wf77twowayemail

8/2/2019 wf77twowayemail

1/74

Using Two-Way EmailVersion 7 Release 7

DN4501032.0510


2/74

Cactus, EDA, EDA/SQL, FIDEL, FOCUS, Information Builders, the Information Builders logo, iWay, iWay Software,Parlay, PC/FOCUS, RStat, TableTalk, Web390, and WebFOCUS are registered trademarks, and DataMigrator andMagnify are trademark of Information Builders, Inc.

Adobe, the Adobe logo, Acrobat, Adobe Reader, Flash, Flex, and PostScript are either registered trademarks ortrademarks of Adobe Systems Incorporated in the United States and/or other countries.

Due to the nature of this material, this document refers to numerous hardware and software products by theirtrademarks. In most, if not all cases, these designations are claimed as trademarks or registered trademarks by therespective companies. It is not this publishers intent to use any of these names generically. The reader is thereforcautioned to investigate all claimed trademark rights before using any of these names other than to refer to the

product described.

Copyright 2010, by Information Builders, Inc. and iWay Software. All rights reserved. Patent Pending. This manuaor parts thereof, may not be reproduced in any form without the written permission of Information Builders, Inc.


3/74

WebFOCUS

Contents

Preface................................................................................................................5

Documentation Conventions..............................................................................................6

Related Publications..........................................................................................................

Customer Support.............................................................................................................

Information You Should Have.............................................................................................

User Feedback..................................................................................................................

Information Builders Consulting and Training.......................................................................

1. Using Two-Way Email.....................................................................................11Two-Way Email User Steps...............................................................................................1

Subscribing for the First Time...........................................................................................1

Replying to the Confirmation Message..............................................................................15

Receiving Your Templates for the First Time......................................................................1

Requesting a Report........................................................................................................1

Examples of Requesting a Report and Accepting the Default Value of a Parameter.......1

Updating Your Subscription Information............................................................................2

Responding to an Alert....................................................................................................25

2. Two-Way Email Administration.......................................................................29

Accessing the Administrator Console................................................................................3

Adding or Deleting a Subscriber........................................................................................3

Maintaining an E-mail Address.........................................................................................33

Refreshing User Templates..............................................................................................34

Using the Job Log............................................................................................................3

Viewing the Status of an Executed Job......................................................................3

Purging the Job Log.................................................................................................3

Using the Event Log........................................................................................................38

Monitoring E-mail Traffic...........................................................................................4

Purging the Event Log..............................................................................................42

Checking the Status of a Job or Canceling a Job................................................................4

Using Two-Way Email


4/74

3. Developing a Two-Way Email Template..........................................................45

How Two-Way Email Works...............................................................................................4

Subscription and Confirmation Processing.................................................................4

Report Request Processing......................................................................................48

Secured Message Delivery.......................................................................................49

Security in the Subscription and Confirmation Procedure............................................4

Security in the Report Request Procedure..................................................................4

Error Account..........................................................................................................49

Report Display Considerations..................................................................................5

Alert Response........................................................................................................5

Creating a Template........................................................................................................5

Maintaining a Template...................................................................................................64

Sending a Template to Users...........................................................................................6

Attaching a Two-Way Email Template to an Alert................................................................68

Reader Comments.............................................................................................73

4 WebFOCU

Contents


5/74

WebFOCUS

Preface

This documentation describes how Two-Way Email enables mobile business professionalsto receive WebFOCUS reports through e-mail, using a handheld device, laptop, or desktop

It is intended for end users, administrators, and developers.

Note: The WebFOCUS toolset generates the rich FOCUS fourth generation language. While

this language is very extensive, the WebFOCUS toolset only supports a subset of the languagand only specific syntax constructs. While the user can manually modify the content of thes

WebFOCUS procedures/files, there is no guarantee that the user will be able to open themodified procedure in the tool.

How This Manual Is Organized

This manual includes the following chapters:

ContentsChapter/Appendix

Explains the steps that a user performs to enable

the Two-Way Email capability. Also describes what atemplate looks like, and how to use one to request

a report. Addresses the alert response for those sitesthat have licensed and installed both ReportCaster

and Two-Way Email.

Using Two-Way Email1

Describes how to use the Two-Way Email

Administrator console to monitor the execution ofreport requests, cancel requests, and perform other

administrative tasks.

Two-Way Email

Administration

2

Describes Two-Way Email processing steps to help

Administrators and Developers understand the tasks

and oversee the Two-Way Email capability. It alsoincludes instructions on how to create and maintaintemplates.

Developing a Two-Way Email

Template

3

Using Two-Way Email


6/74

Documentation Conventions

The following table lists and describes the conventions that apply in this manual.

DescriptionConvention

Denotes syntax that you must enter exactly as shown.THIS TYPEFACE

or

this typeface

Represents a placeholder (or variable) in syntax for a value thatyou or the system must supply.

this typeface

Indicates a default setting.underscore

Represents a placeholder (or variable), a cross-reference, or animportant term. It may also indicate a button, menu item, or

dialog box option you can click or select.

this typeface

Highlights a file name or command.this typeface

Indicates keys that you must press simultaneously.Key + Key

Indicates two or three choices; type one of them, not the braces.{ }

Indicates a group of optional parameters. None are required,but you may select one of them. Type only the parameter in the

brackets, not the brackets.

[ ]

Separates mutually exclusive choices in syntax. Type one ofthem, not the symbol.

|

Indicates that you can enter a parameter multiple times. Typeonly the parameter, not the ellipsis points (...).

...

Indicates that there are (or could be) intervening or additional

commands.

.

.

.

6 WebFOCU

Documentation Conventions


7/74

Related Publications

To view a current listing of our publications and to place an order, visit our TechnicalDocumentation Library, http://documentation.informationbuilders.com. You can also contac

the Publications Order Department at (800) 969-4636.

Customer Support

Do you have any questions about this product?

Join the Focal Point community. Focal Point is our online developer center and more than

message board. It is an interactive network of more than 3,000 developers from almostevery profession and industry, collaborating on solutions and sharing tips and techniques

http://forums.informationbuilders.com/eve/forums.

You can also access support services electronically, 24 hours a day, with InfoResponseOnline. InfoResponse Online is accessible through our World Wide Web site,

http://www.informationbuilders.com. It connects you to the tracking system and known-problem database at the Information Builders support center. Registered users can open,

update, and view the status of cases in the tracking system and read descriptions of reportesoftware issues. New users can register immediately for this service. The technical suppor

section of www.informationbuilders.com also provides usage techniques, diagnostic tips,and answers to frequently asked questions.

Call Information Builders Customer Support Service (CSS) at (800) 736-6130 or (212) 7366130. Customer Support Consultants are available Monday through Friday between 8:00

a.m. and 8:00 p.m. EST to address all your questions. Information Builders consultants caalso give you general guidance regarding product capabilities and documentation. Please

be ready to provide your six-digit site code number (xxxx.xx) when you call.To learn about the full range of available support services, ask your Information Buildersrepresentative about InfoResponse Online, or call (800) 969-INFO.

Using Two-Way Email

Preface
http://documentation.informationbuilders.com/http://forums.informationbuilders.com/eve/forumshttp://www.informationbuilders.com/http://www.informationbuilders.com/http://forums.informationbuilders.com/eve/forumshttp://documentation.informationbuilders.com/


8/74

Information You Should Have

To help our consultants answer your questions effectively, be prepared to provide the followininformation when you call:

Your six-digit site code (xxxx.xx).

Your WebFOCUS configuration:

The front-end you are using, including vendor and release.

The communications protocol (for example, TCP/IP or HLLAPI), including vendor and

release.

