Friday, November 19, 2010

Setting up Email reporting using Business Objects

Today I had to configure Business Objects to send reports via email. Here are the steps needed to complete the task.

Configuring the server
  1. Logon to the Central Management Console as an Administrator

  1. From the drop down list select "Servers" and on the left select "Servers List"

  1. The server that runs the reports is called the "<servername>.AdaptiveJobServer" double click this to bring up the configuration settings and select Destination from the options on the left.
  2. From the Destination Drop down select "Email" from the list and click "Add".

  1. Enter the following details and then click "Save & Close"

    1. Domain Name: POG
    2. Host: <whatever>
    3. Port:25
    4. Authentication: None
    5. Click "Deliver Document(s) as Attachments
    6. Click "Use automatically Generated Name"
Scheduling a Report to be sent via email
  1. From the Central Management Console select Folders
  1. Using the folder list navigate down the folder list until you find the report you wish to schedule. When you find the report, double click and select "Schedule" from the left hand menu. This menu allows you to set up all the options you need, e.g. running hourly, weekly, who gets the email, output format etc.
  2. Click "Schedule"
  3. On the History List you will be able to see if the report was successfully generated and sent.