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 comma-separated list of addresses, or an email alias for a distribution list.
Cc	An email address, comma-separate list of email addresses, or a distribution list to send a carbon copy of the email to.
Bcc	An email address, comma-separate 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.

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.

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.
Subject	The email subject line.
Comment	The email body.

This tab contains options for file attachments.

Option	Definition
Dynamic filenames?	If checked, you will use the next two fields to define which streams 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).

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.