How to setup Outlook, Gmail or AOL for use in Email Manager

How to setup Outlook, Gmail or AOL for use in Email Manager

Summary

This article explains how to setup email in Solatech for three common email carriers:  Microsoft Outlook, Gmail and AOL.

Instructions for Microsoft Outlook

  • Close Solatech 4.2
  • Install Hotfix 12182017, using this link: Hotfix12182017
  • Open Solatech 4.2 and go to Tasks>Email Manager
  • Use the Tools Dropdown menu and select "Select Sending Method"
  • Select "Use Microsoft Outlook" 
  • Hit OK to exit and save your changes

Note:  You must have the full version of Outlook as your email client on the computer (Not Outlook Express, Outlook Online or any other email client)

Instructions for Gmail

  • Before we begin setup in Solatech, we need to make a slight adjustment in Gmail.  Login to your Gmail account
  • Click on My Account 
  • On the My Account Window, Select "Sign In &Security" 
  • Scroll down to Allow less secure apps and move the slider bar to ON 
  • Install Hotfix 12182017, using this link: Hotfix12182017
  • Open Solatech 4.2 and go to Tasks>Email Manager
  • Use the Tools Dropdown menu and select "Select Sending Method"
  • Select "Solatech Email (recommended)"
  • Click the Setup my Account button
  • In the Outgoing Server (SMTP) enter smtp.gmail.com
  • Place a checkmark in the box, My outgoing server (SMTP) requires authentication
  • Enter your User Name (Gmail email address) and your password
  • For the SMTP authentication method, select Automatic
  • Place a check mark next to SMTP server requires a SSL/TLS connection
  • Place a mark in the circle Issue a STARTTLS command
  • Switch to the Advanced Tab
  • Enter port number 587
  • Press OK to exit and save your changes

Instructions for AOL

  • Install Hotfix 12182017, using this link: Hotfix12182017
  • Open Solatech 4.2 and go to Tasks>Email Manager
  • Use the Tools Dropdown menu and select "Select Sending Method"
  • Select "Solatech Email (recommended)"
  • Click the Setup my Account button
  • In the Outgoing Server (SMTP) enter  smtp.aol.com 
  • Place a checkmark in the box, My outgoing server (SMTP) requires authentication
  • Enter your User name (AOL email address) and your password. 
  • Place a check mark in the box SMTP Server requires a SSL/TLSConnection 
  • Place a mark in the circle Issue a STARTTLS command
  • Switch to the Advanced Tab
  • Enter port number:  587 
  • Press OK to exit and save your changes
  • Try sending a test email.  
  • When the email fails, navigate to this link:  AOL Filter
  • Sign into your AOL account
  • Enter the text shown in the image
  • Press Continue

Applies To:

  • SWCS 4.2

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