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  • 1.  Sending customized e-mails from PA

    Posted Fri January 31, 2025 07:38 AM

    Dear all,

    we have installed PA version 2.1.6 and we are interested is there any PA core functionality for sending e-mails?

    We need an option for sending predefined e-mails (e.g. via TI processes) to end users when they start some button (e.g. planning cycle is initiated by admin user), e-mail with error description or e-mail that notify users when some data changed in cube with new data load. For this purpose, at this moment we are using TI processes that start .vbs script for e-mail sending but customer do not want this outdated vbs script in their architecture landscape in the future so we investigate all alternative options. Vbs script is provided to us by IBM about 10 years ago :)

    Thank you in advance.

    Br,

    Ivana



    ------------------------------
    Ivana Subotic
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  • 2.  RE: Sending customized e-mails from PA

    Posted Fri January 31, 2025 09:00 AM

    HI Ivana,

    Everyone I know writes their own TI process to handle emailing as everyone wants something slightly different.

    Ultimately you just need a PowerShell script with something like this written to the script (I build the .ps1 script in TI then execute it):

    #--Create Send-Mail entry
    sCommand='Send-MailMessage -SmtpServer ''<mailserver'' -UseSsl -Port 587 -From ''' | sFrom | ''' -Encoding ([System.Text.Encoding]::UTF8) -To '|sRecipients|' -Subject "'|sSubject|'" ';

    If you do some searching on Send-MailMessage you will find a lot more and sample scripts to explain things a bit better.
    Aside from that, I am assuming you have an SMTP server already configured etc. for the old VBS script and you would need to point to that.

    Hope that helps you to get started...



    ------------------------------
    George Tonkin
    Business Partner
    MCI Consultants
    Johannesburg
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  • 3.  RE: Sending customized e-mails from PA

    Posted Sun February 02, 2025 05:13 PM

    Hi George,

    thank you for the answer. I will investigate .ps scripts. What is very important for this feature is the fact that customer want troubleshooting option (e.g. if end user regrets that e-mail was not received, log records must be available in order to check e-mail server response about sending e-mail statuses).

    Br,

    Ivana



    ------------------------------
    Ivana Subotic
    ------------------------------



  • 4.  RE: Sending customized e-mails from PA

    Posted Fri January 31, 2025 11:29 AM

    Hi Ivana,

    If you're open to paid solutions, SPACE provides built-in functionality for sending emails directly from TI processes, supporting richly formatted emails and file attachments, eliminating the need for custom scripting.

    Additionally, SPACE jobs allow you to schedule TI processes and Python scripts with a flexible cron format and include built-in email notifications.

    Finally, if you transition to TM1 V12 in the future, you will only need to modify a single SPACE process.

    Let me know if you'd like more details!



    ------------------------------
    Vlad Didenko
    Founder at Succeedium
    TeamOne Google Sheets add-on for IBM Planning Analytics / TM1
    https://succeedium.com/teamone/
    Succeedium Planning Analytics Cloud Extension
    https://succeedium.com/space/
    ------------------------------



  • 5.  RE: Sending customized e-mails from PA

    Posted Sun February 02, 2025 05:19 PM

    Hi Vlad,

    thank you for answer. I took a look to SPACE solution and it sounds interesting.

    Due to the fact it is the paid solution, I will check possibilities with the customer and get back to you if they will be interested to hear more about it.

    Br,

    Ivana



    ------------------------------
    Ivana Subotic
    ------------------------------



  • 6.  RE: Sending customized e-mails from PA

    Posted Wed February 05, 2025 02:28 PM

    Ivana, take a look at reportworq.com. This is also a paid solution, but it's priced quite competitively. ReportWORQ can send automated, personalized emails to PA users every time data changes in the cube. It also does so much more. It can send personalized reports and emails to recipients with data from PA (and other data sources). The reports can be in PPT, PDF, or excel format, and the output can be sent via email, Teams, Slack, or posted to SharePoint, Network folder, and TM1 application folders. Anyway, it can be as simple as sending an email notice when data changes or as complex as automating the generation and distribution of a report.



    ------------------------------
    Leo Cohen
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  • 7.  RE: Sending customized e-mails from PA

    Posted Thu February 06, 2025 01:28 PM
      |   view attached

    Hi Ivanna,

    We use this TI process (see attached file), hope it helps.



    ------------------------------
    Jose Luis Senas
    Data Analyst
    Kimberly-Clark Mexico
    Mexico City
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    Attachment(s)

    zip
    envio_correo_cloud.zip   1 KB 1 version