What Does OAuth Do?
This setup bypasses your local email app and sends email directly from the Gmail or Outlook server.
It makes sending batch emails much quicker
It ensures that all email is sent from the specified email account
Process Overview
This is usually a task for an IT department or provider.
To use this option, you need to be using the organisation-level email management system:
For Outlook it's Azure Active Directory
For Gmail it's Google Workspace.
The steps are:
Add Music Monitor as an approved app in your email system
Set up the login accounts in Music Monitor
Enable OAuth in Music Monitor
How to Add Music Monitor as an Approved App
Follow the steps below for either Azure or Google.
Azure Active Directory
First, Music Monitor needs to be added as an approved app to the school’s Azure Active Directory.
Follow this section of the Claris support page for this process.
Stop when you come to the part about setting up the FileMaker Server Admin Console - you don't need that set up.
In this process, make a note of:
Application (Client) ID
Directory (Tenant) ID
Client Secret Value.
Google Workspace
Follow this section of the Claris support page to allow Music Monitor to send email to your Google Workspace.
Stop when you come to the part about setting up the FileMaker Server Admin Console - you don't need that set up.
In this process, make a note of:
Service Account Email
Private Key
Set Up the Login Accounts in Music Monitor
Second, all users in Music Monitor need their Email Name and Email from address entered next to their login account name.
To enter them manually, go to Home > Settings > Manage Login Accounts.
and enter the Email Name and Email From Address
Alternatively, if you have a lot of users, and if their emails have been entered in Contacts, we can run a process to quickly auto-fill this for you.
Enable OAuth in Music Monitor
Third, you need to enter the information you noted down from your email system into the OAuth settings in Music Monitor.
From the Home screen, select the Settings wheel, then System Admin.
Under Email Settings, select the OAuth 2.0 option that fits your system.
Enter the details as required for the system you are using.
Turn it on using the black Turn ON for all users button after filling in the details.
To test it's worked, someone needs to log out and log in again, and then send an email from (for example) the Students file. Instead of popping up an email in Outlook for you to send, it will simply send the email directly in the background.
Note: If you're using the New Outlook, or viewing your Outlook as webmail, the sent email should show quickly in your Sent folder. In the Old Outlook, it doesn't bring in sent items from the server so the email will not appear in the Sent folder for that installation. (Log into your webmail if needed to check what was sent.)
Gmail is webmail, so the sent messages will appear. But if you read your Gmail through a different email client, the same issue can apply.