Spectacular Computer Repair PC Help Forums

Issue:
Setting up Gmail to work with VTigerCRM Version 5.0.4 utilizing the imaps protocol on port 993 to send and receive email.

Pre-Requistes for resolution:

1. The ability to following directions.

2. Gmail account access.

3. VTigerCRM Installed and Properly Setup with proper permissions.

4. Basic PHP knowledge.

5. Hosting company that will reply to your calls or emails (Phone will be much much easier)

Notes:
During this setup, I will be utilizing the term click. Whenever I mention click this will always mean a left click. If I would like you to right click on something I will specify a right click. So if I mention double click, this means two left clicks.

Verifying Gmail Settings:

1. Log into your gmail account.

2. Click on Settings. Currently at the time of writing this, the settings link is in the upper right hand corner. This will open up the settings options.

3. From the settings options click on Forwarding and POP/IMAP. This will open the options for Email Forwarding and POP/IMAP controls. IMAP is set to off by default.

4. Click Enable IMAP on the IMAP Access controls currently found at the bottom of those options.

5. Click Save Changes.

Verifying PHP Settings

1. Create a php simple PHP page.

2. Save the above code to a file named phpinfo.php

3. Upload the phpinfo.php file to the root of your domain.

4. Go to <domain-name>/phpinfo.php

5. Verify that the PHP Version is at least PHP Version 5.2 or better. This will be in black on a dark blue background at the top of the phpinfo page.

6. Search for IMAP.

7. Verify SSL Support is enabled. This should appear something similar to:

a. IMAP c-Client Version 2004
b. SSL Support enabled

Verifying Host Company Port Policies

1. This involves contacting your hosting company to find out if they have port 993 blocked. Even if your IMAP SSL is enabled, this doesn't mean that your hosting company does not have policies in place to block port 993. (Yes, it is stupid I know but such is the case with my hosting company. What this says is yes, go ahead and utilize the Internet Message Access Protocol Secure Service but we are not going to let any of your emails go out when you do utilize it. How STUPID!!!!)

2. Now, the hard part here is when you speak to your hosting company (in general, not everyone), the $7.00 per hour person on the phone is probably not going to have a clue what a port is in most cases nor will they have a clue who to properly speak with to get the correct answer for you. Good luck with this one.

Verifying VTiger 5.0.4 Settings to RECEIVE Emails:

1. Sign into VTiger with a user that has full administrative rights.

2. Click on Webmail. You can see this numerous ways. If you do not see a webmail like you can move your mouse over marketing and click on Webmail.

3. Wait for the error to come up: Could not connect to the mail server. Please check the mail server details Here. Please Click Here go to Email module

4. Click the Here link. This will open up the Incoming Email properties.

5. Display Name: Enter the name you would like other people to see when you send them emails when they look at who the email is From.

6. Email: Enter your Gmail Email address with @Gmail.com

7. Mail Server Name or IP: Enter imap.gmail.com

8. User Name: Enter your Gmail Email address with @Gmail.com

9. Password: Enter your Gmail Account Password. When you click save and go back into the settings, you will find your password to be truncated. This is ok.

10. Mail Protocol: Set this to IMAP2

11. SSL Options: Set this to SSL

12. Certificate Validations: Set to Do Not Validate SSL Cert

13. Refresh Timeout: Set this to (your preference). I use 3 minutes

14. Emails Per Page: Set this to your preference. I utilize 100 however keep in mind the more emails shown, the slower the functionality of the application.

Notes:
Please understand that this next step can be skipped if you do not wish to utilize Gmail to send out your emails. You must have something input inside here but it doesn't have to be Gmail. Whatever you put in here will be utilized for everyone. Ensure you have full administrative rights when you sign into VTiger. Please keep in mind that if you do choose to set Gmail up as your SMTP server, that EVERY users emails will be sent out utilizing the Gmail server not just yours. This applies to any email server you set up. If you have a lot of users, this may set off a spamming filter if there are an absorbant amount of emails going out.

Verifying VTiger 5.0.4 Settings to SEND Emails utilizing GMAIL:

1. Click on Settings for the main settings in VTiger.

2. Scroll down until you see Outgoing Server. Click on this. This will open up the Outgoing Server Properties.

3. Click the Edit Button. Set the settings as follows:

4. Server Name: ssl://smtp.gmail.com:465

5. User Name: Enter your Gmail email address with the @gmail.com

6. Password: Enter your Gmail account password for the above email address.

7. Requires Authentication: Check this box.

Checklist Overview:

1. IMAP must be turned on in Gmail.

2. PHP Version 5.2 or better must be utilized on the server

3. IMAP Secure or Internet Message Access Protocol Secure must be enabled within PHP.

4. Port 993 must NOT be blocked by your hosting company.

5. VTiger must be installed properly with the proper permissions

6. VTiger settings must be set properly within both Incoming Mail Server Settings in the webmail and Server Settings within the VTiger Main Settings (if you wish to utilize Gmail to send out your emails)

Troubleshooting Tips:

1. Keep in mind that there is no way to change the port 993 IMAPS protocol so when your hosting company asks you to do so, let them know that you didn't design the protocol and therefore do not control what port it utilizes. Google does not allow this option.

2. Incoming Mail (IMAP) Server - requires SSL: imap.gmail.com
Use SSL: Yes
Port: 993