Installation: Initial E-Mail Server Setup

Setup

A typical OmniRush Email Merge Server requires these components:

Modules:

• Database Connector Module

• Optional: If you will send merged attachments as PDF or TIF: One Print/Raster Module with default settings (do not modify printer or other settings).  (Note that PDF functionality requires purchase of the PDF Option for OmniRush)

• One Email Server Module  (Note that only one email module is needed, no matter how many tracks!)

Tracks:

• One or more email tracks configured to taste.  At least for initial setup, set the track alarm options.

Test Jobs

Start all modules.  Wait until all modules go solid green in Administrator.  Now, start the CRM or SQL system.

Some CRM systems (like GoldMine) require that you now create GoldMine users that have the same host reference as the OmniRush tracks.  If you created the track shown above, you would now create one GoldMine user (via the GoldMine File | Configure | Users Settings) named EMAIL.  Put a random password on this user so no one accidentally logs into GoldMine as this user.

Now schedule a test job.  Go to a contact in the CRM system that has your own email address on it.  Click for example screen shots:  

ACT!    GoldMine    Microsoft CRM    SalesLogix

You are now emailing with OmniRush!  See the User's Guide in this help file for more information on managing your document library and setting up your system for easiest possible use.

Possible Problems

Email fails to get sent.  Job is scheduled back to you in the database.

Check that a default return address is set on the OmniRush email module.

If the OmniRush email module is running in external SMTP relay mode, try changing it to internal SMTP relay mode.

If the email module is running in internal SMTP relay mode, try changing it to point to your existing, 'external' SMTP relay.

Check that the contact you are scheduling to has a valid email address.