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How to Open a Contract Associated Document in a Report

Created: 26 Nov 2012 • Updated: 21 Dec 2012 | 4 comments
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QuietLeni's picture
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I have been trying to work out how to open a Contract Associated Document in a report for a bit and I thought that others may be interested in how I did it.

In the end, I found it was easy:

1) Create a report that includes some SQL like this:

SELECT  [_ResourceGuid],

               [File]

FROM     [Inv_Associate_Documents]

2) Then, in the Drilldowns tab of the Report Builder, click, "Add" to add another Drilldown.

3) Next, Add a name for the Drilldown and select the Event (in my case, I used "Click").

4) In the "Performs" box, select "Open a URL in a New Window".

5) In the "Action Configuration" section, set the "Open URL:" to be {File}

6) In the Passing Parameters section, add a "Selected Data" field and add it as "File" and passed as "File".

7) Save and you are done!

All you do then is to run the report and select a File and (in my case) click the line and then a new browser window appears with the document!

Here is a picture of what I did. I hope that this helps someone else!

 

 

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alcer123's picture

Interesting article, I have been working on something similar, Adding a picture (scanned receipt of a computer) to an asset so it can follow the asset when it moves to a new department. I have some questions though: If this report is sent to a person outside of the department (IT department for instance), can that person see the file? I am just thinking about security rights settings on that file. What if you email that report? Can that link be right clicked and download? Very interesting. I will continue working on this and hope I can test it, I think it has potential for other uses.

 

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QuietLeni's picture

alcer123,

It is not the permissions in Altiris (i.e. Security Roles and Accounts) that controls whether a user can see the resultant file in the report. It is the NT permissions on the FILE ITSELF and how you access the file.

So, if the file path is:

\\MYFILESERVER\DepartmentRestrictedShare\Invoice.pdf

or

I:\Invoices\Invoice.pdf (where I: is a personal or departmental share)

And the user is outside of the department, with no permissions to that share, then they will not be able to see the resultant file when they click upon it.

If the file path is:

\\COMPANYFILESERVER\EveryonesShare\Invoice.doc

Then, as long as you are on the company network and able to see the file, then the file will be accessable and will show.

If the file has a path of something like http://www.someunrestrictedwebsite.com/SharedToEveryone/Invoice.pdf

Then they will be able to see it wherever they are in the world (as long as the Internet is not down)! However, you may not want this.

Anyway, it is nothing to do with Altiris - all Altiris is telling the browser to do is open a new window and show whatever you give it as a URL.

Hope that this helps.

QuietLeni

What is the point of an Asset Management Solution that needs excessive management? Let me help you.

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Samir-Ahmed's picture

Hi QuietLeni,

                          I am new to Asset management now the first point which you have mentioned i.e create a SQL report which contains 
 

1) Create a report that includes some SQL like this:

SELECT  [_ResourceGuid],

               [File]

FROM     [Inv_Associate_Documents]

Where do i add this??? 

 

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QuietLeni's picture

Samir,

In the SMP/Altiris Console, go to the Reports menu and All Reports. In here, right-mouse-click upon a Reports leaf and select New->Report->SQL Report, as here:

Untitled_1.png

Next, add the SQL into the report like this:

Untitled_2.png

Give the report a name and click, "Save Changes" and you have a report.

What is the point of an Asset Management Solution that needs excessive management? Let me help you.

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