Global I/O Example: Automated Weekly Report

The following example shows how to configure an automated rule that runs a report on a weekly basis.

Step 1            Select Global I/O in the Events & Alarms menu.

Step 2   Create a new automated rule and specify its general settings:

a.  Click Add... to open the Add Automation Rule window.

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b.      Enabled: Verify that the Enabled check box is selected.

c.  Name: Type a descriptive name for the rule. For example: Daily Gateway Report (output).

Step 3            Specify the Periodic trigger type to have the report generated at a regular scheduled time:

a.  Click the New... button on the right of the Trigger field.

b. In the resulting dialog, select Periodic from the drop-down menu and click OK.

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Step 4   In the resulting dialog, select the days and times for the periodic trigger:

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a.  Interval: Options include: Monthly, Weekly, and Daily.

b.  Day of Week/Month: If you select Monthly or Weekly, select the day of the month or week.

c.  Time of day: Enter a time using a 24-hour notation. For example, 1:00 p.m. in a 12-hour clock is expressed as 13:00 in a 24-hour clock.

d.  Select OK.

Step 5            Select the action to generate a report file:

a.  In the Action section, click the Add... button.

b. In the resulting Select Action Type dialog box, select Report from the drop-down menu and click OK.

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Step 6            In the resulting Report dialog, define the type of report and the format of the output:

a.  Click Choose.

b. In the resulting Choose Report window, select a report from the list, and then click OK.

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        Select a report from the list.

        Click OK to close the Choose Report window.

Tip             To create or edit reports, see Defining Reports (Report Manager) .

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c.  Back in the Reports dialog, click Settings.

d. In the resulting Report Generation dialog, set the following fields:

§        Title: Type a title for the report.

§        Format: Select whether the report should be in Record-style or Table-style.

§        Output Type: Select the type of file to output. For example: PDF document or Excel spreadsheet.

§        Click OK to close this dialog box.

c.  Back in the report dialog, click OK.

Step 7            Back in the Add Automation Rule window, specify the Notification method. For example, send the report file by e-mail:

a.     Click the New... button on the right of the Notification field.

b.  In the resulting Select Notification Type dialog, select E-mail, and then click OK.

   

Step 8           In the resulting E-mail Notification dialog:
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a. Type valid e-mail addresses in the To, CC, and or BCC fields. You can enter specific e-mail addresses, or select addresses from the Personnel records configured in ICPAM.

b. When you are finished, click OK to save the changes and close this dialog.

Step 9         Back in the Add Automation Rule window, select the desired notification recording options, by clicking the check boxes to activate or deactivate the options:

·         Record event when rule invoked: Each time the rule is invoked, record an event.

·         Record event when trigger fails: Each time the trigger fails, record an event.

·         Record event when action fails: Each time the action fails, record an event

·         Record event when notification fails: Each time the notification fails, record an event.

Step 10         Click Save and Close.

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Step 11   Add the Automation Driver as described in Enabling the Automation Driver.

Note  This step is only necessary if the Automation Driver has not already been added.

 

See also:

Understanding Automated Rule Actions

Automation Rules in ICPAM