The software release.

Your server version and release. You can find this information using the Version optioin the Web Console.

The stored procedure (preferably with line numbers) or SQL statements being used in

server access.

The Master File and Access File.

The exact nature of the problem:

Are the results or the format incorrect? Are the text or calculations missing ormisplaced?

The error message and return code, if applicable.

Is this related to any other problem?Has the procedure or query ever worked in its present form? Has it been changed recently

How often does the problem occur?

What release of the operating system are you using? Has it, your security system,communications protocol, or front-end software changed?

Is this problem reproducible? If so, how?

Have you tried to reproduce your problem in the simplest form possible? For example, you are having problems joining two data sources, have you tried executing a query

containing just the code to access the data source?

Do you have a trace file?

How is the problem affecting your business? Is it halting development or production? Dyou just have questions about functionality or documentation?

8 WebFOCU

Information You Should Have


9/74

User Feedback

In an effort to produce effective documentation, the Documentation Services staff welcomeyour opinions regarding this manual. Please use the Reader Comments form at the end of

this manual to communicate suggestions for improving this publication or to alert us to

corrections. You can also use the Documentation Feedback form on our Web site,http://documentation.informationbuilders.com/feedback.asp.

Thank you, in advance, for your comments.

Information Builders Consulting and Training

Interested in training? Information Builders Education Department offers a wide variety of

training courses for this and other Information Builders products.

For information on course descriptions, locations, and dates, or to register for classes, visour World Wide Web site (http://www.informationbuilders.com) or call (800) 969-INFO to

speak to an Education Representative.

Using Two-Way Email

Preface
http://documentation.informationbuilders.com/feedback.asphttp://documentation.informationbuilders.com/feedback.asp


10/74

10 WebFOCU

Information Builders Consulting and Training


11/74

WebFOCUS

Using Two-Way Email1

Topics:Two-Way Email enables mobile business

professionals to request and receiveWebFOCUS reports through e-mail, using

a handheld device, laptop, or desktop.From any location, at any time, users

have access to their company'senterprise data.

Two-Way Email User Steps

Subscribing for the First Time

Replying to the Confirmation Message

Receiving Your Templates for the First

TimeTo request a report, a user simply repliesto and sends an e-mail that contains aTwo-Way Email template. A template is

the means by which a request is madeand parameter values are supplied if

required. A Managed ReportingAdministrator or Developer creates and

maintains templates for a user.

Requesting a Report

Updating Your Subscription

Information

Responding to an Alert

This topic explains the steps a user

performs to enable the Two-Way Emailcapability. It also describes how a

template looks, and how to use one torequest a report. Finally, it addresses

alert response for those sites that havelicensed and installed both ReportCaster

and Two-Way Email.

Using Two-Way Email 1


12/74


As a user, perform the following steps to enable Two-Way Email:

1. Subscribe to Two-Way Email by accessing and supplying information on an HTML

subscription page. For more information, see Subscribing for the First Time on page 12

You can also ask your Managed Reporting Administrator to subscribe you from the Two

Way Email Administrator console.

2. Reply to the confirmation message sent by Two-Way Email. This message acknowledgeyour subscription request and validates your Reply-To e-mail address. For more information

see Replying to the Confirmation Message on page 15.

3. Receive and store your Two-Way Email templates in your inbox, or in a folder on your

e-mail program. The Managed Reporting Administrator or Developer creates thesetemplates for your use. Each template is associated with a Managed Reporting Standar

Report of interest to you. For more information, see Receiving Your Templates for the FirsTime on page 16.

4. Request a report simply by selecting, replying to, and sending a template. For more

information, see Requesting a Report on page 17.

5. Update your subscription information if it changes. For more information, see Updating

Your Subscription Information on page 20.


How to:

Subscribe for the First Time

Two-Way Email provides a subscription page accessed from a Web browser. You can displathe subscription page on your desktop, laptop, or any handheld device that supports the

Web.

Use the subscription page to independently subscribe to Two-Way Email for the first time.

On the subscription page, you must supply a valid Managed Reporting user ID and password

You must also supply a WebFOCUS Reporting Server user ID and password, unless they arstored for you on the server. If you do not know the required security information, ask you

Managed Reporting Administrator for it.After you subscribe, you receive a confirmation message through e-mail. After you reply to

it, Two-Way Email sends you all the templates you are authorized to use.

12 WebFOCU



13/74

How to Subscribe for the First TimeProcedure:

1. Your site has a Web address for the Two-Way Email subscription page. Ask your Manage

Reporting Administrator for the address if you do not know it.

From your browser, access the subscription page by entering the Web address. For

example,

http://hostname[:port]/rc_context_root/twoway/mobile/twoway.htm

where:

hostname[:port]

Is the host name and optional port number (specified only if you are not using thedefault port number) of the Application Server where the ReportCaster Web applicatio

is deployed.

rc_context_root

Is the site-customized context root for the ReportCaster Web application deployedon your Application Server. The default value is rcaster.

2. Type your Managed Reporting user ID and password as assigned by the ManagedReporting Administrator.

3. Click Subscribing to Two-Way Email for the first time, as shown in the following image.

4. Click Continue.


1. Using Two-Way Email


14/74

A dialog box similar to the following image opens.

5. If applicable at your site, select Default to use the WebFOCUS Reporting Server user ID

and password stored for you on that server. Otherwise, enter your security credentialsfor the WebFOCUS Reporting Server.

6. Type your e-mail address. Two-Way Email will use this address to send you Two-WayEmail templates and WebFOCUS reports when you request them. The syntax is:

name@domain

where:

name

Is your e-mail user name.

domain

Is the domain name.

Note: You must include the character @.

7. ClickAdd me to add your new subscription.

14 WebFOCU



15/74

A message informs you that Two-Way Email added your address to the database as

shown in the following image.

8. You have the opportunity to add another e-mail address to your subscription information

or to view the information already supplied. To do so, click Continue.

9. Close the Two-Way Email window when you are done.

Replying to the Confirmation Message

How to:

Reply to the Confirmation Message

After receiving your subscription request and validating your security credentials, Two-WayEmail sends you a confirmation message through e-mail, acknowledging your request and

confirming that it has your correct e-mail address.




16/74

How to Reply to the Confirmation MessageProcedure:

1. Check your mailbox for a message from Two-Way Email. Open the confirmation messag

when it arrives. A window similar to the following opens.

2. As prompted, reply to the e-mail. Type your Managed Reporting user ID on the first lin

of the reply.

If your device or program has an option to include the body of the e-mail (for example,Reply with Text or Include Original Text), select it. This option ensures that the content

of the template is included in the reply. Two-Way Email requires the content to procesthe reply correctly.

3. Click Send to send your reply to Two-Way Email.

Receiving Your Templates for the First Time

After you subscribe for the first time and reply to the confirmation message, Two-Way Ema

sends you all the templates you are authorized to use for your reporting needs.

Check your mailbox for their delivery. When they arrive, store them in your inbox, or in a

folder on your e-mail program.

16 WebFOCU

Receiving Your Templates for the First Time


17/74

Requesting a Report

In this section:

Examples of Requesting a Report and Accepting the Default Value of a Parameter

How to:

Request a Report

After you receive and store your templates, you can request a WebFOCUS report. A templat

is the means by which you request a report and supply parameter values if required.

A Two-Way Email template contains information about the associated report. It may alsoprompt you for one or more parameter values that define the scope of the report. If a templat

prompts you for a value, you must supply one; otherwise, the report will not run.

A report template may request an update to a data source rather than a report.The following is a sample template requesting a report:

Enter a product category on line 1 of your reply.

