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Sugar Community Edition Installation and ... - SugarForge

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Chapter 2Administering <strong>Sugar</strong>Send Notifications by default for new users? Select this option to send an emailnotification to new users when you create their record in the User Managementpage.Send Notifications from assigning user’s email address? Select this option tosend notifications from the email address of the user when responding to anassigned record.Save Outbound Raw Emails. Select Yes to preserve the email source in thedatabase; or else select No.Mail Transfer Agent. From the drop-down list, select either Sendmail or SMTPas the Mail Transfer Agent for your outbound emails.If you select SMTP, enter the following information:SMTP Server. Enter the SMTP mail server’s address.SMTP Port. Enter the mail server’s port number.Use SMTP Authentication? Select this option if the mail server requiresauthentication to send out the email; enter your username <strong>and</strong> password for theemail account in the SMTP Username field <strong>and</strong> the SMTP Password fieldrespectively.Enable SMTP over SSL. Select this option if you are using the POP3 protocol<strong>and</strong> the mail server requires SSL.To add Google’s Gmail server, click Prefill Gmail Defaults.The system fills inthe SMTP Server <strong>and</strong> SMTP Port fields with the Gmail server address <strong>and</strong> portnumber respectively.3. In the User Email Defaults sub-panel, select the following information:Compose email messages in this format: Select HTML email or Plain Textemail from the drop-down list.Compose email using this client: The default is the <strong>Sugar</strong>CRM mail client, butyou can select an external mail client such as Microsoft Outlook.Compose email messages in this character set: Select the appropriate characterset from the drop-down list. The default character set is ISO-8859-1.Delete related Notes & attachment files with deleted Emails: Select this box todelete notes <strong>and</strong> attachments that are related to the deleted emails.4. In the Email Security Settings sub-panel, specify the following information:Preserve Raw Email Source. Select this option to preserve raw messages in thedatabase but prevent unfiltered content through the <strong>Sugar</strong> User Interface.Note:If you want to preserve the raw source of incoming emails, ensure that youselect that option on the Inbound Email page as well. In case of a conflict, theoption you select on the Inbound Email page will override your selection onthe Emails Settings page.Toggle all options. Check this box to strip all the listed tags from inbound emails.To strip some of the listed tags, you can uncheck this box <strong>and</strong> then selectindividual tags.58 <strong>Sugar</strong> <strong>Community</strong> <strong>Edition</strong> <strong>Installation</strong> <strong>and</strong> Administration Guide

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