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Jim2® Business Engine Help File

If you are using Office 365 for email, please refer to setting up Office 365 Email Accounts.

 

Prior to setting up email, the Jes instance needs to be added and started first to allow sending and receiving emails.

 

On the ribbon, go to Tools > Options > Other > Email.

 

Options email

 

Email options set the default global options for Emails in Jim2, ie for all users. Generally, the email send and receive information will be provided by the company's network administrator or IT consultant.

 

Field

Explanation

Enable Receive Email

For Jim2 to receive incoming emails, this option must be ticked.

Poll Every

This is how often (in minutes) email accounts will be checked for new email. If unticked, polling will be every 5 minutes.

Email Send

For Jim2 to send outgoing emails this option must be ticked.

Quality

After restoring the database from a backup, Jim2 automatically disables incoming and outgoing emails. This is a preventative measure to stop the accidental re-sending of emails from a database that has been restored for training, etc. Once the database is restored, return to this screen and tick Enable for both receive and send.

 

It is also important to only have one database sending and receiving email, ie. do not enable email for the Training database as this will bring in all emails to the Training database, meaning they will not be in the main database when returning to it.

Max Emails per Minute

The email sending rate can be throttled here (zero means no limit). If the send rate is throttled, Jim2 will prioritise interactive emails (ie. individual emails) over batch emails (ie. statement runs). Whilst it can potentially take a long time to send all the batch emails, emails sent by other users won't have to wait for these to finish before they are sent. If batch emails are sent regularly, it is best to throttle the email rate to between 20 and 25 per minute.

Default SMTP Server

This is the name of the default SMTP mail server via which Jim2 should relay outgoing email. This setting is not necessarily required. If it is not set, an SMTP server must be set for each individual email account that will send emails.

 

Info

SMTP, SSL and STARTTLS authentication are included in the default SMTP options.

Port

This is the TCP port to connect to the SMTP server. Normally, this should be left blank. See here for information on using Office 365 email.

User/Password/SSL

It is recommended to leave these fields blank, ensuring emails can be sent via the correct email addresses, as set up here.

Email Fonts Options

Here is where to set the default fonts for use in emails, including email templates.

 

HTML Font – The default font to use when writing email in HTML format.

 

email html fonts

 
Plain Text Font – The default font to use when writing email in plain text format. Note: this font is purely for editing and reading plain text emails and has no effect on the content of the actual email sent.

 

Info

The actual processing of email is managed by the Jim2 eBusiness Server (Jes) process.

 

Further information

Email

Email Setup

 

Set Up Email

How to add a Jes Instance

Email Options

Email Setup

Set up Incoming Emails

Set up POP3 Email Accounts

Set up Email Tag

Set up Email Folder

Set up Email Rule

Set up Email Security

Create an email list

Set up SMS via Email

Set up and Use Gmail in Jim2

Use Office 365 with Jim2 Email