Configuring Email and SMS Settings

You can configure global email and SMS settings that will be inherited by all servers. For information on overriding these settings on a per-server basis, see Editing Server Settings.

To configure email and SMS settings:

1. In the global administration view, select Settings > Control Panel in the navigation pane.
   The Control Panel page is displayed.
   

2. Select Email and SMS under Notification and Log Settings.
   The Email and SMS page is displayed.
   

3. Complete the fields.
   Enable Email Sending – Enable sending email messages from the CTERA Portal to users. When Enable Email Sending is enabled, SMTP Details are also enabled.

   Delivery method – The outgoing delivery method, either SMTP Server or Microsoft Graph API. Microsoft Graph is a highly secure API-based method for basic email sending, replacing SMTP (SMTP AUTH).
   Sender – The email address that should appear in the From field of notifications. For example: CTERA Customer Service support@ctera.com.
   
   When the delivery method is SMTP Server:

   • SMTP Host – The outgoing mail server address for sending email messages from CTERA Portal to users.
   • SMTP Port – The port number for sending email messages from CTERA Portal to users. This port is usually TCP 25.
   • Enable TLS – Slide on to use Transport Layer Security (TLS) encryption for sending email messages from CTERA Portal to users.
   • Server Requires Authentication – Slide on if the SMTP server requires authentication.
     • User Name – Type the user name that CTERA Portal should use when authenticating to the SMTP server.
     • Password – Type the password that CTERA Portal should use when authenticating to the SMTP server.
     Warning

     The username and password you specified for the portal administrator are sent to the email address using the information specified here. If the address is incorrect, the email will not arrive .

   
   When the delivery method is Microsoft Graph API:
   

   • Tenant ID – The outgoing mail server address for sending email messages from CTERA Portal to users.
   • Client ID – The port number for sending email messages from CTERA Portal to users. This port is usually TCP 25.
   • Client Secret – Slide on to use Transport Layer Security (TLS) encryption for sending email messages from CTERA Portal to users.
   • Scope – Slide on if the SMTP server requires authentication.
   Note

   Microsoft have announced that they are phasing out support for Simple Mail Transfer Protocol (SMTP) connections that use basic authentication; username and password authentication. Attempting to send email using just a username and password, even with TLS, will fail and only modern authentication (OAuth 2.0) will be valid. To send mail through Microsoft 365 without basic authentication, you need to authenticate with Azure Entra ID and obtain an OAuth token. To resolve this change, CTERA requires setting up an SMTP relay server to act as an intermediary mail server.

   Enable SMS Sending – Enable sending passcodes via text message to protect access to guest invitations.
   
   To effectively enable SMS messaging, you must register with an SMS gateway and then configure the sender email and destination domain. SMS Details must be configured in order for the SMS option to be displayed in the authentication options in the Collaboration section of the Virtual Portal Settings window.

   • SMS Sender – The sender email address registered with the SMS gateway.
   • Destination Domain – The DNS suffix of the sender email.

4. Click Save.

To validate SMTP mail server settings:

• Click Test Email to send a test email. Verify that you receive the test mail at the email address defined in your administrator user account.

If you change the SMTP settings, restart the portal servers in order for the changes to take effect.