NetResults Tracker Knowledge Base Article
How to set up the SMTP Mail Server included with Windows for use with Tracker
Article ID  237
Article Type  Procedures / Documentation
Product  NetResults Tracker
Oldest Version  6.0.0
Newest Version  Latest Release
Publication Date  06/06/2005 01:06:57 PM
Last Updated  04/23/2019 12:06:57 PM
Warnings
None
Description
This article describes how to set up the SMTP Mail Server included with Windows for use with Tracker.

If you are using Tracker email notifications, these are usually configured to happen on Add, Edit, Task, and Delete operations. Since all email messages must be sent before the Add/Edit/Task/Delete operation can complete, Tracker will wait until each email notification is sent successfully, which will cause these operations to take longer. It is required that you install the Microsoft SMTP Service (included with Windows Servers) on the same machine as Tracker and configure Tracker to send to the "local" Microsoft SMTP Service. You can also configure it to forward to another mail server, if desired. Since you now have a "local" mail server dedicated to Tracker, it can complete "sending" the email notifications much faster and the SMTP Service can then forward (relay) the mail to your actual mail server in the background while other Tracker operations are happening).

Click on the link below that corresponds to the operating system / version of IIS installed on the Tracker server:

Windows 2016 / IIS 10.0
Windows 2012 / IIS 8.0
Windows 2008 / IIS 7.0
Windows 2003 / IIS 6.0
Windows 2000 / IIS 5.0

Windows 2016 / IIS 10.0
Windows 2012 / IIS 8.0
OR Windows 2008 / IIS 7.0
Before setting up the SMTP server, ensure that Java 5.0 is installed on the server with Tracker. Tracker requires Java 5 be installed on the web server. If you are using Version 6.5.0 or newer and the new server has a newer version of Java installed, you will need to install Java 5 (Java 5 and a newer version of Java can be installed at the same time).

To download JRE 5.0, browse to: http://support.nrtracker.com/downloads

  1. If the SMTP Mail Server is not already installed, go to

    Start -> Administrative Tools -> Server Roles

  2. Click on the Add a Feature link on the right column
  3. Check the box for the "SMTP Server" feature. You will be prompted to add other features that are required for using the SMTP Server. Click on the Add Required Features button
  4. Click Next to proceed
  5. Click on the Install button
  6. Click Close when the installation is finished
To configure the SMTP Server:
  1. Go to Start -> Adminstrative Tools -> Internet Information Services (IIS) 6.0 Manager
  2. Right click on the SMTP virtual Server and select Properties
  3. Click on the Access tab
  4. Click on the Connection button
  5. If the "Only the List below" option is selected, then add 127.0.0.1 and the IP Address of the Tracker server machine to the list
    OR
    If the "All except the List below" option is selected, then 127.0.0.1 and the IP Address of the Tracker server machine should NOT be listed
  6. Click OK
  7. Click on the Relay button
  8. If the "Only the List below" option is selected, then add 127.0.0.1 and the IP Address of the Tracker server machine to the list
    OR
    If the "All except the List below" option is selected, then 127.0.0.1 and the IP Address of the Tracker server machine should NOT be listed
  9. Click OK
  10. Click OK again
  11. Restart IIS
  12. Skip to the section Set the SMTP Mail Server within each workgroup to proceed with configuring Tracker to use the local mail server.

Set the SMTP service to start automatically (by default, Windows does not set this service to start automatically):

  1. On the Tracker server, go to Administrative Tools > Services
  2. Find the service called "Simple Mail Tranfer Protocol (SMTP)", right click on it and select Properties
  3. On the General tab, ensure "Startup Type" is set to "Automatic". Click Apply, then OK.

Windows 2003 / IIS 6.0
OR Windows 2000 / IIS 5.0

Please NOTE: NetResults no longer supports Windows Server 2003 as Microsoft has discontinued support (including security fixes for that operating system).

Before setting up the SMTP server, ensure that Java 5.0 is installed on the server with Tracker. There is a known issue with using Tracker with Java 6, therefore the use of Tracker requires Java 5. If you are using Version 6.0.1 or older and the new server has Java 6 installed, you will need to uninstall Java 6 and install Java 5 instead. If you are using Version 6.5.0 or newer, and the new server has Java 6, install Java 5.0 also (Java 5 and Java 6 can be installed at the same time).

To download JRE 5.0, browse to: http://support.nrtracker.com/downloads

  1. If the SMTP Mail Server is not already installed, go to

    Start -> Programs -> Control Panel -> Add / Remove Windows Components -> select IIS -> Click on Details -> Select SMTP Service

  2. To configure the Mail Server, go to IIS Manager
  3. Right click on Default SMTP virtual Server and select Properties
  4. Click on the Access tab
  5. Click on the Connection button
  6. If the "Only the List below" option is selected, then add 127.0.0.1 and the IP Address of the Tracker server machine to the list
    OR
    If the "All except the List below" option is selected, then 127.0.0.1 and the IP Address of the Tracker server machine should NOT be listed
  7. Click OK
  8. Click on the Relay button
  9. If the "Only the List below" option is selected, then add 127.0.0.1 and the IP Address of the Tracker server machine to the list
    OR
    If the "All except the List below" option is selected, then 127.0.0.1 and the IP Address of the Tracker server machine should NOT be listed
  10. Click OK
  11. Click OK again
  12. Restart IIS

Set the SMTP Mail Server within each Tracker workgroup

  1. Login to the workgroup as Admin
  2. Click on the Admin icon
  3. Click on the Email Configuration button/link
  4. Select the option "Set Mail Server Configuration", then click on the Continue button
  5. Enter "127.0.0.1" for SMTP Email Server
  6. Enter a valid email address for the Reply-To Email Account and the From Email Account
  7. Click OK

Configure the mail server to allow relaying from the Tracker server machine
This section is only needed if you are relaying messages from the local SMTP mail server on the Tracker machine to another mail server located elsewhere. If you are only using the local mail server, the above steps satisfy this requirement.

By default, most mail servers are configured to restrict other machines from relaying through the mail server. Enter the IP Address of the machine where Tracker is installed into the list of machines allowed to relay or forward through the mail server.

Configure a smart host name to optimize the speed of sending Tracker emails when relaying to a mail server on another machine
A smart host can be set up so that Tracker uses the email server present on the same machine to forward the email to the actual mail server. By doing this, Tracker just does a direct connection to a local mail server that is dedicated for use of Tracker. Then, asynchronously, that mail server connects to the "real" mail server to actually send the mail which can significantly enhance the speed of sending emails while minimizing the delay observed by the end user performing operations in Tracker that are generating these email messages.

To set up the smart host:

  1. Enable the SMTP Mail Service on the Tracker server machine using the steps noted above
  2. Set the SMTP Mail Server setting in each workgroup to be 127.0.0.1 using the steps noted above
  3. Go to IIS Manager, right click on Default SMTP virtual Server and select Properties
  4. Click on the Delivery tab, click on the Advanced button. In the text box provided to enter the Smart Host name, enter the fully qualified domain name (e.g. smtp.mycompany.com) or the IP address in brackets (e.g. [192.168.2.100]) of the actual mail server, then click OK to return to the Properties dialog.
  5. Restart IIS

Workaround
None