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Necto Training
Module (29 archive)
Necto Deliveries.
Objectives
 By the end of this lesson you will be able to:
 Configuring Deliveries
 Setup Deliveries based email updates when the
information in Analysis Services is updated.
Agenda
 Preparing the environment for Deliveries
 Configuring Deliveries
Preparing Environment for Deliveries
Case Study
Linda Taylor
VP Sales
I’d like to get a email about the
updated sales figures every
morning at 9 AM.
What are Deliveries?
 In Necto, deliveries is a engine which upon
triggering will generate a email with a view or a link
to a view to be sent to a user/a group of users.
 Delivery tasks are based on a data view to be
delivered to users.
 The task executes either by schedule or on cube
data change.
Advantages of Panorama® Necto™ Deliveries
 Deliver Excel, PDF files by email.
 Deliver links to Necto Views and workboards
 Trigger deliveries upon time or exceptions
 Customize to suit any requirement
Delivery Types
Dynamic View
Excel
Pdf
Static Html
Dynamic Html
Defining Deliveries Using the Wizard
Would like to see the sales figures every
morning to see how much growth has
been achieved over the last 24 hours in
each region. Can we receive an update
everyday at 9AM?
Defining KPIs
What Needs to be Defined?
1. View to deliver 2. Schedule Delivery
3. Format of delivery
Using the Deliveries Wizard
 Start > All Programs > Necto > Necto
Administration Tools
2. Select Options >
Manage Deliveries
1. Utilities Manager
3. Add New
4. Click Add..
4. Browse to the
view to deliver
Selecting a View
1. Click here to browse
2. Select a Workboard
Define the delivery parameters
Schedule by data change/time
Task Schedule
Define message
Recipients of the mail
Configure Sent by e-mail
Task Name and Description
Click and save all in the main screen.
Configuring Necto Deliveries Server.
To start to configure the deliveries from Necto you need to access the
registry on the Necto server, if you do not feel confident in this you can ask
Panorama Customer Success for help.
In the registry add the following Registry String Values to the Necto Server
only (x.x is the version of Necto installed):
HKEY_LOCAL_MACHINESOFTWAREWOW6432NodePanoramaNecto
x.xAdminUseDeliveryNet with a value of 1
HKEY_LOCAL_MACHINESOFTWAREWOW6432NodePanoramaNecto
x.xAdminDeliveryNetServer with the value of the SMTP servers IP address
(something similar to 192.168.1.0).
HKEY_LOCAL_MACHINESOFTWAREWOW6432NodePanoramaNecto
x.xAdminDeliveryNetPort with the value of 25 (unless you have a different
SMTP port configured).
The following key should be set to 10 for normal operation, for testing the
deliveries set it to 1 which indicates a 1 minute delivery check interval.
HKEY_LOCAL_MACHINESOFTWAREWOW6432NodePanoramaNecto
x.xAdminDeliveryJobFreqency=10
Summary
 Defining Deliveries
 Configuring server registry
 Definition tool: Desktop Client
Exercise
 Define a Delivery task that will show
 Sales figures for noon
 If an exception occurs in data.
Thank you
Any Questions?

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29a - Panorama Necto 14 deliveries - visualization & data discovery solution

  • 1. Necto Training Module (29 archive) Necto Deliveries.
  • 2. Objectives  By the end of this lesson you will be able to:  Configuring Deliveries  Setup Deliveries based email updates when the information in Analysis Services is updated.
  • 3. Agenda  Preparing the environment for Deliveries  Configuring Deliveries
  • 5. Case Study Linda Taylor VP Sales I’d like to get a email about the updated sales figures every morning at 9 AM.
  • 6. What are Deliveries?  In Necto, deliveries is a engine which upon triggering will generate a email with a view or a link to a view to be sent to a user/a group of users.  Delivery tasks are based on a data view to be delivered to users.  The task executes either by schedule or on cube data change.
  • 7. Advantages of Panorama® Necto™ Deliveries  Deliver Excel, PDF files by email.  Deliver links to Necto Views and workboards  Trigger deliveries upon time or exceptions  Customize to suit any requirement
  • 10. Would like to see the sales figures every morning to see how much growth has been achieved over the last 24 hours in each region. Can we receive an update everyday at 9AM? Defining KPIs
  • 11. What Needs to be Defined? 1. View to deliver 2. Schedule Delivery 3. Format of delivery
  • 12. Using the Deliveries Wizard  Start > All Programs > Necto > Necto Administration Tools 2. Select Options > Manage Deliveries 1. Utilities Manager 3. Add New 4. Click Add.. 4. Browse to the view to deliver
  • 13. Selecting a View 1. Click here to browse 2. Select a Workboard
  • 14. Define the delivery parameters Schedule by data change/time
  • 19. Task Name and Description Click and save all in the main screen.
  • 20. Configuring Necto Deliveries Server. To start to configure the deliveries from Necto you need to access the registry on the Necto server, if you do not feel confident in this you can ask Panorama Customer Success for help. In the registry add the following Registry String Values to the Necto Server only (x.x is the version of Necto installed): HKEY_LOCAL_MACHINESOFTWAREWOW6432NodePanoramaNecto x.xAdminUseDeliveryNet with a value of 1 HKEY_LOCAL_MACHINESOFTWAREWOW6432NodePanoramaNecto x.xAdminDeliveryNetServer with the value of the SMTP servers IP address (something similar to 192.168.1.0). HKEY_LOCAL_MACHINESOFTWAREWOW6432NodePanoramaNecto x.xAdminDeliveryNetPort with the value of 25 (unless you have a different SMTP port configured). The following key should be set to 10 for normal operation, for testing the deliveries set it to 1 which indicates a 1 minute delivery check interval. HKEY_LOCAL_MACHINESOFTWAREWOW6432NodePanoramaNecto x.xAdminDeliveryJobFreqency=10
  • 21. Summary  Defining Deliveries  Configuring server registry  Definition tool: Desktop Client
  • 22. Exercise  Define a Delivery task that will show  Sales figures for noon  If an exception occurs in data.