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DriveWorks Pro 23
Live Settings

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Live Settings

The Live Settings is available from the settings of DriveWorks Live.

URL Settings

Name/Address

This is the name/address of the server/machine for which DriveWorks Live is to listen.

The drop down box will automatically populate with all IPV4 and IPV6 addresses found on the machine DriveWorks Live is installed on.

Select * to enable DriveWorks Live to listen through all addresses found.

Port Number

This is the number of the port number used by DriveWorks Live to connect to the Address.

The Port number will need to be open in the machines firewall.

Virtual Directory (Optional)

Used when a virtual directory appears after the URL entered in the web browser to direct to the DriveWorks Live machine.

Example

/Virtual Directory Name/

SSL (Advanced)

Having this setting checked will allow DriveWorks Live to use the SSL certificate.

See http://msdn.microsoft.com/en-us/library/ms733791.aspx for configuring a Port with an SSL certificate.

Windows Firewall

Click the Add Exception button to prevent Windows Firewall from blocking communication attempts.

Only applies to Windows firewall

Mail Server Settings

Mail Server Settings in DriveWorks Live, when applied, will allow DriveWorks Live to send an email to the Administrator when the maximum number of licenses in use has been exceeded.

This facility allows Administrators to understand the frequency this occurs and plan appropriately for future license shortfalls by obtaining additional licenses or planning the most effective use of existing licenses.

From Email Address

The email address that will appear in the From field of the sent email.

e.g DriveWorksLive@company.com

When using Exchange Online authentication this is the email address the Object ID was obtained from.

Administrator Email Address(es)

The email address of the person responsible for administering DriveWorks Live.

This is who the email will be sent to.

Multiple Administrators email addresses are separated with a semi-colon

e.g admin1@company.com; admin2@company.com; admin3@company.com

Email Authentication

Set the method of authentication to use to connect to the mail provider.

Choose from:

  • Basic

    Select this if the mail provider is not Exchange Online (Microsoft 365).

    Additional settings may need to be applied in the mail provider.

  • Exchange Online

    Select this if the mail provider is Exchange Online (Microsoft 365).

Basic Email Authentication

Basic Email Authentication supports sending emails using SMTP (Simple Mail Transfer Protocol).

This allows the DriveWorks application to be configured to automatically send emails via a specified email server.

Basic authentication requires a username and password.

Ensure the mail server supports this method, as some providers are phasing it out in favour of the more secure OAuth 2.0.

Basic email authentication requires the following settings to be applied:

  • Server

    This is the name of the SMTP server which will be used to send the email.

    For example:

    • smtp.mycompany.com
    • smtp.gmail.com
  • Port

    This is the port number to use for outgoing mail.

    25 is the standard port used for SMTP.

    However some mail providers may only accept the following ports:

    If a test email fails to send, and all other settings are correct, check with your system administrator as the port may have been blocked.

  • Requires SSL

    Check this option to send emails using a Secure Socket Layer (SSL) connection.

    Most mail providers require this to be checked.

    An SSL connection helps protect email sent between the mail client and the server.

  • User Name

    This is the username used to logon to the mail server.

  • Password

    This is the password used to logon to the mail server.

    When using Gmail with 2FA see Two-factor authentication below.

Exchange Online

Exchange Online supports sending emails via OAuth 2.0, which is Microsoft's recommended authentication method after the deprecation of basic authentication.

This allows secure, token-based authentication without exposing user credentials.

Before selecting Exchange Online please see How To: Configure Microsoft Entra ID For Exchange Online Email Authentication

Exchange Online requires the following credentials (obtained when configuring Microsoft Entra ID):

  • Tenant ID
  • Client ID
  • Client Secret

Access to your organizations Microsoft Entra ID account is required to obtain these values.

Please consult with your IT department or the entity that manages your Microsoft Entra ID instance if you do not have access.

Send Test Email

Once all Mail Server Settings have been entered a test email can be sent.

Clicking this button will open an Email Details dialog where the following is required:

  • Subject:

    A default subject is included, this can be changed.

  • Body:

    A default body is included, this can be changed.

Other Web Based Mail Providers

When using a web based mail provider the following settings may need to be applied in your web based mail provider security settings.

Gmail

Less secure app access

Some email providers may require additional settings applied to allow DriveWorks Autopilot to send emails.

For instance, Gmail requires the Less secure app access setting to be turned on.

See Less secure apps & your Google Account for more information.

For other mail providers please check your account settings for a similar setting.

Two-factor authentication (or 2-Step Verification)

If the account has Two-factor authentication (also known as 2-Step Verification) an App Password will need to be generated in the mail account.

For Gmail:

  1. Go to the Security page for the Google Account the mail is to be sent from.
  2. In the Signing in to Google section click on App passwords (log in to the account to verify).
  3. Click Select app and choose Mail.
  4. Click Select device and choose Windows Computer.
  5. Click Generate.
  6. Copy the App password and paste into the Password field of the Mail Server Settings (Basic authentication).

Gmail Port

When using Two-factor authentication the Port field of the Mail Server Settings (Basic authentication) is 587.

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