EMS Desktop Client Email Setup

This document goes through the setup to allow the EMS Desktop Client to send emails natively through Wiscmail.

Personal Accounts - Use Outlook

Customers wishing to send from their personal Office 365 accounts should be as follows:

  1. Setting is changed under Settings→Preferences
  2. Uncheck Use Global Settings
  3. Check Use Microsoft Outlook

Service Accounts - Using Client

This setup will be discontinued sometime summer 2022. Service accounts should only be setup if record of emails is necessary for workflow. To setup a service account in the the global email settings (System Administration → Settings → Email Settings) 

  1. Have Email Domain admin make the following changes to the service account
    1. Ensure that the service account email password is explicitly set. Many use purely send as or linked accounts rather than access the account directly via the password.
    2. Ensure Password Security is Disabled (See: https://kb.wisc.edu/page.php?id=95580)
    3. Ensure SMTP is Enabled (In Https://wiscmail.wisc.edu/admin  Office 365 → Client protocols → O365 SMTP)
  2. Setting is changed under Settings→Preferences. To setup a service account in the the global email settings (System Administration → Settings → Email Settings) 
    1. Use Global Email Settings: Unchecked
    2. Mode: Authenticated Specific
    3. Server: smtp.office365.com
    4. Username: NAME_DOMAIN@wisc.edu
    5. Password: password
  3. The following EMS Client setting also need to be configured
    1. Ensure the following System Parameters are set in the EMS Client (System Administration → Settings → Parameters → Desktop Client)
      1. Enable email Support = Yes
      2. SMTP - Use SSL = Yes
      3. SMTP Security Protocol = TLS
    2. Ensure Emails Settings (System Administration → Settings → Email Settings)
      1. Port: 587 (No matter what mode is being used this is a global settings that affects user level preferences)