Security Setup – Messaging General (Replaces Email Control)

The security required to make Messaging General available is

#850 – Email. (to be able to email)

#854 Email Template (on Spider version 2018.10.30 or higher)

Additional securities described below.

 

[853] Allow SMS Messaging in Communications allows SMS (TXT) messages to be sent. To utilise this functionality, you must have an account enabled by PCSchool. Email sales@pcschool.net for further details.

[852] Allow PUSH Messaging in Communications allows PUSH messages to be sent to the PCSchool Community App

[851] Enable Caregiver Email in Behaviour is required when emailing from “Behaviour Notes”to see the caregiver tabs. This was implemented for schools wishing to restrict the sending of emails to internal staff or the student only from this control.

Setting Up Spider to Email

When sending email from Spider, the “From” address will be the Identity’s email address by default. This can be changed to another address however this will be governed by the settings of the mail server your school is using. If using an open relay (Eg Port 25), not additional authentication will be required. If using a secure mail server, however, additional authentication details are required. This applies to mail servers such as Gmail and Office 365.

Mail Server Settings

  1. Mail server address for SMTP relay
  2. Setting this value to LIVE allows users to email recipients, TEST diverts all email to the address set up in SMTP_TEST_USER
  3. Email port number (25 generally open, 465/587 authenticating ports)
  4. If using secure ports (TLS/SSL), set this to TRUE, otherwise generally FALSE
  5. The email address separator character your email server expects.
  6. Who can email from Spider (T=Teachers S=Students C=Caregivers)
  7. The default “From” address for bulk emailing
  8. Should mail requiring authentication use the details set up in the SMTP_AUTH_USER and SMTP_AUTH_PASSWORD keys? If “False”, user must enter their own details each time.
  9. The user/password to be used for authenticating mail server
  10. The authentication details if logged in caregivers are sending email from within Spider (Eg Email to a teacher)
  11. The email address to send email to when in TEST mode
  12. An additional mail address option to send from (Eg accounts@…)

The examples below are based on a user Anderson with an work email of admin@pcschool.net using a mail server that requires authentication.

  1. ANDERSON R’s work email address

Example 1 – LOAD_DEFAULT_EMAIL_AUTHENTICATION = FALSE

From the view above, the users “From” address from Identity has been used however no authentication details are present. The user will need to enter their authentication details in every time they send an email.

Example 1 – LOAD_DEFAULT_EMAIL_AUTHENTICATION = TRUE

Although the password does not show, the SMTP_AUTH_PASSWORD will get used when sending this email. Depending on the behaviour of the email server, the “From” address may get switched for the SMTP_AUTH_USER’s email address, in this case adrian@pcschool.net. As this happens on services like Gmail, the original senders email address is appended to the based of the email sent.

If the user wishes the email to arrive from their address, rather than relying on the footer, they will need to replace the default authentication users details and replace them with their own.