Astera Data Stack
Version 8
Version 8
  • Welcome to Astera Data Stack Documentation
  • Release Notes
    • Astera 8.0 - What's New, What's Fixed, and What's Improved
    • Astera 8.0 - Known Issues
    • Astera 8.1 - Release Notes
    • Astera 8.2 Release Notes
    • Astera 8.3 Release Notes
    • Astera 8.4 Release Notes
    • Astera 8.5 Release Notes
  • Getting Started
    • Astera 8 - Important Considerations
    • Astera 8 - System Requirements
    • Configuring the Server
    • Connecting to a Different Astera Server from the Lean Client
    • Connecting to an Astera Server using Lean Client
    • How to Build a Cluster Database and Create a Repository
    • How to Login from Lean Client
    • Setting up a Server Certificate (.pfx) File in a New Environment
    • Installing Client and Server Applications
    • Licensing Model in Astera 8
    • Migrating from Astera 7.x to Astera 8
    • UI Walkthrough - Astera 8.0
    • User Roles and Access Control
  • Dataflows
    • Sources
      • Data Providers and File Formats Supported in Astera
      • Setting Up Sources
      • COBOL File Source
      • Database Table Source
      • Data Model Query Source
      • Delimited File Source
      • Email Source
      • Excel Workbook Source
      • File Systems Item Source
      • Fixed Length File Source
      • PDF Form Source
      • Report Source
      • SQL Query Source
      • XML/JSON File Source
    • Transformations
      • Introducing Transformations
      • Aggregate Transformation
      • Constant Value Transformation
      • Data Cleanse Transformation
      • Denormalize Transformation
      • Distinct Transformation
      • Database Lookup Transformation
      • Expression Transformation
      • File Lookup Transformation
      • Filter Transformation
      • Join Transformation
      • List Lookup Transformation
      • Merge Transformation
      • Normalize Transformation
      • Passthru Transformation
      • Reconcile Transformation
      • Route Transformation
      • Sequence Generator Transformation
      • Sort Transformation
      • Sources as Transformations
      • Subflow Transformation
      • SQL Statement Lookup Transformation
      • Switch Transformation
      • Tree Join Transformation
      • Tree Transform
      • Union Transformation
    • Destinations
      • Setting Up Destinations
      • Database Table Destination
      • Delimited File Destination
      • Excel Workbook Destination
      • Fixed Length File Destination
      • SQL Statement Destination
      • XML/JSON File Destination
    • Data Logging and Profiling
      • Creating Data Profile
      • Creating Field Profile
      • Data Quality Mode
      • Record Level Log
      • Using Data Quality Rules in Astera
    • Database Write Strategies
      • Database Diff Processor
      • Data Driven Write Strategy
      • Dimension Loader - Database Write
      • Source Diff Processor
    • Text Processors
      • Delimited Parser
      • Delimited Serializer
      • Fixed Length Parser
      • Fixed Length Serializer
      • Language Parser
      • XML JSON Parser
      • XML JSON Serializer
    • Data Warehouse
      • Fact Table Loader
      • Dimension Table Loader
  • WORKFLOWS
    • What Are Workflows?
    • Using the Workflow Designer
    • Creating Workflows in Astera
    • Decision Task
    • EDI Acknowledgement Task
    • File System Task
    • File Transfer Task
    • OR Task
    • Run Dataflow Task
    • Run Program Task
    • Run SQL File Task
    • Run SQL Script Task
    • Run Workflow Task
    • Send Mail Task
    • Workflows with a Dynamic Destination Path
    • Customizing Workflows with Parameters
    • GPG-Integrated File Decryption in Astera
  • Subflows
    • Using Subflows in Astera
  • Functions
    • Introducing Function Transformations
    • Custom Functions
    • Logical
      • Coalesce (Any value1, Any value2)
      • IsNotNull (AnyValue)
      • IsRealNumber (AnyValue)
      • IsValidSqlDate (Date)
      • IsDate (AnyValue)
      • If (Boolean)
      • If (DateTime)
      • If (Double)
      • Exists
      • If (Int64)
      • If (String)
      • IsDate (str, strformat)
      • IsInteger (AnyValue)
      • IsNullOrWhitespace (StringValue)
      • IsNullorEmpty (StringValue)
      • IsNull (AnyValue)
      • IsNumeric (AnyValue)
    • Conversion
      • GetDateComponents (DateWithOffset)
      • ParseDate (Formats, Str)
      • GetDateComponents (Date)
      • HexToInteger (Any Value)
      • ToInteger (Any value)
      • ToDecimal (Any value)
      • ToReal (Any value)
      • ToDate (String dateStr)
      • TryParseDate (String, UnknownDate)
      • ToString (Any value)
      • ToString (DateValue)
      • ToString (Any data, String format)
    • Math
      • Abs (Double)
      • Abs (Decimal)
      • Ceiling (Real)
      • Ceiling(Decimal)
      • Floor (Decimal)
      • Floor (Real)
      • Max (Decimal)
      • Max (Date)
      • Min (Decimal)
      • Min (Date)
      • Max (Real)
      • Max (Integer)
      • Min (Real)
      • Pow (BaseExponent)
      • Min (Integer)
      • RandomReal (Int)
