Configuring the email account in the Email Wizard

Configure the email account that your flows use to send and receive email correspondence.

  1. Click Select email provider to select a provider from the list. When you make a selection and click Submit , some fields, such as Host, Port, and Protocol, automatically populate. You can edit the information in these fields.
  2. In the Sender section, configure the email sender information to use when the Pega application sends email to customers or the email listener replies to a request.

    In the Identity subsection, configure the identity information.

    1. In the Full Name field, enter the full name of the sender.
    2. In the From field, enter the email address associated with email sent from this account.
    3. In the User ID field, enter the SMTP user ID that sends email from this host. If you do not specify a value, the system uses the value in the From field.
    4. Click Set password and then enter the sender password.
    5. In the Reply to field, enter the email address to which the recipients of emails that are sent from this account can reply. Use a working, valid email address that is reviewed by a person or is processed.

    In the Connection subsection, configure the connection information.

    1. In the Host (SMTP) field, enter the SMTP user ID for sending email from this host.
    2. In the Port field, enter the SMTP server port number for outgoing email connections. The default options are:
      • 25 (unsecured)
      • 587 (STARTTLS)
      • 465 (SMTPS)
    3. Click the Use SMPTS check box to use SSL to send email messages through this server. Do not select this option if the email server uses STARTTLS.
    4. If your application will be sending digitally signed email, expand Message signing section.

      First, in the Keystore instance field, enter a Keystore data instance if you want your application to send digitally signed email. See Keystores

      Next, in the Certificate Alias field, enter one or more characters that match all or part of a specific certificate within the keystore data instance. If you do not enter a value, the system selects the first one that it finds of the correct type.

  3. In the Receiver section, configure the receiver information to use when an email listener polls an inbox for messages to process (requests from customers).

    Configure the receiver information.

    1. In the User ID field, enter the email address that is used to receive email.
    2. Click Set password and then enter the password the receiver password.
    3. In the Host field, enter the POP3 or IMAP mail server host name or IP address that is used to receive incoming email.
    4. In the Port field, enter the POP3 or IMAP mail server port number for email connections.
      • IMAP – 143 (unsecured) or 993 (secured with SSL)
      • POP3 – 110 (unsecured) or 995 (secured with SSL)
    5. From the Protocol list, select the server email protocol (IMAP or POP3).
    6. Select the Use SSL/TLS check box to use SSL or TLS when receiving email from this server. Do not select this option if the email server uses STARTTLS.

    7. To override the default settings that are used by the email receiver, expand the Advanced section. Specify the key and value for valid JavaMail API IMAP and POP3 protocol provider properties as defined in the Java packages com.sun.mail.imap and com.sun.mail.pop3, respectively.

      Note: Customizing the email receiver with these settings must be done with care and may result in an unproven, unsupported configuration.

      For example, you can disable plain authentication for compatibility with some Microsoft Exchange servers. Enter the following values:

      • Key - mail.imaps.auth.plain.disable
      • Value - true

  1. One of the following occurs:

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