Install and Configure an SMTP Relay for Office 365 Exchange Online

Juris^® Suite requires a locally hosted Exchange server or SMTP service to transmit email. However, if your firm is using Exchange Online for Office 365, you can configure an SMTP relay to forward email to the Exchange Online server. The relay acts as an intermediary between Juris Suite and Exchange Online and allows email to be sent from Juris Suite without the need of a locally hosted Exchange server.

These instructions can be modified for other SMTP relays that you might have in your organization. We recommend reviewing the steps in How to set up a multifunction device or application to send email using Office 365 before proceeding with this procedure as there may be an available option that doesn't require setting up an additional server to relay.

Install the SMTP Relay
Configure the SMTP Relay
Configure Juris Suite to Send Email Through the Relay
 

Install the SMTP Relay 

Take the following steps to install the SMTP relay:
 

1. Open Server Manager on your Juris SQL/IIS server.
2. Click Add roles or features.
3. Click Next on the Add Roles Wizard window.
4. Select Role-based or feature-based installation under Select Installation Type, then click Next.
5. Choose Select a server from the server pool under Select destination server, then click Next.
6. Click Features below the Select Features pane.
7. Select SMTP Server from the list of features.
   Note: If you are prompted to install additional components, select Add Required Features, then Next.
8. Click Install to complete the installation.

 

Configure the SMTP Relay 

Take the following steps to configure the SMTP relay:
 

1. From Server Manager, select Tools > Internet Information Services (IIS) 6.0.
2. Expand the server under Internet Information Services.
3. Right-click SMTP Virtual Server, and select Properties.
4. Click the Advanced button under the General tab, then click Add.
5. Specify the IP address of the SMTP server.
6. Enter 25 for the TCP port and click OK.
7. Click the Access tab.
8. Click the Authentication button.
9. Ensure Anonymous Access is selected, then click OK.
10. Click the Connection button.
11. Select Only the list below, then click Add.
12. Select which computers can connect by Single computer, Group of computers, or Domain.
    Important! Single Computer or Group of computers require a static IP or Subnet address.
13. Click OK to close the Connections window, then click the Relay button.
14. Select Only the list below, then click Add.
15. Select which computers can relay through the SMTP by Single computer, Group of computers, or Domain.
    Important! Single Computer or Group of computers require a static IP or Subnet address.
16. Click the Delivery tab, then the Outbound Security button.
17. Select Basic Authentication or OAuth Authentication.
18. Enter the credentials of a Office 365 user who you want to use to relay SMTP mail.
19. Select TLS Encryption, then click OK.
20. Click the Outbound Connections button.
21. Enter 587 in the TCP Port box, then click OK.
22. Click the Advanced button.
23. Enter SMTP.office365.com as the Smart Host, then click OK.
24. Click Apply, then OK to close the SMTP Vertual Server Properties.
25. Right-click the SMTP Virtual Server and select Start.

Note: Your on-premises domain must be added as an accepted domain in Office 365. For example, if the account you're relaying from is bob@tailspintoys.com, you need to add tailspintoys.com as an accepted domain in Office 365.
 

Configure Juris Suite to Send Email Through the Relay 

Take the following steps to configure Juris Suite to send email through the SMTP relay:
 

1. Log into Juris Suite under an Admin account.
2. Click the Juris ball in the upper-left corner and select Admin > Firm Settings.
3. Click Distributions and enter the IP address of the SMTP relay in the SMTP Host Address field.
4. Ensure the From E-mail Address and Webserver URL are correct.
   Note: The From E-mail Address must be a valid email address.
5. Click Collections and enter the IP address of the SMTP relay in the SMTP Host Address field.
6. Ensure the Default E-mail From Address is a valid email address.
7. Restart the Juris Suite Distribution and Juris Suite Collection Notification services on the server.

Note: If the Juris Suite email fails to deliver, make sure your firewall is not blocking port 25 or 587.