      • Round (Real)
      • Round (Real Integer)
      • Round (Decimal Integer)
      • Round (Decimal)
    • Financial
      • DDB
      • FV
      • IPmt
      • IPmt (FV)
      • Pmt
      • Pmt (FV)
      • PPmt
      • PPmt (FV)
      • PV (FV)
      • Rate
      • Rate (FV)
      • SLN
      • SYD
    • String
      • Center (String)
      • Chr (IntAscii)
      • Asc (String)
      • AddCDATAEnvelope
      • Concatenate (String)
      • ContainsAnyChar (String)
      • Contains (String)
      • Compact (String)
      • Find (Int64)
      • EndsWith (String)
      • FindIntStart (Int32)
      • Extract (String)
      • GetFindCount (Int64)
      • FindLast (Int64)
      • GetDigits (String)
      • GetLineFeed
      • Insert (String)
      • IsAlpha
      • GetToken
      • IndexOf
      • IsBlank
      • IsLower
      • IsUpper
      • IsSubstringOf
      • Length (String)
      • LeftOf (String)
      • Left (String)
      • IsValidName
      • Mid (String)
      • PadLeft
      • Mid (String Chars)
      • LSplit (String)
      • PadRight
      • ReplaceAllSpecialCharsWithSpace
      • RemoveChars (String str, StringCharsToRemove)
      • ReplaceLast
      • RightAlign
      • Reverse
      • Right (String)
      • RSplit (String)
      • SplitStringMultipleRecords
      • SplitStringMultipleRecords (2 Separators)
      • SplitString (3 separators)
      • SplitString
      • SplitStringMultipleRecords (3 Separators)
      • Trim
      • SubString (NoOfChars)
      • StripHtml
      • Trim (Start)
      • TrimExtraMiddleSpace
      • TrimEnd
      • PascalCaseWithSpace (String str)
      • Trim (String str)
      • ToLower(String str)
      • ToProper(String str)
      • ToUpper (String str)
      • Substring (String str, Integer startAt)
      • StartsWith (String str, String value)
      • RemoveAt (String str, Integer startAt, Integer noofChars)
      • Proper (String str)
      • Repeat (String str, Integer count)
      • ReplaceAll (String str, String lookFor, String replaceWith)
      • ReplaceFirst (String str, String lookFor, String replaceWith)
      • RightOf (String str, String lookFor)
      • RemoveChars (String str, String charsToRemove)
      • SplitString (String str, String separator1, String separator2)
    • Date Time
      • AddMinutes (DateTime)
      • AddDays (DateTimeOffset)
      • AddDays (DateTime)
      • AddHours (DateTime)
      • AddSeconds (DateTime)
      • AddMonths (DateTime)
      • AddMonths (DateTimeOffset)
      • AddMinutes (DateTimeOffset)
      • AddSeconds (DateTimeOffset)
      • AddYears (DateTimeOffset)
      • AddYears (DateTime)
      • Age (DateTime)
      • Age (DateTimeOffset)
      • CharToSeconds (Str)
      • DateDifferenceDays (DateTimeOffset)
      • DateDifferenceDays (DateTime)
      • DateDifferenceHours (DateTimeOffset)
      • DateDifferenceHours (DateTime)
      • DateDifferenceMonths (DateTimeOffset)
      • DateDifferenceMonths (DateTime)
      • DatePart (DateTimeOffset)
      • DatePart (DateTime)
      • DateDifferenceYears (DateTimeOffset)
      • DateDifferenceYears (DateTime)
      • Month (DateTime)
      • Month (DateTimeOffset)
      • Now
      • Quarter (DateTime)
      • Quarter (DateTimeOffset)
      • Second (DateTime)
      • Second (DateTimeOffset)
      • SecondsToChar (String)
      • TimeToInteger (DateTime)
      • TimeToInteger (DateTimeOffset)
      • ToDate Date (DateTime)
      • ToDate DateTime (DateTime)
      • ToDateString (DateTime)
      • ToDateTimeOffset-Date (DateTimeOffset)
      • ToDate DateTime (DateTimeOffset)
      • ToDateString (DateTimeOffset)
      • Today
      • ToLocal (DateTime)
      • ToJulianDate (DateTime)
      • ToJulianDayNumber (DateTime)
      • ToTicks (Date dateTime)
      • ToTicks (DateTimeWithOffset dateTime)
      • ToUnixEpoc (Date dateTime)
      • ToUtc (Date dateTime)
      • UnixTimeStampToDateTime (Real unixTimeStamp)
      • UtcNow ()
      • Week (Date dateTime)
      • Week (DateTimeWithOffset dateTime)
      • Year (Date dateTime)
      • Year (DateTimeWithOffset dateTime)
      • DateToJulian (Date dateTime, Integer length)
      • DateTimeOffsetUtcNow ()
      • DateTimeOffsetNow ()
      • Day (DateTimeWithOffset dateTime)
      • Day (Date dateTime)
      • DayOfWeekStr (DateTimeWithOffset dateTime)
      • DayOfWeek (DateTimeWithOffset dateTime)
      • DayOfWeek (Date dateTime)
      • DateToJulian (DateTimeWithOffset dateTime, Integer length)
      • DayOfWeekStr (Date dateTime)
      • FromJulianDate (Real julianDate)
      • DayOfYear (Date dateTime)
      • DaysInMonth(Integer year, Integer month)
      • DayOfYear (DateTimeWithOffset dateTime)
      • FromUnixEpoc
      • FromJulianDayNumber (Integer julianDayNumber)
      • FromTicksUtc(Integer ticks)
      • FromTicksLocal(Integer ticks)
      • Hour (Date dateTime)
      • Hour (DateTimeWithOffset dateTime)
      • Minute (Date dateTime)
      • JulianToDate (String julianDate)
      • Minute (DateTimeWithOffset dateTime)
      • DateToIntegerYYYYMMDD (DateTimeWithOffset dateTime)