Valid product categories are Coffee, Food, Gifts.

----------

YXBwL3RvdGFscmV0LnR4dCwjdGVsbG1ldGVzdHNuLHByb2dyYW1tL3By

b2dyYW1tLmh0bSwwLjE4OTQ5NTI3NDE0NjIxMDky

The tags and delimit an encrypted eXtensible Markup Language(XML) stream describing the report, including its associated domain. Two-Way Email needthis information to retrieve the report code from the Managed Reporting Repository and rout

it to the WebFOCUS Reporting Server for execution.

The prompt at the top of the sample template instructs you to supply a parameter value oline 1 of your reply. In this case, you must enter the name of a product category that exist

in the data source, such as Coffee, Food, or Gifts. If you enter Coffee, the report will contaionly data that applies to that category.

How to Request a ReportProcedure:

1. Double-click the e-mail containing the template for the desired report.

The subject of the e-mail typically identifies or describes the report.




18/74

2. Click Reply.

If your device or program has an option to include the body of the e-mail (for example,Reply with Text or Include Original Text), select it. This option ensures that the content

of the template is included in the reply. Two-Way Email requires the content to proces

the reply correctly.

3. If the report requires a parameter value, type it on the first line of the reply. Type multiplvalues on successive lines, each on a line by itself.

To accept the default value of a parameter, type a period (.) on the applicable line inyour reply. This action ensures that Two-Way Email will read the value properly.

The e-mail may indicate valid values from which you can choose. If it does not, and yo

are not sure how to respond, ask your Managed Reporting Administrator or Developer

4. Click Send.

Two-Way Email will return the requested report to you.

Examples of Requesting a Report and Accepting the Default Value of a Parameter

The following are examples of requesting a report and accepting the default value of aparameter.

Requesting a Report With a ParameterExample:

Suppose you want a report that shows the number of units sold, and the total dollar amoun

of sales, for a particular product category. The report is associated with a Two-Way Email

template called Sales Report for User-supplied Category : TW. It requires a parameter valufor the product category of interest.

A Managed Reporting Administrator or Developer can create the Standard Report and templatfor you, as described in Developing a Two-Way Email Template on page 45.

1. Double-click the e-mail called Sales Report for User-supplied Category : TW.

2. The template prompts you for the product category and shows the possible values:


Valid product categories are Coffee, Food, Gifts.

18 WebFOCU

Requesting a Report


19/74


20/74

5. Click Send.

Two-Way Email sends the report to you.

PAGE 1

Category Store ID Budget Units Unit Sales

-------- -------- ------------ ----------

Gifts R1019 79552 78869

Updating Your Subscription Information

How to:

Access the Subscription Update Page

Add a New E-mail Address

Delete an Existing E-mail AddressRefresh Your Templates

Update Your Security Credentials

Use the subscription update page to perform the following:

Add a new e-mail address to the Two-Way Email database. The address will be associate

with your subscription information.

Delete an existing e-mail address from the Two-Way Email database.

Refresh your Two-Way Email templates (that is, have them resent to you) if you accidentalldelete one, or if the Managed Reporting Administrator or Developer creates or modifies

a template for you.

Update your WebFOCUS Reporting Server security credentials if they change.

20 WebFOCU



21/74

How to Access the Subscription Update PageProcedure:

1. From your browser, access the subscription page by entering the Web address that

applies to your site. For example,

http://hostname[:port]/rc_context_root/twoway/mobile/twoway.htm

where:

hostname[:port]

Is the host name and optional port number (specified only if you are not using thedefault port number) of the Application Server where the ReportCaster Web applicatio

is deployed.

rc_context_root

Is the site-customized context root for the ReportCaster Web application deployedon your Application Server. The default value is rcaster.

2. Type your Managed Reporting user ID and password as assigned by the ManagedReporting Administrator.

3. Click Updating a current Two-Way Email subscription, as shown in the following image.

4. Click Continue.




22/74

As shown in the following image, the next dialog box allows you to perform update tasks

as described in the procedures that follow.

How to Add a New E-mail AddressProcedure:

1. In the Email address field, type the new address.

2. ClickAdd.

22 WebFOCU



23/74

As shown in the following image, Two-Way Email confirms that the email address was

added.

3. Click Continue to return to the subscription update page to perform other tasks or review

what you have done.

4. Close the Two-Way Email window when you are finished.

Two-Way Email sends a confirmation message to the new e-mail address. After you repl

to the message, the address is activated, and Two-Way Email sends the templates yoare authorized to use.




24/74

How to Delete an Existing E-mail AddressProcedure:

1. In the list of current addresses, select the one you want to remove, as shown in the

following image.

2. Click Delete.

You are asked if you are sure you want to delete the address as shown in the followinimage.

3. Click OKto remove the address from the database.

Click Cancel to discontinue the procedure and return to the previous window.

4. If you attempt to delete the only e-mail address associated with your subscription, the

entire subscription (user account) will be cancelled. You are asked if you are sure youwant to proceed with that action.

24 WebFOCU



25/74

Click OKto delete your subscription, or click Cancel to discontinue the procedure. If yo

click OK, Two-Way Email informs you that you are not in its user database as shown inthe following image.

How to Refresh Your TemplatesProcedure:

1. From the list of current addresses, select the address to which you want to send the

templates.

2. Click Refresh.

A message informs you that fresh copies of your templates will be sent to the addres

specified.

How to Update Your Security CredentialsProcedure:

1. Type your new WebFOCUS Reporting Server user ID and password in the appropriate

fields.

2. Click Update.

A message informs you that your user ID and password have been updated.


Two-Way Email alert response is available only at sites that have licensed and installed botReportCaster and Two-Way Email. For more information on ReportCaster Alerts, see the

WebFOCUS Managed Reporting Developers Manual .




26/74

A Managed Reporting Administrator or Developer can attach a Two-Way Email template to

a ReportCaster Alert. As a user, you are alerted when certain predefined data conditions armet. You can use the attached Two-Way Email template to respond to the alert to request

a report for more detail.

Responding to an AlertExample:

A Managed Reporting Administrator or Developer can create the sample alert and templatfor you, as described in Developing a Two-Way Email Template on page 45.

You are alerted when the total dollar sales for coffee for store code R1019 exceed$1,000,000. The alert takes the form of a report showing the exact amount of dollar sales

Attached to the report is a template, prompting you for another store code of interest, for

comparison purposes. You will respond to the alert by supplying a store code value andsending the template. Your response generates a second report, showing the dollar sales

for coffee for the supplied store code. You can then compare the two reports.

1. Periodically check your inbox for an alert from Two-Way Email, named Coffee Sales AlertWhen it is delivered, open it and view the report. A template will be attached. Notice tha

the template prompts you for a store code.

PAGE 1

Category Store ID Dollar Sales

-------- -------- ------------

Coffee R1019 1393610

Enter a store code on line 1 of your reply.

Valid store codes are R1088, R1109, R1250.

----------

[TWOWAY]

YXBwL3RvdGFscmV0LnR4dCwjdGVsbG1ldGVzdHNuLHByb2dyYW1tL3By

b2dyYW1tLmh0bSwwLjE4OTQ5NTI3NDE0NjIxMDky

[/TWOWAY]

2. Click Reply.

If your device or program has an option to include the body of the e-mail (for example,

Reply with Text or Include Original Text), select it. This option ensures that the content

of the template is included in the reply. Two-Way Email requires the content to correctlprocess the reply.

3. Type the store code you are interested in.

26 WebFOCU



27/74

4. Click Send.

Two-Way Email sends the comparison report to you. For example, if you requestedinformation on store code R1088, you receive the following report.

