How to Configure Email Services for Reports

This topic is intended for system administrators only.

If you plan to send reports as attachments to email messages or you want to schedule reports to automatically run, you'll need to first configure Reporting by providing information about your email server. To do so, you'll need to edit a configuration file that is installed on the Cherwell Asset Management Reports server in the following default location:

• C:\Inetpub\wwwroot\esmweb\camreports\Reports\_Definitions\_Settings.lgx
• C:\Inetpub\wwwroot\esmweb\esmreports\Reports\_Definitions\_Settings.lgx (version 12.0 and earlier)

Notes:

• The instructions on how to modify this file are also contained in the configuration file itself.
• The file is in XML format. You can use any kind of text editor to read and modify it.
• You can also use the Internet Information Services manager application to find the Reports directory.
• See How to Schedule and Email Reports Using ReportRunner for information on command syntax and parameters to use when emailing a report once you've configured email services.

You'll need to edit the following section of the file:

                            <Connection Type="Smtp" ID="EsmReportsSmtpServer" SmtpServer="mail_server_name" 
SmtpPort="25” 
SmtpAuthenticationMethod="one of 0 or 1 or 2" 
SmtpConnectionTimeout="60"  
SmtpAuthenticationAccount="email_login_account"  
SmtpAuthenticationPassword="email_account_password" />
                        

Notice that this section consists of a number of named fields. Each field consists of a keyword (such as SmtpPort), followed by an equal (=) sign and a value enclosed in quotation marks.

The relevant fields are as follows:

• SmtpServer: The name or IP address of your email server. This will have the form of “secure.emailsrvr.com” (server name) or “10.1.0.183” (IP address).
• SmtpPort: The IP port number that the mail server application listens on.
• SmtpAuthenticationMethod: A numeric value: 0, 1, or 2. Use the value “0” if your email server does not require a user name and password to login. Use the value “1” if your email server requires a login name and password. Use the value “2” if your email server uses CRAM-MD5 authentication. You must supply a login name and password if you supply either a “1” or “2” for this value.
• SmtpConnectionTimeout: The maximum length of time to wait for a response from the email server, in seconds. The default value is 60 seconds.
• SmtpAuthenticationAccount: The login name for the email account on your email server. If your email server does not require you to login (SmtpAuthenticationMethod="0") the value you supply in this field will be ignored.
• SmtpAuthenticationPassword: The password for the email account on your email server. If your email server does not require you to login (SmtpAuthenticationMethod="0"), the value you supply in this field will be ignored.