How to configure Pega 7.1.8 to do e-mail relay with SMTP?
Disclaimer I apologize in advance for my ignorance of the terminology I have used here. I welcome corrections! My black belt is in PRPC development; when it comes to the intricacies of email server configuration, I am definitely a white belt. When someone corrects my clumsy use of terminology, I become smarter, so instead of getting offended when someone corrects me, I am very grateful :-)
Now the topic
I am trying to set up PRPC to call an e-mail server that will relay messages. My knowledge of the terms used here is not great, but I do get the impression that PRPC has the capability to call a server for SMTP relay.
As I understand it, PRPC should call the other server on the typical port 25 for relay. The options in the Pega 7.1.8 e-mail wizard for e-mail account seem to assume that PRPC will be connecting as a client, on port 587, with a username and password. Similarly, the PDN articles on the subject seem to assume the same, that I will be sending e-mail as a client, not asking another server to relay. I did notice, however, that username and password are not required fields.
This article appears related. It discusses an error someone encountered when doing e-mail relay:
I do not see anything out of the ordinary with your use case. The referenced material is from an older version of Pega, so it may not be applicable to Pega 7.1.8.
As you pointed out in your post, the username and password fields on the Email Account record are not required. You should avoid putting anything in them in order to indicate to Pega that the authentication is not password-based.
For the port number, just double-check with the administrator of the SMTP relay as to which port to use and if any connection security (SSL, STARTTLS) is involved, as it may require some configuration on your Pega side.
Keep in mind that some networks and firewalls may be blocking port 25 traffic as it is traditionally insecure. You may need to get some ports opened.
This document may not apply to Pega 7.1.8. The problem may not present itself, and it it did, there may be a simpler solution.
It is always best to use the Pega supplied SendEmailMessage Rule-Utility-Function whenever possible. It would not be wise to follow the procedures in this document before attempting to use the SMTP relay.