PAGE 1

Category Store ID Dollar Sales

-------- -------- ------------

Coffee R1088 1375040




28/74

28 WebFOCU



29/74

WebFOCUS

Two-Way Email Administration2

Topics:As a Managed Reporting Administrator

and ReportCaster Administrator, you canuse the Two-Way Email Administrator

console to manage subscriberinformation, monitor the execution of

report requests, cancel requests, andperform other administrative tasks.

Accessing the Administrator Console

Adding or Deleting a Subscriber

Maintaining an E-mail Address

Refreshing User Templates

For information on developing Two-WayEmail templates, see Developing a Two-

Way Email Template on page 45.Using the Job Log

Using the Event Log

Checking the Status of a Job orCanceling a Job



30/74


How to:

Access the Console and View Current Subscribers

The Two-Way Email Administrator console enables the Managed Reporting Administrator tperform the following:

View Managed Reporting users currently subscribed to Two-Way Email and their e-mail

addresses.

Add a new subscriber or delete an existing one.

Maintain a user e-mail address.

Resend all templates to a user. This feature is called refreshing the templates.

View the status of an executed job using the Job Log. You can also purge the Job Log.

Monitor e-mail traffic using the Event Log. You can also purge the Event Log.

Check the status of an executing job or a queued job (one that is waiting to be sent tothe WebFOCUS Reporting Server for execution). You can also cancel a queued job.

How to Access the Console and View Current SubscribersProcedure:

In the Managed Reporting browser blue toolbar, click Two-Way Email. In the Developer Studi

Explorer, click the Two-Way Email Administrator button in the toolbar.

30 WebFOCU



31/74

The Two-Way Email Administrator console opens in a scrollable window as shown in the

following image.

The console displays the following:

All Managed Reporting users currently subscribed to Two-Way Email, listed on the left

under Two-Way Email subscribers.

All e-mail addresses for a selected user, listed on the right under Addresses for subscribe

You can only select one user at a time from the Two-Way Email subscribers list. However,

you can select more than one address from the Addresses for subscriber list when you ardeleting multiple addresses or selecting addresses for a refresh task.


How to:

Add a New Subscriber

Delete an Existing Subscriber

Use the Administrator console to add a new subscriber to the Two-Way Email database or

delete an existing subscriber from the database.

When a Managed Reporting Administrator adds a new subscriber using the Two-Way Emai

Administrator console, the subscriber receives a confirmation message from Two-Way Emaiacknowledging the subscription request. The user must reply to the message. The subscriptio

is activated once the confirmation process is complete.


2. Two-Way Email Administration


32/74

How to Add a New SubscriberProcedure:

1. Select Two-Way Email on the Managed Reporting browser blue toolbar to access the

Two-Way Email Administrator console. In the Developer Studio Explorer, click the Two-Wa

Email Administrator button in the toolbar.

2. ClickAdd user.

The Add Two-Way Email Subscriber dialog box opens as shown in the following image

3. Type the Managed Reporting user ID and password.

4. Type the WebFOCUS (Reporting Server) user ID and password. To use default valuesspecified in the Two-Way tab in the ReportCaster Server Configuration Tool, select theUse default credentials check box.

5. Type the user e-mail address. ClickAdd and the new user appears under Two-Way Ema

subscribers.

If the user already has a Two-Way Email account, you receive a message informing yothat the subscription procedure failed for that reason.

If you make typing errors, click Reset to clear the fields.

32 WebFOCU



33/74

How to Delete an Existing SubscriberProcedure:




2. Select the name of the subscriber you want to delete from the list on the left, under

Two-Way Email subscribers.

3. Click Delete user.

A window opens, with the name of the selected subscriber.

4. Click Delete to remove the subscriber from the Two-Way Email database.

Maintaining an E-mail Address

How to:

Add a New E-mail Address

Delete an Existing E-mail Address

For any Two-Way Email user, you can:

Add a new e-mail address to the Two-Way Email database.

Delete an existing e-mail address from the Two-Way Email database. You can delete

multiple addresses at one time.

When you add a new e-mail address, the user receives a confirmation message at the newaddress from Two-Way Email and must reply to it. The new address is activated after the

confirmation process is complete.

How to Add a New E-mail AddressProcedure:

1. Select Two-Way Email on the Managed Reporting browser blue toolbar to access theTwo-Way Email Administrator console. In the Developer Studio Explorer, click the Two-Wa


2. Using the console, select the user from the list on the left, under Two-Way Email

subscribers.

3. ClickAdd Email.

4. In the dialog box that appears, type the new e-mail address in the field and click Add.




34/74

How to Delete an Existing E-mail AddressProcedure:




2. Using the console, select the user from the list on the left, under Two-Way Email

subscribers.

3. Select the address, or addresses, you want to remove from the list on the right, undeAddresses for subscriber.

4. Click Delete Email.

5. In the dialog box that appears, click Delete.

If you delete the only e-mail address associated with a user, the user subscription

account for Two-Way Email is cancelled. You have an opportunity to proceed or cancel

the action.


How to:

Refresh User Templates

You can resend user templates to a single e-mail address or to multiple addresses for thauser.

How to Refresh User TemplatesProcedure:




2. Using the console, select the user from the list on the left, under Two-Way Emailsubscribers.

3. Select the address, or addresses, to send the templates to using the list on the rightunder Addresses for subscriber.

4. Click Refresh Templates.

5. Click OKto resend the templates that the subscriber is authorized to use.

34 WebFOCU



35/74

Using the Job Log

In this section:

Viewing the Status of an Executed Job

Purging the Job Log

Use the Job Log to view information about a job (Standard Report procedure) sent to theWebFOCUS Reporting Server for execution. The Job Log is an HTML page that opens in a

browser window.

Viewing the Status of an Executed Job

How to:

View the Status of an Executed Job

The Job Log displays information about the activities that occurred during the execution an

distribution of a report. The Job Log enables you to confirm that a report was executed andistributed successfully. If a job does not execute as expected, the Job Log displays

explanatory information.

The following image is a sample entry from a Job Log.

It includes the following:

Two-Way Email Job Description. The name of the template associated with the job.

Server User. The WebFOCUS Reporting Server user ID.

Managed Reporting User. The Managed Reporting user ID.

Process. A unique, system-generated key that identifies a specific execution of the

template.




36/74

Job Name. The name of the Managed Reporting Standard Report procedure, preceded

by app and the forward slash delimiter (/).

Start Time. The date and time the job started running.

End Time. The date and time the job finished running.Messages. Details on the activities that took place during job execution and distribution

How to View the Status of an Executed JobProcedure:



2. Click theJob Logbutton on the left to display the Job Log Report interface as shown i

the following image.

36 WebFOCU

Using the Job Log


37/74

3. Apply selection criteria to define the information that will be retrieved:

Use the drop-down lists for Start Date and Start Time to specify the beginning of thtime frame. Information on all jobs run from that date and time up to the current dat

and time will be retrieved.

Type the name of a specific Two-Way Email template in the Job Description field.Information for only the jobs associated with that template during the specified tim

frame will be retrieved.

Select the option Yes for Last Executed. Information for only the most recentlyexecuted job associated with the template (Job Description) during the specified tim

frame will be retrieved.

4. Click the Click to Viewbutton to display the Job Log report.

Purging the Job Log

How to:

Purge the Job Log

Because the Job Log accumulates information and can become difficult to navigate, it is

recommended that you periodically purge the Job Log to remove older information andconserve space.

