In this blog, we are going to learn about how to trigger an automatic email in SEI. SEI offers a distribution function that can be configured and customized to your company’s specifications. Features include: Email Notifications, Security Settings, Network Specifications and more.
Step 1:- Go to Scheduler
The Scheduler page enables you to create new jobs, manage existing jobs, and see at a glance when jobs ran last and when they are next scheduled to run.
Step 2:- Creating a New Job
Navigate to the Administration section by clicking. Click Scheduler in the left pane. On the right panel, click Create a New Job. This opens the Job Properties page with the following tabs:-
- General
- Web Views
- Excel Add-in Views
- Consolidated Report
- Users and Groups
- Conditions
- Schedule
- General
- Description: – Describes the actual job. The details are written by the Administrator.
- Action: – Determines if it will be sent by email or saved on the network.
- Status : – Enables or disables the subscription.
- Web Views
This page gives the option to select the Web Views to run automatically, search from the generic search box or use the filter to search a specific view.
- Excel Add-in Views
The Excel Add-in Views tab allows you to set up one or more Excel Files to be distributed during the Job execution.
- Consolidated Report
The Consolidated Report tab (shown below) allows users to merge multiple Views (either web-based or Excel Add-In views) into one consolidated PDF report.
- Users and Groups
In the Users and Groups tab, the user can select the users and/or groups to receive automatic emails generated by the Job. At least one user needs to be selected in order for the Job to be saved.
The Scheduler will execute the view for each user or group defined, according to the security defined for them. If a view is sent to a group, only the users with the proper access will receive it, and the data in the views sent will also reflect the security access of the users, meaning that individual users may receive very different results.
It also takes into consideration the local settings of each user, for instance, sending the information in English for an English defined user or French for a French defined user, etc.
- Conditions
This tab allows you to add a condition to the Data Model where the View is extracted.
Use this tab to add a message (Description) and a Subject to the email sent by the Scheduler.
Also if you want to send emails to unregistered users, you can add their emails into the To, Cc or Bcc fields in the Users and Groups tab.
- Schedule
Set which frequency the Job should be performed and click Save to finish.
This blog teaches us how to set up an automatic email trigger in Sage Enterprise Intelligence (SEI).
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