# Configure SMTP Settings

This article provides a comprehensive introduction to SMTP and its components. It further describes how to configure SMTP to send email notifications and details the various parameters in the OvalEdge application that can be used for configuration. 

Email has been around for decades and is still one of the most widely used communication methods worldwide. Whether for personal or business purposes, we rely on email to send and receive important information quickly and efficiently. The back-end process that occurs when the Send button is clicked during email transmission is SMTP. 

SMTP (Simple Mail Transfer Protocol) is an application used by email clients (Yahoo, Gmail, Apple Mail, Outlook) to send and receive emails over the internet. It works with the mail transfer agent to route email across networks to the correct computer and inbox. 

## SMTP Server and SMTP Port

An SMTP Server, like any other server, is an application that provides a service to other applications within a network, allowing them to send, receive, and relay email messages. It is like a post office that processes and sends letters from City A to City B or their intended destination. Without a server, email communication between different domains, e.g., Gmail to Yahoo, would not be possible.

To route communications appropriately, any server requires two essential pieces of information:

* First, a Domain Name or Internet address (IP) is used to identify the specific machine or server. It is similar to a street address, which identifies a physical location, but in this case, it is a unique identifier for a machine or server on the internet.
* Second, a Port number is needed to identify a particular application or service running on the machine. It is similar to an extension number on a phone system, directing calls to a specific department or individual within the organization. SMTP uses ports 25 and 2525.

## Setting up SMTP Parameters

Configuring the SMTP settings in the OvalEdge application is essential to ensure emails are delivered promptly to their intended recipients.

{% hint style="info" %}

* Users with Admin-level privileges can only configure the SMTP settings.
* Valid email addresses must be provided during the user creation so that users can receive email notifications.
* Users can set their email notification preferences from the list of options (Collaborations, System Alerts, Watchlist Alerts, etc.) by navigating to the ‘My Profile’ section.
  {% endhint %}

### To set up SMTP

1. Log in to the OvalEdge application
2. From the left menu, select Administration > System Settings.
3. Select the Notifications Tab from the top menu.
4. Enter the following parameters in the configurations.

   <figure><img src="/files/w2ElxqvwTsWlIP3Lgwo4" alt=""><figcaption></figcaption></figure>

| Key                      | Description                                                                                                                                                                                                                                                                                                                                                                   |
| ------------------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| ovaledge.smtp.server     | <p>Enter the SMTP server's IP address or hostname to send emails from OvalEdge to the recipient's email address. </p><p>Example:<a href="http://google.smtp2go.com/"> google.smtp2go.com</a></p><p><a href="https://app-us.smtp2go.com/"><https://app-us.smtp2go.com/></a></p><p>Parameters:</p><p>The default value is empty.</p><p>Enter the URL in the field provided.</p> |
| ovaledge.smtp.port       | <p>Enter the SMTP Port number to connect to an SMTP server. Common values include 25, 2525.</p><p>Parameters:</p><p>The default value is empty.</p><p>Enter the port number in the field provided.</p>                                                                                                                                                                        |
| ovaledge.smtp.mode       | <p>SMTP operates in different modes: Unencrypted mode (without encryption) and Encrypted mode (with encryption).</p><p>SMTP can be used with encryption protocols such as SSL or TLS to secure email transmission from unauthorized access. It is an optional field.</p><p>Parameters: </p><p>The default value is empty.</p><p>Enter the value in the field provided.</p>    |
| ovaledge.email.username  | <p>Enter the username or account that is configured on the SMTP server.</p><p>Parameters:</p><p>The default value is empty.</p><p>Enter the username/account in the field provided.</p>                                                                                                                                                                                       |
| ovaledge.email.password  | <p>Enter the password for the SMTP username/account configured on the SMTP server.</p><p>Parameters:</p><p>The default value is empty.</p><p>Enter the password in the field provided.</p>                                                                                                                                                                                    |
| ovaledge.email.fromEmail | <p>Enter the email address that should appear in the ‘From’ field of the email message when it is sent.</p><p>Example: <bob.admin@ovaledge.com></p><p>Parameters:</p><p>The default value is empty.</p><p>Enter the ‘From email’ address in the field provided.</p>                                                                                                           |
| smtp.oauth2.tenantid     | <p>Enter Tenant ID for OAuth Token Validation and SMTP Server Authentication.</p><p>Parameters:</p><ul><li>By default, this setting is Empty.</li><li>Enter a tenant ID in the field provided to validate an OAuth token and set up SMTP Server Authentication.</li><li>If set to False, virus scan on files is disabled.</li></ul>                                           |
| smtp.oauth2.clientid     | <p>Enter Client ID for OAuth Token Validation and SMTP Server Authentication.</p><p>Parameters:</p><ul><li>By default, this setting is Empty.</li><li>Enter a Client ID in the field provided to validate an OAuth token and set up SMTP Server Authentication.</li></ul>                                                                                                     |
| smtp.oauth2.clientsecret | <p>Enter Client Secret for OAuth Token Validation and SMTP Server Authentication.</p><p>Parameters:</p><ul><li>By default, this setting is Empty.</li><li>Enter a Client Secret in the field provided to validate an OAuth token and set up SMTP Server Authentication.</li></ul>                                                                                             |
| smtp.oauth2.cloud.name   | <p>Enter Cloud Name for OAuth Token Validation and SMTP Server Authentication.</p><p>Parameters:</p><ul><li>By default, this setting is Empty.</li><li>Enter a Cloud Name in the field provided to validate an OAuth token and set up SMTP Server Authentication.</li></ul>                                                                                                   |

