scheduling reports in obiee 11g and exporting it to userdefined formats in pdf, ppt

1. Report Scheduler
Obiee 11g gives us the facility to create the report scheduler. This doc is the demonstration
how to create the scheduler and deploy the scheduler.
STEP 1:
First we have to form the SMTP server, in our case we are using the gmx.com who provides
free SMTP server as after the login into the gmx.com.
Note that you will need your own gmx.com’s mail id for that you have to just go on the
gmx.com and make the new profile.
Go to the link http://www.gmx.com/#.1730814-header-logo1-1
Of the gmx.com and then just sign Up in it. It will create your mail id in this case my mail id is
Bhumin.k@gmx.com, this will used for the SMTP server mail id and the username.
STEP 2:
Open the BI EM 11gFusion middle ware and refer the snap.
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2. Report Scheduler
Your scheduler tag will contain this data. We do not have to change the data in these fields.
Here you just have to check the details.
STEP 3:
Configure the SMTP by the gmx mail id
The sanp shows the default configuration. We have to change it as below
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3. Report Scheduler
STEP 4:
By clicking the lock and edit the configuration, do this changes in the fields
SMTP Server – SMTP server of your email (e.g. mail.gmx.com)
• Port – Port of the SMTP server (e.g. 25)
• Display name of sender – Any name(e.g.Oracle Business Intelligence)
• Email address of sender – Sender’s email address (e.g. bhumin.k@gmx.com
• Username – Same as the sender’s email (e.g. bhumin.k@gmx.com)
• Password – password of your email
• Confirm password – confirm the same password as above
• Number of retries upon failure – any number
• Maximum recipients
• Addressing method To, Blind Copy Recipient (Bcc) – if you want to receive a BCC, select it.
After changing you have to Apply and Activate Changes
Then after go the Overview and Restart all changes.
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4. Report Scheduler
STEP 5:
Creating the Agent to send the mail
Now put the OBI EM open and now go to the OBIEE Answers sign in and now go to the
NEW/AGENT
By clicking on that you will find the area where you can create your own new agent.
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5. Report Scheduler
Next step is to see the priority and can modify it.
Go to the Scheduler tag in the agent
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6. Report Scheduler
By changing the frequency none -> once you can edit the time of the scheduler
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7. Report Scheduler
Delivery content will contain the content that you wants to send the person.
It would be either
1-Analysis
2- Dashboard
3- Briefing book
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8. Report Scheduler
By clicking on browse you can select the file from the browse window
For example here we select the gauge from the files.
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9. Report Scheduler
Then make the Format that you want in this case I preferred the PDF
You can select anything and also you can select how you want to send it like in the
attachment or other. Here we selected the deliver as attachment.
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10. Report Scheduler
Name the Recipients
Weblogic will be there default, you have to put the mail id there by clicking the mail symbol
Whom you want to send the mail.
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11. Report Scheduler
In the destination tag check on the specific device and check the Email. Save the agent
After save the symbol for run the agent will open.
Run button.
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12. Report Scheduler
Agent runssuccessfully.
By clicking on the alert button the window will open
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13. Report Scheduler
Now go to the mail id that you had provided in the recipient. You will see the mail in the
inbox or in the spam
Just like that you will get the attachment in the pdf format and you can make the schedule
to send the reports any time.
By the reference of http://pagelock.blogspot.in/2012/07/hi-guys.html.
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