How to e-mail the results of a report in NS 7

This issue has been solved. See solution.
John Atkins's picture

I have several reports that need to be emailed to different users that I had working in NS 6.  I have now stood up a new NS 7 and I am trying to configure it to email a report to a few  users.  This will need to happen on a schedule.  After many attempts with creating task and automation policies I just can't get it figured out.  I would appreciate any suggestions.  I found Article ID: 33657 on the Altiris Knowledge Base, which sounds like what I want, but I need it for Notification Server 7.

Rdutch12's picture

It works with Automation policies

Here is how it works:

Go to Manage - Automation Policy

Greate a new Policy, under data source, select report and then under neath that pick the report you want.

Under actions, select job/task, now there go to "System Jobs and Tasks" - "Notification Server" - "Automation Policy Tasks"

Select " send automated report email ". In the advanced settings you can type in the To and CC email

Hope this puts you on the right track.

Rob Hilberding
Sr. Consultant
ExpressAbility
www.expressability.com

John Atkins's picture

That gets me closer

That has gotten me closer, but I still do not get a report or a link in the email.  I know there is information in the report because I can see it when I run the report.  Below is a screenshot from the email that I receive.

imagebrowser image

Matt Alexander's picture

Another KB Article

Perhaps check AKB article #48458. It's for NS 7. If this hasn't worked for you, call in to support if you haven't already done so.

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John Atkins's picture

Article 48986 (draft)

Solution

I ended up talking to support about this and here is a copy of the kb article (which is still in draft so not available yet on kb.altiris.com)

Here is article 48986 (Draft):
 

How to setup a Notification Policy which will e-mail the results of a report?

Applies To
 
  • Notification Server 7.0 SP2

 

 

Question
 
  Here is a simple guide in doing this in NS7. You may customize it further.

 

Answer
 
  - First, you must create a new report or identify a suitable report.
- On the SMP Console, go to Manage > Jobs or Tasks > System Jobs and Tasks > Notification Server > Automation Policy Tasks.
- Create a new "Job or task".
- On the popup window, select "Send E-mail" on the left hand pane (scroll all the way down).
- Define a suitable name for this task. Fill in the e-mail information.
- Most importantly is the content. Put in

%!Results!%

- click "OK" to save the task.
- Go to Manage > Automation Policies. Create a new policy.
- Under Data Source, select "Report". Under Report picker, select your desired report.
- Under Run job/task, select the job/task that you have created previously.
System Jobs and Tasks > Notification Server > Automation Policy Tasks.
- Click "OK"
- Select "Edit input parameter",   Under the Data Source for RESULTS, choose [Report as HTML].

Click OK and save the changes. You can now do a test automation policy.