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Expand outbound mailer documentation to mention SMS and include Twilio
Summary: Depends on D20031. Ref T13222. Test Plan: Read "carefully". Reviewers: amckinley Reviewed By: amckinley Maniphest Tasks: T13222 Differential Revision: https://secure.phabricator.com/D20032
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@title Configuring Outbound Email
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@group config
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Instructions for configuring Phabricator to send mail.
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Instructions for configuring Phabricator to send email and other types of
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messages, like text messages.
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Overview
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========
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Phabricator can send outbound email through several different mail services,
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Phabricator sends outbound messages through "mailers". Most mailers send
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email and most messages are email messages, but mailers may also send other
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types of messages (like text messages).
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Phabricator can send outbound messages through multiple different mailers,
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including a local mailer or various third-party services. Options include:
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| Send Mail With | Setup | Cost | Inbound | Notes |
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|---------|-------|------|---------|-------|
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| Postmark | Easy | Cheap | Yes | Recommended |
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| Mailgun | Easy | Cheap | Yes | Recommended |
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| Amazon SES | Easy | Cheap | No | Recommended |
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| SendGrid | Medium | Cheap | Yes | Discouraged |
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| External SMTP | Medium | Varies | No | Gmail, etc. |
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| Local SMTP | Hard | Free | No | sendmail, postfix, etc |
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| Custom | Hard | Free | No | Write a custom mailer for some other service. |
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| Drop in a Hole | Easy | Free | No | Drops mail in a deep, dark hole. |
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| Send Mail With | Setup | Cost | Inbound | Media | Notes |
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|----------------|-------|------|---------|-------|-------|
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| Postmark | Easy | Cheap | Yes | Email | Recommended |
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| Mailgun | Easy | Cheap | Yes | Email | Recommended |
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| Amazon SES | Easy | Cheap | No | Email | |
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| SendGrid | Medium | Cheap | Yes | Email | |
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| Twilio | Easy | Cheap | No | SMS | Recommended |
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| Amazon SNS | Easy | Cheap | No | SMS | Recommended |
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| External SMTP | Medium | Varies | No | Email | Gmail, etc. |
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| Local SMTP | Hard | Free | No | Email | sendmail, postfix, etc |
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| Custom | Hard | Free | No | All | Write a custom mailer. |
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| Drop in a Hole | Easy | Free | No | All | Drops mail in a deep, dark hole. |
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See below for details on how to select and configure mail delivery for each
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mailer.
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Overall, Postmark and Mailgun are much easier to set up, and using one of them
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is recommended. Both will also let you set up inbound email easily.
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For email, Postmark or Mailgun are recommended because they make it easy to
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set up inbound and outbound mail and have good track records in our production
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services. Other services will also generally work well, but they may be more
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difficult to set up.
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If you have some internal mail service you'd like to use you can also write a
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custom mailer, but this requires digging into the code.
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For SMS, Twilio or SNS are recommended. They're also your only upstream
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options.
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If you have some internal mail or messaging service you'd like to use you can
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also write a custom mailer, but this requires digging into the code.
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Phabricator sends mail in the background, so the daemons need to be running for
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it to be able to deliver mail. You should receive setup warnings if they are
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@ -91,13 +103,14 @@ The supported keys for each mailer are:
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types. Normally, you do not need to configure this. See below for a list
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of media types.
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The `type` field can be used to select these third-party mailers:
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The `type` field can be used to select these mailer services:
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- `mailgun`: Use Mailgun.
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- `ses`: Use Amazon SES.
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- `sendgrid`: Use SendGrid.
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- `postmark`: Use Postmark.
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- `sns`: Use Amazon SNS (only for sending SMS messages).
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- `twilio`: Use Twilio.
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- `sns`: Use Amazon SNS.
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It also supports these local mailers:
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@ -153,6 +166,12 @@ For alternatives and more information on configuration, see
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Mailer: Postmark
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================
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| Media | Email
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|---------|
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| Inbound | Yes
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|---------|
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Postmark is a third-party email delivery service. You can learn more at
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<https://www.postmarkapp.com/>.
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@ -183,8 +202,13 @@ documented at: <https://postmarkapp.com/support/article/800-ips-for-firewalls>
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Mailer: Mailgun
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===============
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| Media | Email
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|---------|
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| Inbound | Yes
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|---------|
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Mailgun is a third-party email delivery service. You can learn more at
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<http://www.mailgun.com>. Mailgun is easy to configure and works well.
