Register a Connection with the PoliteMail ServerAfter installing the PoliteMail for Outlook add-in software, the first step to getting the software running is to register your license and connect to the PoliteMail tracking server for your account.

The registration key and server name will be provided to you via email once your account is established.

Here’s how to get registered and connected:

  1. On the PoliteMail Connection Settings dialog, enter your email address. Use the address you set-up your PoliteMail account with. Please note this will not necessarily be your Send From address, as PoliteMail will always use your currently selected Outlook account as the From address.
  2. Now copy the registration key from your account email, and paste it into the Registration Key field
  3. Now click the PoliteMail Server tab, and ensure your PoliteMail Server entry corresponds to the server provided along with your credentials. This is the domain for the PoliteMail tracking server your account is set-up on (this is notyour SMTP or Exchange Server address).For corporate cloud accounts, you will have a unqiue server name such as “yourcompany.pmail9.com”. For licensed servers, your IT staff will generate the name, and provide it to you, typically in a form such as pm.yourcompany.com. Please note, the server name must be a fully qualified domain name.
  4. Use SSl is checked by default. SSL enables an encrypted (https) connection between your PoliteMail for Outlook software and the PoliteMail Server. Only in the case when you are running an internaly licensed PoliteMail Server, and your IT team has not installed an SSL certificate on the PoliteMail Server system, then to connect properly you will have to uncheck the use SSL selection.
  5. Now click OK, and your connection should be established.

If you receive an error message, “Your credentials or host name are incorrect…” please double-check the account email address, registration key, and PoliteMail Server settings. All three of these must be current and correct in order to register and connect to the PoliteMail Server.