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Mail

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.

Addresses

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

Cc

An email address, space-separated list of email addresses, or a distribution list to send a carbon copy of the email to.

Bcc

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.

Contact

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.

Server

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

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.

Option

Definition

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.

Encoding

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.

Priority

The priority level to assign in the email metadata.

Importance

The importance level to assign in the email metadata.

Sensitivity

This allows to set the "Sensitivity" header information to Normal, Personal, Private, Confidential (since 5.0, Outlook/Exchange only)

Subject

The email subject line.

Comment

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.

Filename/foldername

A static name and location of a file to attach.

Include subfolders

If checked, will attach files in subfolders of the specified folder.

Wildcard

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

Filename

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.

Image

The name of as added image.

Content ID (field)

The content ID of an added image.

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