## Additional Information

### To Configure OAuth for SMTP Authentication in Azure for OvalEdge

### **Create an App Registration in Azure**

1. Navigate to the Azure Portal and access the "App Registration" page.

2. Click on "+ New Registration" to create a new app registration.

   <figure><img src="/files/HsQSKPtniV4qNhWgkhn2" alt=""><figcaption></figcaption></figure>

3. Provide a name for the app registration and complete the registration process.

### Generate a Client Secret

1. After creating the app registration, access the "Certificates & Secrets" section.
2. Create a new secret and save its value for later use.

   <figure><img src="/files/HNhOLMjd1vCH1mBEURIM" alt=""><figcaption></figcaption></figure>

### Retrieve Client-Id and Tenant-Id

1. Go to the "Overview" page of the app registration to find the Client ID and Tenant ID.

   <figure><img src="/files/SqwTOFo13pqGu0B0yjJL" alt=""><figcaption></figcaption></figure>

### Configure API Permissions

1. In the "API Permission" blade, enable the necessary APIs and grant admin consent as required.

   <figure><img src="/files/9XXvqHMntHRrgT356lts" alt=""><figcaption></figcaption></figure>
2. To enable the Office 365 Exchange Online APIs, please follow the steps below.

   <figure><img src="/files/waMupl7y8iRnRWfoU2Rp" alt=""><figcaption></figcaption></figure>
3. Under delegated permissions, *add EWS.AccessAsUser.All* as shown below.

   <figure><img src="/files/McIEmBJko4LmUv3pBBZi" alt=""><figcaption></figcaption></figure>
4. Under Application Permissions, add SMTP.SendAsApp is shown below.

   <figure><img src="/files/ykSgbXjg76za1RkGx9jx" alt=""><figcaption></figcaption></figure>

### Adding Service Principal to OfficeExchange

Once the tenant admin has consented to the Azure AD application, register the AAD application's service principal in Exchange using Exchange Online PowerShell.&#x20;

1. To do so, please run the following commands

```
# Install-Module -Name ExchangeOnlineManagement -allowprerelease
```

```
# Import-module ExchangeOnlineManagement
```

```
# Connect-ExchangeOnline -Organization <Tenant-ID>
```

<figure><img src="/files/ulppVa7GCMhn1uQoNRof" alt=""><figcaption></figcaption></figure>

2. Once login is successful, the following message will appear as below.

   <figure><img src="/files/ABgEzL1UBUsi5SHj04LE" alt=""><figcaption></figcaption></figure>
3. Once the Service principle is added, check the added service principles using the command below.

```
# New-ServicePrincipal -AppId <APPLICATION_ID> -ObjectId <OBJECT_ID> [-Organization <TENANT_ID>] 
```

{% hint style="info" %}
The OBJECT\_ID is the Object ID from the Overview page of the Enterprise Application node (Azure Portal) for the application registration. It is not the Object ID from the Overview page of the App Registrations node. Using the incorrect Object ID will cause an authentication failure.
{% endhint %}

```
# Get-ServicePrincipal | fl
```

<figure><img src="/files/z6pIlGzS8sQOgZ6WtmCe" alt=""><figcaption></figcaption></figure>

Give the application's service principal access to one mailbox shown below.

```
# Add-MailboxPermission -Identity "xyz.abc@example.com" -User <SERVICE_PRINCIPAL_ID> -AccessRights FullAccess
```

<figure><img src="/files/Of1rdNGHBM4breRsDKBI" alt=""><figcaption></figcaption></figure>

4. With the above, the entire configuration to use OAuth for SMTP is complete.

### Enable SMTP Authentication in Office 365

1. Log in to the Office 365 Admin portal.
2. Enable SMTP Authentication for the service user created for OvalEdge's SMTP purposes.

