Email Troubleshooting - Setting up an SMTP Relay

Microsoft and Google are deprecating basic SMTP authentication for Office365 and Gmail.

VETtrak and all associated products currently only support SMTP (username and password) authentication so workarounds are needed in order to get past the requirement for Multi Factor Authentication.


TABLE OF CONTENTS


Outlook/Office365

If you use Office365 as well as the email function within the Trainer and Student Portal/VETenrol, an SMTP relay will need to be set up to get around the need for multi factor authentication. This will need to be configured by your IT team or Mail server admin using the steps in this Microsoft article.

Within the article, Option 3 is the easiest to follow, depending on how the relay is set up the VETtrak email preferences can be filled out similarly to the below.

  • SMTP Server: your mx endpoint
  • SSL/TLS: Automatic
  • Authentication Type: Not Required



Once this has been set up, you will also need to create a SPF Record, details of this are provided in the article here.


Gmail

For Gmail/G Suite users, an application password can be configured within the privacy settings on the admin account, this will allow you to continue using SMTP without having to set up a relay.
This is set up within the 2-Step verification options as detailed in this Google article.

If text message verification is turned off within your Gmail/G Suite instance, an SMTP relay will need to be set up similar to Office 365 as detailed previously, Google also has their own article that explains configuring this which can be found here.


OAuth 2.0

If you don't use emailing within any of our other Products (Portals or VETenrol), you will be able to use OAuth 2.0. This can be configured within VETtrak by navigating to File > Global Preferences > Email Preferences and selecting the Authentication Type dropdown, if you can't see the OAuth 2.0 option within here it will be worth contacting Support.

This option will allow you to set up OAuth for emailing out of VETtrak by configuring it within your Mail Server as an external application. Microsoft has a page that explains the process as well as some containing some links that will step you through the process of configuring external applications - this can be found here.

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