Equitrac 5.7 : How to setup scanning to Office 365

Method 1 : Smtp Auth

This is the most common methods of configuration the following settings will enable you to send email from your device or application.

Equitrac Smtp settings are: 

Mail server:  smtp.office365.com

Port : Port 587 (recommended) or port 25

TLS : Enabled

Sender : The account that logs into Office 365

Basic Authentication : Yes

Username  : email address

Password : The accounts Office 365 password

In Scan to Me and Scan Workflows, You must configure the "From:" to be the System Email.

Note: TLS and encryption 

Recent Microsoft changes mean that this method requires connection using TLS 1.2.

The components used by Equitrac SPE/CAS and Reports Manager are compiled using the Microsoft .NET Framework v4.0. The Microsoft .NET Framework v4.0 has implemented TLS v1.2, however it’s not the default encryption (as it is in v 4.7 and higher).

Resolution: Change the following registry keys to force Microsoft .Net Framework v4.0 to use TLS v1.2 as default encryption.

[HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\.NETFramework\v4.0.30319]

"SchUseStrongCrypto" = dword:00000001

"SystemDefaultTlsVersions" = dword:0000001

[HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\Microsoft\.NETFramework\v4.0.30319]

"SchUseStrongCrypto" = dword:00000001

"SystemDefaultTlsVersions" = dword:0000001

Also, please make sure the server is enabled to talk TLS 1.2 using the following regkeys (if not present use IISCrypto to enable:

HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\SecurityProviders\SCHANNEL\Protocols\TLS 1.2\Client

"DisabledByDefault"=dword:00000000

"Enabled"=dword:ffffffff

HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\SecurityProviders\SCHANNEL\Protocols\TLS 1.2\Server

"DisabledByDefault"=dword:00000000

"Enabled"=dword:ffffffff

A reboot will be required to enable the changes

Depending on your requirements, Kofax recommends the use of direct send (Option 2) or Microsoft 365 or Office 365 SMTP relay (Option 3).

Method 2 : Direct Send

Ideal for when the customer only need to send messages to recipients in their own organization who have mailboxes in Microsoft 365 or Office 365; you cannot send email to people outside of your organization.

Equitrac Smtp settings are: 

Mail server:  Your MX endpoint, for example, contoso-com.mail.protection.outlook.com

Port : Port 25

TLS : Optional

Mail from: Any email address for one of the organization's Microsoft 365 or Office 365 accepted domains. This email address does not need to have a mailbox.

Basic Authentication : Not required

In Scan to Me and Scan Workflows, You can configure the "From:" to be the User's or the System Email.

Method 3: Configure a connector to send mail using Microsoft 365 or Office 365 SMTP relay

Ideal for when you can't use direct send (Option 2) because you must send email to external recipients and Smtp (option 1) is not possible.

Equitrac Smtp settings are: 

Mail server:  Your MX endpoint, for example, contoso-com.mail.protection.outlook.com

Port : Port 25

TLS : Enabled

Mail from: Any email address for one of the organization's Microsoft 365 or Office 365 accepted domains. This email address does not need to have a mailbox.

Basic Authentication : Not required

In Scan to Me and Scan Workflows, You can configure the "From:" to be the User's or the System Email.

 

Note: All information on configuration is subject to changes in Office 365