反馈已提交

网络繁忙

You are viewing 5.1 help doc. More details are displayed in the latest help doc.

Mail

  • Recent Updates: August 03, 2022
  • Ⅰ. Overview

    1. Version

    BI server version

    Functional changes

    5.1

    -

    5.1.15

    Chapter 2, in the "Encryption Method" of the sender's account, it is recommended that the user select the TLS protocol

    2. Function introduction

    FineBI supports the receiving and sending of emails. Email account information is required for both receiving and sending emails.

    Ⅱ. Mailbox settings

    Click "Manage > System > Mailbox" to set the sender account and query historical emails, as shown in the following figure:

     介绍.png

    The description of each setting item of "Email" is shown in the following table:

    Email settings

    Remark

    Mail Server

    Select the mail server from the drop-down box, which can be customized. The format is SMTP.Mailbox suffix

    Ports and Encryption

    The port and encryption method of the mail service are not set by default. If you need to set it, please click the "Port and Encryption" button to automatically expand.

    • When setting the mail server, if the server port does not support the default port 25, or the SMTP server does not support SSL encryption (such as Sina mailbox), then you can modify the port number and set the encryption method

    • There are three encryption methods: SSL encryption, TLS encryption, and no encryption

    Note 1: It is recommended that users use the more secure TLS protocol.

    Note 2: If the encryption method is set here, please make sure that the encrypted certificate has been added to the trusted list of Java certificates, otherwise the client cannot read the encrypted response.

    sender address

    • FineBI platform can only set one sender account

    • Recipient mailbox settings are directly associated when setting up users, please see Adding Users

    Note: The sender address email name supports the symbols '#' and '&'

    password

    Most mailboxes can enter the mailbox password

    QQ mailbox and 163 mailbox need to fill in the "authorization code", please refer to Chapter 3 of this article for details

    display name

    Can be edited manually

    send test email

    Test whether the mail server is configured successfully

    Note: If the QQ mailbox server SMTP.qq.com is unavailable, please manually modify it to SMTP.exmail.qq.com

    Query historical mail

    Users can query the historical email information sent by the system according to the recipient, template name, email sending date and other conditions

    The content of the test email is shown in the figure below, which means that the mail server has been successfully configured, as shown in the figure below:

     Test2.png

    Note: "Mail Body" is displayed in HTML format, some fonts not supported will be displayed in SimSun font

    The specific characteristics of unsupported fonts are: the font name contains spaces, "-" and other special symbols, such as "Windding 3".

    Ⅲ. Enable POP3/SMTP service and generate authorization code

    If the POP3/SMTP service is enabled, you can use the client to send and receive emails. If it is not enabled, the mailbox configuration may fail.

    The sender account is currently configured. If the QQ personal mailbox and the 163 mailbox need to be verified by the authorization code.

    1. QQ personal mailbox

    Log in to QQ mailbox, click "Settings>Account", find "Third-party Services>IMAP/SMTP", as shown below:

     qq.png

    Click "Enable Service" to prompt "Verify Password", follow the prompts to send a text message, and the verification is successful. As shown below:

     qq2.png

    After the verification is completed, go to the column of "Decision-making System > Email > Password" needs to fill in the "authorization code" instead of the email password. As shown below:

     qq3.png

    2. 163 mailboxes

    Log in to the 163 mailbox, click "Settings > POP3/SMTP/IMAP", and enable "POP3/SMTP Service", as shown in the following figure:

     163.png

    Click "Enable" to prompt "Account Security Verification", follow the prompts to send a text message, click "I have sent", and the verification is successful. As shown below:

     1631.png

    After the verification is completed, it will prompt "Successfully opened POP3/SMTP service", and the column of "Decision-making System > Email > Password" needs to fill in the "authorization code" instead of the email password. As shown below:

    Note: This authorization code is only displayed once, please keep it in mind in case you need it in the future.

     123.png

    3. QQ Enterprise Email

    Open QQ Enterprise Mailbox, click "Settings > Client Settings", and find "Settings > Outgoing Server". As shown below:

    From this, we know that the mailbox uses SSL as the encryption method, and the port number is 465.

     qy1.png

    Click "WeChatLink" to bind WeChat. As shown below:

     企业2.png

    After successfully binding WeChat, you need to "enable secure login". As shown below:

    After opening, you must log in to the mailbox again, and you cannot log in with the original password. For the web version, please use WeChat to scan the code, and for the client, please use the "client-specific password" to log in.

     qy3.png

    After that, click Settings > WeChat Binding , first bind WeChat. After enabling secure login, click Client-specific password > Generate new password , as shown in the following figure:

    The administrator logs in to the data decision system and clicks "Management System > System Management > Mailbox".

    Click on Ports and Encryption. Input port: 465. Encryption method selection: SSL encryption. The password is the client password obtained above. As shown below:

     qy4.png

    Send a test email and send it successfully. The setting is now complete.

     

    4. Outlook mailbox

    1) The user logs in to the Outlook mailbox, clicks "Settings > Mail > Synchronize Email", and enables the POP service, as shown in the following figure:

     out.png

    2) After opening, you can see the server information, as shown in the following figure:

    Record the server name, port, encryption method, etc. in the SMTP settings.

     out2.png

     

    Ⅳ. Precautions

    1. Network Configuration

    To use mailboxes, you need to ensure connectivity between the BI project and the mailbox server.

    1) When using the mailbox server of the external network, such as QQ mailbox, 163 mailbox, etc., it is necessary to ensure that the project can access the external network normally.

    2) If you use your own intranet mailbox server, you don't need to connect to the extranet, just ensure the connection between the BI project and the mailbox server.

    2. Failed to send test emails due to not being added to the java trusted list

    Problem Description:

    On the intranet server, it is no problem to use foxmail to send SSL encrypted mail, but there is a problem to use finereport. Changed to unencrypted port 25 can be sent out.

    The error "Could not connect to SMTP host: SMTP.fanruan.cn, port: 465, response: -1" is reported.

     2022-08-03_15-15-48.png

    Cause Analysis:

    The mailbox server built by the user on the intranet needs to be added to the java certificate trust list. For certificates that are not added to the java trusted list, emails cannot be sent. Some other clients such as firefox have their own certificate trust system and can send normally.

    solution:

    Import the certificate into the java certificate trusted list.

    3. Anti-spam mechanism

    Log error: com.sun.mail.smtp.SMTPSendFailedException: 554 DT: SPM 163

    Reason analysis: This error is the anti-spam mechanism of the 163 mailbox server, which treats the test email with the title test as spam, resulting in failure to send.

    Solution: Don't write words such as test and test in the test email. It can be sent successfully, indicating that there is no problem with the configuration itself, but the server itself is limited.

    4. Error getting verification code

    If you frequently send emails within one minute, the error "Error getting verification code" will be reported.You can continue sending after a minute.

    Attachment List


    Theme: Admin Guide
    Already the First
    Already the Last
    • Helpful
    • Not helpful
    • Only read

    售前咨询电话

    400-811-8890转1

    在线技术支持

    在线QQ:800049425

    热线电话:400-811-8890转2

    总裁办24H投诉

    热线电话:173-1278-1526

    文 档反 馈

    鼠标选中内容,快速反馈问题

    鼠标选中存在疑惑的内容,即可快速反馈问题,我们将会跟进处理。

    不再提示

    10s后关闭