TECH SUPPORT

Export to Email

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Destination Setup

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Destination Name:  Give the destination a name

 

Destination:  Select "Email"

 

To, CC & BCC:

 

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Choose from

 

  • MAPI (Outlook) address book (Only available if you are using MAPI):  Select one or more email addresses or groups.

  • MARS Address Book:  Select one or more email addresses or groups.

  • Database Source:  Build a SQL query to pick the email address or addresses from a database.

  • Text File:  Store your email addresses as a standard mailing list in a text file (Format: no delimiters, each email address on a new line)

  • Constants

  • Or simply type in the email address

 

Subject:  Enter a subject.  Or right-click and select "Insert" to insert constants, database values and defaults.  For more information on the Insert function, click here.

 

Attach:  Click to select an attachment.  Or right-click and select "Insert" to insert constants, database values and defaults.  For more information on the Insert function, click here.

 

Body:  Type in your email. Or right-click and select "Insert" to insert constants, database values and email defaults.  For more information on the Insert function, click here.

 

Insert:  To insert a constant, database value or email default, place the cursor where you want the value to be and click image22.gif .  For more information on the Insert function, click here.

 

Mail Format:  Choose from HTML or Text.  When using html, you can enter html tags e.g.

 

<p>pick up the report from

<a href="http://mycompany.com/my%20folder/my%20report">http://mycompany.com/my

folder/my report</a>.

</p>

 

When using text, links will be interpreted as links by the recipient's email address ONLY if they do not contain spaces.  for example:

 

\\servername\foldername\folder\filename.zip - will be interpreted as a link

\\servername\foldername\folder\file name with spaces - will be malformed, with the link cutting off before the first space. In this instance, use html format and tags to ensure the complete link is interpreted correctly.

 

Mail Server: If you are using SMTP messaging, you can select an SMTP from a possible pool of configured servers.

 

Customize Sender Details: You can optionally further customize the sender details (name and address) as required.

 

Embed Report:  Check this option to embed the report into the email body. When using MAPI  messaging you can only embed reports in Text format. To embed reports in HTML format you will need to change your messaging type to  SMTP or MARSMail. You can click the "image81.gif" button to edit the output format options as required.

 

 

By default, if a report is embedded in the email body, there will be no attachment.  If you are uncertain whether the recipient can read html formatted mails, you can check the "Include Attachment" option so that the recipient receives an additional attachment of the same report in any other format e.g. a PDF, word document, etc.

 

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Compress (ZIP) Output:  Check this option if you want the report to be zipped before being attached to the email.  

  • For single schedules, this compresses the single report  

  • For packages, this compresses all reports into a single zip

  • Enable zip encryption if you require it

 

For more information about output formats and related properties, click here.

 

 

Output Format

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Format:  Select an output format from the list. For more information about output formats and related properties, click here.

 

 

Compress (ZIP) Output:  Check this option if you want the report to be zipped before being attached to the email.  

  • For single schedules, this compresses the single report  

  • For packages, this compresses all reports into a single zip

  • Enable zip encryption if you require it

 

Naming Conventions

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Default Naming Convention:  MARS will name the output file in the following format: reportname.format extension e.g. Catalog Report.pdf.

 

Customize the output file name:  Choose your own filename or right-click and use the Insert Function to insert a value.

 

Customize output extension:  Choose your own extension.  This is useful for system integration.  For example, the default extension for a character separated file is "CSV", but you can give your export an extension of "txt" so that the file can be read by another already existing system you may have.  You may also right-click and use the Insert Function to insert a value.

 

Append date/time:  This is useful for the following reasons

  • If the filename is the same each time, and it is being exported to the same folder each time, then it will be overwritten by the latest one each time.  By appending date and time to the filename, each file remains unique and no files are overwritten.

  • You are able to track which reports ran and when they ran by looking at what the report is named.

Choose the format you require from the list.

 

 

PGP Encryption

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Enter the PGP User Id and the key location.  MARS will encrypt the file using the provided key.

 

For more information on how PGP encryption works, please refer to your security or system administrator.  Or visit http://www.pgp.com

 

 

 

 

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