|
Several MyAssistant Server settings can be updated from the MyAssistant Designer:
.png)
New screenshot
Note: This step is only available in the MyAssistant Designer it has been configured.
|
Sage User & Password
MyAssistant needs a Sage 300 user and password in order to run Tasks on the server:
▪Sage 300 CRE User – Enter the Sage 300 CRE user MyAssistant will use to access Sage information
▪Sage 300 CRE password – Enter the password associated with the Sage user entered
This is separate from the Sage user & password entered in the Sage 300 Data Folders step.
Important: Best practices are to use a Sage 300 CRE user with a password that does not expire. Also, using an Application Administrator-level Sage user ensures MyAssistant has sufficient access to all the Sage information you want it to monitor.
|
Import Sage Database Customizations
MyAssistant automatically imports custom fields and descriptions when monitoring one Sage data folder. If MyAssistant is monitoring multiple folders, you will be prompted to select which folder’s customizations to import.
Note: Only one Sage folder’s custom fields & descriptions can be in MyAssistant at a time. Importing another Sage data folder’s customizations will overwrite previous Sage customizations in MyAssistant.
|
When you create a new custom field or change a field’s description in Sage 300 CRE, you must re-run the import process for MyAssistant to recognize the change.
Email Settings
This section lets you update the information MyAssistant needs to send email messages (i.e. the outgoing mail server information and/or the "From" email addresses).
Mail Server Settings
This is the information that must be the same for all email accounts MyAssistant sends emails from:
▪Outgoing Email Server – Confirm your outgoing server name with your IT/mail server administrator
▪Outgoing Email Server Port – The port used if the outgoing email server requires a port other than 25
▪"Use an SSL/TLS connection" checkbox – will be checked if your email server requires a secure connection (for example: a password is required in the grid below)
From Email Account(s)
These are the accounts MyAssistant will send emails from when running Tasks. This section allows you to review & update:
▪Default Checkbox – This controls which account MyAssistant sends emails from when a "From" email address isn't specified on a Task.
▪From Name – This name is displayed in the recipient’s inbox
▪Email Address
▪User Name – In most cases the user name is the email address. Confirm with your email server administrator
▪Password
Add note about testing mail server settings on the server vs the workstation
Send Errors To
Should an error occur and MyAssistant is able to send an email about it, it will send a message to the person specified in this section. Best practice is to send error messages to whoever has the MyAssistant Designer.
|
