Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

You can send reports via email without having to retrieve them in an Arellia Thycotic console. 

To send reports via email, do the following steps:

  1. In the Thycotic Security Manager Console, import the "Arellia Thycotic Management Server - E-mail Tasks" data feed (for instructions on how to import data feeds, go to Using Data Feeds).
  2. Click the Configuration tab.
  3. In the file library in the left pane, navigate to Foreign Software Systems > User Credentials
  4. Click the New button and then click User Credential
  5. In the New User Credential dialog box, define the credentials for the SMTP Server.
     
  6. Navigate to Foreign Software Systems > Foreign Software System Types > SMTP Server.
  7. Click the New button and then click SMTP Server Instance.
  8. Set the Name and URI of the SMTP Server, click OK.


     
  9. In the Create Item dialog box, set the User Credentials to connect to the SMTP Server.
  10. Click the Tasks tab.
  11. In the file library in the left pane, click Workflow.

     
     
  12. Navigate to Automation > Approvals > Approval Processes > Manual Approval Process with E-mail Alerts.

     
     

  13. In the right pane, enter the following settings:
    1. Click the Select other role to grant approval privilege... link and select the approver role allowed.
    2. Click the Send E-mail for New Approval Task link to select an activity.
    3. Click the Most Recent Pending Application Approval Task to select the report to run.
    4. Enter a From Address. (For example, "noreply@yourcompanyemail.com.")
    5. Enter a To Address where you want to receive the e-mail.
    6. Click Select... link to choose your SMTP Server.
  14. Click the Save button.

  15. Navigate to Automation > Approvals > Approval Types > Default Execute Application Request Type. 
  16. Change the Process handler from Default Manual Approval Process to Manual Approval Process with E-mail Alerts. 
    Image Added
  17. Save the Default Execute Application Request Type.

Using Data Feeds

...