Important information for users of Microsoft Exchange
If your practice uses Microsoft Exchange to send and receive emails and you want to utilise the new email service IRIS requires you to send and monitor emails using SMTP and POP3.
Alterations to the exchange server may be necessary which will require assistance from your Microsoft Exchange expert to accurately complete this type of configuration.
The following is required on the exchange server before configuring IRIS:
The SMTP virtual server will need to be enabled for sending messages (this is turned off by default)
The POP3 virtual server will need to be configured for receiving messages (this is turned off by default)
Specific workstations may need to be given permission to allow relaying through the exchange server.
IRIS monitors email accounts and not mail enabled folders therefore ensure the address being used for Companies House correspondence is an email account.
Sending and monitoring emails from within IRIS will require the specific email accounts to be configured for using SMTP and POP3 by specifying the accounts on the POP3 virtual server properties in the Exchange System Manager.
IRIS does not accept any responsibility for configuring your exchange server. Such alterations to the exchange server may require additional alterations to permissions and security settings and is therefore best undertaken by your Microsoft Exchange expert.
Configuration within Exchange
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Below are some pointers for altering Microsoft Exchange. IRIS does not accept any responsibility for or provide support on altering your Microsoft Exchange Server settings. The below guidance is not intended as a definitive guide on configuring Microsoft Exchange and following these instructions may mean your Microsoft Exchange Server requires additional alterations to permissions and security settings. Therefore any alteration to your exchange server is best undertaken by your Microsoft Exchange expert. |
Start Exchange System Manager. On the left of the screen make the following selections through expanding the stated menu items. Administrative Groups | First Administrative Group (that is, the group relating to the email server for this office) | Servers | Your server | Protocols | SMTP, right-click Default SMTP Virtual Server and select Start.
To find your virtual server details, right click Default SMTP Virtual Server, select Properties | Delivery tab | Advanced. The detail in the Fully-qualified domain name field is needed within IRIS with smtp. inserted at the front.
| Example: | Fully-qualified domain name field contains server.domainname.co.uk |
| Outgoing mail server to be entered in IRIS will be smtp.server.domainname.co.uk |
All workstations using IRIS will need to given permission to allow relaying. To allow relaying right-click Default SMTP Virtual Server, select Properties | Access tab | Relay
Ensure that Only the list below is enabled. If you do not have users sending email through your server with Outlook Express or another POP3 client then you can also DISABLE Allow all users that successfully authenticate to relay regardless of the list above. Click Apply for any changes to be saved.
Click Add to specify workstation permitted to relay. There are options to select a single workstation, group of computers or domain.
In making these alterations make sure you do not configure your system as an open relay.
Start Exchange System Manager. On the left of the screen make the following selections through expanding the stated menu items. Administrative Groups | First Administrative Group (that is, the group relating to the email server for this office) | Servers | Your server | Protocols | POP3, right-click Default POP3 Virtual Server and select Start.
To find your virtual server details, right-click Default POP3 Virtual Server, select Properties | Delivery tab | Advanced. The detail in the Fully-qualified domain name field is needed within IRIS with pop3. inserted at the front.
| Example: | Fully-qualified domain name field contains server.domainname.co.uk |
| Outgoing mail server to be entered in IRIS will be smtp.server.domainname.co.uk |
You now need to configure IRIS Practice Software by following:
YOU NOW NEED TO CONFIGURE IRIS PRACTICE SOFTWARE BY FOLLOWING
Section 1: MAPI - Configuration for sending with IRIS or Section 2: SMTP/POP3 - Configuration for sending and monitoring emails with IRIS
To review an alternative email configuration topic, select one of the below options:
Introduction
Section 1: SMTP - Configuration for sending emails with IRIS
Section 2: MAPI - Configuration for sending and monitoring emails with IRIS
Section 3: Using Microsoft Exchange
Troubleshooting