Email Marketing and RDP

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The Power of E-Mail

E-mail is one of the most powerful features for Marketing. RDP has extensive E-mail capabilities built into the system. See the following links for details:

E-Mail Related Topics

RDP Supports	RDP Does not Support
RDP created Reports	General Crystal Issues - for example, you want to create a Crystal report for you accounting system. This is not supported by RDP
Reporter	Any other third party program
Simple Changes	Complex reports created by customer
Export with "E-mail" option of Reporter to HTML and Word	RDP does not support all the other export capabilities, such as ODBC, PDF, Access, Excel, etc.

Requirements for E-mailing with RDP Reporter

Crystal Reports module installed in RDP
RDP Reporter installed on the workstation
Workstation must use Windows 2000 or XP Professional
Windows 98/95 workstations might work, but not supported
Internet Connection
SMTP Server on Site
All Workstations using Reporter e-mail must "aim" at this SMTP server
Outlook Express must me able to send e-mails from the Workstation

Installed SMTP (Simple Mail Transfer Protocol) server on site. Directions for installing an SMTP server can be found under Reporter Help, E-mailing Reports. All workstations that will be sending E-mail have to use this SMTP server as their "Outgoing SMTP server" in Outlook Express.

An SMTP Server is included at no charge with the following operating systems

Windows 2000 Server
Windows 2003 Server
Windows 2000 Professional
Windows XP Professional

SMTP server options:

If the IRM is installed using Windows 2000 or 2003 server, use the IRM bridge as the SMTP server.
Windows 2000 or 2003 Data Server, can be an SMTP server
An SMTP server can be installed on any Windows 2000/XP professional workstation.

On workstation Outlook Express must be configured to work by first testing e-mail functionality. As a general rule, if Outlook Express can send an e-mail, then Reporter will be able to send e-mail. Always set up Outlook Express FIRST and test, before trying Reporter.

Customers DO NOT HAVE TO Buy the IRM to be supported with Reporter e-mail. All requirements will need to be meet in order for support to be established using Reporter e-mail.

Work Station Setup:

On a Windows 2000 or XP workstation having Internet Explorer version 6.0 or higher, and RDP Reporter version 57 or higher installed.

Make Outlook Express the Default E-mail Client. Open Internet Explorer, click on Tools, Internet Options, Programs. E-mail program should be Outlook Express.

Open E-mail (Outlook Express). Go to Tools, Accounts, Add

Account Name (Arbitrary, can be any name)
E-mail Address
Incoming POP3 Server, IE. Microsoft Exchange
Outgoing SMTP Server IP Address
Connection = LAN

Incoming Mail POP3	POP3 Server is not free, and will need to be purchased to receive incoming e-mails. This is not needed for Reporter to e-mail. Enter actual POP3 Server, or a random value, IE. "sdfaasdf," but some value needs to be entered.
Out going Mail SMTP	Value will need to be SMTP server name, or can be IP address of server.