Configuring SMTP Email Settings in Bold BI On-Premises
Bold BI On-Premises Deployment relies on properly configured SMTP settings to enable essential email-based features, including user account activation, password reset emails, scheduled dashboard exports (e.g., PDF/Image attachments), comment notifications, and other system alerts. This configuration is exclusive to On-Premises (Self-Hosted) deployments and does not apply to Bold BI Cloud.
Proper SMTP setup ensures reliable email delivery from the Bold BI server. The process uses the User Management Server (UMS) or site administration settings, depending on your deployment type (multi-tenant or single-site).
Steps to Configure SMTP Account Settings
Access to valid SMTP server credentials from your email provider (e.g., Gmail, Outlook, Office 365, or an internal mail server) if an account is not available create one using Outlook
- .Log in to Bold BI server and go to the UMS
- In the UMS, go to settings then select E-mail Settings.
- From the Email Account drop-down menu, choose SMTP.
. - Fill in the SMTP configuration fields:
- SMTP Server
- SMTP Port
- Sender Name Enter the name used in outlook account creation
- Sender Email AddressEnter the outlook email address that is used during account creation
- Authentication Type
- Username and Password used in the outlook account
- If your SMTP server requires SSL, enable the SSL option. Otherwise, it will default to TLS for connection.
- Use the Test Connection option to verify the SMTP configuration.
- Save the settings once the connection test is successful.
Conclusion
Configuring SMTP in Bold BI On-Premises is a straightforward yet vital step that unlocks full email functionality for user management, scheduling, and alerts. By following these verified steps from the official documentation, you can ensure reliable and secure email delivery.
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