PivotSubscriptionsPivotSubscriptions
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Category
Analytics
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Version
1.0.0
Last updated
2019-08-14
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What's new in this version

Initial Release

Subscribe to Pivot Tables in InterSystems IRIS Business Intelligence to receive scheduled emails

PivotSubscriptions

PivotSubsctions allows users to subscribe to a pivot table and recieve a scheduled email containing the specified pivot table.

Accessing

Once installation is complete, a new "Pivot Subscriptions" Link will be added to the InterSystems IRIS Business Intelligence User Portal. The User Portal can be found at the Management Portal -> Analytics -> User Portal.

Installation

  1. Use the Download ZIP option for this project
  2. Extract the files and copy path
    • This is the path to the directory that contains README.md and LICENSE
  3. Open terminal and ZN to desired namespace
  4. Run the following commands:
	set path="<PATH FROM STEP 2>"
	do $system.OBJ.Load(path_"/PivotSubscriptions/Installer.cls","ck",,1)
	do ##class(PivotSubscriptions.Installer).RunInstaller(path)
  1. Follow the Configuration steps

Configuration steps

Configure Default Namespace

To ensure that links to the SubscriptionManager page are correctly generated, the Default Application of the namespace you are working in is correctly configured.

  1. Go to Management Portal
  2. Go to System Administration > Security > Applications > Web Applications
  3. Click on /csp/??? where ??? is the namespace you are working in
  4. Check the checkbox next to Namespace Default Application and Save

Configure Task Manager Email Settings

Subscriptions are delivered by Email. The Task Manager Email must be configured to allow alerts to be delivered by Email. At a minimum, the SMTP Server must be assigned in the Task Manager Email Settings (Management Portal -> System Administration -> Configuration -> Additional Settings -> Task Manager Email). For more information, please see the documentation.