You can set up an email account for sending emails. Furthermore, you can send an email notification if an event was created.

  • The email account and its access data are known.
  • The email address of the recipient is known.

Creating Email Accounts

  • Since emails always need to be encrypted, the email server SSL certificate has to be installed on the engineering server. For more information refer to: Importing Email Server Certificates in Installation.
  • The Administration perspective is displayed.
  • The IP address of the email server is known.
  1. Right-click System > External Systems and select Create Email Account.
  1. Enter the following parameters:
  • Name: Select a name that clearly reflects an email account.
  • Server: Enter either FQDN or hostname or IP address of the email server, for example: or mailserver or
  • SMTP Port: When the server address is entered, the port is set automatically in the dialog box.
  • Email Address: Enter the email address of the account from which to send email notifications.
  • SMTP Password: Enter the corresponding password. If the Email server does not require a password, enter a dummy password.
  • Use SSL: By marking the check box you can define whether to use the encryption protocol for secure data transmission.
  1. Click Finish.
  • The email connection is created and is displayed under External Systems and also in the Objects view.
  1. To view the email connection in the System Tree, click the connection in the Objects view and drag & drop in the System Tree.
  1. Right-click the connection and select Verify Connection.
  • If the connection is established successfully, a corresponding message appears in the info line.
  1. Complete the steps for configuring email notifications to be able to perform the email notification.

Configuring Email Notifications

Email notifications can only be configured in combination with an workflow handling and an operation procedure step.

  • The OPS/Workflow perspective is displayed.
  • The email address and associated password of the sender is known.
  • The email address of the recipient is known.
  1. In the Location Tree, right-click the hierarchical level for which the email notification is required and select New > Area.
  1. Right-click the new area and select Create Annotation > Create Workflow Handling.
  1. Enter an appropriate comment, for example enter email notification and click Finish.
  1. Right-click the new area and select Create Annotation > Create Operation Procedure Step.
  1. In the OPS to be Performed tab, enter the following information:
  • Label: Enter an identifying text.
  • Mandatory Performings: You can enter either 0 or 1. The value 0 means that the operation procedure step list closes even if the result of the operation procedure step is not available yet. If the value 1 is entered, the operation procedure step list is not closed until the operation procedure step has been completed.
  • Additional Performings: You can define how many times the user can manually initiate the operation procedure step You can select either 0 or -1. If 0 is selected, the operation procedure step cannot be initiated again but will only be processed once. If -1 is selected, the operation procedure step can be performed manually any number of times.
  • OPS Type: Select Send Email.
  • From: The previously created email account is entered by default.
  • To: Specify the recipient's email address.
  • CC: Specify additional recipient’s email address.
  • BCC: A copy of the email can also be sent to any recipient in this field. Keep in mind that the email addresses specified in the BCC field are invisible to the recipients specified in the To and CC fields, and they do not know that the email was also sent to the recipients in the BCC field.
  • Subject: You can select variables for creating a text that will be displayed in the email subject line. For example, specify the triggering event can be useful.
  • Message: Create a message text using the variables.
  • With Event/Message as PDF Attachment: The PDF attachment is enabled by default. Unmark the With Event/Message as PDF Attachment check box, if you do not want to send information about an event or a message as an email with a PDF attachment.
  1. In the Options tab, you have the following options:
  • Manual Performing Required: Defines if the a user needs to perform the operation procedure manually. If the operation procedure step needs to be initiated manually, select Yes. If the operation procedure step is to be processed automatically, select No.
  1. Click Finish.
  1. To apply the changes to the runtime client, perform activation.

Performing Email Notifications

After the event has been created as a result of a message, you can perform the operation procedure step for sending an email message.

  • The Events/Messages perspective is displayed.
  1. In the Message List view, double-click the corresponding message.
  1. Click the following symbol:
  1. Click Finish.
  1. In the Operation Procedure Steps tab, double-click the entry.