Task Factory Email

Connection Manager

Email Connection Manager

Used with Advanced Email and SMS Task , Email Source and Email Source Delete or Move Message Task.

General Tab

Task Factory Email Connection Manager General tab

Server InformationLogin Information
  • Protocol Type - The protocol used to read or send email messages. 
  • There are three protocols available:
    • POP3 - Read only
    • IMAP - Read Only
    • SMTP - Send Only
  • User Name - The user name for the email account. TO use a domain account, enter the domain name and login (e.g. DOMAIN\User1)
  • Mail Server - The address of the mail server.

  • Password - The password for the email account.

  • Requires Secure Password Authentication (SPA) - Some servers require SPA to be able to access the account.

Advanced tab

The Advanced tab changes depending on which Protocol Type is chosen in the General Tab.

Task Factory Email Connection Manager Advanced tab

Server Port InformationExtra Settings
  • Server Port - Port used to connect to the mail server specified in the general tab.
  • Timeout in seconds  - The number of seconds before the connection manager will timeout connecting to the mail server.
  • This server requires an encrypted connection (SSL) - Some servers require a secure connection to access the POP3 mailbox.
  • Reuse Connection - Option to maintain the original connection. 

Note:  This option should be selected when the Advanced Email and SMS Task is used within the loop containers.

Task Factory Email Connection Manager Advanced tab

Server Port InformationServer Timeout Folders
  • Server Port - Port used to connect to the mail server specified in the general tab.
  • Timeout in seconds - The number of seconds before the connection manager will timeout connecting to the mail server.
  • Root Folder Path - The folder on the IMAP server that contains the messages you want to download
  • Use the following type of encrypted connection - Some servers require a secure connection to access the IMAP mailbox. 
  • There are three available encryption types:
    • None (default)
    • SSL
    • TLS


Task Factory Email Connection Manager Advanced tab

Server Port InformationServer Timeout
  • Server Port - Port used to connect to the mail server specified in the general tab
  • Timeout in seconds - The number of seconds before the connection manager will timeout connecting to the mail server.
  • Use the following type of encrypted connection - Some servers require a secure connection to access the IMAP mailbox. 
  • There are three available encryption types:
    • None (default) 
    • SSL
    • TLS

Advanced Email and SMS Task

Advanced Email and SMS Task

Task IconTask Description
Task Factory Advanced Email and SMS Task IconThe Advanced Email and SMS Task is used to send multiple Email, or SMS messages to multiple users at the same time.

Mail Settings 

Task Factory Advanced Email and SMS Task

  • SMTP Connection - The email connection manager used to send the message.
  • CC - The carbon copy email addresses.
  • Subject - The subject of the email being sent.
  • BCC - The blind carbon copy email address.
  • From - The email address being used to send the email.
  • Message Source - The source of the message being sent.
    • Direct Input - Uses the message created in the HTML or Plain Text editor in the UI.
    • File - Uses the file in the File Connection Manager selected. You will be able to edit the file content within the UI. When you select the OK button the file contents are replaced with the contents within the HTML editor or Plain Text editor.
    •  Variable - Uses the text contained within the variable selected. The variable text can be edited within the UI. When the OK button is selected the variable contents are replaced with the contents within the HTML editor or the Plain Text editor.
  • To - The email addresses or SMS addresses the email will be sent to.
  • Attachments - Attachments sent with the email. When using variable expressions to send more than one file, use a pipe delimiter or | to separate each file's path. (Example: C:\users\me\File1.txt|C:\users\me\File2.txt)
  • Priority - The message's level of importance.
  • Use Plain Text Email - Selecting this checkbox will remove the HTML editor from the UI and add a Plain Text Editor.

Variable Window

The package level user variables and system variables can be used within the message being sent. The place holder is replaced with the value of the variables. You can add a variable by selecting the page icon to the right of the variable name and then pasting it into the message body.

Message Body Tab

Task Factory Advanced Email and SMS task Message Body tab

HTML Source Tab

Task Factory Advanced Email and SMS Task HTML Source

Use the HTML editor to edit the body of an HTML email.

Preview Tab

Task Factory Advanced Email and SMS Task Preview tab

Use the preview tab to see what your email or SMS looks like.

Email Source Delete or Move Messages Task

Email Source Delete or Move Messages Task

Task IconTask Description
Task Factory Email Source Delete or Move Message Task IconThe Email Source Delete or Move Messages Task allows the user to move or delete messages downloaded using the Email Source. See the Email Connection Manager to learn more about setting up the connection manager.

Task Factory Email Source Delete or Move Messages Task

OptionDescription
Select Email Connection Manager (IMAP Only)
Select or create a connection manager.
 Select Message IDs Variable
 Choose the variable for the message ids.
Folder To move messages to
Choose a folder to move messages to or leave blank to delete them.
Email Source

Email Source

Source IconSource Description
Task Factory Email Source IconThe Email Source allows you to setup the properties to read messages from a POP3/IMAP mailbox. You can setup filtering for the data coming in from the mailbox to prevent unwanted messages or to target specific messages. See the Email Connection Manager to learn more about setting up the connection manager.

Task Factory Email Source

OptionDescription
Email ConnectionChoose an existing Email Connection Manager or select Create New Connection.
Attachments DirectoryThe attachments directory is where any attachments for email messages are stored. Each attachment is stored in a separate directory to avoid collisions. The location of each attachment is stored in the Attachments column of the Output.
 Messages VariableThe messages variable is an object variable that can be used by the Delete or Move Messages Task which allows you to delete messages retrieved in the email source.

Columns

Column Name - All email source adapters include the following fields to be used by your package.

  • Body - The plain text version of the email. 
  • BodyHTML - The HTML version of the email.
  • Subject - Subject of the email.
  • FromEmail - Email address only of the person who sent the email.
  • DateSent - The date the email was sent.
  • To - Email address of the account the message was sent to.
  • Size - The size in bytes of the message.
  • Priority - The priority of the message.
  • Attachments - The attachments of a message.
  • RelatedItems - The items embedded into a message. Usually images in message footers.

Filter - The Email Source allows you to filter the data coming in from the source mailbox. There are different filters allowed for different data types.

  • String Columns - Allow Contains, Equals, Ends With and Start With filters.
  • Integer Columns - Allows Greater Than, Less Than, and Equal filters.
  • Data Columns - Allow After and Before filters.

 Condition Textbox - Here you can use variables to use with filtering.

Column Filtering

The Email Source allows you to filter the data coming from the source mailbox using simple expressions. There are different filters allowed for each data types:

  • String Columns - Allows for the usage of the Contains, Equals, Ends With, and Starts With filters.
  • Integer Columns - Allows for the usage of the Greater Than, Less Than, and Equals filters.
  • Date Columns - Allows for the usage of the After and Before filters.

Additionally, filters allow for the use of variables within the filter's condition textbox. This can be done by appending two ampersats (@@) to the front of the variable name. For instance, the variable named strFromEmail could be applied to the FromEmail column in the following manner:
Task Factory Email Source Variables exampleAfter the filters are set, each row that contains a filter turns green and displays a pseudo-select statement that allows for a quick view of all of the filters that are set within the Email Source.