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Emailing the Data Comparison Output
Overview
Data Trust can automatically send the data comparison output as an email after scenario execution. This guide walks through configuring the Email widget within a scenario and verifying that the result report is delivered to the specified recipients.
Prerequisites
- You are logged in to Data Trust with a Pro-User or Admin Pro-User role.
- An email server has been configured in the Administration module.
Steps
Path: Data Trust › Scenario Studio › Scenario Builder › Emailing the Data Comparison Output
Navigate to the Scenario Studio module and select the Emailing the Data Comparison Output option from the left sidebar or main menu. This opens the scenario builder canvas where you will configure the data source connections, transformation rules, and execution settings.
Drag the Rdbms Widget from the widget palette and drop it onto the scenario canvas. Positioning the widget opens its configuration popup where you will set the connection, table, and any additional options.
Select the appropriate connection from the dropdown to link this widget to its data source. Choosing the correct connection profile ensures the scenario reads from or writes to the intended database or file system.
The Additional Settings panel provides advanced configuration options such as custom SQL filters, join conditions, and performance tuning parameters. Configure only the settings relevant to your scenario — leave optional fields at their default values unless a specific behaviour is required.
Click the Save button to persist the current widget or scenario configuration. A confirmation indicator appears on the canvas once the save is successful, and the widget thumbnail updates to reflect the configured state.
This step involves interacting with the TDR edit page within the Emailing the Data Comparison Output workflow. Follow the on-screen prompts to complete this step before proceeding to the next configuration stage.
Drag the Target Rdbms Widget from the widget palette and drop it onto the scenario canvas. Positioning the widget opens its configuration popup where you will set the connection, table, and any additional options.
Select the appropriate connection from the dropdown to link this widget to its data source. Choosing the correct connection profile ensures the scenario reads from or writes to the intended database or file system.
Navigate to the Scenario Studio module and select the Emailing the Data Comparison Output option from the left sidebar or main menu. This opens the scenario builder canvas where you will configure the data source connections, transformation rules, and execution settings.
Click the Save button to persist the current widget or scenario configuration. A confirmation indicator appears on the canvas once the save is successful, and the widget thumbnail updates to reflect the configured state.
Click the Save button to persist the current widget or scenario configuration. A confirmation indicator appears on the canvas once the save is successful, and the widget thumbnail updates to reflect the configured state.
Drag the Data Compare Widget from the widget palette and drop it onto the scenario canvas. Positioning the widget opens its configuration popup where you will set the connection, table, and any additional options.
Navigate to the Scenario Studio module and select the Emailing the Data Comparison Output option from the left sidebar or main menu. This opens the scenario builder canvas where you will configure the data source connections, transformation rules, and execution settings.
Select the appropriate connection from the dropdown to link this widget to its data source. Choosing the correct connection profile ensures the scenario reads from or writes to the intended database or file system.
Click Get Metadata to automatically retrieve the column structure and data types from the connected data source. Review the retrieved metadata and deselect any columns that are not relevant before proceeding to configure validation rules.
Select the appropriate connection from the dropdown to link this widget to its data source. Choosing the correct connection profile ensures the scenario reads from or writes to the intended database or file system.
The Reconciliation widget maps source fields to target fields for comparison. Use Smart Mapping to automatically propose column matches, then manually adjust any fields that were incorrectly paired before saving.
The Reconciliation widget maps source fields to target fields for comparison. Use Smart Mapping to automatically propose column matches, then manually adjust any fields that were incorrectly paired before saving.
Click the Save button to persist the current widget or scenario configuration. A confirmation indicator appears on the canvas once the save is successful, and the widget thumbnail updates to reflect the configured state.
Drag the Email Widget from the widget palette and drop it onto the scenario canvas. Positioning the widget opens its configuration popup where you will set the connection, table, and any additional options.
The Email widget sends an automated result notification to configured recipients after the scenario finishes executing. Provide the recipient addresses, subject, and choose whether to attach the exception report or include a summary in the email body.
Click the Execute button to trigger the scenario and begin processing data from the configured sources. The scenario transitions to Monitor mode where you can track real-time execution progress and view interim results as each step completes.
This step involves interacting with the Execution Compleated within the Emailing the Data Comparison Output workflow. Follow the on-screen prompts to complete this step before proceeding to the next configuration stage.
The TDR Exception page page presents the full outcome of the scenario execution including record counts, match rates, and any detected exceptions. Drill into exception records to inspect individual mismatches and use the Export to CSV option to share results with stakeholders.
The Email widget sends an automated result notification to configured recipients after the scenario finishes executing. Provide the recipient addresses, subject, and choose whether to attach the exception report or include a summary in the email body.