Getting Started with Email Server

This article describes how to send and read emails.

Create the Email Server Metadata

To send and read emails, you need to create the email server metadata with an outgoing server and an incoming account.

To create the email server metadata:

  1. Right-click the project folder, then select New > Metadata.

  2. In the New Metadata window, select mail and click Next.

  3. Name the data model and click Next.

  4. Select the installed Email Server module and click Finish.
    The metadata is created.

  5. Open the server node you just created and in the Standard finger tab of the properties, enter a name for the server.

Create an Outgoing Server

An outgoing server is used to configure the settings used to send emails. The Send Email action uses these settings when sending emails.

To create an outgoing server:

  1. Right-click the server node and from the contextual menu click New > Outgoing Server (SMTP).
    getting started outgoing server node

  2. Select the outgoing server you just created and set its properties.
    getting started outgoing server properties

    Property Description

    Name

    Name given to the outgoing server.

    Host

    Email server’s host address.

    For example, outlook.office.365.com.

    Port

    Port on which the email server is exposed.

    For example, 587.

    User

    Email address of the account.

    You do not need to use the user and password if you are using OAuth2 as the authentication method.

    Password

    Password of the account.

    You do not need to use the user and password if you are using OAuth2 as the authentication method.

    Use secure protocol

    The secure protocol to use. Possible values are:

    • TLS

    • SSL

    Authentication

    Security metadata used to connect to the server. You can select or drag and drop an OAuth2 security node from an HTTP Security metadata.

    This is required if you are using Microsoft Outlook’s modern authentication (OAuth2).

    Properties

    Additional properties that may be required for some server configurations.

    If you are using Microsoft Outlook’s modern authentication (OAuth2), you need to add the following property as a key-value pair:

    • Key: mail.smtp.auth.mechanisms

    • Value: XOAUTH2

Create an Incoming Account

An incoming account is used to configure the settings used to read emails. The Read Emails action uses these settings when reading emails.

To create an incoming account:

  1. Right-click the server node and from the contextual menu click New > Incoming Account.
    getting started incoming account node

  2. Select the incoming account node you just created and set its properties.
    getting started incoming account properties

    Property Description

    Name

    Name given to the incoming account

    Address

    Address of the incoming account.

    Display Name

    Display name of the incoming account.

    Protocol

    The protocol used by the incoming account’s email server. Possible values are:

    • imap

    • pop3

    Host

    Incoming account’s email server host address.

    For example, outlook.office.365.com.

    Port

    Port on which the email server is exposed.

    User

    Email address of the account.

    You do not need to use the user and password if you are using OAuth2 as the authentication method.

    Password

    Password of the account.

    You do not need to use the user and password if you are using OAuth2 as the authentication method.

    User secure protocol

    The secure protocol to use. Possible values are:

    • TLS

    • SSL

    Use secure authentication

    Allows using secure authentication method instead of user and password.

    Authentication

    You can select or drag and drop an OAuth2 security node from an HTTP Security metadata.

    This is required if you are using Microsoft Outlook’s modern authentication (OAuth2).

    Properties

    Additional properties that may be required for some server configurations.

    If you are using Microsoft Outlook’s modern authentication (OAuth2), you need to add properties as key-value pairs depending on the protocol. See the two tables below presenting the necessary properties, depending on the used protocol.
    Table 1. IMAP Protocol properties required with Microsoft Outlook’s modern authentication
    Key Value

    mail.imap.sasl.mechanisms

    XOAUTH2

    mail.imap.auth.xoauth2.disable

    false

    mail.imap.auth.login.disable

    true

    mail.imap.auth.plain.disable

    true

    Table 2. POP3 Protocol properties required with Microsoft Outlook’s modern authentication
    Key Value

    mail.pop3.sasl.mechanisms

    XOAUTH2

    mail.pop3.auth.xoauth2.disable

    false

    mail.pop3.auth.login.disable

    true

    mail.pop3.auth.plain.disable

    true

    mail.pop3.auth.xoauth2.two.line.authentication.format

    true

Use Metadata in Processes

Process for Sending Emails

To create a process for sending emails:

  1. Right-click the project folder and from the contextual menu click New > Process.

  2. From the actions palette, from the Internet & Network folder, drag and drop the Send Email action in the process.

  3. From the email server, drag and drop the outgoing server node on the Send Email action.
    getting started process send email

Process for Reading Emails

To create a process for reading emails:

  1. Right-click the project folder and from the contextual menu click New > Process.

  2. From the actions palette, from the Internet & Network folder, drag and drop the Read Email action in the process.

  3. From the email server, drag and drop the incoming account node on the Read Email action.
    getting started process read email