*DRAFT* CSAT Pro Email Configuration

Problem

Overview

• CSAT Pro email configuration is optional, however, if you want to use OTP, MFA, or Safeguard workflow messages, then it must be configured

• CSAT Pro utilizes the Grails mail plugin for email communication

• The plugin assumes an unsecured mail server configured at localhost on port 25 by default

• To support SMTP services, such as Gmail, Hotmail, Amazon SES, or in-house SMTP services like Microsoft Exchange, go to the “Advanced Mail Settings” section to configure those services

Requirements

• Must be able to connect to and utilize a valid SMTP server in order to send email messages

• In order for the application to access the SMTP server, port 25 (default), 465 or 587 (depends on your email configuration) needs to be included as an outbound rule

• “Use port 587 if you can, 465 if you can’t, and 25 if you must.”

• SMTPS port 587 - is it compatible? - see ticket linked below

Solution 1

The first opportunity that users have to configure email is when running the CSAT Pro installer. The required fields are Host/SMTP, Port, and Default Sender Email Address.

What use case is username and password required - for SMTPS?

Click on “Advanced Settings” for the section to appear:

Solution 2

If you have already run the CSAT Pro installer and would like to edit the mail configuration, go to \(CSAT directory)\CSAT_Pro\conf and open the csat-config.yml file with the text editor of your choice. Once opened,

Troubleshooting

If you have configured email in one of the two ways mentioned above, but you are still not receiving emails, then please send us your csat-config.yml file. Please see the resources for further assistance:

• https://cisecurity.atlassian.net/servicedesk/customer/portal/15/article/2457927714

• https://cisecurity.atlassian.net/servicedesk/customer/portal/15/article/2110914728

• https://csat-pro.docs.cisecurity.org/en/stable/source/CSAT%20Pro%20Deployment/#email-configuration

Keywords; CSAT Pro email configuration SMTP SMTPS MFA

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