Configuring outgoing email in SharePoint 2010 with Exchange 2010 – Step by Step Guide

Posted by on May 24, 2010 in Exchange, Exchange 2007, Exchange 2010, SharePoint, SharePoint 2010

In my last article I provided you with a guide in setting up your SharePoint 2010 farm providing it with the capabilities in receiving incoming email which can then be delivered directly to your SharePoint libraries and or lists.  Today we wrap up our 2 part series on email flow in SharePoint 2010 in which I will provide you with another step by step guide in configuring your SharePoint Farm in order for it to send outgoing emails through your Microsoft Exchange server.

The environment

This article builds on the SharePoint Farm setup that I have documented here. It consists of the following servers which would form a common basis in most large organizations.

  • Windows 2008 R2 server running Active Directory Domain Services
  • Windows 2008 R2 server running SQL 2008 R2
  • Windows 2008 R2 server running SharePoint 2010 RTM
  • Windows 2008 R2 server running Exchange 2010 RTM
  • Windows 7 client running Office 2010 RTM

SharePoint 2010 allows you to configure any SMTP service including the one which I had setup in my previous article to send outgoing email, however we will utilise Exchange 2010 (same instructions apply for Exchange 2007) to provide email delivery to our end users.  Instructions on configuring the SMTP service (i.e. you are not using Microsoft Exchange in your environment) can be found on TechNet.

Creating a Receive Connector in Exchange 2010

 

If you recall from my previous article when we were configuring incoming email, we created a “Send Connector” in Exchange to forward the messages to the SMTP service that we had configured and installed.  This time round we will create a “Receive Connector” in Exchange 2010.

Launch the Exchange Management Console and navigate to Server Configuration / Hub Transport / New Receive Connector.  The New Receive Connector wizard is invoked.

Enter a descriptive name and ensure “Custom” is selected as the intended use.

image thumb39 Configuring outgoing email in SharePoint 2010 with Exchange 2010   Step by Step Guide sharepoint 2010 sharepoint exchange 2010 exchange 2007 exchange

Click Next

Leave “All Available IPv4” in your Local Network settings unless you have specific Exchange IP requirements.

image thumb40 Configuring outgoing email in SharePoint 2010 with Exchange 2010   Step by Step Guide sharepoint 2010 sharepoint exchange 2010 exchange 2007 exchange

Click Next

Edit the IP address of your SharePoint 2010 server.

image thumb41 Configuring outgoing email in SharePoint 2010 with Exchange 2010   Step by Step Guide sharepoint 2010 sharepoint exchange 2010 exchange 2007 exchange

Click Next

image thumb42 Configuring outgoing email in SharePoint 2010 with Exchange 2010   Step by Step Guide sharepoint 2010 sharepoint exchange 2010 exchange 2007 exchange

Click New

You will now notice that our SharePoint 2010 Outgoing mail connector is listed with our default Exchange 2010 Receive Connectors..  image thumb43 Configuring outgoing email in SharePoint 2010 with Exchange 2010   Step by Step Guide sharepoint 2010 sharepoint exchange 2010 exchange 2007 exchange

We will now venture into its properties and make a minor permission change.  Click on the “Permission Groups” tab and select Anonymous users.

image thumb44 Configuring outgoing email in SharePoint 2010 with Exchange 2010   Step by Step Guide sharepoint 2010 sharepoint exchange 2010 exchange 2007 exchange

Click Apply.

Configuring outgoing email in SharePoint 2010 Central Administration

Launch Central Administration and navigate to System Settings / E-Mail and Test Messages / Configure outgoing e-mail settings.

image thumb45 Configuring outgoing email in SharePoint 2010 with Exchange 2010   Step by Step Guide sharepoint 2010 sharepoint exchange 2010 exchange 2007 exchange

Enter your Outbound SMTP server, i.e. your Exchange server where we created our receive connector and specify a From and Reply-to address.

image thumb46 Configuring outgoing email in SharePoint 2010 with Exchange 2010   Step by Step Guide sharepoint 2010 sharepoint exchange 2010 exchange 2007 exchange

Click OK

Testing our configuration

Lets navigate to our SharePoint 2010 web application and create an Alert .  In my example I will create an immediate alert for Announcements.

Navigate to your Announcement List and click on List Tools/List and then click on “Alert Me” located in the ribbon interface.

image thumb47 Configuring outgoing email in SharePoint 2010 with Exchange 2010   Step by Step Guide sharepoint 2010 sharepoint exchange 2010 exchange 2007 exchange

Select “Set alert on this list” and select your Alert options.  Ensure that you have “send notifications immediately” selected for testing purposes.

image thumb48 Configuring outgoing email in SharePoint 2010 with Exchange 2010   Step by Step Guide sharepoint 2010 sharepoint exchange 2010 exchange 2007 exchange

image thumb49 Configuring outgoing email in SharePoint 2010 with Exchange 2010   Step by Step Guide sharepoint 2010 sharepoint exchange 2010 exchange 2007 exchange

Click OK

You should receive your notification email that you have successfully subscribed soon after creating your alert.

image thumb50 Configuring outgoing email in SharePoint 2010 with Exchange 2010   Step by Step Guide sharepoint 2010 sharepoint exchange 2010 exchange 2007 exchange

I will now create a Test Announcement to ensure that the actual alert is delivered.

image thumb51 Configuring outgoing email in SharePoint 2010 with Exchange 2010   Step by Step Guide sharepoint 2010 sharepoint exchange 2010 exchange 2007 exchange

Alas! 5 minutes later (based on the immediate timer job definition schedule) we have received our email alert confirming that our SharePoint configuration with Exchange was successful.

image thumb52 Configuring outgoing email in SharePoint 2010 with Exchange 2010   Step by Step Guide sharepoint 2010 sharepoint exchange 2010 exchange 2007 exchange

Did you know that you can also configure outgoing email for a specific Web application?  You might want to do this if you have multiple SharePoint Web Applications hosting specific site collections and would want a different From and or Reply Address setup.

Even though we are now going to configure outgoing email for a specific Web application, you are still required to setup the default farm outgoing email settings as per the above.

Configuring outgoing email for a specific Web application in SharePoint 2010 Central Administration

Launch Central Administration / Application Management / Manage Web Applications.

Select one of your Web Applications and then select “General Settings” from the Ribbon.

image thumb53 Configuring outgoing email in SharePoint 2010 with Exchange 2010   Step by Step Guide sharepoint 2010 sharepoint exchange 2010 exchange 2007 exchange

Select “Outgoing E-Mail” from the drop down.

It will pick up your default farm settings that we entered in earlier in which you can now change the From and Reply-to address to something more specific for the selected Web application.

image thumb54 Configuring outgoing email in SharePoint 2010 with Exchange 2010   Step by Step Guide sharepoint 2010 sharepoint exchange 2010 exchange 2007 exchange

Click OK

We are done!  I hope you have found this step by step guide in configuring outgoing email in SharePoint 2010 with Exchange useful, and stay tuned as we continue our journey in configuring our SharePoint 2010 Farm.

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If you require any assistance with your SharePoint or other IT needs, the team at GKM2 are happy to assist.  You can contact us via info@gkm2.com.au or 1300 797 288 within Australia.

Articles in this series

Installing SharePoint 2010 using Least Privilege Service Accounts – Step by Step Guide

Configuring incoming email in SharePoint 2010 with Exchange – Step by Step Guide

Configuring outgoing email in SharePoint 2010 with Exchange – Step by Step Guide