Introduction

To schedule email distribution of reports, you need to configure the email server settings. This article will help you to configure email settings, time zone settings and configure default logo for your reports.


Pre-requisites


Step-by-Step Instruction


When you launch Skedler for the first time, the Settings page is displayed. You can access Basic and Advanced settings.


Basic Setup

Timezone Settings

timezone

1. Enter the time zone to be used for scheduling the reports in the Time zone field.

2. Click Save to save the time zone settings for the scheduled report.


Email Settings

email


1. Set the Email Setting field to:

   • On: If you want to email distribution of reports

   • Off: if you do not want to email the reports. The reports will be generated and stored in the server reports folder.

2. By default Supported Service is set to Others.  Choose one of the following email services

  • If you use a standard SMTP server, choose Others.
    • Enter the outgoing email server in the Outgoing Server field.
    • Enter the Port for the email server
    • Check Use SSL to enable Skedler to use SSL to connect to email server. 
    • Enter the email id of the sender in the Sender’s Email ID field (this is the email id from which all the reports are sent) to configure the outgoing mail settings.
    • Select the Enable Password checkbox if the SMTP server has authentication.
    • Enter the password in the Password field.
  • If you use Gmail, choose Gmail Serviceemail
    • Enter the email id of the sender in the Sender’s Email ID field (this is the email id from which all the reports are sent) to configure the outgoing mail settings.
    • Enter the password in the Password field.
  • If you use Amazon SES, choose Amazon SES Serviceses
    • Enter the email id of the sender in the Sender’s Email ID field (this is the email id from which all the reports are sent) to configure the outgoing mail settings
    • Enter the username in the Username field.
    • Enter the password in the Password field.

3. Enter an email address for the Admin Email field.  This is the email to which a warning message will be sent if the reports are empty.  

4. Click Save to save the configuration.

  • You can also send a test email with the saved email configuration details using the Test Email field and click send button.

Slack Settings

When you launch Skedler for the first time, the Slack Settings are set to Off by default. 

slack

1. You can turn On the Slack Settings using the Slack Settings toggle button. 

Set the Slack Setting field to:

   • On: If you want the distribution of reports via Slack

   • Off: if you do not want the reports to be sent via Slack. The reports will be generated and stored in the server reports folder.

2. Enter the Legacy token that was generated using your Slack API to the Token field.

3. Enter the user or channel name to the Admin field. A warning message will be sent to the configured user or the channel if the reports are empty.  

4. Click Save button.


Advanced Setup

Proxy Settings

If the Internet connection requires a proxy server set the Proxy Settings details.

proxy

1. Select the Proxy Type by default No Proxy is selected. If the Proxy Type is Automatic Proxy then it takes the system configured proxy or if the Proxy Type is Manual Proxy specify the protocol, server name or proxy IP, and port. If the proxy setting requires user authentication, enter the username and password in the Username and Password fields.

2. Click Save button.

  • You can also send a test slack message with the saved slack configuration details using the Test Slack field and click the send button.

Optionally, you can configure a default logo for the scheduled reports. This logo will be used in the PDF reports. 

report_log

1. Click Select image from the Logo field to upload the logo. 

2. Click Save to save the uploaded image.


Optionally, you can add custom parameters to your report. Custom parameter allows you to add a dynamic key with a specific value. Where you can define the parameters name and value in report output directory, report title and merge parameters while sending out an email. This parameter name will be replaced by the value in the PDF reports. 

report_log

1. Click Add Parameter button


2. Add the Parameter Name and a default value and click Save to save the custom parameter.


You can scale the Kibana map visualization when you generate the Skedler report with the Zoom Factor for the Map visualization. By default, the value is set as 68. You can modify the value as required and click Save icon.

 

You can configure the location for storing your skedler reports. Make sure the folder has read/write permissions. The default location is skedler/reports in the application directory. If the report generation location is configured in the Skedler configuration file for report_dir vaiable the then the base path is taken from the configuration file. You can modify the default location and click Save icon.


You have now completed the configuration of Skedler and ready to schedule reports.  


Next Steps