send mail windchill to client

[arongoni]

I am using Windchill PDMLink Release 12.0 and Datecode with CPS 12.0.0.2

I need someone to set up mail forwarding from windchill to clients on our system.

[Catalina]

Hi @arongoni 

Thank you for your question! 

I’d like to recommend to bring more details and context to your initial inquiry. For example:

• Do you have the SMTP server details (e.g., server address, port, username, password) that Windchill will use to send emails?
• Who are the intended recipients of these emails? Are they specific clients, or should the emails be sent to a broader audience?
• Have you already configured any part of the email setup in Windchill, or are you starting from scratch?

Please add screenshot(s) to better understand what you are trying to do in your process. 

Please refer to this guideline to make your questions more likely to receive a quick and useful answer. 

This will increase your chances to receive meaningful help from other Community members. 

What is a good question? 

Windchill 

Thank you for your participation and please let me know if you need further assistance! 

Best regards,

[arongoni]

i have everything
server address
port
username
password
recipients are internal clients
i created the connector on microsoft exchange(sap and veeam and other programs work)
i need to reconfigure site.xconf as we migrated from google to M365.
so i need a person who can modify my site.xconf so that the system sends emails.

[avillanueva]

That person who can modify your site.xconf is you or your admin. Modifications are done using xconfmanager:

https://www.ptc.com/en/support/article/CS94147?source=search

To update mail settings, here is the instructions:

https://www.ptc.com/en/support/article/CS46949?source=search

Specific M365 related:

https://www.ptc.com/en/support/article/CS288408?source=search

https://www.ptc.com/en/support/article/CS302525?source=search

https://www.ptc.com/en/support/article/CS365418?source=search

[d_graham]

@arongoni 

A word to the wise, the trusted certificate you create and import expires after a period of time. From what I’ve seen I’d say two or three months.

To make life easier I wrote a batch file that will create and import a new certificate. The admin loves it.

Also, you need to hardcode the 0ffice 365 from email address into the IE task SendMail.xml.

This needs to be done in the Send-Mail

webject in that SendMail IE task.

Finally, the SendMail IE task does get overwritten when applying a new CSP, so you have to remember to go back and edit the webject in that task after upgrading to new CSP.

A bit of a pain I know but if you follow these tips you should be Ok.

If you need any help contact me at windchill.developer@yahoo.com 

David

[avillanueva]

Are you talking about delegation? This is done in the user's personal calendar. If you are talking about relaying mail to a mail server, depends on your current setup and OS. What OS are you using and what mail host?

[arongoni]

Pdmlink 12.002 on Microsoft server 2019

mail server M365