Manage CALLMaster - Activating Email

Starting in CALLMaster 4.0.4 and CALLMasterIP 5.2.4.4, the method of sending emails has changed from Simple MAPI or MS Exchange Server to CDOSYS.DLL.

This new method of using CDOSYS.DLL requires the IP Address or Domain Name of the SMTP server, the User Name and Password to send emails.  It does not require a MAPI Client or for the CALLMaster Service to "Logon As".

Using CDOSYS.DLL

There are 2 System Parameters that need to be set to activate email processing in CALLMaster and CALLMasterIP.

  1. System Parameter #26 - 'System Settings' must contain the flag EMAIL<startalertaddress>' to activate the email process. The <startalertaddress> should receive an email every time CALLMaster service starts.

  2. System Parameter #30 - 'MAPI Profile' is used to configure the CDO email mode and settings. You can select from five (5) modes to send emails.
    o   Mode 1 - Write to Pickup Folder .  
    In this mode CALLMaster delivers emails to a specified folder where it is presumed an SMTP server is checking for emails to be picked up and sent.
      Format: <Mode>;<PUFolderLocation>;<Sender>;
     - semicolon required after each parameter
    Parameter Description
      <Mode> 1
      <PUFolderLocation> URL of pickup folder
      <Sender> Name of Sender for Email Header
         
      Example:  1;c:\wwwroot\emailroot\pickup\;sales@mycompany.com;
    ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
    o Mode 2 - Send to SMTP Server. 
    In this mode CALLMaster uses the Windows OS to send emails directly to an SMTP server via the standard Telnet protocol.
      Format: <Mode>;<SMTPServerAddress>;<Port#>;<UserName>;<PW>;<AuthMode>;<Sender>;
     - semicolon required after each parameter
    Parameter Description
       <Mode> 2
      <SMTPServerAddress> Domain Name or IP Address of SMTP Server
      <Port#> Port Number (usually 25)
       <UserName> Username for SMTP login authentication
      <PW> Username for SMTP login authentication
      <AuthMode> Authentication Mode
    0 - No Authentication; 1 - Basic; 2 - NTLM
      <Sender> Name of sender for email header
         
      Examples: 2;192.1168.25.31;25;JWilliams@companyx.com;jz87*9;0;sales@companyx.com;

    2;mail.companyx.com;25;JWilliams@companyx.com;jz87*9;0;sales@companyx.com;
    ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
    o Mode 3 - Send to SMTP Server and keep copy in a Backup Folder. 
    In this mode CALLMaster uses the Windows OS to send emails directly to an SMTP server via the standard Telnet protocol and also writes the email message to a backup folder. This is intended to be used for redundancy, monitoring, archiving, debugging or any other scenario where an SMTP server is used and an archive of activity is wanted.
      Format: <Mode>;<BUFolderLocation>;<SMTPServerAddress>;<Port#>;<UserName>;<PW>;<AuthMode>;<Sender>;
     - semicolon required after each parameter
      Parameter Description
     <Mode> 3 
    <BUFolderLocation> URL of backup folder
    <SMTPServerAddress> Domain Name or IP Address of SMTP Server
    <Port#> Port Number (usually 25)
     <UserName> Username for SMTP login authentication
    <PW> Password for SMTP login authentication
    <AuthMode> Authentication Mode
    0 - No Authentication; 1 - Basic; 2 - NTLM
    <Sender> Name of sender for email header
       
    Examples: 3;c:\wwwroot\emailroot\backup emails\;192.1168.25.31;25;JWilliams@companyx.com;jz87*9;0;John;

    3;c:\wwwroot\emailroot\backup emails\;mail.companyx.com;25;JWilliams@companyx.com;jz87*9;0;John;
    ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
    o Mode 4 - Write to a Pickup Folder and keep copy in a Backup Folder. 
    In this mode CALLMaster delivers emails to a specified folder where it is presumed an SMTP server is checking for emails to be picked up and sent; and also writes the email message to another backup folder.  Normal email pickup behavior deletes the original email after it is sent, leaving no copy in the pickup folder.  In this mode, an additional folder can be designated to maintain a backup copy of all emails sent.
      Format: <Mode>;<PUFolderLocation>;<DSFolderLocation>;<Sender>;
     - semicolon required after each parameter
    Parameter Description
       <Mode> 4
      <PUFolderLocation>        URL of pickup folder
      <BUFolderLocation> URL of backup folder
      <Sender> Name of sender for email header
         
      Examples: 4;c:\wwwroot\emailroot\pickup\;c:\wwwroot\emailroot\backup emails\;sales@companyx.com;

    4;c:\wwwroot\emailroot\pickup\;c:\wwwroot\emailroot\backup emails\;sales@companyx.com;
    ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
    o Mode 5 - Folder Pickup. 
    In this mode CALLMaster uses the Windows OS to send emails directly to an SMTP server via the standard Telnet protocol and also writes the email message to 2 seperate folders (a pickup folder and a backup folder). This is intended to be used for redundancy, monitoring, archiving, debugging or any other scenario where an SMTP server is used and archives of activity is wanted or pickup via another SMTP Server is initiated along with a backup in a designated folder.
      Format: <Mode>;<PUFolderLocation>;<BUFolderLocation>;<SMTPServerAddress>;<Port#>;<UserName>;<PW>;<AuthMode>;<Sender>;
     - semicolon required after each parameter
      Parameter Description
       <Mode> 5
      <PUFolderLocation>        URL of pickup folder
      <BUFolderLocation> URL of designated folder
      <SMTPServerAddress> Domain Name or IP Address of SMTP Server
      <Port#> Port Number (usually 25)
       <UserName> Username for SMTP login authentication
      <PW> Password for SMTP login authentication
      <AuthMode> Authentication Mode
    0 - No Authentication; 1 - Basic; 2 - NTLM
      <Sender> Name of sender for email header
         
      Examples: 5;c:\wwwroot\emailroot\pickup\;c:\wwwroot\emailroot\backup emails\;192.1168.25.31;25;JWilliams@companyx.com;jz87*9;0;John;

    5;c:\wwwroot\emailroot\pickup\;c:\wwwroot\emailroot\backup emails\;mail.companyx.com;25;JWilliams@companyx.com;jz87*9;0;JWilliams@companyx.com;

  3. Stop and start CALLMaster service.  CALLMaster will send out a test email when it starts up to the email address(es) set-up in System Parameter EMAIL<startalertaddress> if one is specified or to the default email account test_email@callmaster_startup.com.

You have now activated email.

You are ready to Send Emails: