Company Tab

The Company tab contains all the information about the company. To access the Company Preferences click Setup >> Company Preferences.

 

Default Company Information
Short Name A shortened version of the company's name. The shortened company name is printed on all reports.
Company The full legal name of the company.
Address The location of the company offices.
City The city in which the company is located.
Province/State The province or state the company is in. The default title of this field can be changed under the appearance tab of the Company Preferences window. Click here for more information. However, if addresses are indicated to be in Canada or the USA, this field will change automatically to reflect the location.
Postal Code/Zip Code The postal / zip code of the company. The default title of this field can be changed under the appearance tab of the Company Preferences window. Click here for more information. However, if addresses are indicated to be in Canada or the USA, this field will change automatically to reflect the location.
Country The country in which the company is located.
Telephone The company telephone number.
Fax The company fax number.
Web Site The Internet web site for the company.
Web Server button Display a window showing web server SMTP settings.
Meeting Server button Displays a window showing meeting server settings.
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Reference

Web Server SMTP settings

Please be aware: there gotcha's to using Gmail or Office 365 and we recommend against them.

If emails are not sending, please refer to the pending email troubleshooting section.

Web Email and E-blast Setup
Email Address The Internet Email address for the company.
SMTP server The email server for sending batch emails.
EHLO host name Some SMTP servers require you to provide the EHLO host name as part of the protocol to talk to them as an anti-spam measure. Most SMTP servers do not require this to be entered and the field should be left blank. Check with your email provider to verify - as it helps your spam score.

Google and office 365 may require it.

User ID ID name required for email authentication.
Password Password required for email authentication.
Rate Limited Until If the field is visible, you will see a rate-limit timestamp. This indicates the next time that TM will attempt to send an email using this account since it believes you have reached your maximum allowable email limit as determined by your ISP.
SMTP Port Port to use for SMTP. This is usually
  • port 25 - for typical email servers
  • port 587 - if the server suports TLS/StartTLS ( office 365 typically uses this)
  • port 465 - if the server uses SMTPS (gmail can use this, but is known to also support port 587)
Timeout Timeout period.
Needs Authentication SMTP server requires password authentication. Encryption methods supported are:
  • NONE
  • LOGIN
  • PLAIN
  • CLEARTEXT
  • CRAM-MD5

TM Server does not currently support NTLM authentication in exchange servers. Please use any of the above. use SMTPS is you are using that methodology. If using TLS/StartTLS, TM will figure that out.
Use SMTPS Indicate if emails are to be sent using SMTPS. This usually goes with port 465 - see explanation of difference (the exact settings are dependant on your ISP)

Regardless, all emails are sent using the TM server. If this checkbox is:

  • checked, emails are sent using SMTPS protocols automatically where TLS encryption is started automatically before any SMTP level communication. You will typically need to set the port to 465.
  • not checked, sending of emails will be attempted using the best encryption as possible. The preference is StartTLS ( email over TLS), and if that fails, then falls back to lesser protocols. You will typically need to set the SMTP port to 587 for StartTLS or perhaps 25.

If using gmail, you may need to use secure settings because Gmail is warning users if email comes over insecure servers and may not access email unless it is sent with TLS enabled. Google seems to support both TLS/StartTLS or SMTPS.

If using office365, you will likely need to uncheck this and set the port to 587 for STARTtls.

This sends a test e-mail to verify that all settings have been entered correctly. If you get errors with emails, please refer to the SMTP Errors web page to help diagnose issues.
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Reference

Gmail as a mail provider

Free email providers come with limitations. Gmail is no exception and not recommended if you want to do a lot of eblasts or have high volume web sales.

WE RECOMMEND using a proper mail provider that will let you do what you want to - Mailgun is an option.

Gmail rate limits outgoing emails so make sure that you don't exceed it. If you do, emails from web services will be delayed and you need to manage your pending/unsent emails on an ongoing basis.
If you are using gmail as your provider, you may need to be aware of Google Apps SMTP settings to send mail from a printer, scanner, or app or use Application Passwords if using multi-factor authentication.
Also read about Google Bulk Sender Guildelines
There is also a setting that might need to be made to tell gmail to allow apps sending emails with less secure settings. (This is just Googles way of scaring you -- it isn't less secure -just google being google)
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Explanation

Gmail wont send due to Bad Password with Gmail SMTP Settings

Gmail has instituted new security measures for sending emails via Printer, Fax or third party Applications. This setting can prevent emails from being sent through Theatre Manager even when the SMTP server settings are added correctly. Any clients using Gmail for sending outgoing email should be aware of these settings.

