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Thread: Mailing CDE dashboard-- Need Help

  1. #1
    Join Date
    Aug 2013
    Posts
    132

    Default Mailing CDE dashboard-- Need Help

    Hi All,

    I have developed the dashboards using CDE in Pentaho BI Server 4.5 CE with the help of information avaialable in Pentaho Forums.
    Now I need all your help in next big thing.

    My requirement is to mail the same Dashboard report on Daily basis by scheduling it in Server.
    I dont know how to achieve it.
    Please help me on this.
    It will be a great help.

    Thanks in advance.
    Malibu

  2. #2
    Join Date
    Jul 2007
    Posts
    2,497

    Default

    There's not the concept of emailing dashboards (yet)


    Your best bet is to build a prpt that is visually similar to the dashboard (you can even reuse CDA datasources like described in here: http://pedroalves-bi.blogspot.de/201...es-in-prd.html and charts as defined in http://pedroalves-bi.blogspot.de/201...n-pentaho.html _
    Pedro Alves
    Meet us on ##pentaho, a FreeNode irc channel

  3. #3
    Join Date
    Aug 2013
    Posts
    132

    Default

    Hi Pedro,

    Thanks a lot for the information provided.

    I just re created the sample dashboard in PRD using the information available in blog http://www.osbi.fr/exporter-en-pdf-v...entaho-cdecdf/ and also http://www.ambientbi.co.uk/?p=357 . But as I'm unaware of using Xactions. is there way to mail this report in the HTML format to the End users using PDI or any other method.

    Please let me it will be great Help.

    Thanks in advance.

    Malibu

  4. #4
    Join Date
    Jan 2013
    Posts
    135

    Default

    Hi Malibu,
    if I understand it correct you don't need xactions. You have to get the report in user console shown (click publish in PRD) and then in user console right click on the report and schedule. This works ... you can find all planned activities under Tools > CDA Cached Manager.

    Best rgds,
    timfu83

  5. #5
    Join Date
    Aug 2013
    Posts
    132

    Default

    HI All,

    As per your sujjestions and inputs/advice I have created and published a report in BI server, it works fine.
    Now the requirement is to mail the same report in Pdf format. so, I followed the pedro's blogspot http://pedroalves-bi.blogspot.in/201...-steroids.html to get my report emailed to end users.
    I changes the emailReport.xaction as required and changed the mail id, prpt file name, and necessary things which gets my report emailed.

    But my report is comprised of numerous sub-reports , which renders many charts and Graphs.
    Its getting failed when I used original required prpt file and works fine when I used the sample prpt file available from pedro's link as mentioned earlier.

    I have pasted emailReport.xaction below.
    Please check and let me know what I'm missing.

    <?xml version="1.0" encoding="UTF-8"?>
    <action-sequence>
    <name>emailReport.xaction</name>
    <title>Send report to end users</title>
    <version>1</version>
    <logging-level>debug</logging-level>
    <documentation>
    <author>WebDetails</author>
    <description>Send an email</description>
    <icon>/style/icons/jfree1.png</icon>
    <help/>
    <result-type>report</result-type>
    </documentation>


    <inputs>
    <outputTypeText type="string">
    <default-value>text/plain</default-value>
    </outputTypeText>
    <outputTypeEmail type="string">
    <default-value>mime-message/text/pdf</default-value>
    </outputTypeEmail>
    <outputTypePdf type="string">
    <sources>
    <request>outputTypeEmail</request>
    </sources>
    <default-value>application/pdf</default-value>
    </outputTypePdf>
    <EMAIL type="string">
    <default-value><![CDATA[malibu.monkser@loremclaro.com]]></default-value>
    </EMAIL>
    </inputs>

    <outputs>
    <outputstreamText type="content">
    <destinations>
    <contentrepo>webdetails/reports/sample.txt</contentrepo>
    </destinations>
    </outputstreamText>
    <outputstreamEmail type="content">
    <destinations>
    <contentrepo>webdetails/reports/sample.email</contentrepo>
    </destinations>
    </outputstreamEmail>
    <outputstreamPdf type="content">
    <destinations>
    <contentrepo>webdetails/reports/sample.pdf</contentrepo>
    </destinations>
    </outputstreamPdf>
    </outputs>

    <resources>
    <reportDefinitionHtml>
    <solution-file>
    <location>sample.prpt</location>
    <mime-type>application/html</mime-type>
    </solution-file>
    </reportDefinitionHtml>
    </resources>


    <actions>
    <action-definition>
    <action-name>Generate report in Text format</action-name>
    <component-name>org.pentaho.platform.engine.services.solution.PojoComponent</component-name>
    <action-resources>
    <reportDefinition type="resource" mapping="reportDefinitionHtml"/>
    </action-resources>
    <action-inputs>
    <outputType type="string" mapping="outputTypeText"/>
    </action-inputs>
    <action-outputs>
    <outputstream type="content" mapping="outputstreamText"/>
    </action-outputs>
    <component-definition>
    <class>org.pentaho.reporting.platform.plugin.SimpleReportingComponent</class>
    </component-definition>
    <logging-level>DEBUG</logging-level>
    </action-definition>

    <action-definition>
    <action-name>Generate report in HTML format</action-name>
    <component-name>org.pentaho.platform.engine.services.solution.PojoComponent</component-name>
    <action-resources>
    <reportDefinition type="resource" mapping="reportDefinitionHtml"/>
    </action-resources>
    <action-inputs>
    <outputType type="string" mapping="outputTypeEmail"/>
    </action-inputs>
    <action-outputs>
    <outputstream type="content" mapping="outputstreamEmail"/>
    </action-outputs>
    <component-definition>
    <class>org.pentaho.reporting.platform.plugin.SimpleReportingComponent</class>
    </component-definition>
    <logging-level>DEBUG</logging-level>
    </action-definition>

    <action-definition>
    <action-name>Generate report in PDF format</action-name>
    <component-name>org.pentaho.platform.engine.services.solution.PojoComponent</component-name>
    <action-resources>
    <reportDefinition type="resource" mapping="reportDefinitionHtml"/>
    </action-resources>
    <action-inputs>
    <outputType type="string" mapping="outputTypePdf"/>
    </action-inputs>
    <action-outputs>
    <outputstream type="content" mapping="outputstreamPdf"/>
    </action-outputs>
    <component-definition>
    <class>org.pentaho.reporting.platform.plugin.SimpleReportingComponent</class>
    </component-definition>
    <logging-level>DEBUG</logging-level>
    </action-definition>


    <action-definition>
    <component-name>org.pentaho.platform.engine.services.solution.PojoComponent</component-name>
    <action-type>E-Mail</action-type>
    <action-inputs>
    <to type="string" mapping="EMAIL"/>
    <message-plain type="content" mapping="outputstreamText"/>
    <mime-message type="content" mapping="outputstreamEmail"/>
    <attachment-content type="content" mapping="outputstreamPdf"/>
    </action-inputs>
    <component-definition>
    <class>org.pentaho.reporting.platform.plugin.SimpleEmailComponent</class>
    <from><![CDATA[malibu.monkser@loremclaro.com]]></from>
    <subject><![CDATA[DomesticReport]]></subject>
    <attachment-name><![CDATA[domestic.pdf]]></attachment-name>
    </component-definition>
    </action-definition>

    </actions>

    </action-sequence>

    Please help.
    thanks in advance.

    Malibu

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