      • DateToIntegerYYYYMMDD (Date dateTime)
    • Files
      • AppendTextToFile (String filePath, String text)
      • CopyFile (String sourceFilePath, String destFilePath, Boolean overWrite)
      • CreateDateTime (String filePath)
      • DeleteFile (String filePath)
      • DirectoryExists (String filePath)
      • FileExists (String filePath)
      • FileLength (String filePath)
      • FileLineCount (String filePath)
      • GetDirectory (String filePath)
      • GetEDIFileMetaData (String filePath)
      • GetExcelWorksheets (String excelFilePath)
      • GetFileExtension (String filePath)
      • GetFileInfo (String filePath)
      • GetFileName (String filePath)
      • GetFileNameWithoutExtension (String filePath)
      • LastUpdateDateTime (String filePath)
      • MoveFile (String filePath, String newDirectory)
      • ReadFileBytes (String filePath)
      • ReadFileFirstLine (String filePath)
      • ReadFileText (String filePath)
      • ReadFileText (String filePath, String codePage)
      • WriteBytesToFile (String filePath, ByteArray bytes)
      • WriteTextToFile (String filePath, String text)
    • Date Time With Offset
      • ToDateTimeOffsetFromDateTime (dateTime String)
      • ToUtc (DateTimeWithOffset)
      • ToDateTimeOffsetFromDateTime
      • ToDateTimeOffset (String dateTimeOffsetStr)
      • ToDateTimeFromDateTimeOffset
    • GUID
      • NewGuid
    • Encoding
      • ToBytes
      • FromBytes
      • UrlEncode
      • UrlDecode
    • Regular Expressions
      • ReplaceRegEx
      • ReplaceRegEx (Integer StartAt)
    • TimeSpan
      • Minutes
      • Hours
      • Days
      • Milliseconds
    • Matching
      • Soundex
      • DoubleMetaphone
      • RefinedSoundex
  • Report Model
    • User Guide
      • Report Model Tutorial
    • Report Model Interface
      • Field Properties Panel
      • Region Properties Panel
      • Report Browser
      • Report Options
    • Use Cases
      • Applying Pattern to Line
      • Auto Creating Data Regions and Fields
      • Auto-Parsing
      • Creating Multi-Column Data Regions
      • Floating Patterns and Floating Fields
      • How To Work With PDF Scaling Factor in a Report Model
      • Line Count
      • Pattern Count
      • Pattern is a Regular Expression
    • Exporting Options
      • Exporting a Report Model
      • Exporting Report Model to a Dataflow
    • Miscellaneous
      • Importing Monarch Models
      • Microsoft Word and Rich Text Format Support
      • Working With Problematic PDF Files
  • API Flows
    • API Consumption
      • Consume
        • REST API Browser
        • Making HTTP Requests Through REST API Browser
        • Using REST Client Outside of the Scope of the Project
      • Authorize
        • Authorizing ActiveCampaign API in Astera
        • Authorizing Astera Server APIs
        • Authorizing Avaza APIs in Astera
        • Authorizing Facebook APIs in Astera
        • Authorizing QuickBooks API in Astera
        • Authorizing Square API in Astera
        • Open APIs - Configuration Details
  • Project Management
    • Project Management
      • Astera's Project Explorer
      • Connecting to Source Control
      • Deployment
      • Server Monitoring and Job Management
    • Job Scheduling
      • Scheduling Jobs on the Server
      • Job Monitor
  • Use Cases
    • End-to-End Use Cases
      • Data Integration
        • Using Astera to Create and Orchestrate an ETL Process for Partner Onboarding
      • Data Warehousing
        • Building a Data Warehouse - A Step-By-Step Approach
      • Data Extraction
        • Reusing The Extraction Template for Similar Layout Files
  • Connectors
    • Connecting to Amazon Aurora Database
    • Connecting to Amazon RDS Databases
    • Connecting to Amazon Redshift Database
    • Connecting to Cloud Storage
    • Connecting to Google Cloud SQL in Astera
    • Connecting to MariaDB Database
    • Connecting to Microsoft Azure Databases
    • Connecting to MySQL Database
    • Connecting to Netezza Database
    • Connecting to Oracle Database
    • Connecting to PostgreSQL in Astera
    • Connecting to Salesforce Database
    • Connecting to Salesforce - Legacy Database
    • Connecting to SAP HANA Database
    • Connecting to Snowflake Database
    • Connecting to Vertica Database
    • Setting Up IBM DB2 iSeries Connectivity in Astera
  • Miscellaneous
    • Cloud Deployment
      • Deploying Astera on Amazon Web Services
      • Deploying Astera on Microsoft Azure Cloud
      • Deploying Astera on Oracle Cloud
    • Context Information
    • Pushdown Mode
    • Role Based Access Control in Astera
    • Safe Mode
    • Server Command Line Utility
    • SmartMatch Feature
    • Synonym Dictionary File
    • Updating Your License in Astera
    • Using Dynamic Layout/Template Mapping in Astera
    • Using Output Variables in Astera
    • Using the Data Source Browser in Astera
  • Best Practices
    • Astera Best Practices - Dataflows
    • Overview of Cardinality in Data Modeling
    • Cardinality Errors FAQs
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  1. WORKFLOWS