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<https://www.mailgun.com>. Mailgun is easy to configure and works well.
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To use this mailer, set `type` to `mailgun`, then configure these `options`:
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@ -195,8 +219,13 @@ To use this mailer, set `type` to `mailgun`, then configure these `options`:
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Mailer: Amazon SES
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==================
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| Media | Email
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|---------|
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| Inbound | No
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|---------|
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Amazon SES is Amazon's cloud email service. You can learn more at
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<http://aws.amazon.com/ses/>.
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<https://aws.amazon.com/ses/>.
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To use this mailer, set `type` to `ses`, then configure these `options`:
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@ -209,21 +238,58 @@ which "From" address to use by setting `metamta.default-address` in your
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config, then follow the Amazon SES verification process to verify it. You
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won't be able to send email until you do this!
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Mailer: Twilio
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==================
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| Media | SMS
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|---------|
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| Inbound | No
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|---------|
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Twilio is a third-party notification service. You can learn more at
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<https://www.twilio.com/>.
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To use this mailer, set `type` to `twilio`, then configure these options:
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- `account-sid`: Your Twilio Account SID.
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- `auth-token`: Your Twilio Auth Token.
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- `from-number`: Number to send text messages from, in E.164 format
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(like `+15551237890`).
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Mailer: Amazon SNS
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==================
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| Media | SMS
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|---------|
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| Inbound | No
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|---------|
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Amazon SNS is Amazon's cloud notification service. You can learn more at
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<http://aws.amazon.com/sns/>. Note that this mailer is only able to send
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<https://aws.amazon.com/sns/>. Note that this mailer is only able to send
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SMS messages, not emails.
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To use this mailer, set `type` to `sns`, then configure the options similarly
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to the SES configuration above.
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To use this mailer, set `type` to `sns`, then configure these options:
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- `access-key`: Required string. Your Amazon SNS access key.
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- `secret-key`: Required string. Your Amazon SNS secret key.
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- `endpoint`: Required string. Your Amazon SNS endpoint.
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- `region`: Required string. Your Amazon SNS region.
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You can find the correct `region` value for your endpoint in the SNS
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documentation.
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Mailer: SendGrid
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================
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| Media | Email
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|---------|
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| Inbound | Yes
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|---------|
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SendGrid is a third-party email delivery service. You can learn more at
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<http://sendgrid.com/>.
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<https://sendgrid.com/>.
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You can configure SendGrid in two ways: you can send via SMTP or via the REST
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API. To use SMTP, configure Phabricator to use an `smtp` mailer.
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@ -240,10 +306,16 @@ including an "API User". Make sure you're configuring your "API Key".
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Mailer: Sendmail
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================
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| Media | Email
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|---------|
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| Inbound | Requires Configuration
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|---------|
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This requires a `sendmail` binary to be installed on the system. Most MTAs
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(e.g., sendmail, qmail, postfix) should do this, but your machine may not have
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one installed by default. For install instructions, consult the documentation
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for your favorite MTA.
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(e.g., sendmail, qmail, postfix) should install one for you, but your machine
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may not have one installed by default. For install instructions, consult the
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documentation for your favorite MTA.
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Since you'll be sending the mail yourself, you are subject to things like SPF
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rules, blackholes, and MTA configuration which are beyond the scope of this
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@ -258,6 +330,11 @@ configure.
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Mailer: SMTP
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============
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| Media | Email
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|---------|
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| Inbound | Requires Configuration
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|---------|
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You can use this adapter to send mail via an external SMTP server, like Gmail.
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To use this mailer, set `type` to `smtp`, then configure these `options`:
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@ -273,7 +350,15 @@ To use this mailer, set `type` to `smtp`, then configure these `options`:
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Disable Mail
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============
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To disable mail, just don't configure any mailers.
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| Media | All
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|---------|
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| Inbound | No
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|---------|
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To disable mail, just don't configure any mailers. (You can safely ignore the
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setup warning reminding you to set up mailers if you don't plan to configure
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any.)
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Testing and Debugging Outbound Email
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@ -288,6 +373,9 @@ particular:
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Run `bin/mail help <command>` for more help on using these commands.
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By default, `bin/mail send-test` sends email messages, but you can use
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the `--type` flag to send different types of messages.
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You can monitor daemons using the Daemon Console (`/daemon/`, or click
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**Daemon Console** from the homepage).
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