SMTP setup: clarify that a test email is sent

[rebeccaui]

• Slack thread: https://osquery.slack.com/archives/C01DXJL16D8/p1734640020341219
• @noahtalerman: User requested this because they tired to configure SMTP and Fleet is showing an error because the SMTP connection failed. They didn't know that the error they saw meant that Fleet tried to connect to SMTP but failed. Other products don't test on "Save". Instead they have a separate test button.
  • @noahtalerman: Eventually could improve this error message to explicitly let the user know that Fleet is hitting. Or Fleet could add a tooltip over "Save"
• @nonpunctual: Fleet sends a test email today. PR to update copy to let the user know is here: Initial attempt at help text for SMTP saves #25446

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User stories

• SMTP setup: tell user about test email #25547

[noahtalerman]

@rebeccaui is this a customer request? If yes, can you please add the Gong.

If it's a community request can you please attach the relevant Slack thread?

[rebeccaui]

@noahtalerman This is a feature request from @nonpunctual, based on a conversation with a Fleet Premium customer who was having an issue while testing this feature. If you'd like, I can create a label for them and attach it to this issue. Sorry for the confusion.

[JoStableford]

Linked to Unthread ticket:

Issues setting up Fleet SMTP with Google Workspace email and 2FA #3984

[rebeccaui]

@noahtalerman I've attached the original conversation with the customer, though we did not discuss the feature request. I can gather more details about the idea from @nonpunctual.

[nonpunctual]

@noahtalerman @rebeccaui

https://docs.jamf.com/10.35.0/jamf-pro/install-guide-windows/Integrating_with_an_SMTP_Server.html

[rebeccaui]

@noahtalerman This is the conversation thread that inspired the idea: https://osquery.slack.com/archives/C01DXJL16D8/p1734640020341219

[BillysCoolJob]

You guys rock! Thanks for getting this going.

[noahtalerman]

Problem

I want to test my connection to my SMTP server after I have configured it.
I want a Test button in Fleet that will allow me to send a test email.

What have you tried?

A community member struggled to troubleshoot during the SMTP setup process when a generic error occurred: "Could not connect to SMTP server. Please try again."
An internal suggestion arose that a Test button would be a helpful and user-friendly addition to the setup process.
The button would also alert the user whether the email sent successfully or not.

Potential solutions

Add a Test button to use after the SMTP server is configured.

What is the expected workflow as a result of your proposal?

[noahtalerman]

@BillysCoolJob @rebeccaui heads up that the "Save" button sends a test request to the SMTP server. That's why we're seeing this error (test failed):

[nonpunctual]

@rebeccaui I did not know that the connection is actually tested when the config is saved per @allenhouchins, so, idea here is to clarify with help text / tool tip / improved error message in banner that test will occur / has occured when settings are saved.