The UpGuard Core Appliance provides alerting, user invites and reporting via email. To enable any email related functionality, you must first configure SMTP Settings.

Overview

One of the first areas you should configure after installing an appliance is setting up SMTP settings. Enabling your appliance to send emails means that:

  • New users can be invited with ease (via a conveniently emailed invite link),
  • Reports can be sent on nightly node scans, with changes and policy results rolled up, and
  • Event Action alerting can be configured with email style Actions.

Configure SMTP Settings

To configure SMTP settings, navigate to the account drop down on the top-right corner of the interface and then click Settings.

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Provide details of your company’s SMTP server in the section titled SMTP Settings

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Enter the hostname and port of your SMTP server into the SMTP Server and SMTP Port fields. If your SMTP server requires authentication, enter a valid username and password into the SMTP Username and SMTP Password fields. Select the authentication methods and settings that match your server and consult with your Technical Account Manager if unsure.

To test your SMTP settings are correct and executable from the Appliance, click the Test SMTP button below the fields. This should allow you to make sure the Appliance can connect to your SMTP server and submit a test email.

To save your SMTP settings, locate the blue Save Settings button in the top-right corner of the settings interface.

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Email Settings

Once your Appliance has been configured to send emails, you should then proceed to the Email Settings section of the Settings page.

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By default, emails sent by the Appliance are sent from these email addresses. For example, nightly reports are sent from the default Reports Email value. Due to strict security settings on the upguard.com mail domain (via DMARC/DKIM/SPF), if you leave the default addresses as @upguard.com addresses then most email clients and servers should reject these emails. Therefore, you should configure these to be from your own mail domain, for example @mail.example.com.

As part of our service, we also generate anonymized statistics of how you operate your appliance. A nightly email is sent with these statistics to an UpGuard email address. If you would like to also receive this email, then please add your email address to the Mailing List section of the Emails Settings group.

What Next?

Now that your Appliance can send emails, you can start inviting users to your system. For more information on inviting users, please view our guide on Inviting Users to an Organization.

For more information on setting up email alerts based on Event Actions, please view our guide on Email Actions.

Tags: email