Configuring the SMTP Mail Server for Primavera Portfolio Management

To use the Send Mail feature of Primavera Portfolio Management, the SMTP service must be configured properly. This requires that the SMTP mail server is specified as your smart host. This will ensure the IIS SMTP Service automatically routes any SMTP e-mail sent to your local server onto your SMTP mail server for delivery.

A smart host allows you to route all outgoing messages for remote domains instead of sending them directly to the domain. This allows you to route messages over a connection that may be more direct or less costly than other routes. A smart host is similar to the route domain option for remote domains. The difference being, with a smart host, all outgoing messages are routed to that server, whereas with a route domain, only messages for the remote domain are routed to a specific server.

In a distributed setup, the SMTP Mail Server must be setup on the Primary Back-End, and the Front-End servers.

To set up the SMTP mail server on the Primavera Portfolio Management server:

  1. From the Start menu, select Administrative Tools, Internet Information Services (IIS) 10.X Manager.
  2. In the left navigation pane, select SMTP Virtual Server, right-click, and then select Properties.
  3. In the SMTP Virtual Server Properties dialog box, select the Delivery tab.
  4. Select Advanced....
  5. In the Smart host field, enter the name or IP Address of the SMTP mail server.

    If you do not know the name or IP Address of the SMTP mail server, contact your mail administrator.

  6. Select OK to close the Advanced Delivery dialog box.
  7. Select OK to close the SMTP Virtual Server Properties dialog box.
  8. Close the IIS 10.X Manager screen.
    • Notes:
    • Since the SMTP service is a part of the IIS Admin Service, ensure that the Simple Mail Transfer Protocol (SMTP) service, as well as the IIS Admin service are running.
    • If you set up a smart host, you can still designate a different route for a remote domain. Then the route domain setting overrides the smart host setting.
    • Enter a Fully Qualified Domain Name (FQDN) or an IP address to identify the smart host. If you use an IP address, enclose it in square brackets [ ] (for example: [123.123.123.123]) to increase system performance. Microsoft SMTP Service checks first for a name, then an IP address. The brackets identify the value as an IP address, so the DNS lookup is bypassed.

      For more details, see the Configuring SMTP topic in the Primavera Portfolio Management System Administration Guide.



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Last Published Thursday, February 29, 2024