Configuring Mail - the Server and the Configuration Setting
This page describes configuring the Standard ERP server and the Configuration setting in order to be able to use the Mail facilities in Standard ERP.
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Server
To be able to use Standard ERP's mail facilities, no dedicated configuration work on the server is necessary. Set up the server as described on the Creating a New Database - Multi-user page.
Ensure that the Standard ERP server folder contains a folder or directory named "Attach" is in the Standard ERP server folder. This will be used to store any files that have been attached to internal Mails.
If the server will be acting as the Gateway, a folder named "Tmp" should also be present in the Standard ERP server folder. This will be used to store mail attachments downloaded from the POP3 server before they are transferred to the "Attach" folder and attachments that are to be uploaded to the SMTP server. Please refer to the External Mail page for details about setting up the Gateway.
The "Attach" and "Tmp" folders will be created by the Standard ERP application the first time you use it.
Configuration Setting
In the
Configuration setting in the System module, ensure the numbers of Users and Mailboxes are correct, as follows:
- Total Users
- This field should contain the total number of Users, including both Named and Concurrent Users.
- Concurrent Enablers
- This field should contain the number of Concurrent Users.
- Extra Concurrent Mailboxes
- If you have purchased Mailboxes for any of your Concurrent Users, enter the quantity purchased in the Extra Concurrent Mailboxes field. Do not include Mailboxes belonging to Named Users in this field.
The difference between Named and Concurrent Users is as follows:
- Named Users
- Named Users are useful in cases where access to a Standard ERP database is to be limited to certain specific employees in an organisation. Each of these employees should have their own record in the Person register in which the User Type is "Named". Each Named User must also have a Mailbox, so Named Users will immediately be able to use Standard ERP's mail facility.
- For example, if you have purchased three Named Users, you can register a maximum of three Named Users in the Person register, with Mailboxes for each one. These three Persons/Mailboxes will represent the three employees that can use your system: all three will be able to log in to your Standard ERP database at the same time.
- Concurrent Users
- Concurrent Users are useful in cases where many employees in an organisation will need access to a Standard ERP database, but not all at the same time. Each of these employees should have their own record in the Person register in which the User Type is "Concurrent". Concurrent Users should not have Mailboxes: if a Concurrent User needs a Mailbox, you must purchase it separately and include it in the Extra Concurrent Mailboxes field in the Configuration setting. A Concurrent User without a Mailbox will not be able to use Standard ERP's mail facility. The number of Concurrent Users is the maximum number of users that can be logged in to your Standard ERP system at any one time.
- For example, if you have purchased three Concurrent Users, you can register any number of Concurrent Users in the Person register. These Persons will represent the employees that can use your system: any three will be able to log in to Standard ERP at once. A fourth Person attempting to log in will be informed that the maximum number of users is already using Standard ERP.
Make sure too that the number of Conferences is correct, and that the
Server box on the 'Basic' card and the
Email and Conferences box on the 'CRM' card are both checked. If you will be using external mail, check the
External Email box, also on the 'CRM' card.
If you have been using Standard ERP for some time before implementing its mail facilities, any changes in this setting will result in you having to apply for a new Enabler Key.
If you want users to be able to log on to the server to send and receive mail over the internet using a browser, check the
Home Page and
Wide Area Network boxes on the 'Technical' card. Please refer to your local HansaWorld representative for more details about this feature.
Other Configuration Work
You can carry out the remaining set-up work on the server itself, or from a client machine. In both cases, apart from the entering of records representing members of personnel to the Person register, all configuration work for the Standard ERP Mail system is carried out in the Email and Conferences module. You should therefore log in as a Person that has access to this module.
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Configuring Mail in Standard ERP:
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