Moving from SMTP to OAuth for Hosted Users

Background

As detailed in the mail you recently received, we need you to reconfigure the mail system in use on your Hosted P11D Organiser installation to use one of the new, more secure, OAuth connections. Please follow the steps in this article to complete the change.

Process

Log into your hosted version on the P11D Organiser via the MyP11D.com portal, and head for the Admin menu and select Global Email Configuration;

You should see a screen similar to the one below, showing that your system is currently using mail.myp11d.com (our legacy SMTP server):

From the drop-down menu, select the OAuth connection you wish to configure (either Microsoft Office 365 or Google GMAIL):

Then select the sign in button in the lower left (either Sign in with Microsoft or Sign in with Google):

The example below assumes a connection to Microsoft 365 (the most common we see), for more detailed instruction on Google Workspace, please see this article: Setting up Gmail OAuth for Emailing).

You will then be taken through the authentication journey for the OAuth provider:

After successfully signing in, you will be presented the opportunity to send a test email (use an address that you can verify the arrival of an email) and hit the Email button:

After sending, ensure you click the OK button on the configuration screen to commit the changes:

That's it, the process is complete!

Issues or Problems

An organisation's security policies and firewall can interfere with this setup, and if you are having problems, it is probably best to contact support (support@p11dorganiser.co.uk or 0161 820 7113) and one of the team will assist. However, we see two common issues:

1. Problems going through the authentication with pages not displayed - this will be due to the setup of your organisation's security, and the security defined on our firewall - you will definitely need to contact support.
2. You get through the enrollment, but it finishes with a message saying that permission needs to be granted - in this case you should review this support article: Office 365 OAuth - Admin Approval.

Shared Mailboxes

You can see in the final screenshot that we have configured the demonstration system to issue mails from a shared mailbox (in this case p11dteam@p11dorganiser.co.uk) - this needs to be a shared mailbox to which the authenticated user not only has access to, but also has the rights to send from - there is a support article here that has more details: Configuring a shared mailbox access in Office 365.