   <figure><img src="/files/nXT66pXi2bUeNRkLFPLH" alt=""><figcaption></figcaption></figure>
3. Access "Manage email apps" and enable Authenticated SMTP as needed.

   <figure><img src="/files/ysvRpZOmbQhsfyWH34KI" alt=""><figcaption></figcaption></figure>
4. Upon completing the above steps, obtain the Client-Id, Client-Secret, Tenant-Id, and the email address of the service user for whom Authenticated SMTP is enabled.

### Update OvalEdge SMTP Configuration

1. Log in to the OvalEdge application with admin credentials.
2. Navigate to the Administration > System Settings > Notifications tab.
3. Click the Settings tab to display the Notifications Settings page.

   <figure><img src="/files/96vQAYnhap4c2NTiQjMW" alt=""><figcaption></figcaption></figure>
4. In the Settings page, edit the values for the following keys to update the SMTP configurations:
   1. **ovaledge.smtp.server**: smtp.office365.com
   2. **ovaledge.smtp.port**: 587 (adjust if necessary)
   3. **ovaledge.email.username**: <service.user@example.com>
   4. **ovaledge.email.password**: Leave it empty (update and save it with an empty value as it is not required for this SMTP configuration)
   5. **ovaledge.email.fromEmail**: <service.user@example.com> (provide the service user's email address)
   6. **smtp.oauth2.tenantid**: Your Tenant-Id&#x20;
   7. **smtp.oauth2.clientid**: Your Client-Id&#x20;
   8. **smtp.oauth2.clientsecret**: The secret value created in step 2
   9. **smtp.oauth2.cloud.name**: Azure

## Test SMTP Configuration

Testing the SMTP configuration is an important step to ensure the SMTP server is correctly configured and that email messages can be sent successfully. A 'Test' button is provided in the top-right corner.

1. In System Settings > Notifications, click the Test button in the top-right corner.

   <figure><img src="/files/0raS64POsOeinG0d7ZKc" alt=""><figcaption></figcaption></figure>
2. Click the Test SMTP option to open a confirmation pop-up window, then click the Confirm button. An email is sent to the admin user (who is configuring the settings).

   <figure><img src="/files/8FS8OiBZwcIbftRb6gz5" alt=""><figcaption></figcaption></figure>
3. If any required field is missing, a prompt will indicate which information is missing.
4. The admin user receives a test email from the service user in the format below.

   <figure><img src="/files/ufv7S1manRpg3nKGm32z" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Please ensure that the ovaledge.base.url of Administration > System Settings > System Path is updated with the OvalEdge instance URL.
{% endhint %}

<figure><img src="/files/GavOaHYM0GvEyh1t3PTo" alt=""><figcaption></figcaption></figure>

## Configuration History

A History icon is provided to view the list of changes made to the configuration. Click the History icon, and a pop-up window or dialog box will appear, displaying a list of changes made to the configuration. Each change ‘From’ and ‘To’ will be listed, showing the previous and current values of the configuration parameters, along with the date and time it was made and the user who made the change.

It allows users to easily track changes made to a configuration over time.

<figure><img src="/files/muCEt5YHqpSiO9OxNsvi" alt=""><figcaption></figcaption></figure>

### Important Note

Users must select the relevant checkboxes to receive Emails. To do so, click My Profile > Notifications Settings, then select the appropriate checkboxes, as shown in the image below.

The available alerts are related to the Data Catalog, Business Glossary, Projects, Service Desk, Governance Catalog, Data Quality, System Alert, Data Access Management, and Question Wall.

<figure><img src="/files/5tcFFwXc3bHiEktoZHC4" alt=""><figcaption></figcaption></figure>

***

Copyright © 2026, OvalEdge LLC, Peachtree Corners, GA, USA.


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