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How To Article | HTA-20220531-LG-15

iProtect Access / Security | How To Articles |

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nameHTA-20220531-LG-15.pdf

Table of Contents

Automatically email a report with transactions of a defined period.

Important: In this how-to we expect the mail server is configured correctly

Create the transaction you want to email.

At General, overviews, reports, extended event selection create an overview you want to email.

Select the period, and the event type (if blank you will see all events, please specify at “item” what you want to see, otherwise you get huge pdf files).

Additional at item select a table name and a value below it (not in this picture). Press the Automatisches Versenden eines Berichts mit den Transaktionen eines bestimmten Zeitraums per E-Mail.

Wichtig: In dieser Anleitung wird davon ausgegangen, dass der Mailserver korrekt konfiguriert ist

Erstellen Sie die Transaktion, die Sie per E-Mail versenden möchten.

Erstellen Sie unter “Allgemein, Übersichten, Berichte, erweiterte Ereignisauswahl” eine Übersicht, die Sie per E-Mail versenden möchten.

Wählen Sie den Zeitraum und den Ereignistyp (wenn leer, sehen Sie alle Ereignisse, bitte geben Sie bei "item" an, was Sie sehen wollen, sonst erhalten Sie riesige pdf-Dateien).

Wählen Sie zusätzlich unter "item" einen Tabellennamen und darunter einen Wert (nicht im Bild). Drücken Sie die

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button, the item will go to the middle box.

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If you want to change the preselection, press the “preselection” button, and choose load at option. Select your preselection, change your settings, press the “preselection” button again and choose to replace. To delete select option delete and choose the one you want to delete. If you cannot delete a preselection it is used somewhere in the system.

Create a contact group.

Create a contact group where the email needs to be sent to.

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Fill in the email address, again choose the authorization group used before.

Create an “addressed”

Go to general, settings, mail, addressed.

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Choose operation “not conditional” and select the contact group created.

Create an action to send the email.

At general, settings, action create a new action with clicking on the right button on the left part of the screen.

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XSLT stylesheet will format the text message, by default a default stylesheet will be used.

Create a procedure to send the mail.

Create a time zone

First create a time zone, when this time zone becomes active, we will send the mail with transactions, You can select more elements so you can use 1 time zone to send the report several times.

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You can create more moments f needed.

Create a time zone event

At general, settings, time zone event create a new time zone event with clicking on the right button on the left part of the screen.

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Start and End date are not necessary unless you want to send the report for a specified period.

Create the procedure to send the email.

create a new procedure event with clicking on the right button on the left part of the screen.

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