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Help Scheduling a Report to be sent via email

Created: 26 Jun 2014 • Updated: 26 Jun 2014 | 10 comments

Hi

I have create an automation policy by cloning one that was already sending an email. I changed it to the report I want by setting Data Source to Report and browsing to the report I want emailed. I also under actions, clicked edit input parameter, I set the To: and changed the subject. When I click the Test Automation Policy I get 12 emails. The body appears to be a link to the report. When I click the link, I get "This page can't be displayed". Can anyone assist? We have had 7.5 for a bit but I have never attempted to schedule/email a report. I typically go to the report and view or print/export.

Anyone have any directions to assist? A web page for reporting/automation policies for dummies?

Thanks Amy

Operating Systems:

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Igor Perevozchikov's picture

Hi,

Did you try to clone and modify "Software product with license out of compliance" automation policy?

Note:

  • Do not forget to clone same email task and include it in your cloned Automation policy!
 Email 'Software product with license out of compliance'   

How looks delivered report from "Software product with license out of compliance" automation policy":

Purchase.jpg

Thanks,

IP.

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AmyatSBSI's picture

Hi

I dont have the automation policy you refereneced.

I understand to clone the email task, but other than renames do I have to change anything else?

I know I need to select the cloned task in my automation policy. Below is what my policy looks like now. I changed only what I indicated in my original post.

Capture.JPG

Igor Perevozchikov's picture

Try these steps:

1. Clone "Send automated report e-mail" task and set appropaite Subject name.

2. Create new Automation Policy.

3. Set Schedule.

4. Set "Data Source" as "Report" -> Choose appropriate Report.

5. Set "Evaluation Rule" as "Run for non-empty data".

6. Set cloned in #1 "Report email task"

7. Edit input parameter and set these fields:

Parameters_Policy2.jpg

  • Save Changes and test automation policy.

Thanks,

IP.

  1. Don't forget that, first you can find an answer for your question in Knowledge base
  2. If answer solves your question, then please mark as solution to close a thread
AmyatSBSI's picture

I followed your steps, but I still think something is missing. Good news, I only got one email :)

Question, my SMP server is that my NS or Mail server? I tried with both, no difference in email except what is on the server line.

Capture_0.JPG

The email is sorta useless.

result.JPG

AmyatSBSI's picture

Oh, and when you mention Policy name, that is my automation policy name?

Igor Perevozchikov's picture

Policy name, it's like description what delivers to receiver, etc (Well, you can decide what name to put there)

Of course it looks useless, since you've set most part as [Custom]. Such as Report Name and Report URL :)

Server Name = your NS Server name -> clients will know that this delivers from appropriate NS Server.

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  2. If answer solves your question, then please mark as solution to close a thread
AmyatSBSI's picture

Ok, I missed changing the input parameters from Custom to Report URL and Name.

I did that and I get an email with a link to the report.

Is there a way to get the actual report in the email instead of the link?

result_0.JPG

Igor Perevozchikov's picture

For this type of information, you need to use "SQL Query" instead of "Report" in Automation Policy.

You can clone your "Windows Software Update Delivery Summary" report -> click edit -> you will see what SQL Query there -> modify this query if required and specify in "SQL Query" of Automation Policy.

This is what I've talked about in the begining of this thread where is shown such type of report data via automation policy, using SQL Query.

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AmyatSBSI's picture

I brought up the report and selected edit.

I copied SQL stuff from there to automation policy.

I ran it, nothing happens.

I changed Evaluation rule from run for non... to run for each, still nothing.

If I look at the Automation Task, it doesn't show running (not sure if it should, but it did in the past runs).

Igor Perevozchikov's picture

Because Query requires additional parameters value:

Default SQL Query of report is:

EXEC [dbo].[sp_PMWin_Report_SoftwareUpdateDeliverySummary]
    @VendorGuid          = '%VendorGuid%',
    @FilterCollection    = '%FilterCollection%',
    @ScopeCollectionGuid = '%ScopeCollectionGuid%',
    @TrusteeScope        = '%TrusteeScope%'

You can gather required Query pameters, using Altiris Profiler.

1. Open "Windows Software Update Delivery - Details" report and set appropriate "Vendor" or leave "Any"

2. Open "Altiris Profiler" ⇒ Start profiling ⇒ click "Refresh" of report ⇒ Stop profiling:

  • Filter profiler output to find EXEC [dbo].[sp_PMWin_Report_SoftwareUpdateDeliverySummary]
  • Copy "SQL Trace"

PatchReport_ForAutomation2.jpg

  • Copy this SQL trace output to your Automation policy Query, so now SQL query will contains required data for @TrusteeScope.
  • Also use "Send automation policy e-mail" task.

Thanks,

IP.

  1. Don't forget that, first you can find an answer for your question in Knowledge base
  2. If answer solves your question, then please mark as solution to close a thread