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  • I don't believe you can do this inside of CA itself.  What report are you looking to automate?  Also, what version?

  • Greetings, allanh1;

    Tony is correct in that we cannot schedule CA reports within the product at this time.  This is a feature that has been requested a lot.  There may be an entry for this in the Ideas forum.  See if you can find it and, if one exists, vote it up.  If one does not exist, please add it so others can vote it up.

     

  • Hi Allan,

    We had received this kind of request from our compliance dept that they wanted to to have reports weekly based on EMP present in CA system. and we ended up creating a VBS script and scheudled it to run weekly using the task scheduler, please find the script below, you may have to modify the sql server name, sender email address , recpeint email address and smart host to get the report.

    Dim con
    Dim comp
    Dim cmd
    Dim retval, strUID
    Dim lRow
    'Dim adOpenStatic, adLockOptimistic, adUseClient
    Const adOpenStatic = 3
    Const adLockOptimistic = 3
    Const adUseClient = 3
    Const ForWriting = 2
    lRow = 4
    Set FSO = CreateObject("Scripting.FilesystemObject")
    Set WshShell = Wscript.CreateObject("Wscript.shell")
    lOutFPath = WshShell.CurrentDirectory & "\CA_Report_by_Emp.csv"
    Set objTextFile = FSO.OpenTextFile(lOutFPath, ForWriting, True)
        


    lConSTR = "Select tc.Name ,tu.EmployeeID,ta.address From tblCase tc, tblAddressUser tu, tblHistCaseAddressUser th,tblAddress ta " _
    & "Where th.AddressOwnerID = tu.AddressOwnerID AND ta.AddressOwnerID=tu.AddressOwnerID AND tc.CaseID = th.CaseID AND th.EndDate IS NULL AND " _
    & "tc.CaseID = th.CaseID AND th.EndDate IS NULL AND tc.Type=102 AND tu.MonitorStatusID=120 order by tc.Name"


    'On Error Resume Next
    'comp = GetComputerName()
    Set objConn = CreateObject("ADODB.Connection")
    Set objCmd = CreateObject("ADODB.Command")
    Set objRec = CreateObject("ADODB.Recordset")
    lStr = "DepartmentName,EmployeeID,Address"


    ConnString = "Provider=SQLOLEDB.1;Data Source=ServerName;Initial Catalog=EVCACompliance;User ID=svc-caview-mum;Password=Nomura99;"

    objConn.Open ConnString
    objRec.Open lConSTR, objConn

        Do While objRec.EOF = False
            lStr = lStr & vbNewLine & """" & objRec(0) & """" & "," & objRec(1) & "," & objRec(2)
            objRec.MoveNext
        Loop
     objTextFile.Write (lStr)
    objTextFile.Close
    objRec.Close
    objConn.Close

    MailSend

    Sub MailSend()

    Set WshShell = Wscript.CreateObject("Wscript.shell")
    lDate = Now()


    HtmlBody= HtmlBody & "<HTML>"
    HtmlBody= HtmlBody & vbnewline & "<BODY>"
    HtmlBody= HtmlBody & vbnewline & "<TABLE border=""0"" cellpadding=""0"" cellspacing=""0"" width=""100%"">"
    HtmlBody= HtmlBody & vbnewline & "<TR>"
    HtmlBody= HtmlBody & vbnewline & "<TD height=""26"" valign=""top"" style=""border-bottom: 2 inset #008000"">"
    HtmlBody= HtmlBody & vbnewline & "<SPAN style=""font-family: Tahoma; font-weight:bold; font-size:14pt; color:rgb(00,80,00);""> CA Report by Employees  </SPAN></TD>"
    HtmlBody= HtmlBody & vbnewline & "<TD style=""border-bottom: 2 inset #008000"" align=""right"">"
    HtmlBody= HtmlBody & vbnewline & "<SPAN style=""margin-right:2em; font-family: Tahoma; font-size: 8pt; color:rgb(00,80,00);"">" & lDate & "</SPAN>"
    HtmlBody= HtmlBody & vbnewline & "<INPUT onClick=""history.back(-1)"" id=""buttonBack"" style=""display:none; width: 106; height: 21; color: #FFFFFF;   background-color: #008000; border: 1 solid #008000; font-family: Tahoma; font-size:8pt;"" type=""button"" size=""70"" value="" &lt;&lt; Back""></INPUT>"
    HtmlBody= HtmlBody & vbnewline & "</TD>"
    HtmlBody= HtmlBody & vbnewline & "</TR>"
    HtmlBody= HtmlBody & vbnewline & "</TABLE>"

    HtmlBody= HtmlBody & vbnewline & "<p><B>Thanks & Regards <br />"
    HtmlBody= HtmlBody & vbnewline & "Vault Admins </B></p>"
    HtmlBody= HtmlBody & vbnewline & "</BODY>"
    HtmlBody= HtmlBody & vbnewline & "</HTML>"


    lFrom="Senderemailaddress"

    lRcpt = "Email address"
    lCC = "Email address"
    lBCC = "Email address"

    lSub = "CA Report by Employees : " & Date


    lsmtpserver =  "smarthost"
    lAttach = WshShell.CurrentDirectory & "\CA_Report_by_Emp.csv"


    Set objEMail = CreateObject("CDO.Message")

    objEMail.From = lFrom

    objEMail.To = lRcpt
    'objEMail.CC = lCC
    objEMail.BCC = lBCC

    objEMail.Subject = lSub
    'objEMail.Textbody = lMBody
    objEMail.HTMLBody = HtmlBody
    objEMail.AddAttachment lAttach

    objEMail.Configuration.Fields.Item ("http://schemas.microsoft.com/cdo/configuration/sendusing") = 2 

    objEMail.Configuration.Fields.Item ("http://schemas.microsoft.com/cdo/configuration/smtpserver") = lsmtpserver 

    objEMail.Configuration.Fields.Item ("http://schemas.microsoft.com/cdo/configuration/smtpserverport") = 25
    objEMail.Configuration.Fields.update
    objEmail.Send 

    End Sub