Prerequisites

Before adding a Send Email (SMTP)ClosedThe Send Email (SMTP) tool sends messages to any SMTP compliant mail server. This tool is capable of sending multiple messages in either text or HTML formats, incorporating data from Input and Format steps to any number of recipients. If recordset data being used from an Input step includes a column containing email addresses, then this can be used as a "dynamic" recipient address. task step, ensure you have met the following:

Connecting to an SMTP Server

Before adding a Send Email (SMTP) task step, you must create at least one connection to an SMTP server. You open this interface from the resources tree — expand System > Tools > and double-click Send Email (SMTP) in the items list.

  1. Click Add to create a new connection.
  2. Enter a unique Connection name. If adding connections for different types of SMTP server, it is recommended you add such details to the connection name.
  3. In Server Address, add the DNS or IP address of the SMTP server.
  4. If authentication is required by the SMTP server, select Enable Authentication and choose between:
    • Windows Authentication (NTLM) — The currently logged-in Window's user credentials are used to connect to the SMTP server
    • Plain Text Authentication (LOGIN) — The specified Username, Password, and Domain (if required) are used to connect to the SMTP server
  5. Use Test connection to ensure the credentials can be accepted.
  6. Click OK to save the connection.

For more information, see Creating the Connection to an SMTP Server.

Adding a New Task Step

To add a new Send Email (SMTP) step to an existing task, do the following:

  1. Open the relevant task (if creating a new task, see How to Create a Basic Task).
  2. Either:
Click and drag the Send Email (SMTP) icon from the Task Browser to the task Design area.
From the task's Design tab, right-click on empty space and select New > Output > Send Email (SMTP).
  1. In the General tab, Name your task step and, if required, choose the Document to email.
  2. Go to the Connection tab and choose the relevant email server created previously.
  3. Go to the Main tab and configure the email to send.
  4. Go to the Options tab and select the relevant error handling options for this task step.

  5. Click  to save the task step.