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Pentaho Documentation

Set Up an Email Server

A convenient way to share reports is to set up an email server that can send reports to recipients. This feature works with the report scheduling feature to automate the process of emailing reports to your user community. Setting up an email server is not required. If you want to get started quickly or do not have information about your email server, skip this for now. You can always come back to it later.

If you want to set up the email server, here are the tasks you must perform.

Tour the Mail Server Page

You use the Administration page within the User Console and access Mail Server to set up the e-mail server.

 

 

File:/ssBaservScreenEmailSetup.png
 
Setting Description
Host Name (SMTP) Address of your SMTP email server for sending email.
Port Port of your SMTP email server, usually 25. For Gmail, the value is 587.
Use Authentication Enable to use authentication for email.
User Name User ID to connect to the email server for sending email.
Password Password used to connect to the email server.
Server Type Transport for accessing the email server, usually SMTP. For Gmail, SMTP is required.
Email "From" Name Name that appears in the From field in an email. If left blank, the default email name for this field is Pentaho Scheduler.
Email "From" Address Address that appears in the From field in an email. If left blank, the default email address for this field is Pentaho Scheduler.
Use Start TLS Enable if the email server requires a Start TLS connection.
Use SSL Enable if the email server requires an SSL connection. This value must be enabled for Gmail.

Configure Email Notification

  1. Log into the User Console, click Administration in the upper-right corner, then click Mail Server from the items on the left. The Mail Server page appears.
  2. Enter your email server settings.
  3. Click Test Email Configuration, then click Save. A success message appears.