

<table><thead><tr><th width="204.3359375">Option</th><th>Description</th></tr></thead><tbody><tr><td>Host</td><td>Enter the domain of the email server.</td></tr><tr><td>Port</td><td><p>Enter the port used to connect to the email server.</p><div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>The default port is <strong>587</strong>.</p></div></td></tr><tr><td>Encryption</td><td><p>Define the encryption method used for the connection to the email server.</p><div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>The default encryption method is <strong>STARTTLS</strong>. This means that the connection to the email server starts unencrypted but switches to the secure TLS protocol if both sides support it.</p></div><p>The following additional options are available:</p><ul><li><strong>SSL/TLS</strong>: The connection to the email server is encrypted using SSL/TLS.</li><li><strong>STARTTLS (optional)</strong>: The connection to the email server starts unencrypted and switches to the secure TLS protocol after the connection has been established if both sides support it.</li><li><strong>None</strong>: The connection to the email server is not encrypted.</li></ul></td></tr><tr><td>Skip Certificate Validation</td><td><p>Enable this option to skip SSL/TLS certificate validation.</p><div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>This option is not enabled by default.</p></div><p><i class="fa-computer-mouse">:computer-mouse:</i> Select or deselect the checkbox <i class="fa-square">:square:</i> next to <strong>Skip Certificate Validation</strong> to enable or disable the option.</p></td></tr></tbody></table>

### Authentication

Here you can define how to authenticate against the specified email server.

<figure><img src="https://2423388680-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FV7OrHgKXA0t1jankQBYf%2Fuploads%2FbwXr3wwH4eGrJrLr2mrZ%2FEnginsight-EN-Settings-Email%20Server-Connection-Authentication%20SMTP.jpg?alt=media&amp;token=dccde811-80cf-4af4-8bec-7d5143d0d7dc" alt=""><figcaption></figcaption></figure>

The following options are available:

<table><thead><tr><th width="240.6328125">Option</th><th>Description</th></tr></thead><tbody><tr><td>Authentication Method</td><td><p>Define the authentication method for signing in to the email server.</p><div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>The default method is <strong>Password (SMTP Authentication)</strong>. This means that authentication against the email server is done via username and password.</p></div><p>The following additional options are available:</p><ul><li><strong>None</strong>: Authentication against the email server is done without authentication.</li><li><strong>OAuth2</strong>: Authentication against the email server is secret based using the Open Authentication 2.0 standard.</li></ul></td></tr><tr><td>Username</td><td><i class="fa-eye">:eye:</i> This option is only visible if you selected <strong>Password (SMTP Authentication)</strong> in the <strong>Authentication Method</strong> field.<br><br>Enter the username of the account provided by your email server provider.</td></tr><tr><td>Password</td><td><i class="fa-eye">:eye:</i> This option is only visible if you selected <strong>Password (SMTP Authentication)</strong> in the <strong>Authentication Method</strong> field.<br><br>Enter the password of the account provided by your email server provider.</td></tr><tr><td>Client ID</td><td><i class="fa-eye">:eye:</i> This option is only visible if you selected <strong>OAuth2</strong> in the <strong>Authentication Method</strong> field.<br><br>Enter the client ID for OAuth2 authentication.</td></tr><tr><td>Client Secret</td><td><i class="fa-eye">:eye:</i> This option is only visible if you selected <strong>OAuth2</strong> in the <strong>Authentication Method</strong> field.<br><br>Enter the client secret for OAuth2 authentication.</td></tr><tr><td>Mailbox</td><td><i class="fa-eye">:eye:</i> This option is only visible if you selected <strong>OAuth2</strong> in the <strong>Authentication Method</strong> field.<br><br>Enter the sending mailbox.</td></tr><tr><td>Sender</td><td>Enter the sender of the emails sent through the email server in the format <code>"Enginsight" &#x3C;no-reply@example.com></code>.</td></tr></tbody></table>
{% endtab %}
{% endtabs %}

### Testing the Connection

<i class="fa-computer-mouse">:computer-mouse:</i> Click **Test Connection** to check whether a connection to the email server can be established using the specified connection and authentication details. A test email is also sent to the email address that you entered in your user account. The **Test Connection** window opens.

<div align="left"><figure><img src="https://2423388680-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FV7OrHgKXA0t1jankQBYf%2Fuploads%2FrmSJUA69A1gKFEICACsW%2FEnginsight-EN-Settings-Email%20Server-Test%20Connection.jpg?alt=media&amp;token=fece9dfa-d9a1-492b-8d8a-e0bd57dd388d" alt="" width="518"><figcaption></figcaption></figure></div>

<i class="fa-computer-mouse">:computer-mouse:</i> Click **Test Connection** to start the connection test.

{% hint style="warning" %}
**Please note**: The connection test uses the connection and authentication details you entered previously, even if you have not saved them yet. If you have recently created new credentials with your provider, it may take a few minutes for them to become active. If the connection test fails, try again a little later.
{% endhint %}

If the connection test fails, you have the following options:

* Read the information shown in the **Details** window to find out why the connection could not be established.
* <i class="fa-computer-mouse">:computer-mouse:</i> Click **Retry** to run the test again using the same settings.
* <i class="fa-computer-mouse">:computer-mouse:</i> Click **Back** to review the settings and change them if necessary.