You can control automatic purging of the Job Log at predefined intervals of time. Edit the

LOG_PURGE_PERIOD parameter in the schedule section of the Distribution Server bkrsched.cf

file.For example, to automatically purge Job Log reports every two days, type:

LOG_PURGE_PERIOD 2

The parameter applies to the Two-Way Email Job Log and the ReportCaster Job Log. For

more information, see the ReportCaster Development and Administration manual.

How to Purge the Job LogProcedure:






38/74

2. Click theJob Logbutton on the left to display the Job Log Report interface as shown i

the following image.

3. Using the drop-down lists for Ending Date, specify a date through which the Job Log wi

be purged.

4. Click the Click to Purge button. Respond to the confirmation message in the dialog bothat appears. Two-Way Email will delete all reports from the beginning of the Job Log

through the specified ending date.

Using the Event Log

In this section:

Monitoring E-mail Traffic

Purging the Event Log

Use the Event Log to monitor the status of a Two-Way Email request as it is received,

assessed for security, sent to the WebFOCUS Reporting Server for execution, and distributeas a report. The Event Log is an HTML page that opens in a browser window.

38 WebFOCU

Using the Event Log


39/74

You can customize the content of the Event Log. Edit the EVENTLOG parameter in the Two

Way Email tab window of the Distribution Server Environment Setting window as shown inthe following image.

The descriptions for each setting are outlined in the following table.

DescriptionSetting

Displays all events.ON

Turns off the Event Log. Nothing is displayed.OFF

Displays only errors.ERROR




40/74

Monitoring E-mail Traffic

How to:

Monitor E-mail Traffic

The following image shows sample entries from an Event Log that displays only errors.

Each entry includes the following:

Time. The date and time the event occurred.

Server User. The WebFOCUS Reporting Server user ID.

Managed Reporting User. The Managed Reporting user ID.

Email Address. The e-mail address of the user.

Message. A description of the error that occurred.

How to Monitor E-mail TrafficProcedure:



40 WebFOCU

Using the Event Log


41/74

2. Click the Event Logbutton on the left to display the Event Log Report interface as show

in the following image.

3. Apply selection criteria to define the information that will be retrieved:

Use the drop-down lists for Start Date to specify the beginning of the desired timeframe. Information about all events that occurred from that date up to the current

date will be retrieved.

Type the Managed Reporting user ID in the MRE User field. Information for only theevents associated with that user ID during the specified time frame will be retrieved

Type a WebFOCUS Reporting Server user ID in the WebFOCUS Server User field.

Information for only the events associated with the supplied Managed Reporting useID and WebFOCUS Reporting Server user ID during the specified time frame will be

retrieved.

Type an e-mail address in the Email Address field. Information for only the eventsassociated with the supplied IDs and address during the specified time frame will

be retrieved.

4. Click the Click to Viewbutton to display the Event Log report.




42/74

Purging the Event Log

How to:

Purge the Event Log

Because the Event Log accumulates information and can become difficult to navigate, it is

recommended that you periodically purge the Event Log to remove older information andconserve space.

How to Purge the Event LogProcedure:



2. Click the Event Logbutton on the left to display the Event Log Report interface, as showin the following image.

3. Using the drop-down lists for Ending Date, specify a date through which the Event Log

will be purged.

4. Click the Click to Purge button. Respond to the confirmation message in the dialog bothat appears. Two-Way Email will delete all reports from the beginning of the Event Lo

through the specified ending date.

42 WebFOCU

Using the Event Log


43/74

Checking the Status of a Job or Canceling a Job

How to:

Check the Status of a Job

Cancel a Queued Job

You can check the status of an executing job or one that is waiting to be sent to theWebFOCUS Reporting Server for execution (a queued job). You can also cancel a queued

job.

How to Check the Status of a JobProcedure:



2. Click theJob Status button on the left to display a scrollable window as shown in the

following image.

Jobs currently running on the WebFOCUS Reporting Server are displayed at the top of

the window under Running Jobs.

Jobs waiting to be sent to the WebFOCUS Reporting Server for execution are displayed

near the bottom of the window under Queued Jobs.




44/74

The following information identifies a job:

Job Number. The unique, system-generated key for a specific execution of a report

Started On (under Running Jobs). The date and time the job started running on

the WebFOCUS Reporting Server.Submitted (under Queued Jobs). The date and time the job was submitted to th

WebFOCUS Reporting Server for execution.

Two-Way Fex. The name of the procedure for the Managed Reporting StandardReport.

Originator. The e-mail address from which the request originated.

3. The Refresh this window every n seconds check box is selected by default to retrieve

the latest information after the specified interval of time. You can accept the defaultinterval of 10, as shown in the following image, or supply a new interval in seconds.

Click Refresh to immediately retrieve the latest information.

How to Cancel a Queued JobProcedure:




2. Click theJob Status button on the left.

3. Select one or more jobs from the list under Queued Jobs and click Delete to cancel

execution.

44 WebFOCU

Checking the Status of a Job or Canceling a Job


45/74

WebFOCUS

Developing a Two-Way Email Template3

Topics:As a Managed Reporting Administrator

or Developer, you use ManagedReporting to create and maintain Two-

Way Email templates, the means bywhich a user requests a report.

How Two-Way Email Works

Creating a Template

This topic describes several features of

Two-Way Email, such as its processing

steps, that will help Administrators andDevelopers understand the tasks andoversee the Two-Way Email capability. It

also includes instructions on performingspecific tasks.

Maintaining a Template

Sending a Template to Users

Attaching a Two-Way Email Templateto an Alert

For information on using the Two-WayEmail Administrator console, see Two-

Way Email Administration on page 29.



46/74


In this section:

Subscription and Confirmation Processing

Report Request Processing

Secured Message Delivery

Security in the Subscription and Confirmation Procedure

Security in the Report Request Procedure

Error Account

Report Display Considerations

Alert Response

With Two-Way Email, mobile business professionals have access to the enterprise data of

their company, from any location, at any time.

The following basic activities enable the Two-Way Email capability. The Managed Reporting

Administrator or Developer performs some activities, and the user performs others:

The Managed Reporting Administrator or Developer creates Two-Way Email templatesfrom Standard Reports in Managed Reporting.

The Managed Reporting Administrator and ReportCaster Administrator subscribes a

first-time user to Two-Way Email using the Two-Way Email Administrator console, or a

user subscribes independently from an HTML subscription page supplied with Two-WayEmail.

Two-Way Email sends the user a confirmation message through e-mail acknowledgingthe subscription request. The user receives and replies to this message.

Two-Way Email sends the user the templates allowed for use. The user stores them in

the inbox or in a folder on the e-mail client.

The user simply replies to and sends a template to receive the associated report.

Details on the processing behind these activities follow.

46 WebFOCU



47/74

Subscription and Confirmation Processing

The following steps take place when a new user subscribes to Two-Way Email using an HTM

subscription page. A Managed Reporting Administrator and ReportCaster Administrator caalso subscribe a new user from the Two-Way Email Administrator console.

The following images depict the steps being explained.

Two-Way Email sends aconfirmation message to th

user through e-mail.

Two-Way Email checks the

user ID, password, anddomain authorization, links

the security credentials tothe applicable templates,

and creates a new userrecord in the Two-Way Email

user database.

From a browser, a useraccesses the HTMLsubscription page and

supplies the ManagedReporting user ID and

password, WebFOCUSReporting Server user ID

and password, and e-mailaddress.

Two-Way Email retrieves thapplicable templates from

the Managed Reporting

Repository and sends themto the validated, registereduser as e-mail messagess.

Two-Way Email receives the

confirmation reply and verifiesthe Reply-To address in the

user record in the Two-WayEmail database.

