These instructions provide a more detailed look at the Symphony Profiler e-mail configuration settings, which are available by navigating to Edit > Preferences > Email in the Symphony Profiler Processor.  You can opt to either use Symphony's servers for sending email notifications, or you can opt to use the client's SMTP servers.

Option 1: Configuring Symphony Profiler to send Daily Status Notifications using Symphony's Servers

By default when you install Symphony Profiler Processor, it will be configured to use Trumpet's Email servers

If you wish to use this method:

1. Complete the "Send Notifications to" field with the email address of the person(s) you would like to receive Symphony Profiler status and error e-mails (to specify multiple e-mail addresses, separate each address with a comma)
   Tip: This e-mail is sent daily, and should be delivered to a user who will actually review it.
2. Ensure that the "Deliver notifications via" field's drop down is set to "Symphony's servers"
3. Select  the "Send Test E-mail"
4. Confirm that the test was sent and that the user(s) received the test e-mail

Note:  Emails will come from donotreply@symphonysuite.com so you'll want to ensure that you add that email address to your spam filter's whitelist.

 

Option 2: Configuring Symphony Profiler to send Daily Status Notifications using your SMTP Server

If you wish to use this method:

1. Complete the "Send Notifications to" field with the email address of the person(s) you would like to receive Symphony Profiler status and error e-mails (to specify multiple e-mail addresses, separate each address with a comma) 
   Tip: This e-mail is sent daily, and should be delivered to a user who will actually review it.
2. Ensure that the "Deliver notifications via" field's drop down is set to "Your mail server"
3. In the "From Address" field, complete the e-mail address information for the e-mail address you would like to have the Symphony Profiler e-mails come "from" (we typically recommend symphony@yourfirm.com, where "your firm" represents the domain name for your firm
4. In the SMTP server name field, specify the name of the SMTP server
5. If the server requires SMTP authentication, click the checkbox, select the appropriate authentication type from the drop down arrow and complete the login name and password
6. Select  the "Send Test E-mail"
7. Confirm that the test was sent and that the user(s) received the test e-mail

Troubleshooting Tips: You may need to configure your Exchange server to support SMTP.  In some cases, Exchange will configure itself to be very restrictive with which IP addresses it will allow incoming SMTP connections to come from, and you will need to adjust that list to include the IP address of the PC that the Symphony Profiler Processor will run from.