Skip to content

Via the Portfolio REST API , retrieves selected Portfolio Reports and then forwards ( as an attachment ) to selected email recipients. Script includes logging , customizable email notifications , as well as the capability for predetermined scheduling ( via the Microsoft Windows Task Scheduler ).

License

Notifications You must be signed in to change notification settings

jamesgrace/reports-to-email-extensis-portfolio-automation

Folders and files

NameName
Last commit message
Last commit date

Latest commit

 

History

28 Commits
 
 
 
 
 
 

Repository files navigation

reports-to-email-extensis-portfolio-automation

Via the Portfolio REST API , retrieves selected Portfolio Reports and then forwards ( as an attachment ) to selected email recipients. Script includes logging , customizable email notifications , as well as the capability for predetermined scheduling ( via the Microsoft Windows Task Scheduler ).

Requirements :

  • Extensis Portfolio version 3.6.3 ( or greater ) licensed for the Portfolio API.
  • Pyhton 3.x

Portfolio Instance > Configuration :

1. API TOKEN

  • Via the Portfolio Administration ( :8091 ) Web interface , select "Users" and either take note of an existing API Token or create a new API Token.
  • Via Catalogs > [ Catalog Name ] > Users , verify that API Token has been granted Administrator level Role membership to at least one Catalog ( required in order to be permitted access to the various REST API Reports ).

Python Script > Configuration :

2. PYTHON SCRIPT

  • reports_to_email.py

    • SESSION_PATH = "D:\\Extensis Portfolio Nightly Reports\\"
      • Base folder location containing individual session folders.
    • SESSION_FOLDER = "Portfolio-Activity_"
      • Folder name indentifier prepedned to individual session folders.
    • DELETE_PREVIOUS = "yes"
      • Delete previous session folder ?
    • REPORTS = ["asset-downloads", "search-terms", "asset-deletions", "asset-uploads"]
      • Which speciifc reports to download.
    • PREVIOUS_DAYS = "30"
      • Number of previous days to include within the reporting data.
    • INCLUDE_HEADER = "true"
      • Include report headers ?
    • LOCALE = "en_US"
      • Report localization.
    • SMTP_SERVER = "mail.example.com"
      • Email - Server:
    • SMTP_PORT = 25
      • Email - Port:
    • EMAIL_FROM = "server_noreply@example.com"
      • Email - From:
    • EMAIL_TO = ["recipent1@example.com","recipient2@example.com"]
      • Email - To:
    • EMAIL_SUBJECT = [ Extensis Portfolio ] : Activity Reports for
      • Email - Subject:
    • EMAIL_BODY = "See the attached Portfolio Activity Reports in TSV ( Tab Separated Value ) format.."
      • Email - Body:

About

Via the Portfolio REST API , retrieves selected Portfolio Reports and then forwards ( as an attachment ) to selected email recipients. Script includes logging , customizable email notifications , as well as the capability for predetermined scheduling ( via the Microsoft Windows Task Scheduler ).

Topics

Resources

License

Stars

Watchers

Forks

Releases

No releases published

Packages

No packages published

Languages