Creating and Configuring Email Profiles

This article explains how to create and configure reusable Email Profiles in VDM using either SMTP or Microsoft Graph.

Email Profiles can be used when sending scheduled report emails and notifications.

Creating an Email Profile

To create or edit an Email Profile:

Open VDM.
From the VDM menu, open Settings.
Select Email Profiles.
Create a new Email Profile or select an existing profile to edit.
The Email Profile Setup window opens.
Select the appropriate Delivery Method:
- SMTP
- Microsoft Graph

The fields displayed in Email Profile Setup change based on the selected delivery method.

Accessing Email Profiles in VDM.

Configuring an SMTP Email Profile

Select SMTP from the Delivery Method dropdown.

Configuring an SMTP Email Profile.

Configure the following fields:

SMTP Server — Enter the address of the SMTP mail server.
Port — Enter the SMTP server port.
Enable SSL — Enable this option if the SMTP server requires SSL.
User Name — Enter the username used to authenticate with the SMTP server.
Password — Enter the password for the SMTP account.
To — Enter one or more email addresses to use when testing the profile. Press Enter or type a semicolon (;) after each address to add it.
From — Enter the email address that will appear as the sender.

After configuring the profile, click Send Test Email to verify that the settings are working correctly.

Configuring a Microsoft Graph Email Profile

Select Microsoft Graph from the Delivery Method dropdown.

Configuring a Microsoft Graph Email Profile.

Microsoft Graph uses an unattended Microsoft Graph application to send email.

The application must have the following Microsoft Graph Application permissions:

Mail.Send
Mail.ReadWrite

Configure the following fields:

Tenant ID — Enter the Microsoft Entra tenant ID associated with the application.
Client ID — Enter the application/client ID.
Client Secret — Enter the client secret configured for the application.
To — Enter one or more email addresses to use when testing the profile. Press Enter or type a semicolon (;) after each address to add it.
Sender Mailbox — Enter the mailbox Microsoft Graph will use to send the email.

Note: The Microsoft Graph option requires an unattended Microsoft Graph application configured with the required Mail.Send and Mail.ReadWrite Application permissions.

After entering the required information, click Send Test Email to verify that the Microsoft Graph configuration is working correctly.

Testing an Email Profile

After configuring either delivery method, click Send Test Email.

A successful test confirms that VDM can send email using the selected Email Profile.

If the test fails, review the settings for the selected delivery method.

SMTP

Verify the following:

SMTP Server
Port
SSL setting
User Name and Password
From address

Microsoft Graph

Verify the following:

Tenant ID
Client ID
Client Secret
Sender Mailbox
Microsoft Graph application permissions

Using Email Profiles

Once an Email Profile is configured, it can be selected when setting up email delivery for VDM jobs and notifications.

The selected Email Profile determines whether VDM sends the email using SMTP or Microsoft Graph.