The user receives andreplies to the confirmation

message through e-mail,using a handheld device,

laptop, or desktop computer.


3. Developing a Two-Way Email Template


48/74

Report Request Processing

The following steps take place when a user requests a report.

The Two-Way EmailDispatcher takes the

request off the queue andstarts a Worker thread.

The Two-Way Email Listener

monitors its inbox on the e-mail server and detects the

request. It validates theaddress of the sender as a

subscriber address andqueues the request.

In the handheld device,laptop, or desktop

computer from the e-mailclient, the user selects,

replies to, and sends atemplate. The e-mail is

routed to an e-mail server.

The Distribution Serversends the e-mail message

The Worker starts an agenton the WebFOCUS

Reporting Server. Theserver runs the procedure

with any parameter values.The Reporting Server sends

output back to theDistribution Server.

The Worker checks thesecurity credentials from

Managed Reporting,retrieves the Standard

Report procedure, mergesit with parameter values,

and sends it to theWebFOCUS Reporting

Server for processing.

48 WebFOCU



49/74

Secured Message Delivery

Two-Way Email provides the same level of secured message delivery as provided by Simpl

Mail Transfer Protocol (SMTP).

Managed Reporting enables central management of user access to data. As a ManagedReporting Administrator, you use standard Managed Reporting security features to establis

the credentials and access privileges of a user.

You need to:

Assign a Managed Reporting user ID and password to each Two-Way Email user.

Grant authorized users access to certain domains.

Security in the Subscription and Confirmation Procedure

See Subscription and Confirmation Processingon page 47, for an illustration of this procedure

For a first-time subscriber, Two-Way Email checks the Managed Reporting user ID and

password and the domain authorization. It creates a new subscriber record in the Two-WaEmail database and sends a confirmation message to the e-mail address supplied. This

message enables validation of the correct Reply-To address for the subscriber, since Two-Way Email actually uses the address to acknowledge the subscription request.

Once Two-Way Email receives the reply of the subscriber to the message, it stores the correcaddress in the Two-Way Email database.

The credentials of the subscriber are also linked to the allowed Two-Way Email templates

That information is encrypted to provide additional security.

Security in the Report Request Procedure

See Report Request Processingon page 48, for an illustration of this procedure.

When a subscriber sends a request for a report, Two-Way Email makes sure that the ReplyTo e-mail address of the sender is the same as the e-mail address of the subscriber. This

security feature prevents unauthorized users from gaining access to reports.

Two-Way Email also verifies the content of the request to make sure it is a Two-Way Emai

request. If it is not, Two-Way Email sends the request to an error account.

Error Account

When a user requests a report, Two-Way Email examines the content of the request. Non-

Two-Way Email requests are sent to an error account. The e-mail address for this accountis specified during WebFOCUS installation.

Make sure that someone periodically checks and cleans up the error account.




50/74

Report Display Considerations

A report displayed on a handheld device is text based and does not support formatting

options such as font size or color.

As a Managed Reporting Administrator or Developer, you are responsible for designing reportthat are compatible with the display device. Reports may require tailoring for small screen

presentation.

Possible display options include the following.

Narrow, tabular display, as shown in the following image.

Use the WebFOCUS PRINT and SUM commands to create tabular display. For example

SET STYLE=OFF, PAGE-NUM=OFF

TABLE FILE GGSALES

SUM UNITS DOLLARS

BY CATEGORY

END

Free-form display, as shown in the following image.

Use the WebFOCUS HEADING command to create free-form display. For example:


TABLE FILE GGSALES

HEADING

"UNITS SOLD FOR COFFEE"

"AND BUDGETED UNITS"

"CATEGORY: "

"UNITS SOLD: "

"BUDGETED UNITS: "

FOOTING

"Confidential"

BY CATEGORY

WHERE CATEGORY EQ 'Coffee'

END

50 WebFOCU



51/74

Stacked display, as shown in the following image.

Use the WebFOCUS OVER command to create stacked display. For example:


TABLE FILE GGSALES

SUM UNITS OVER

BUDUNITS OVER

COMPUTE DIFF_UNITS = BUDUNITS - UNITS; OVER

DOLLARS OVER

BUDDOLLARS OVERCOMPUTE DIFF_DOLLARS = BUDDOLLARS - DOLLARS;

END

See the Creating Reports for WebFOCUS Language manual, for details on report display ansyntax.

Alert Response

Two-Way Email alert response is available only at sites that have licensed and installed botReportCaster and Two-Way Email. For more information, see the WebFOCUS Managed

Reporting Developers Manual.

A Managed Reporting Administrator or Developer can attach a Two-Way Email template toa ReportCaster Alert. The user is alerted when certain pre-defined data conditions are metand can use the attached template to respond to the alert to request a report for more

detail.

Note: Two-Way Email does not support Compound Reports.

Creating a Template

How to:

Create a Template Without ParametersCreate a Template With Parameters

As a Managed Reporting Administrator or Developer, you create a Two-Way Email template

or multiple templates, from an existing Standard Report.




52/74

A template may or may not contain parameters requiring values from the user. You do not

need to prompt the user for all of the parameters in a Standard Report. You can set anyparameter to a value appropriate for the user.

Two-Way Email templates are stored with the Standard Report from which you create the

template. In Developer Studio you can view created templates by right-clicking the StandarReport and selecting Show Two-Way Email Templates. In the browser, the template is locateunder the associated Standard Report.

Note: Two-Way Email does not support Compound Reports.

How to Create a Template Without ParametersProcedure:

1. Right-click the Standard Report from which you want to create a Two-Way Email template

On the pop-up menu in:

The browser, select New Two-Way Email Template. The New Two-Way Email Templat

dialog box opens. Skip to Step 3.

Developer Studio, select Show Two-Way Email Templates.

2. From the Two-Way Email Templates tab, click Newto open the New Two-Way Email

Template dialog box.

In the browser, another way to open the dialog box is to select the Standard Report,

and click the icon on the toolbar labeled New Two-Way Email Template. In the Explorerin Developer Studio, you can select the Standard Report and then from the File menu,

select New Two-Way Email Template.

3. On the New Two-Way Email Template dialog box, type the subject of the template in thSubject Line field. This value appears as the subject of the e-mail message sent to thuser.

Two-Way Email uses the name of the Standard Report as the default subject, followed

by a Two-Way Email identifier (for example, TW).

4. Type a description of the template, or an informative message for the user, in the EndinMessage field.

This description or message appears in the body of the Two-Way Email template.

5. Click Email Previewto display the template as the user will see it.

You can use Research In Motion Limited (RIM) or Palm handheld emulation to preview

the template. Toggle between the two emulators by holding down the Shift key andclicking Email Preview.

6. Close the preview window when you are done.

52 WebFOCU

Creating a Template


53/74

7. Click OKon the Two-Way Email window.

The Save New 'Two-Way Email' window opens.

8. Type the name of the template. and click OK.

Two-Way Email displays the subject of the template as the default name.

Creating a Template Without ParametersExample:

Suppose you want to create a Two-Way Email template from a Standard Report named LinPrice.

The Standard Report is:

TABLE FILE CENTORD

SUM LINEPRICE

BY PRODCAT

END

1. Right-click the Standard Report named Line Price. On the pop-up menu in:







54/74


Template dialog box, as shown in the following image.

3. In the Subject Line field, accept the default subject of the template. This value appearsas the subject of the e-mail message sent to the user.

54 WebFOCU

Creating a Template


55/74

4. In the Ending Message field, type the following as the description of the template:

This report contains line price figures by product category for the

Century Corporation.

This description appears in the body of the template, as shown in the following image.


