Use an Email Send Adapter to connect to different email servers in order to send email notifications directly from Clarify.
- Select File | New | Email Send Adapter from the main menu bar. The New Email Send Adapter window appears.
Note: If you select the Package in which the Email Send Adapter should reside before creating it, some parameters are automatically populated in the New Email Send Adapter window.
- Provide the Source folder, Package, and Name.
- Click Finish. An editor appears.
To define this object, you must configure certain email server settings and messaging information. Additional parameters can also be added.
The following steps take place in the Email Send Adapter editor, which has these sections: Parameters and Settings.
- The Parameters section lists these default parameters.
Parameter Description body This storage node will contain the body of the email. attachment This storage node will contain the email attachment. attachmentFileName This string value will contain the file name of the email attachment. Additional parameters can be added by clicking the Add a new parameter button (). Information on how Business Processes use parameters, including parameter types in general, can be found in the Understanding Business Processes topic.
- Under Settings, in the Host field, enter the name of the host email server; for example: myemailprovider.com
Using Global Variables and Substitution VariablesA Global Variable is an object that variablizes an otherwise static input parameter. You could use one Global Variable in place of a file path in multiple objects. Using a Global Variable instead of a path lightens the workload if a location changes.
A Substitution Variable is a place-holder for the file name; the actual file name will be supplied to the adapter by a Business Process. You can type the Variable Name or use the Substitution Variable Browser.
Both variable types can be used in most of the steps below.
- In the Port field, enter the email host's server port value; some servers have separate port values depending on whether using SSL (Secure Sockets Layer) or TLS (Transcript Layer Security). For this case, use the port that supports your intended protocol.
Note: Port 25 is the default port. For more information on ports, please see Step 8.
- In the From field, enter the email address that identifies the sender. This address must be the username for the email account (the email address that is used to log in).
- In the Password field, enter the password for the account which you send email.
Note: While Global Variables can be displayed as asterisks (*) in this editor, they are not displayed as asterisks in the Global Variable editor. Before you use this object to store a password, be aware that others may be able to view this information elsewhere in the Studio.
- Use the To field to enter the complete email address of the email's recipient.
- Use the Subject field to include the subject of the email.
- The Security Mode field specifies the connection type required for the email server. Select the mode that corresponds with the port you specified in the Port field earlier. Values are:
- Plaintext: Messages are sent as unencrypted, plain text only (port 25)
- SMTPS: Messages start as a plain text but becomes an encrypted transmission, in-transit (port 465 [STARTTLS=false, SSL=true])
- TLS / ESMTP: Messages are encrypted (port 25 or port 587 [STARTTLS=true, SSL=false])
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