You can send reports via email without having to retrieve them in an Arellia console.
To send reports via email, do the following steps:
- In the Security Manager Console, import the "Arellia Management Server - E-mail Tasks" data feed (for instructions on how to import data feeds, go to Using Data Feeds).
- Click the Configuration tab.
- In the file library in the left pane, navigate to Foreign Software Systems > User Credentials.
- Click the New button and then click User Credential.
- In the New User Credential dialog box, define the credentials for the SMTP Server.
- Navigate to Foreign Software Systems > Foreign Software System Types > SMTP Server.
- Click the New button and then click SMTP Server Instance.
- Set the Name and URI of the SMTP Server, click OK
- In the Create Item dialog box, set the User Credentials to connect to the SMTP Server.
- Click the Tasks tab.
- In the file library in the left pane, click Workflow.
Navigate to Automation > Approvals > Approval Processes > Manual Approval Process with E-mail Alerts.
- In the right pane, enter the following settings:
- Click the Select other role to grant approval privilege... link and select the approver role allowed.
- Click the Send E-mail for New Approval Task link to select an activity.
- Click the Most Recent Pending Application Approval Task to select the report to run.
- Enter a From Address. (For example, "noreply@yourcompanyemail.com.")
- Enter a To Address where you want to receive the e-mail.
- Click Select... link to choose your SMTP Server.
- Click the Save button.
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