Microsoft has announced plans to disable Basic Auth for SMTP. As a result, we recommend setting up a modern method authentication and authorisation method using OAuth. To set up OAuth in Quant, you need to register a new application in the Microsoft Entra environment.

For more information on how to replace Basic Auth, see the following link: microsoft-blog-exchange-online.

Microsoft Entra Setup

1. Open Applications and then App Registrations available from the link entra-app-registrations, or via the side navigation.
2. Click on New registration.
   
3. Fill in a name, e.g. Quant Mailserver.
4. Select Web as the platform for the Redirect URI.
5. For the redirect address, type: http://localhost.
6. Click on Register.
7. You should now be on the newly registered application page, see image below, please note the following:
   Application (client) ID represents Client ID in Quant, 
   Directory (tenant) ID represents Tenant ID in Quant.
8. Click on Add a certificate or secret.
   
9. Click on New client secret.
10. Fill in the description of your choice and choose expiration.
11. Click on Add.
    
12. Note down the Value, that is what you need to fill in Quant as Client Secret.

The client secret must be renewed (a new one generated) before it expires. Otherwise sending email from Quant will not work.

13. Open the Manifest.
14. Change redirectUris from http://localhost to http://127.0.0.1.
    
15. Click on Save.
16. Now you can set the mail server in Quant Desktop.

Setting up Mail Server in Quant

1. Open Mail Server Settings in Options menu.
   
2. Choose Microsoft Exchange.
   
3. Fill in the following Tenant ID, Client ID, Client Secret from Azure AD.
4. Fill in Username which has access to the registered App.
5. As for SMTP Protocol, select tls 1.2
6. From Address is the address from which Quant will be sending e-mails. User whose Username is in the fourth line must have SendAs permission for that From address. Otherwise, the address must be the same as Username.
7. You have to be sure, that you are logged in with same Microsoft Account which is specified as Username. You can check that by visiting the office.com portal.
   
8. Now click on Login with Microsoft Account button, this will open the browser to perform the Authentication.
9. If you have multiple accounts signed in, the following page appears, please choose the correct user.
   
10. Then you have to accept the permissions, which looks like this:
    
11. Click on Accept.
12. Return back to Quant.
13. Optionally you can try to send testing e-mail.
14. Click on OK.