Email Attachment

The Email Attachment function sends email notifications and attachments using an external SMTP server. To configure the function, valid credentials are required. 

Note!

  • Multiple attachments can be sent in an email instead of a single attachment.

  • To include multiple attachments in an email, configure multiple collectors for the Email Attachment Function. Set the filename option to Collector filename.

To configure the Email Attachment function, take the following steps:

  1. In SMTP Settings, enter the following details of the SMTP server you want to use. Optionally, credentials from the Secrets Wallet can be used:

SMTP Settings option

Description

SMTP Settings option

Description

Host name

URL of the SMTP server

Port

Port number of the SMTP. You can use either of the following options:

  • 25: Port number for a non-TLS connection

  • 465: Port number for a TLS connection

Username

Username of the SMTP server account

Password

Password of the SMTP server account

TLS Only

By default, this check box is selected. In this case, the connection will enforce the use of TLS when connecting to the server.

If you clear this check box, the TLS is used only if the server supports the STARTTLS extension.

Note!

In most cases, it is recommended to select this check box, if you are connecting to port 465. Clear this check box if you are connecting to port 587 or 25.

  1. In the Recipients, you must enter the mandatory recipient information, it can be either a single person or a recipient group(s).

Field

Description

Field

Description

Recipients

Here the recipient and/or recipient group(s) email addresses need to be entered.

CC

When toggled, this will enable the sending out of carbon copies of the emails.

BCC

When toggled, this will enable the sending out of blank carbon copies of the emails.

  1. The New Message section is used to configure the sender message information. The following fields are available: 

Field

Description

Field

Description

From

In this field, the sender’s email address is entered.

Subject

In this field, the subject line of the sent message is entered.

Message

In this field, the body text of the email is entered.

  1. If you select Attach records as file(s), you can access the Filename options section to attach the records as file(s).

Usage Engine Cloud Edition follows this behavior:

  • If the attach record as file(s) is not selected, an email will be sent with no payload attached.

  • If the attach record as file(s) is selected, an email with the designated payload will be sent. 

  1. In Filename information, enter the following details of the file(s) that you want to attach with the email.

File Output Options

Description

File Output Options

Description

Collector filename

Select Collector filename if you want to keep the same filename as your input file(s).

If the collector does not have a filename, the function generates a name based on the function, for example, Counter.

The function appends the file format extension to the filename based on the file format selected below, if the selected extension is not in the filename.

Custom filename

Select Custom filename to define a new filename for all the output files.

The function appends the file format extension to the filename based on the file format selected below, so you do not need to add any extensions to the filename.

  1. In File format, select the format of the output file(s) from the following options:

File format

Description

File format

Description

CSV

Select to generate the output file in CSV format. Select Include table header to include the table header in the output file(s).

Specify a Delimiter for the CSV file format. The default value is ','.

Excel

Select to generate the output file in Excel format. You can also specify the Sheet name. The default sheet name is Sheet 1.

There is an option to toggle on the Include table header in the emails.