You can enable secure database access and ensure invoice emails flow correctly from PracticeEngine (cloud) through your email environment and Aiwyn. For Aiwyn to connect to your PracticeEngine database, an Azure AD user for database connection must be created by your firm IT and then granted database access by PracticeEngine.
Requesting PracticeEngine Database Access
Allow Aiwyn to securely connect to your PracticeEngine database.
Create an Azure AD user to be used for database connectivity to PracticeEngine.
Assign the Azure AD user an email address so it can accept an external invitation.
Provide the Azure AD user credentials to Aiwyn using a secure method, such as secure email, a secure file-sharing service, or a secure document provided by Aiwyn.
Open a support ticket with IRIS requesting the following:
A firewall rule allowing 35.245.176.176 access to the PracticeEngine database.
Database access for the Azure AD user.
Accept the PracticeEngine invitation sent to the Azure AD user.
Notify Aiwyn once all steps are complete.
Requesting Outbound IP Addresses From PracticeEngine
Obtain the required IP information before continuing with email configuration.
Request a list of the primary outbound IP addresses from the properties of your PracticeEngine site in Azure by contacting PracticeEngine support.
The following template wording may help:
"Hello, Can you send a list of the primary outbound IP addresses from the properties of our PE site in Azure?"
Do not proceed with the remaining steps until these IP addresses are provided.
Removing Legacy SMTP Servers
Ensure PracticeEngine sends email only through your firm’s mail servers.
Request that PracticeEngine remove any old SMTP servers that route mail through SendGrid and confirm that all remaining SMTP servers direct only to your firm’s email servers.
Adding Or Modifying An Exchange Connector
Allow inbound connections from PracticeEngine to Microsoft 365.
Open the Exchange Admin Center.
Navigate to Mail Flow, then select Connectors.
To start the wizard, click the plus sign. On the first screen, choose the option "Select your mail flow scenario".
Choose your organization’s email server as the source and Office 365 as the destination.
Enter a Connector Name.
Select "By verifying that the IP address of the sending
server matches one of these IP addresses that belong to your organization".Add the outbound IP addresses provided by PracticeEngine.
Leave all other settings at their default values.
Select Save.
Updating Your SPF DNS Record
Authorize PracticeEngine IP addresses to send email on behalf of your domain.
Edit your existing SPF record to include the IP addresses provided by PracticeEngine.
The final SPF record will resemble the following format:
v=spf1 ip4:10.5.3.2 ip4:50.201.69.247 include:spf.protection.outlook.com ~all, where 10.5.3.2 and
50.201.69.247 are IP addresses you were provided
Failing to update the SPF record may cause invoice emails to be delivered to recipients’ junk folders.
Adding SMTP Settings In PracticeEngine
Finalize outbound email routing from PracticeEngine.
Open PracticeEngine Configuration Settings.
Add <FIRM>-com.mail.protection.outlook.com as the SMTP server name.
Save the configuration changes.