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1) Open the server manager and click on "Add Features"

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2) Select SMTP Server and accept any required features that pop up

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3) Once the installation is finished, open the IIS  Management Console (This can also be found under Administrative Tools)

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4) Once the management console is open, expand the server name on the left and open properties of "SMTP Virtual Server #1"

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5) Click on the "Access" tab and then open "Authentication"

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Change the settings so "Only the list below" is selected. Click on the "Add" button and add "127.0.0.1" to the list under "Single Computer"Image Removed

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7) Click 'OK' to save these settings and then open the "Relay" option from the same tab.

Make sure "Only the list below" is selected and then add "127.0.0.1" the same way you did in the previous step.Image Removed

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Click "OK" to save these settings and then click "Apply" and then "OK" to close the Virtual Server properties.

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Once you have a local SMTP Relay Installed and configured, use the Square 9 SMTP Tester to confirm functionality.

SMTP Tester Utility

We have a customer facing SMTP Testing utility you can download and use to test baseline connectivity to your SMTP Server.

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You'll enter in the SMTP Host settings, and any user credentials for authentication.

Configure a test FROM email with any TO recipients separated by commas. Enter a subject and any body text and hit TEST. The return results will show up in the Result Box, which you can record using the "Record Log" Button.

Download the Utility HERE.

After confirming that the connection to the SMTP relay works properly, configure your GlobalCapture/GlobalAction to use the relay. At this point, the relay should receive mail messages. If it does, the application is performing the email handoff properly. If it is not able to communicate with even a local SMTP server, there is a configuration error and Square 9 Support should be notified.

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