1.6.1.4.2. PLM Synchro / Dashboard: Export report as file

Up to now reports could be exported as file in the dashboard, on the tabbed page Pipelines, via button Export CSV.

Now as of V12 reports can be automatically exported as file or be sent as e-mail.

  1. In the dashboard, open the tabbed page Tasks and click on the button New task.

    -> Below, the dialog area Task details is displayed.

  2. Under Name, enter a name and in the list field, under Module, select the new option ReportsTask.

  3. In the dialog area Configuration, determine the single options:

    • Pipeline: In the list field, either select a certain pipeline for which the reports should be stored or the option "All" for all pipelines.

    • Export as CSV file: If checked, the reports will be exported (like under Dashboard -> Export CSV [compare above]). Under Save path, a path has to be specified.

    • Save path: Path where the CSV file should be stored. (Task is executed in Appserver -> make sure path is available on Appserver!)

    • Send as E-Mail: If checked the reports are sent as e-mail.

      In this case the server, etc. has to be configured under $CADENAS_SETUP/reportstask.cfg.

      • Host: Entry is mandatory

      • Sender: Entry is mandatory

      • SenderEnvelope: Entry is mandatory

      • PasswordEncrypted: If 'PasswordEncrypted' is set to 'true' the 'Password' value needs to be encrypted using the cnstools.helpfu proxy (encrypt string).

      SMTP authentication is always possible, SSMTP should also be possible.

      If only Send as E-Mail is checked, then an e-mail with so-called inline html is sent (simple table).

      If in addition Send Html as attachment is checked, then the content is not sent inside the e-mail, but as attachment. Html as attachment supports more CSS / HTML and therefore looks a bit better (content is tabbed and pagination is possible).

    • E-Mail addresses: Comma separated list of email addresses which should be notified about the new reports.

    • Send CSV file as attachment: Attach the CSV file to the mail instead of writing a html mail.

    • Report selection: Determine if all reports should be sent or only the ones of the last 24 hours. In second case repeat the execution also in an interval of 24 hours.