Mail

Description

Use the Mail action to send a text or HTML email with optional file attachments. This workflow action is used at the end of a workflow run in most instances. It can be used to announce both a workflow failure or success. For example, it is not uncommon at the end of a successful load, to send an email to a distribution list announcing that the load was successful and include a log file. If there are errors, an email can be sent to alert individuals on a distribution list.

The Mail action requires an SMTP server. You can use authentication and security as part of the connection but you must have the SMTP credentials.

You can attach files to your email messages such as error logs and regular logs. In addition, logs can be zipped into a single archive for convenience.

Options

Addresses Tab

Option	Description
Workflow action name	The name of the workflow action.
Destination Address	The destination for the email; you can specify multiple addresses if you separate them with a space.
Cc	An identical copy of the message is also sent to all the addresses listed in the Cc: field. To enter more than one address in the Cc: field, separate them with a space.
BCc	Send to a recipient whose email address does not appear in the message
Sender name	Name of the person sending the email
Sender address	Email address of the person sending the email
Reply to	Email address of the person to which to send a reply
Contact person	The name of the contact person to be placed in the email
Contact phone	The contact telephone number to be placed in the email

Option

Description

Workflow action name

The name of the workflow action.

Destination Address

The destination for the email; you can specify multiple addresses if you separate them with a space.

An identical copy of the message is also sent to all the addresses listed in the Cc: field. To enter more than one address in the Cc: field, separate them with a space.

BCc

Send to a recipient whose email address does not appear in the message

Sender name

Name of the person sending the email

Sender address

Email address of the person sending the email

Reply to

Email address of the person to which to send a reply

Contact person

The name of the contact person to be placed in the email

Contact phone

The contact telephone number to be placed in the email

Server Tab

Option	Description
SMTP Server	The SMTP server address
Port	The port on which the SMTP Server is running
Use Authentication	Enable to use authentication to the SMTP Server
Authentication user	SMTP user account name
Authentication password	SMTP user account password
Use Secure Authentication?	Enable to use secure authentication
Secure Connection Type	Select authentication type (SSL, TSL)

Option

Description

SMTP Server

The SMTP server address

Port

The port on which the SMTP Server is running

Use Authentication

Enable to use authentication to the SMTP Server

Authentication user

SMTP user account name

Authentication password

SMTP user account password

Use Secure Authentication?

Enable to use secure authentication

Secure Connection Type

Select authentication type (SSL, TSL)

Email Message Tab

Option	Description
Include date in message?	Enable to include date in message
Only send comment in mail body?	If not enabled the email will contain information about the workflow and its execution in addition to the comment
Use HTML in mail body	The message is sent in HTML format
Encoding	Select encoding type
Manage Priority	Enable to manage priority. Note: The support of this flag is depending on the mail server. Priority Importance Sensitivity
Subject	Enter the subject of the mail into this field.
Comment	Enter the comment within the body of the mail into this field.

Option

Description

Include date in message?

Enable to include date in message

Only send comment in mail body?

If not enabled the email will contain information about the workflow and its execution in addition to the comment

Use HTML in mail body

The message is sent in HTML format

Encoding

Select encoding type

Manage Priority

Enable to manage priority. Note: The support of this flag is depending on the mail server.

Priority
Importance
Sensitivity

Subject

Enter the subject of the mail into this field.

Comment

Enter the comment within the body of the mail into this field.

Attached Files Tab

Option	Description
Attach files to message?	Enable to attach a file to your email message
Select file type	The files to send are defined within the internal files result set. Every file in this list is marked with a file type and you can select what type of file you want to send (see also the tips at the end of this document): General Log Error line Error Warning
Zip files to single archive?	Enable to have attachments achived in a zip file
Name of the zip archive	Define the filename of your zip archive
Filename	Name of a single image file to add. Note: This works only when Use HTML format is defined in the EMail Message tab.
Content ID	Automatically entered
Image	The full path to image (used when embedding multiple images) Click Edit to edit the path; click Delete to delete the path to the image
Content ID	The image content ID (used when embedding multiple images) Click Edit to edit the content ID; click Delete to delete the Content ID

Option

Description

Attach files to message?

Enable to attach a file to your email message

Select file type

The files to send are defined within the internal files result set. Every file in this list is marked with a file type and you can select what type of file you want to send (see also the tips at the end of this document):

General
Log
Error line
Error
Warning

Zip files to single archive?

Enable to have attachments achived in a zip file

Name of the zip archive

Define the filename of your zip archive

Filename

Name of a single image file to add. Note: This works only when Use HTML format is defined in the EMail Message tab.

Content ID

Automatically entered

Image

The full path to image (used when embedding multiple images) Click Edit to edit the path; click Delete to delete the path to the image

Content ID

The image content ID (used when embedding multiple images) Click Edit to edit the content ID; click Delete to delete the Content ID

Tips

How to attach a particular file to the e-mail

You can attach "Result Files" of a particular type(s) to the e-mail, either individually or as a single ZIP archive by checking the option "Attach files to message" and selecting the types to attach under "Select the result files types to attach". What is a Result File and how to create one? Well, just about any file created during a pipeline may become a Result File, you only need to mark it as such. There are several ways to do that:

When creating a file with a transform that supports it, allow it to mark the file as a Result File. For example the "Text file output" transform has the check-box "Add filenames to result" on the File tab for that purpose. The file type will be General.
Use the transform "Set files in result" from the workflow category to mark a file as a result file of a particular type. This transforms expects the file name to be in a field (you can use e.g. "Generate Rows" in combination with "Add constants" to produce a row containing the file name).

Attaching pipeline’s log

You may easily attach a log file with log of a pipeline run by the workflow prior to sending the mail as follows (suppose we have the workflow Start → Pipeline → Mail):

In the Pipeline workflow action’s options, check "Specify logfile?" and enter a name and extension for the file. You can also specify the desired log level.
In the Mail workflow action’s options, check "Attach files to message" and select (at least) the file type "Log".
The next time the mail is send, it will have the pipeline’s log attached.