Creating an Automated E-mail Job for Anaplan Data Outputs

richie.v
richie.v
in Modeling

Overview

 

E-mail functionality to send automated notifications and data outputs can be achieved for Anaplan Customers utilizing Anaplan Connect. This is a solution that utilizes a portion of the error handling script found on community at: https://community.anaplan.com/t5/Knowledge-Base/Integrated-Error-Handling-and-Email-Notification/ta-p/20701

 

Details:

 

In the event that an automated e-mail needs to be sent out using a data output, a .bat (Windows) or .sh (Linux) script. The following are the steps and items that need to be conducted:

 

1. Create an Action to output data from a saved view to the file format desired. This output will need to be saved to a drive on the server where Anaplan Connect is installed and has access to. 

 

2. Create a .bat/.sh script to call the action to output the data.

 

3. Create an e-mail script using section #6 from the previously noted link utilizing the SMTP server on the server where Anaplan Connect is installed.

 

4. Depending on the time the output takes, the script can either be run with a stall "waitfor" type logic or run sequentially - but it is key to note how long this takes. Various scripting methods can be used to realize this such that data isn't prematurely sent, or an errored file is not attached.

 

5. Using either Crontab or Windows Scheduler, this script can be setup to run at specified times, or manually by the server administrator(s).

 

As previously mentioned, there could be other items / checks that need to be added to such a script.

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Answers

  • Sayontan
    Sayontan

    Another option is to trigger VBS from Anaplan Connect to open an instance of Outlook, and use it to attach file, generate message and fire it out to relevant users. This is particuarly useful, when file splitting/ merging/formatting is needed before sharing with everchaging destination users (also userlist for each file can be downloaded from Anaplan)

  • nebisht
    nebisht

     

    Another kind of notification mechanism that we have in place is via Snaplogic integration piece. In which the data parsed through pipelines is grouped and displayed in tabular manner to be emailed to a specific set of people or dynamic requester/submitter as well.

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