E-mail Service

Overview

Email Service is the global switch and configuration center for sending outbound emails from the system. By integrating with a third-party SMTP server, it ensures reliable delivery of system notifications, verification emails, and similar messages, making it a key part of user communication and business workflow delivery.

Usage Scenarios

• Card subscriptions, page subscriptions, and alerts
• Task failure notifications and server resource alerts

If you want these subscriptions and alerts to be sent to users by email, you need to configure Email Service in BI.

Steps

1. On the Admin Center > System Integration > Email Service page, turn on the Email Service switch and click Add Email Service.
   
   
2. Choose an authentication method and fill in the email configuration.

• Authentication Method: Password Authentication

  

Configuration Item	Description
Mail Server (SMTP)	The SMTP server is the mail-sending server that follows the SMTP protocol
Port	Different ports are used depending on the security protocol. Common ports are 25 for no encryption, 465 for SSL, and 587 for TLS
Security Protocol	Guandata BI supports None, SSL, and TLS. SSL and TLS are the most common email security protocols and protect email transmission over the Internet. SSL or TLS is recommended
Sender Email and Password	It is recommended to use a dedicated mailbox. If the mailbox credentials change, update them manually here
SMTP Login Name	In most cases, the sender email address can be used directly
Sender Name	The display name shown to recipients, such as Guandata or BI Center. If you use Microsoft Office Exchange, this field may not take effect and the mailbox name in Exchange may be displayed instead
Test Email	Used only for connection testing. If the configuration is correct, clicking Test Connection sends a test email to this address

• Authentication Method: OAuth 2.0

  

Configuration Item	Description
Provider	Select Azure
Azure Cloud Environment	Select Global
Tenant ID	Required. Enter the Azure tenant ID
Client ID	Required. Enter the Azure application client ID
Client Secret	Required. Enter the Azure application client secret
Scope	Required. The default value is https://graph.microsoft.com/.default
Sender ID	Required. Enter the Object ID or UPN
Sender Name	The display name shown to recipients, such as Guandata or BI Center. If you use Microsoft Office Exchange, this field may not take effect and the mailbox name in Exchange may be displayed instead
Test Email	Used only for connection testing. If the configuration is correct, clicking Test Connection sends a test email to this address

1. After the configuration is complete, click Test Connection to confirm that the settings are correct. After the test succeeds, you can click Save.

   • The Test Connection button is enabled only after the authorization test is valid and a test email address has been filled in.
   • The Save button is enabled only after the test succeeds.
     

2. If you later need to modify or delete the mailbox configuration, click Edit or Delete in the upper-right corner.