Send Mail Task

PreviousRun Workflow TaskNextWorkflows with a Dynamic Destination Path

Last updated 9 months ago

The Send Mail object can be used to send email notifications to a user or administrator at appropriate junctions in a workflow.

  1. First, we will drag and drop the Send Mail object onto the workflow from the Toolbox. Right-click on the object’s header and select Properties from the context menu.

This will open the Properties screen.

Server: Configure a connection for the email server provider.

  1. Click on the ellipses button next to the Server textbox. This will open a new window where the properties of the server connection can be configured.

    • Url: The address of the mail server on which the connection will be configured.

    • Login Name: The Hostname

    • Password: Password of the user.

    • Port: The port of the mail server on which to configure. Some examples of SMTP provider ports are; 567 for Outlook, 25 for Google, etc.

    • Require SSL: Check this box for secure communication with the server.

    • Connection Logging: Connection logging is used to log different types of messages or events between the client and the server. In case of error or debugging purposes, the user can see them.

Astera supports 4 types of Connection Logging methods in Astera:

  • Verbose: Captures everything.

  • Debug: Captures only the content that can be used in debugging.

  • Info: Captures information and general messages.

  • Error: Captures only the errors.

  1. Once done, click OK and the server properties will be configured.

The following properties can be configured from the Send Mail Properties window:

  • From: The sender’s email address. It should be the same as the email specified in the connection.

Note: The object has the capability to send a test mail to verify the connection details specified.

  • To: The recipient’s email address.

  • Subject: Subject of the email.

  • CC: This allows you to send a copy of the email to any recipient of your choice

  • BCC: This allows you to add additional recipients to the mail to be sent.

  • Attachment: Browse a file attachment to be sent in the mail.

  • Html Content: Check this box if the email message body is to be defined in an HTML format.

  • Message: This is where the body of the email is going to be present.

Note: The angular brackets to the right side of the message body tell you that the use of parameters is supported to parameterize the mail body using flow variables.

  1. Once done, click Next and you will be led to the Config Parameters screen.

Parameters can provide deployment of flows by eliminating hardcoded values and provide a dynamic way of changing multiple configurations with a simple value change.

Note: Parameters left blank will use their default values assigned on the properties page.

  1. Click Next and you will be led to the General Options screen.

Here, you can add any Comments.

  1. Click OK and the Send Mail object will be configured.