It seems any application that is not a Google product is deemed a less secure app when using Gmail SMTP servers. This does not mean the application, in this case Theatre Manager, poses a security risk. It simple means Google is attempting to protect itself should the SMTP details be used in an incorrect manner. For more information on how Google perceives other applications please see the details in the article.

 

How to Recognize the Error

When using Gmail as an outgoing SMTP provider suddenly emails stop sending. The Pending/Unsent emails list indicates the Password is wrong. When checking the Web Server settings in Company Preferences the password has been typed correctly but the emails still fail with a "Bad Password" error.

 

How to Fix the Error

  1. Login to the email account used for authenticating the outgoing email.
  2. Locate the email from Gmail regarding security and this email address. The email content will look like the image below:

  3. Click the link for allowing access to less secure apps. The following page should appear:

  4. Move the slider from it's default of Off to On.

By altering the setting you should now be able to send outgoing email using Gmail again.

 

Changing Setting In Advance

  1. Login to the email account used for authenticating the outgoing email.
  2. Click My Account >> Sign-In & Security >> Apps With Account Access.

  3. Move the slider from it's default of Off to On.

    Gmail will send an email indicating the setting has been changed. This email suggests changing the setting may lead to security issues. This is the only way to ensure outgoing email will not be blocked when using Gmail SMTP settings.

  4. On the My Account page click the Secure Account link.

  5. Review the Security Checkup list and locate the option for Third-Party access. Click the drop down arrow to expand the option and view the details.

  6. Click Yes, it was me to approve the change and allow third party app access.

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How To

Office 365 as Mail Provider

Free email providers come with limitations. Office 365 is no exception and not recommended if you want to do a lot of eblasts or have high volume web sales.

WE RECOMMEND using a proper mail provider that will let you do what you want to - mailgun is an option.

Office 365 rate limits outgoing emails so make sure that you don't exceed it.

If you do, emails from web services can be delayed and you will need to manage your pending/unsent emails on an ongoing basis.

If you are using Office 365 server for your emails, please be aware of

The following is a typical example of current Office 365 settings.

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Explanation

Meeting Server SMTP/POP/IMAP settings

Please be aware: there are gotcha's to using Gmail or Office 365 and we recommend against them.

If emails are not sending, please refer to the pending email troubleshooting section.

Meeting Reminder Email Setup
Email Address The Internet Email address for the company.

Meeting Reminder Outgoing Email
SMTP server The email server for sending batch emails.
User ID ID name required for email authentication.
Password Password required for email authentication.
Rate Limited Until If the field is visible, you will see a rate-limit timestamp. This indicates the next time that TM will attempt to send an email using this account since it believes you have reached your maximum allowable email limit as determined by your ISP.
SMTP Port Port to use for SMTP.
Timeout Timeout period.
Needs Authentication SMTP server requires password authentication. Encryption methods supported are:
  • NONE
  • LOGIN
  • PLAIN
  • CLEARTEXT
  • CRAM-MD5
Use SMTPS Indicate if the SMTP server requires SMTPS. If set, emails that are sent by the
  • second generation server will attempt TLS variants of SMTPS protocols automatically. This accounts for ALL emails sent by Theatre Manager.
This sends a test e-mail to verify that all settings have been entered correctly.
Default Acceptance Status For Invitations Select Needs Invitation or Don't Ever Invite to indicate whether Email invitations need to be sent out or not.

Meeting Reminder Incoming Email
Server Type There are three choices that can be used to tell TM Server how to handle incoming emails:
  • None - do not bother to try to retrieve and interpret scheduling email responses.
  • POP3 - reading incoming scheduling emails from a POP3 server
  • IMAP - reading incoming scheduling emails from an IMAP server. If you select this, you may need to specify an INBOX (if the default inbox is not inbox) and a a COMPLETION mailbox.
POP/IMAP server The email server for receiving incoming emails.
User ID ID name required for email authentication.
Password Password required for email authentication.
POP Port Port to use for POP.
Timeout Timeout period.
Needs Authentication SMTP server requires password authentication. Encryption methods supported are:
  • NONE
  • LOGIN
  • PLAIN
  • CLEARTEXT
  • CRAM-MD5
Use SMTPS SMTP server requires SMTPS. StartTLS (Transport Layer Security) is supported automatically.
INBOX NAME Create a customized name for the Inbox, leave blank for the system default
Completion Mailbox Create a customized mailbox name for completing a meeting request, leave blank for the system default
This checks the POP Email server to verify that all settings have been entered correctly.
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Reference