- Steps
- Enhancements that can be developed to improve the emailing process:
- 1. Download TurboIntegrator (TI) process with all the email logic
- 2. Copy file to the TM1 data directory
- 3. Restart TM1 Server
- 4. Find path for the file you want to attach to the email
- 5. Edit TI process ‘Sys.Email’
- 6. Edit email fields via Parameters
- 7. Edit email provider and credential via Prolog
- 8. Run TI process
- 9. Email received
- How to troubleshoot
Nov 13 2019
Tips – How to email a report using TM1
A tutorial on how to email an Excel report using TM1 through a TurboIntegrator (TI) process. Automate reporting capabilities for IBM Planning Analytics.
Take the first step to automate Excel report distribution to your users.
9 clear steps on how to email a report using TM1.
Steps
- Download TurboIntegrator (TI) process with all the email logic
- Copy file across to the TM1 data directory
- Restart TM1 Server
- Find path for the file you want to attached to the email
- Edit TI process ‘Sys.Email’
- Edit email fields via Parameters
- Edit email provider and credential via Prolog
- Run TI process
- Email received
Screenshots are based on Excel 2016 + IBM Planning Analytics 2.0.6 / TM1 Server 11.4
Requirement(s): Microsoft Powershell
Enhancements that can be developed to improve the emailing process:
- Automate update of Excel report before the file is attached to the email
- Embed TM1 data in the body of the email
- Set up a chore to run the email regularly
- Secure email credential
- Set up a user-friendly interface in TM1 so any user can email their report
If you would like assistance in implementing this idea further, email edu@cubewise.com.
1. Download TurboIntegrator (TI) process with all the email logic
2. Copy file to the TM1 data directory
![](https://cubewisebackend.kinsta.cloud/wp-content/uploads/2023/10/File-1-1.png)
3. Restart TM1 Server
![](https://cubewisebackend.kinsta.cloud/wp-content/uploads/2023/10/Server-1-1.png)
4. Find path for the file you want to attach to the email
![](https://cubewisebackend.kinsta.cloud/wp-content/uploads/2023/10/ExcelReport-1-1.png)
5. Edit TI process ‘Sys.Email’
![](https://cubewisebackend.kinsta.cloud/wp-content/uploads/2023/10/TI-1-1-1.png)
6. Edit email fields via Parameters
![](https://cubewisebackend.kinsta.cloud/wp-content/uploads/2023/10/TI-Parameter-1-1-1.png)
7. Edit email provider and credential via Prolog
![](https://cubewisebackend.kinsta.cloud/wp-content/uploads/2023/10/TI-Prolog-1-1.png)
8. Run TI process
![](https://cubewisebackend.kinsta.cloud/wp-content/uploads/2023/10/TI-Run-1-1.png)
9. Email received
![](https://cubewisebackend.kinsta.cloud/wp-content/uploads/2023/10/Email-1-1.png)
How to troubleshoot
Test the script by executing the code directly in Powershell.
In the Epilog, un-comment the ‘asciioutput’ line then run the TI process. This will create a text file with the script used in Powershell.
![](https://cubewisebackend.kinsta.cloud/wp-content/uploads/2023/10/TI-asciioutput-1-1.png)
Find and open the text file located in the TM1 data directory.
![](https://cubewisebackend.kinsta.cloud/wp-content/uploads/2023/10/Asciioutput-findfile-1-1.png)
Copy the text between the double quotes.
![](https://cubewisebackend.kinsta.cloud/wp-content/uploads/2023/10/Powershellscript-1-1.png)
Open Powershell, paste the text and execute.
![](https://cubewisebackend.kinsta.cloud/wp-content/uploads/2023/10/Powershell-1-1.png)
If successful, the recipient will receive an email. Otherwise an error like this would be returned.
![](https://cubewisebackend.kinsta.cloud/wp-content/uploads/2023/10/Error-1-1.png)
Check with your company’s IT network administrator if all email parameters are filled in correctly.
For more information about Powershell’s email program head here.