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This step uses an SMTP server to send an email containing data from the previous step.

Note: The Mail transformation step is similar to the Mail job entry, except the step receives all data from the stream fields.


This tab defines the sender, contact person, and recipients of a PDI-generated email.

Option Definition
Step name
The name of this step as it appears in the transformation workspace.
Destination address
The destination for the email. This can be a single address, a space-separated list of addresses , or an email alias for a distribution list
An email address, space-separated list of email addresses, or a distribution list to send a carbon copy of the email to.
An email address, space-separated list of email addresses, or a distribution list to send a blind carbon copy of the email to.
Sender name
The name of the person you want the email to be from.
Sender Address
The email address of the person or account you want the email to be from.
Reply to
The email address that recipients will use if they reply to the email.
The name of the person to contact regarding the email's contents.
Contact phone
The phone number of the contact person defined in the previous field.


This tab contains details for your SMTP server, including authentication and encryption.

Option Definition
SMTP server
URL, hostname, or IP address of your SMTP server.
Port number for your SMTP service.
Use authentication
If checked, you will be able to enter an SMTP username and password in the next few fields.
Authentication user
The SMTP username to use for server authentication.
Authentication password
The password for the previously defined SMTP username.
Use secure authentication
If checked you will be able to specify SSL or TLS encryption in the next field.
Secure connection type
Determines whether the server will use SSL or TLS encryption protocols.

Email Message

This tab determines the text content of the email.

Include date in message?
If checked, the date will be printed in the email body.
Only send comment in mail body
If checked, information about the transformation will not be included -- only the content from the Comment field will be sent in the message body.
Use HTML format in mail body?
If checked, this email will be in HTML format instead of plain text.
Character encoding for the text of an HTML email.
Manage priority
If checked, enables the following two fields to set email priority and importance levels.
The priority level to assign in the email metadata.
The importance level to assign in the email metadata.
This allows to set the "Sensitivity" header information to Normal, Personal, Private, Confidential (since 5.0, Outlook/Exchange only)
The email subject line.
The email body. See also the option "Attach content file".

Attached Files

This tab contains options for file attachments.

Option Definition
Attach content file? If checked, you will use the next two fields to define which stream fields you want to use to create dynamic content of the mail message.
Content fieldname The given field contains the field that points to a file that is loaded for the content. Internally this file content is put into is MimeBodyPart (using application/x-any).
Filename fieldname This field sets the filename within the MimeBodyPart.
Dynamic filenames?
If checked, you will use the next two fields to define which stream fields you want to use to create dynamic filenames for your attachments.
Filename field
The stream field you want to use for dynamic filenames of attachments. This can also be a folder name, in which case you would use the Wildcard field to determine filenames.
Wildcard field
A regular expression that creates dynamic filenames for attachments.
A static name and location of a file to attach.
Include subfolders
If checked, will attach files in subfolders of the specified folder.
A regular expression that identifies a file to attach.
Zip files
If checked, multiple file attachments will be zipped into a single archive before attaching to the email.
Is zip filename dynamic?
If checked, the name of the zip archive will be determined by a data stream.
Zipfilename field
The data field to use for the name of the zip archive.
Zip filename
A static name for the zip archive.
Zip files if size greater than
Only archives file attachments if their combined size is above this number (in bytes).

Embedded Images

This tab contains options for embedded images in HTML emails.

Option Definition
The name and location of the file you want to embed in the email.
Content ID
A unique identifier for this file. PDI will generate one if you don't specify one yourself.
The order that the attachment will be processed.
The name of as added image.
Content ID (field)
The content ID of an added image.

This documentation is maintained by the Pentaho community, and members are encouraged to create new pages in the appropriate spaces, or edit existing pages that need to be corrected or updated.

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