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DriveWorks Pro 23
Email Settings (for Autopilot)

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Email Settings (for Autopilot)

The Email Settings Settings (for Autopilot) is available from the settings of DriveWorks Autopilot.

DriveWorks Autopilot has the ability to automatically generate SOLIDWORKS models, send emails, and process specifications and triggered actions.

Each of these activities (or queues) can be turned on or off independently.

Load Balancing

DriveWorks Autopilot supports the ability of spreading the load on a machine across multiple DriveWorks Autopilot machines.

This ensures that when a task is picked up to be processed by one DriveWorks Autopilot, then another DriveWorks Autopilot will not try and process the same task.

Load balancing is only supported on Shared Groups.

To enable load balancing, on each DriveWorks Autopilot machine:

  1. Open DriveWorks Autopilot Settings.
  2. Select the required queue(s) the DriveWorks Autopilot is required to process.
  3. Ensure the "Enable..." is checked for the required queue.

Any one DriveWorks Autopilot machine can process as many or as few queues as required.

For example:

  • Autopilot 1 - Could be set to Enable SOLIDWORKS model generation only (typically this places a heavier load on a machine).
  • Autopilot 2 - Could be set to Enable specification processing, triggered action processing and send emails.

Tagging

Tagging is the ability to target a specific DriveWorks Autopilot machine to process a set task.

Email processing supports Tags.

See Edit Tags for more information.

Queue Settings

Enable email sending

With this option checked emails will be sent from the DriveWorks Autopilot.

Maximum retries per email

This is the number of time DriveWorks Autopilot will attempt to send an email in the event of a mail send failure.

For help with failed Emails please see How To: Troubleshoot Emails.

Mail Server Settings

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 configuring DriveWorks, ensure the following is in place:

Exchange Online email authentication requires the following settings to be applied:

Tenant ID

Enter the Tenant ID obtained from Microsoft Entra ID

Client ID

Enter the Client ID obtained from Microsoft Entra ID

Client Secret

Enter the Client Secret obtained from Microsoft Entra ID

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:

  • From:

    A valid email address for the sender of the email.

  • To:

    A valid email address to send the email to.

  • 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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