Scheduling reports through FTP

As a TrueSight Server Automation - Data Warehouse Administrator, you can send report results to a server through FTP.

Perform the following steps:

1.  Log in to TrueSight Server Automation - Data Warehouse console. 

   Click here for the steps to log in to the TrueSight Server Automation - Data Warehouse console.

   1. Use the following URL to open the TrueSight Server Automation - Data Warehouse login page:
      https://<TrueSight Server Automation - Data Warehouse hostname>:<portNumber>/tssa-dw
      
   2. In the User Name and Password fields, enter the TrueSight Server Automation - Data Warehouse administrator credentials.
      Default user name: DWAdmin
      By default, the password is hidden. To view the password, click .
   3. In Site, select a site. The Primary Site is the default site.
   4. In Authentication Method, select a authentication method. SRP is the default authentication method.
   5. Click LOG IN.
2. Click Reports to launch the TrueSight Smart Reporting Home page. 
3. Open a report.
4. Click Broadcast on the main navigation bar.
5. Click Create New and select FTP Schedule. 
   
   
6. Enter a file name (no file extension is required). 
7. Select the format you wish the report to be sent as, from the following options:
   • 
     
     • HTML
     • PDF (If you select this option, a Secure PDF checkbox appears. Use this to password-protect your PDF files. You can specify a password yourself, use the one created when exporting the file, or use a default one generated by the system)
     • DOCX 
     • XLSX
     • Text
       
       
8. (Not applicable for HTML) Select Append Broadcast Date to include the current date in the document name.
9. In Server Address, specify the address of the server where you are uploading the report.
10. In Server Directory, specify the directory where you want the report to be sent to on the server.
11. In User Name, specify the username of the server you are trying to access.
12. In Password, specify the password of the server you are trying to access.
13. If your report contains filters, you can select the filters in the User Prompts Filters field to be applied to the Broadcast Report.
    • 
      
      • Default Filter Values
      • Current Filter Values
      • Bookmarks
14. Select the delivery type.
    
    • Continuous Schedule - (Not applicable for Smart Task) The report will always be delivered based on the selected schedule. 
    • Alert-based broadcast - The report will be delivered based on the selected schedule, if the results match the alert rules. Click Add Alert Delivery Rules. 
      1. Create a rule based on the following conditions:
         1. One or more rows must match (for example, is the number of missing patches greater than 20) OR
         2. Aggregate against entire result set (for example, are the total number of missing patches less than 100)
      2. Click Add Field and select the field you want to apply the condition on. You can add multiple conditions here if required.
      3. Click Submit to apply your condition(s). The rule is displayed on the Broadcast window.
15. Select the Frequency depending on your requirements. 
16. (Not applicable for Smart Task) Click Advanced Settings.

1. • Timezone: Set the deliver timezone.
   • Limit Schedule Period: Limit the schedule to run only within a set period.
   • Failure Notification: Define an administrator user to be notified if the broadcast schedule fails.
2. Click Submit . The broadcast is listed.