<i class="fa-computer-mouse">:computer-mouse:</i> Click **Next** if the connection test was successful to continue to the next settings section.

***

## Step 3: Advanced Settings

Here you can optionally define connection and sending limits and set the email server configuration as the global default configuration.

<figure><img src="https://2423388680-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FV7OrHgKXA0t1jankQBYf%2Fuploads%2FIXiKRumbOuQqB22QCrlm%2FEnginsight-EN-Settings-Email%20Server-Advanced%20Settings-Full.jpg?alt=media&amp;token=f1540cce-b4ca-474f-bb3d-60916400e4b0" alt=""><figcaption></figcaption></figure>

### Connection Limit

Here you can define the maximum number of simultaneous connections to the email server.

<div align="left"><figure><img src="https://2423388680-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FV7OrHgKXA0t1jankQBYf%2Fuploads%2FAbkN6RfpIjEu5BVm2sUL%2FEnginsight-EN-Settings-Email%20Server-Advanced%20Settings-Connection%20Limit.jpg?alt=media&amp;token=9925857e-4d84-4fe6-be34-75fcc80835b5" alt=""><figcaption></figcaption></figure></div>

<i class="fa-computer-mouse">:computer-mouse:</i> Click in the **Max. Connections** field and enter the desired number of simultaneous connections.

{% hint style="warning" %}
**Please note**: Make sure that you stay within the connection limit specified by the provider you selected previously.
{% endhint %}

### Sending Limit

Here you can limit the number of emails that can be sent within a defined time window.

<div align="left"><figure><img src="https://2423388680-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FV7OrHgKXA0t1jankQBYf%2Fuploads%2FNjS681CqyfDA50GhTaN8%2FEnginsight-EN-Settings-Email%20Server-Advanced%20Settings-Sending%20Limit.jpg?alt=media&amp;token=1c9d30fe-5d07-4902-b55f-481b0fd929a6" alt=""><figcaption></figcaption></figure></div>

The following options are available:

<table><thead><tr><th width="199.89453125">Option</th><th>Description</th></tr></thead><tbody><tr><td>Emails per Time Window</td><td><p>Enter the number of emails that can be sent within the specified time window.</p><div data-gb-custom-block data-tag="hint" data-style="warning" class="hint hint-warning"><p><strong>Please note</strong>: Make sure that you stay within the sending limit specified by the provider you selected previously.</p></div></td></tr><tr><td>Time Window (ms)</td><td><p>Enter the time window in milliseconds (ms).</p><div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>The default time window is <strong>1000 milliseconds</strong>, which equals one second.</p></div></td></tr></tbody></table>

### Global Configuration

Here you can define the specified email server configuration as the global configuration for all managed organizations.

{% hint style="warning" %}
**Please note**: Only an [administrator organization](/docs/manual/english/administration/organization-management.md#administrator-organizations) can define a global configuration.
{% endhint %}

<figure><img src="https://2423388680-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FV7OrHgKXA0t1jankQBYf%2Fuploads%2F2y41Qo0VF9kafDf6LCXG%2FEnginsight-EN-Settings-Email%20Server-Advanced%20Settings-Global%20Configuration.jpg?alt=media&amp;token=9b74b044-9fff-4f7e-8257-5409e44f82ab" alt=""><figcaption></figcaption></figure>

<i class="fa-computer-mouse">:computer-mouse:</i> Select or deselect the checkbox <i class="fa-square">:square:</i> next to **Use email server configuration globally** to enable or disable the option.

{% hint style="info" %}
If no custom email server configuration is defined for an organization, it inherits the settings of its parent organization by default. If no configuration is defined there either, the global configuration is used.
{% endhint %}

***

## Step 4: Overview

Here you can review all the information you entered and save your settings.

<figure><img src="https://2423388680-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FV7OrHgKXA0t1jankQBYf%2Fuploads%2FP1GvLeuO7JNyhY15UmDN%2FEnginsight-EN-Settings-Email%20Server-Overview.jpg?alt=media&amp;token=fd3a933f-a7ce-48e9-9b24-816157b9f64d" alt=""><figcaption></figcaption></figure>

<i class="fa-computer-mouse">:computer-mouse:</i> After reviewing all settings, click **Save Changes** to save the email server configuration.

{% hint style="danger" %}
**Please note**: If you leave this view without saving, all settings you entered will be lost and cannot be restored.
{% endhint %}

***

## Further Resources

**Knowledge Base**

* [How do I configure an email server for notifications in Enginsight (Legacy)?](https://docs.enginsight.com/docs/knowledge-base/english/configuration/how-do-i-configure-an-email-server-for-notifications-in-enginsight)
* [How do I set up an Enginsight email server for Microsoft 365 using OAuth2?](https://docs.enginsight.com/docs/knowledge-base/english/configuration/how-do-i-set-up-an-enginsight-email-server-for-microsoft-365-using-oauth2)
* [How do I set up a main organization as an administrator organization in Enginsight?](https://docs.enginsight.com/docs/knowledge-base/english/configuration/how-do-i-set-up-a-main-organization-as-an-administrator-organization-in-enginsight)

***