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SMTP

SMTP

version 8.6 and later

This page provides a guide for configuring an SMTP service as a Storage Target in the Verba Recording System.

 

SMTP target can be used for e.g. Micro Focus Digital Safe, Global Relay and any other archive that provides email injection capability.

Verba offers a generic SMTP Storage Target which is highly customizable to allow companies to export the recorded calls from Verba to their own storage.

For a general description of storage targets, please refer to Storage and export targets.

Currently, there are two preconfigured templates available:

  • HP Digital Safe

  • Global Relay

When using these templates, the emails to these storage targets will be sent in the format that these systems expect.

There is a third SMTP-based storage template implemented in the system for Bloomberg Vault. For the usage of this storage target, refer to the Bloomberg Vault - Instant Messaging article.

Creating an SMTP target

Follow the steps below to create a new Verba Storage target for SMTP:

Step 1 - Open the Verba Web interface then select Policies > Storage Targets from the top menu.

Step 2 - Click on Add New Storage Target

Step 3 - Fill out the configuration form according to the requirements in the following table.

Configuration item

Description

Configuration item

Description

Storage Target Data

Name

Name your storage target. This name will identify this target across the system.

Type

Select SMTP

Email Template (optional)

You can load pre-configured templates to the Storage Target Configuration page.

Source Email Address

This is the source e-mail address for the SMTP protocol.

Target Email Address

This is the target e-mail address for the SMTP protocol.

CC Email Address

This is the CC e-mail address for the SMTP protocol.

TLS Encryption

You can enable the TLS encryption for the SMTP protocol here.

Port

Specify the SMTP port here.

Authentication type

Authentication type used by the storage target.

Options:

  • Plain

  • OAuth2

Login name

Enter the login name of your SMTP user. Only visible when Authentication type is set to Plain.

Password

Enter the password for your SMTP user. Only visible when Authentication type is set to Plain.

Tenant ID

The Directory (Tenant) ID value of the Microsoft Entra application.

SMTP User

The SMTP Username value Communication Service in Microsoft Entra to which the Entra application is assigned.

Client ID

The Application (Client) ID value of the Microsoft Entra application.

Client Secret

The client secret value of the Microsoft Entra application.

Headers

From (Header)

This is the from header of the message, the recipient client displays this value.

To (Header)

This is the to header of the message, the recipient client displays this value.

CC (Header)

This is the CC header of the message, the recipient client displays this value.

(add new header) 

You can specify your own key-value headers here.

If the Date header is not used, then it will be auto-generated in the format of

"%dd %MMM %yyyy %HH:%mm:%ss" , for example 07 Jan 2021 14:29:51 -0000 (UTC)

If a [StartDateTime] or [EndDateTime] macros are used, the resulting format will be

"%ddd, %dd %MMM %yyyy %HH:%mm:%ss" for exampe Thu, 07 Jan 2021 14:29:51 -0000 (UTC)

Warning: do not use DATETIME() expression in the Date header. ISNULL() can be used.

Content

Subject

This is the subject of your e-mail.

Body

This is the body content of your e-mail.

Attachments

(add new attachment)

You can add 3 different kind of attachments with the following attributes:

  • Metadata:

    1. Content-Type

  • Media:

    1. Content-Type

  • Text file:

    1. Content-Type

    2. Filename

    3. Content

If you leave the Content-Type field empty the default application/x-msdownload will be used.

Step 4 - Click Save to save the settings

Additional SMTP target settings

The following settings are applies to all SMTP type storage targets (global settings):

Step 1 - Open the Verba Web interface then navigate to your media repository server

Step 2 - Click on Change Configuration Settings

Step 3 - Navigate to Storage Management > Storage Targets > SMTP

 

After this point, the Storage target is available for use by other Verba components (e.g. Data management policies).

In the Headers, Content and Attachments input fields you can use these strings to include call-related metadata information: SMTP placeholder fields.

Configure OAuth2 authentication for the SMTP storage target

Before you begin:

  • Ensure that an application exists in Microsoft Entra with the following parameters:

    • Has the SMTP.SendAsApp API permission.

    • It is assigned to a Communication service resource.

    • The Communication service resource has a Domain with an Email communication service resource connected.

    • The Communication service resource has an SMTP username specified.

  • Note down the following values of the Entra application:

    • Application (Client) ID

    • Directory (Tenant) ID

    • Client Secret value

Procedure:

  1. In the VFC web application, under Data, go to Storage Targets and create or edit a storage target.

  2. Set an email with the Entra communication service domain name as the Source email address.

    • Example: donotreply@<domainname>

  3. Set SMTP to smtp.azurecomm.net

  4. Select TLS Encryption.

  5. Set Port to 587.

  6. Set Authentication type to OAuth2.

  7. Set Tenant ID to be the Directory (Tenant) ID value of the Microsoft Entra application.

  8. Set SMTP User to be SMTP Username value Communication Service in Microsoft Entra to which the Entra application is assigned.

  9. Set Client ID to be Application (Client) ID value of the Microsoft Entra application.

  10. Set Client Secret to be the client secret value of the Microsoft Entra application.

  11. Click Save.