You can use RIM or Palm handheld emulation to preview the template. Toggle betweenthe two emulators by holding down the Shift key and clicking Email Preview.





56/74

7. Click OKon the Two-Way Email window.

The New Two-Way Email Template dialog box opens, as shown in the following image,containing Line Price : TW 1 as its default name.

8. Accept the default template name by clicking OK.

9. Click OKagain to exit the Line Price Properties dialog box.

How to Create a Template With ParametersProcedure:

1. Right-click the Standard Report from which you want to create a Two-Way Email templateOn the pop-up menu in:




2. From the Two-Way Email Templates tab, click Newto open the New Two-Way EmailTemplate dialog box.

3. On the New Two-Way Email Template dialog box, type the subject of the template in thSubject Line field. This value appears as the subject of the e-mail message sent to th

user.

Two-Way Email uses the name of the Standard Report as the default subject, followedby a Two-Way Email identifier (for example, TW).

4. Type a description of the template, or an informative message for the user, in the EndinMessage field. For example, you may want to indicate valid values for a required

parameter.

This description or message appears in the body of the Two-Way Email template.

56 WebFOCU

Creating a Template


57/74

5. For each parameter, specify a property, as outlined in the following table.

DescriptionProperty

User must supply a value for the parameter.Require User Input

User can supply a value or use the default value. Type thedefault value in the field labeled Value.

To accept a default value when requesting a report, the user

must type a period on the line corresponding to the parameter.A period is required to ensure that Two-Way Email reads the

line.

Allow Default

Administrator supplies the value that cannot be changed by theuser. Type the required value in the field labeled Value.

Use Value

Does not prompt for a parameter value on the Two-Way Emailtemplate. Specify this property only when the parameter is

already set on the WebFOCUS Reporting Server in a profile orstored procedure.

Disable

If you include multiple parameters in the template, click the Up and Down buttons to

scroll through them. These buttons are only enabled when more than one parameter ispecified.

6. If you click Require User Input orAllow Default, you can supply a prompt that the user

will see in the template. For each parameter, type the applicable prompt in the Prompfield.

If multiple parameter values are required, indicate the line number that each value

should be supplied on.

If a parameter has the property, Allow Default, instruct the user to type a period (.) onthe appropriate line to accept the default value.


You can use RIM or Palm handheld emulation to preview the template. Toggle betwee

the two emulators by holding down the Shift key and clicking Email Preview.

8. Close the preview window when you are done and click OKon the Two-Way Email window

The New Two-Way Email Template dialog box opens.

Two-Way Email displays the subject of the template as the default name.




58/74

9. Accept the default name, or type another name for the template, and click OK.

Creating a Template With a ParameterExample:

Creating a Two-Way Email template using a Standard Report named Inventory Report for

User-supplied Category provides inventory information for a product category specified bythe user. The Standard Report is:

TABLE FILE CENTORD

SUM QUANTITY

BY PRODCAT

WHERE PRODCAT EQ '&PRODCAT'

END

1. Right-click the Standard Report named Inventory Report for User-supplied Category. Onthe pop-up menu in:




58 WebFOCU

Creating a Template


59/74


Template dialog box, as shown in the following image.

3. Use the default subject name of the template as displayed in the Subject Line field. Thivalue appears as the subject of the e-mail message sent to the user.

4. Type the following informative message for the user in the Ending Message field:

Valid product categories are CD Players, Camcorders, Cameras, DVD, Digita

Tape Recorders, PDA Devices, VCRs.

5. Confirm that the Require User Input radio button is selected.




60/74

6. Type over the word PRODCAT to specify the following for the prompt that will display in

the template:



You can use RIM or Palm handheld emulation to preview the template. Toggle betweenthe two emulators by holding down the Shift key and clicking Email Preview.

8. Close the preview window when you are done and click OKon the Two-Way Email window

The New Two-Way Email Template dialog box opens, as shown in the following image,containing Inventory Report for User-supplied Category as its default name.

9. Accept the default name of the template by clicking OK.

Creating a Template With Multiple ParametersExample:

Suppose you want to create a Two-Way Email template using a Standard Report namedInventory and Line Price by Category and Store Code. It contains two parameters. For one

parameter, PRODCAT, the user can supply a value or accept the default value provided by

the Administrator. For the second parameter, STORE_CODE, the user must accept the valuprovided by the Administrator.

The Standard Report is:

TABLE FILE CENTORD

SUM QUANTITY LINEPRICE

BY PRODCAT

BY STORE_CODE

WHERE STORE_CODE EQ '&STORE_CODE'

WHERE PRODCAT EQ '&PRODCAT'

END

1. Right-click the Standard Report named Inventory and Line Price by Category and StoreCode. From the pop-up menu in:




60 WebFOCU

Creating a Template


61/74

2. Click New.

The New Two-Way Email Template dialog box opens, as shown in the following image.

3. Use the default subject name of the template as displayed in the Subject Line field. Thi

value appears as the subject of the e-mail message sent to the user.

4. The parameter PRODCAT is already highlighted, so you will define its properties first.

SelectAllow Default.

5. In the Value field, type the default value, DVD.




62/74

6. In the Prompt field, specify the following for the prompt that will display in the template

You can type over the word PRODCAT.


Valid product categories are CD Players, Camcorders, Cameras, DVD, Digita

Tape Recorders, PDA Devices, VCRs.

You can accept the default, which is DVD.

To accept the default, enter a period (.) on line 1 of your reply.

7. Click the second parameter, STORE_CODE, to highlight it. You will now define itsproperties.

Type the following informative message for the user in the Ending Message field:

You must accept the store code value that is supplied for you.

The store code value is 1003CA.

8. Select Use Value.

62 WebFOCU

Creating a Template


63/74


64/74


How to:

Edit a Template

Rename a Template

Delete a Template

As a Managed Reporting Administrator or Developer, you edit, rename, or delete an existin

Two-Way Email template from Managed Reporting.

If you edit a Standard Report associated with a Two-Way Email template and then open thtemplate, a message describes the change.

For example, if you remove a variable named CATEGORY from a Standard Report, you see

the following when you open the template:Variable 'CATEGORY' Has Been Deleted

Click OKto remove the message.

How to Edit a TemplateProcedure:

1. In Developer Studio, right-click the Standard Report that contains the Two-Way Emailtemplate associated with the template you want to edit. On the pop-up menu, select

Show Two-Way Email Templates.

In the browser, right-click the Two-Way Email Template and select Open. Skip to Step 3

2. Select the template from the Attached Templates list and click Open.

64 WebFOCU



65/74

The following image shows the Inventory Report for User-supplied Category Properties

dialog box open to the Two-Way Email Templates tab which contains a selected template




66/74

The following image shows that the selected template has a single parameter, PRODCAT

that requires a user input and lists valid product categories in the Ending Message texbox.

3. Make all necessary changes and click Email Previewto make sure the template appearas desired.

You can use RIM or Palm handheld emulation to preview the template. Toggle betweethe two emulators by holding down the Shift key and clicking Email Preview.


5. Click OKon the Two-Way Email window to save the changes.

66 WebFOCU



67/74

How to Rename a TemplateProcedure:

1. From Developer Studio, right-click the Standard Report that contains the Two-Way Ema

template name you want to change, and select Show Two-Way Email Templates.

From the browser, right-click the Two-Way Email template and select Properties. Edit th

name as desired and click OK.

2. Select the template from the Attached Templates list and click Open.

3. In the Subject Line, edit the name.

4. Click OK.

How to Delete a TemplateProcedure:

1. From Developer Studio, right-click the Standard Report that contains the Two-Way Ematemplate you want to delete, and select Show Two-Way Email Templates.

