Configuring the Foldr server to send Email · Self-hosted

Configuring the Foldr server to send Email

Email Settings & Notifications
The Foldr appliance can alert the administrator to updates and provide users with notifications for the sharing and password reset features.

The Foldr server can use either traditional SMTP or Microsoft Graph API in the Azure/Entra cloud platform.

The Foldr server can email to alert the administrator of the following:

  • Pending licence expiration

  • If an appliance system update is available (requires Updates to be configured to check automatically within Foldr Settings > Appliance > Updates)

  • If an appliance update is available and has been installed successfully

Users may also receive email notifications when items have been shared with them or files have been submitted to shared folders and as part of the Active Directory self-service password reset feature.   These features are configured elsewhere and may be found in the administration guide or online KB.

Configuring the External Hostname

It is important that the Foldr server’s external hostname is configured correctly as this is used to populate links in emails sent to users with the correct URI to the Foldr server.

Configure the server’s External Hostname within Foldr Settings > Appliance > Network with the server’s external / public URI

Screenshot: Configuring the External Hostname

Configuring email with SMTP

  1. Click Foldr Settings > Integrations > Email

Screenshot: Configuring email with SMTP

2. In the Server Details tab, ensure SMTP is selected under ‘Send Using’

Screenshot: Configuring email with SMTP
3. Configure your SMTP settings as required.  Example settings for Office 365 shown below:

Screenshot: Configuring email with SMTP

4. Click the Notifications tab and configure the sender address and where system notifications should be sent to (typically the Foldr admin)

Screenshot: Configuring email with SMTP

5. Click SAVE CHANGES

6. You can now attempt to send a test message from the Integrations > Mail > Server Details screen.

Screenshot: Configuring email with SMTP

7. If the message is sent successfully, you should now finally enable Email Notifications from within the Notifications tab as shown below.  This will allow sharing and other Foldr features (such as MaSH) to send email when necessary.

Screenshot: Configuring email with SMTP

Click SAVE CHANGES

The integration is now complete and the Foldr server can send email when required using SMTP.

Configuring email with Microsoft Graph API (Azure / Entra)

First, create the app registration in Microsoft Azure / Entra to allow Foldr to send email using the Graph API.

1. Browse to Microsoft Azure at https://portal.azure.com and sign in with a suitable administrative account

2. Click Microsoft Entra ID from the Azure Services list

Screenshot: Configuring email with Microsoft Graph API (Azure / Entra)

3. Click App registrations

Screenshot: Configuring email with Microsoft Graph API (Azure / Entra)

4. Click + New registration
Screenshot: Configuring email with Microsoft Graph API (Azure / Entra)

5. Give the app a suitable name

Screenshot: Configuring email with Microsoft Graph API (Azure / Entra)

6. Click Register
Screenshot: Configuring email with Microsoft Graph API (Azure / Entra)

7. From the Overview panel, make a note of the values highlighted below

Application (client) ID
Directory (tenant) ID

Screenshot: Configuring email with Microsoft Graph API (Azure / Entra)

8. From the Manage drop-down, click Certificates & secrets

Screenshot: Configuring email with Microsoft Graph API (Azure / Entra)

9. Click + New client secret

Screenshot: Configuring email with Microsoft Graph API (Azure / Entra)

10. Give the client secret a suitable description and expiry.  It is recommended to choose a long duration.  If this duration expires, the server will no longer be able to send email via Graph.
Screenshot: Configuring email with Microsoft Graph API (Azure / Entra)
11. Click Add

Screenshot: Configuring email with Microsoft Graph API (Azure / Entra)

12. Copy the Value

Screenshot: Configuring email with Microsoft Graph API (Azure / Entra)

13. In the Manage panel, click API Permissions

Screenshot: Configuring email with Microsoft Graph API (Azure / Entra)

14. Click + Add a permission
Screenshot: Configuring email with Microsoft Graph API (Azure / Entra)

15. Click **Microsoft Graph
**

Screenshot: Configuring email with Microsoft Graph API (Azure / Entra)

16. Click Application permissions

Screenshot: Configuring email with Microsoft Graph API (Azure / Entra)

17. From the Mail section, select Mail.Send

Screenshot: Configuring email with Microsoft Graph API (Azure / Entra)

18. Click Add permissions

Screenshot: Configuring email with Microsoft Graph API (Azure / Entra)

19. Click Grant admin consent

Screenshot: Configuring email with Microsoft Graph API (Azure / Entra)

20. Click Yes in the Grant admin consent confirmation dialog

Screenshot: Configuring email with Microsoft Graph API (Azure / Entra)

21. Next, browse to Foldr Settings > Integrations > Services Accounts

Screenshot: Configuring email with Microsoft Graph API (Azure / Entra)

22. Create a new Service Account with type ‘Microsoft Azure/Office 365’

Give the service account a suitable description and populate:

Client ID =  Application (client) ID in Azure
Application Key = Client secret in Azure
Tenant ID = Directory (tenant) ID in Azure
Screenshot: Configuring email with Microsoft Graph API (Azure / Entra)

23. Click Foldr Settings > Integrations > Email

Screenshot: Configuring email with Microsoft Graph API (Azure / Entra)

Select Microsoft Graph in the Send Using dropdown menu

Screenshot: Configuring email with Microsoft Graph API (Azure / Entra)

In the Mail Settings section, select the Microsoft Azure service account and populate the Send as field with a suitable user in the Office 365 tenant

Screenshot: Configuring email with Microsoft Graph API (Azure / Entra)

Click the Notifications tab and configure the sender address and where system notifications should be sent to (typically the Foldr admin)

Screenshot: Configuring email with Microsoft Graph API (Azure / Entra)

Click SAVE CHANGES

You can now attempt to send a test message from the Integrations > Mail > Server Details screen.

Screenshot: Configuring email with Microsoft Graph API (Azure / Entra)

If the message is sent successfully, you should now finally enable Email Notifications from within the Notifications tab as shown below.  This will allow sharing and other Foldr features (such as MaSH) to send email when necessary.

Screenshot: Configuring email with Microsoft Graph API (Azure / Entra)

Click SAVE CHANGES

The integration is now complete and the Foldr server can send email when required using Microsoft Graph.

← All articles