How to create a Notification Policy that will pass fixed parameters to a report which requires parameters February 12, 2016 © 2007 Altiris Inc. All rights reserved. ABOUT ALTIRIS Altiris, Inc. is a pioneer of IT lifecycle management software that allows IT organizations to easily manage desktops, notebooks, thin clients, handhelds, industry-standard servers, and heterogeneous software including Windows, Linux, and UNIX. Altiris automates and simplifies IT projects throughout the life of an asset to reduce the c ost and complexity of management. Altiris client and mobile, server, and asset management solutions natively integrate via a common W eb -based console and repository. For more information, visit www.altiris.com. 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For the latest docu mentation, visit www.altiris.com. www.altiris.com CONTENTS Introduction ................................................................................... 1 Method A ....................................................................................... 2 Method B ....................................................................................... 7 www.altiris.com INTRODUCTION In some cases you may want to create a Notification Policy that will execute a report and send the results to a specific user or group of users. The problem is that some reports require input at the time of execution. The following document will detail two examples of how to accomplish this. The main purpose of this document is not to give you all the answers on how to do this, but to give you a clear example of how to do this. It is up to you then to build upon what is detailed in this document. For this exampl,e we are going to use the report from Patch Management Solution called Microsoft Compliance and Vulnerability by Bulletin — Details. www.altiris.com How to create a Notification Policy that will pass fixed parameters > 1 METHOD A This method will give you the ability to create a Notification Policy on the Notification Server which will run the report Microsoft Compliance and Vulnerability by Bulletin—Details, and then will pass coded parameters defined in the policy to this report. Once that is complete it will email the users a link to the results of this report. To begin, it is necessary to find the parameters that the report requires at run time. In order to do this you must clone the report and also run the report so you can see some of the values that are required. Once the report is cloned and run in a new window you will want to edit the report. The following screen shot is a good example of the values that are going to be needed: You will notice from the screen shot below there are several parameters you need to review in this report: 2 < How to create a Notification Policy that will pass fixed parameters www.altiris.com The Global Parameters from this report is what you will need to hard code on the parameters of the Notification Policy that is going to be created later on. You will have to change these parameters to a fixed entry. _Collection: This parameter becomes an actual GUID of a collection. _StartDate: You can use a SQL query here that would return a specific date when executed. Such a query would look like this: SELECT CONVERT(nvarchar(10),DATEADD(yy, -1,GETDATE()),101) That query will get the current date and subtract one year from it. That value will be used as the StartDate parameter. _EndDate: You can also use a SQL query here that would return a specific date when executed. Such a query might look like this: SELECT CONVERT(nvarchar(10),GETDATE(),101) www.altiris.com That query would return the current date. _VendorSeverity: The options for this particular parameter happen to be Critical, Important, Moderate, Low, Unclassified, or Any. Therefore, when creating this entry, you could enter in any of those values except the value of Any. To translate the value of Any, you would have to use a % entry. _CustomSeverity: Normally this could be created with a value of %. _DistributionStatus: This would be created with either Active or All. _SupersedenceStatus: You could go with a value of % or just All. _OperatingSystem: The value here would be the name of the Operating System. For example: Microsoft W indows Server 2003. How to create a Notification Policy that will pass fixed parameters > 3 The last two parameters shown in the screen shot would not need to be edited due to the fact that they are not parameters that require input during report execution time. Now that you have the values you are going to need you would now create your Notification Policy. With the newly created Notification Policy you would change the Source dropdown to the value of Query. Click on the Edit Query link and choose the option to enter SQL directly. Enter in a value of something like SELECT 1 or some other garbage query. This is not used in the policy and is just a place holder type value. Now click on Edit Parameters. You will need to enter in each parameter with its set value that you figured out earlier in these parameters. Pay special attention to the Type value in the screen shot above. You will want to use similar values. Once you have entered in your parameters the next step is to j ust add a Report Automated Action under the Automated Actions section. 4 < How to create a Notification Policy that will pass fixed parameters www.altiris.com Once complete please test your notification policy. Your To Address should receive an email from the Notification Server with a link to view the results of the report. www.altiris.com How to create a Notification Policy that will pass fixed parameters > 5 6 < How to create a Notification Policy that will pass fixed parameters www.altiris.com METHOD B This method is very much like method A, with the exception that you will be cloning the report and this time editing it and giving it a new name. The notification policy will then not have any parameters entered to pass and will just run the newly created report. This report will have the values already hard coded inside it. The other main difference is that this method will send an email to the desired users with the results already inside the email. This is useful if the report results are minimal, because it does not require the end users receiving the email to load the report URL. Therefore, the end users do not need the ActiveX controls installed on their computers. As described in Method A, you will want to clone and then finally e dit the report in question. For each global parameter change them to a coded value. The same coded values described in method A can be used here. Once you have the report all done you should actually run the report one time to ensure it runs as expected. If so you are ready to create your Notification Policy. www.altiris.com How to create a Notification Policy that will pass fixed parameters > 7 Now go ahead and create your Notification Policy. In the Source drop down you will want to have Report chosen and then click on the Select a report link. Navigate to your customized report that you created earlier and select it. Under the Automated Actions section you need to choose E-mail Automated Action. Review the screen shot above for the specific important details. You will notice that you should set the Execute to Only Once option. It is also important to note the Message part of the screenshot above. It is very important you enter in %Results%. The R must be capital. You can, if you wish, add some additional verbiage below the %Results% entry. Now save your Notification Policy and test it. 8 < How to create a Notification Policy that will pass fixed parameters www.altiris.com