From the browser, right-click the Two-Way Email template and select Delete. Skip to Ste

3.

2. Select the template from the Attached Templates list and click Delete.

3. Click Yes at the delete template prompt.

Sending a Template to Users

How to:

Send a Template to Users

As a Managed Reporting Administrator or Developer, you will periodically create new templateor modify existing ones. You can send a copy of a new or modified template to authorized

users.

How to Send a Template to UsersProcedure:

1. From Developer Studio, right-click the Standard Report that contains the new or modifietemplate you want to send, and select Show Two-Way Email Templates.

From the browser, right-click the Two-Way Email template and select Resend Template

2. Select the template from the Attached Templates list and click Resend Template.

Two-Way Email automatically sends a copy of the template to all users with authorized

access to the associated domain.




68/74

Attaching a Two-Way Email Template to an Alert

This feature is available only at sites that have licensed and installed both ReportCasterand Two-Way Email. Two-Way Email is only available with ReportCaster.

A Managed Reporting Administrator or Developer can attach a Two-Way Email template toa ReportCaster Alert. The user is alerted when certain predefined data conditions are metand can use the attached template to respond to the alert to request a report for more

detail, to redistribute a report or parts of it to other interested people, or to take other timeaction.

For the procedure on attaching a Two-Way Email template to a ReportCaster Alert using thAlert Wizard, see the WebFOCUS Managed Reporting Developers Manual.

The following example illustrates the basic steps required to attach a template to an alert

It assumes that you are familiar with the Alert Wizard and the creation of Two-Way Emailtemplates. Alert response enables many event-critical activities other than the simple one

illustrated here, including drill-down reporting or data source maintenance.

Attaching a Two-Way Email Template to an AlertExample:

In this example, the user is alerted when the total coffee sales for store code R1019 excee$1,000,000. You create this alert test in Step 3.

The alert to the user takes the form of a report showing the exact amount of coffee salesfor store code R1019. You create this alert event (report) in Step 4.

Attached to the report is a template that prompts the user for another store code. You creat

this template in Step 2.

The user types the store code of interest for comparison purposes, and receives a secondreport showing the coffee sales for the supplied store code. You create the second reportin Step 1.

68 WebFOCU



69/74

1. Create a Standard Report named Coffee Sales for Competitive Store. This is the

comparison report the user receives after replying to and sending the template attacheto the alert.

This report displays the coffee sales for a store code supplied by the user, who wants

to compare that figure to the coffee sales for store code R1019.

TABLE FILE GGSALES

SUM DOLLARS

BY CATEGORY

BY STCD


WHERE STCD EQ '&STCD'

END

2. Create a template for the preceding Standard Report. Use the instructions in How toCreate a Template With Parameters on page 56. The template prompts the user for astore code.

Perform the following when creating the template:

a. Accept the default subject name in the Subject Line field.

b. Select Require User Input.

c. In the Ending Message field, type:

Valid store codes are R1088, R1109, R1250.

d. In the Prompt field, type:

Enter a store code on line 1 of your reply.

3. Using the Alert Wizard, create an alert test as follows. An alert test defines the datacondition that is monitored, such as in the following example when the total coffee sale

for store code R1019 exceed $1,000,000.

TABLE FILE GGSALES

SUM DOLLARS

BY CATEGORY

BY STCD


WHERE STCD EQ 'R1019'

WHERE TOTAL DOLLARS GT 1000000

ON TABLE HOLD

END




70/74

4. Using the Alert Wizard, create an alert event as follows. An alert event is the report tha

is distributed if the alert test is true.

TABLE FILE GGSALES

SUM DOLLARS

BY CATEGORYBY STCD


WHERE STCD EQ 'R1019'

WHERE TOTAL DOLLARS GT 1000000

END

5. Using the Alert Wizard, selectAttach a Two-Way Email to this Alert.

6. Select the template named Coffee Sales for Competitive Store: TW, as shown in the

following image, displaying the Alert Wizard, Two-Way window.

7. Using the Alert Wizard, name the new alert report Coffee Sales Alert. Schedule the ale

for testing once a day.

For the Subject on the Distribution tab in the ReportCaster schedule, type Coffee Sales

Alert.

70 WebFOCU



71/74

WebFOCUS

Index

A

Add Two-Way Email Subscriber dialog box 31, 32

alert events 25

alert response 25, 26

D

default parameters 19

E

error accounts 49

Event Log for Two-Way Email 38

purging 38

J

Job Log for Two-Way Email 35, 37

purging 37

M

multiple parameters 60

N

New Two-Way Email Template dialog box 52, 53, 56

P

parameters 19

R

report parameters 19

report requests 18

ReportCaster 25

reports 17, 18, 45, 48, 50

designing 50displaying 50

processing 48requesting 17, 18, 48

S

subscribers 30

T

templates 16, 25, 51, 52, 53, 56, 58, 60, 64,67, 68

attaching to an alert 51, 68creating 51, 52, 53, 56, 58, 60

deleting 64, 67editing 64

refreshing 25renaming 64, 67

sending 67Two-Way Email 11, 12, 13, 15, 16, 17, 18, 20,

21, 22, 24, 25, 30, 31, 35, 36, 38, 45,46, 47, 48, 49, 50, 64

adding addresses 22adding subscribers 31

deleting addresses 24deleting subscribers 31

designing reports 50displaying reports 50

enabling 46



72/74

Two-Way Email (continued)

error accounts 49Event Log 38

Job Log 35replying to confirmation messages 15, 16

requesting reports 17, 18, 48security 15, 49

specifying report parameters 18subscriber credentials 49

subscribing 12, 13, 47templates 64

updating security credentials 25updating subscription information 20, 21

verifying 47viewing current subscribers 30

viewing job status 35, 36Two-Way Email Administrator console 30, 31, 32,

33, 34, 35, 38, 40, 41, 42, 43, 44accessing 30

adding addresses 33adding subscribers 31, 32

Two-Way Email Administrator console (continued)

canceling reports 43, 44deleting addresses 33, 34

deleting subscribers 31, 33monitoring e-mail traffic 40, 41

purging the Event Log 42purging the Job Log 38

refreshing templates 34using the Event Log 38

using the Job Log 35viewing current subscribers 30

viewing job status 43Two-Way Email templates 16, 25, 51, 52, 53, 56,

58, 60, 64, 67, 68attaching to an alert 51, 68

creating 51, 52, 53, 56, 58, 60editing 64

refreshing 25renaming 67

sending 67

72 WebFOCU

Index


73/74

WebFOCUS

Reader Comments

In an ongoing effort to produce effective documentation, the Documentation Services staf

at Information Builders welcomes any opinion you can offer regarding this manual.

Please use this form to relay suggestions for improving this publication or to alert us to

corrections. Identify specific pages where applicable. You can contact us through the followinmethods:

Documentation Services - Customer SupportMail:Information Builders, Inc.

Two Penn PlazaNew York, NY 10121-2898

(212) 967-0460Fax:

[email protected]:

http://www.informationbuilders.com/bookstore/derf.htmlWeb form:

Name:

Company:

Address:

Telephone: Date:

Email:

Comments:

Information Builders, Two Penn Plaza, New York, NY 10121-2898 (212) 736-4433

Using Two-Way Email DN4501032.051Version 7 Release 7
mailto:[email protected]://www.informationbuilders.com/bookstore/derf.htmlhttp://www.informationbuilders.com/bookstore/derf.htmlmailto:[email protected]


74/74

Creating Reports WithWebFOCUS LanguageVersion 7 Release 6

Using Two-Way Email

Version 7 Release 7

Documents

wf77twowayemail