1. Prerequisites
2. Install and configuration: Steps for use with new installations of Document
3. Re-configuration: Steps for use with existing Document installs
4. Additional Information

Prerequisites - [return]

• Add the e-mail address that will be used for "System email" to the 'approved senders' list. The user must have 'send as' permission.
• Add noreply@cch.com to the 'approved senders' list. This user must also have 'send as' permission.
• For DYNetc, all Document On-Premise staff email addresses must be added to the 'approved senders' list.

Install and configuration: Steps for use with new installations of Document. - [return]

1. Install Document On-Premise. On the SMTP Configuration page, enter the System email from the Prerequisites step above. Set the SMTP host to the Document server name or IP address (Only use IP if the Document server has a static IP). Use the Standard SMTP port 25, and disable authentication.
   • Note: See Reconfiguration section below if not performing a fresh installation of Document On-Premise
2. Before proceeding, go to the IIS 6.0 Manager from Administrative Tools on the Document application server. Right-click SMTP Virtual Server and click Properties.
3. Go to the Access tab and click Relay... Set this to "All except the list below" and leave the list blank.
4. Go to the Delivery tab and click Advanced. Set the Smart host to the mail provider's SMTP address.
5. Click Outbound Security (also on the Delivery tab) and select Basic Authentication. Enter the user and password from the System email account.
   • For Microsoft Office365 and Thought Bus, checkmark TLS encryption also. Then go to Outbound Connections and set the TCP port to 587.

Re-configuration: Steps for use with existing Document installs. - [return]

• From Dashboard:
  1. Open Firm Settings and Defaults.
  2. Choose Email Settings.
  3. Verify the "System email address" is correct.
  4. Set the Server Address to the Document server name or IP address (Only use IP if the Document server has a static IP). Use the Standard SMTP port 25, and disable authentication. Do not exit this configuration yet.
• On the Document application server:
  1. Open the ServiceConfigurations_CommonServer.config file from the Document On-Premise install folder "C:\Program Files (x86)\WK\ProSystem fx Suite\OP\ASP Server\common".
  2. Edit the key SMTPMailServerHost to use the same Document server name or IP address as above. SMTPMailServerPort should be 25, SMTPUseSSL should be false, FromEmailAddress should be noreply@cch.com, SmtpUserName and SmtpPassword should be blank.
  3. Open the ServiceConfigurations_Document.config file "C:\Program Files (x86)\WK\ProSystem fx Suite\OP\ASP Server\document".
  4. Edit the key SMTPMailServerHost to use the same Document server name or IP address as above. SMTPMailServerPort should be 25, SMTPUseSSL should be false, FromEmailAddress should be noreply@cch.com, SmtpUserName and SmtpPassword should be blank.
  5. Go to the IIS 6.0 Manager from Administrative Tools in the Start menu. Right-click SMTP Virtual Server and choose Properties.
  6. Go to the Access tab and click Relay... Set this to "All except the list below" and leave the list blank.
  7. Go to the Delivery tab and click Advanced. Set the Smart host to the mail provider's SMTP address.
  8. Click Outbound Security (also on the Delivery tab) and select Basic Authentication. Enter the user and password from the System email account.
     • For Microsoft® Office 365™ and Thought Bus, check mark TLS encryption also. Then go to Outbound Connections and set the TCP port to 587.

Additional Information

• http://support.microsoft.com/kb/2545137 - add to "safe senders" for office 365
• http://help.outlook.com/en-us/140/ff852815.aspx add "send as" permission in office 365
• 'smtp.office365.com' is smart host for office365

Here is a url that has steps on how to setup safe senders in Office 365 as well as other information on setup SMTP:  http://o365info.com/smtp-relay-in-office-365-environment/