1 Reply Latest reply on Jul 30, 2015 10:13 PM by Sankarmagesh Rajan

    Scheduling, Outputing, and Assigning Reports in Server 9

    Crystal Stidham

      How do you setup a schedule on Server 9? After you get a schedule, how do you assign a workbook to that schedule?  After you assign a workbook to a schedule, how do you get that workbook to output as a csv or pdf file?  After you have the csv or pdf file, how do you email that to a certain person or group?

        • 1. Re: Scheduling, Outputing, and Assigning Reports in Server 9
          Sankarmagesh Rajan

          Create new schedule or use existing schedules created in server.

          Install tabcmd installer

          Copy tabcmd installer in server installed machine and install in other machine.

          Use tabcmd to sign in to Tableau Server

          Step 1

          Click the Start button, and select All Programs > Accessories. Right-click the Command Prompt and select Run as administrator.

          Step 2

          Type one of the commands below, depending on where the tabcmd utility is running from. If you are running the tabcmd utility from the same machine as Server

          • cd C:\Program Files\Tableau\Tableau Server\<version>\bin
          • cd C:\Program Files (x86)\Tableau\Tableau Server\<version>\bin

            If you are running the tabcmd utility on a separate machine from Server: 

          • cd C:\Program Files\Tableau\Tableau Server\<version>\extras\Command Line Utility
          • cd C:\Program Files (x86)\Tableau\Tableau Server\<version>\extras\Command Line Utility

            Note: Replace <version> with the version of Tableau Server you are running. 

          :: login to Tableau via tabcmd

          tabcmd login -s http://localhost --username u1 --password p1 --no-prompt

          :: run tabcmd get command which retrieves the URL of the reports with the filter and size parameter

          :: reports are saved to pdf

          tabcmd get "views/workbook/report1.pdf?param=value&:size=1680,1050" -f "C:\report1.pdf"

          tabcmd get "views/workbook/report2.pdf?param=value&:size=1680,1050" -f "C:\report2.pdf"

          :: logout of tabcmd when done

          tabcmd logout

           

          if you go with febootimail then go here and get software

          http://www.febooti.com/downloads/

          Febooti Command line e-mail can send e-mails with unlimited number of attachments, send e-mails using any text encoding, optional reply-to-email addresses, and much more.

          Once you purchase Febooti Command line e-mail, they provide a product key and the install is straightforward.

          Febooti Command line e-mail installs in,

          C:\Program Files (x86)\Febooti Command line email\

          Similar to using tabcmd, we open up the command prompt and navigate and open

          C:\Program Files (x86)\Febooti Command line email\febootimail.exe

          SMTP specifies the outgoing mail server address

          -TO specifies the destination e-mail address

          -FROM specifies the e-mail address where it is being sent from

          -TEXT precedes the body of the e-mail and what you want as the body of the e-mail

          1. febootimail.exe -SMTP yourSMTPhost.yourcompany.com -TO "recipient1@yourcompany.com; recipient2@yourcompany.com;recipient3@yourcompany.com" -FROM sender@yourcompany.com -SUBJECT "Generated Tableau View - Tableau Server Automated Alert System (TSAAS)" -ATTACH " D:\progressReport.pdf" -BODY"this is the text of the body"

          Save this as .bat file and schedule via window task scheduler.

          If you go with blat open source command line.

          :: send email with pdf attachments using blat

          blat "C:\report-email-message.htm" -t email@email.com -attach "C:\report.pdf" -s "email subject" -html

          schedule the above script with Windows scheduler

          - note that you will need 'blat' is free tools.

          Simple example batch file with febootimail

          Type one of the commands below, depending on where the tabcmd utility is running from. If you are running the tabcmd utility from the same machine as Server

          • cd C:\Program Files\Tableau\Tableau Server\<version>\bin
          • cd C:\Program Files (x86)\Tableau\Tableau Server\<version>\bin

          If you are running the tabcmd utility on a separate machine from Server:

          cd C:\Program Files\Tableau\Tableau Server\<version>\extras\Command Line Utility

          cd C:\Program Files (x86)\Tableau\Tableau Server\<version>\extras\Command Line Utility

          :: login to Tableau via tabcmd

          tabcmd login -s http://localhost --username u1 --password p1 --no-prompt

          :: run tabcmd get command which retrieves the URL of the reports with the filter and size parameter

          :: reports are saved to pdf

          tabcmd get "views/workbook/report1.pdf?param=value&:size=1680,1050" -f "C:\report1.pdf"

          tabcmd get "views/workbook/report2.pdf?param=value&:size=1680,1050" -f "C:\report2.pdf"

          :: logout of tabcmd when done

          tabcmd logout

          1. febootimail.exe -SMTP yourSMTPhost.yourcompany.com -TO "recipient1@yourcompany.com; recipient2@yourcompany.com;recipient3@yourcompany.com" -FROM sender@yourcompany.com -SUBJECT "Generated Tableau View - Tableau Server Automated Alert System (TSAAS)" -ATTACH " D:\progressReport.pdf" -BODY"this is the text of the body"

          save this as .bat file and cal this on windows task scheduler.


          Thanks

          sankar