Enabling Emailing Search Results and Reports
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If you have an email server, you can configure ER/Studio Team Server to allow sending advanced searches and shared reports by email.
Enabling email sending from ER/Studio Team Server is a two-steps process. First you must configure the connection to your email server:
- Open the ER/Studio Team Server Configuration Manager.
- On the Email Server tab:
- Check Enable Sending of Email.
- In Host/Port enter the address of your email server.
- In From Address enter the email address that should appear as the sender in emails sent from ER/Studio Team Server.
- If your SMTP server requires user credentials:
- Check Use Authenticated SMTP.
- In User Name enter a username to log into the email server.
- In Password enter the password of your the user account.
- Click Apply to save your email server connection settings.
- Click OK to exit the ER/Studio Team Server Configuration Manager.
After the connection to the email server is properly configured:
- Start ER/Studio Team Server and log in as a super user.
- Select My Settings > Admin.
- On the page that opens, click Interaction Settings on the sidebar.
- Click Edit.
- Check the email options:
- "Enable Sending of Standard Reports by Email".
- "Enable Sending of Search Results by Email".
- Click Apply Changes to save your changes.
ER/Studio Team Server users can now send searches by email and send reports by email.