
2-25
Getting Started
Creating Report Policies
Selecting FTP as the delivery method lets you save the report on an FTP
site. However, proxy support is not provided.
a. In the FTP Server field, type the IP address of the FTP site where you
want to save the report.
b. In the Path field, type the complete path to the server location where
you want to save the report.
c. In the Filename field, type the filename you want to assign to the report.
You can automatically add a timestamp to the filename in the File-
name conventions pane.
d. In the Username field, type the username used to access the FTP site.
e. In the Password field, type the password used to access the FTP site.
f. Select the Filename conventions to use:
– No timestamp in file name: Name the file exactly as entered in the
Filename field.
– Prepend timestamp to file name: Add the timestamp at the beginning
of the filename entered in the Filename field
– Append timestamp to file name: Add the timestamp at the end of the
filename entered in the Filename field.
Selecting File as the delivery method lets you save the report in a file on
the PCM server.
a. In the Path field, type the complete path to the server location where
you want to save the report.
The path is relative to the server (not to the client). To save the report
on the client, there must be a path from the server to the client. For
example, use UNC paths, since the server runs as a service and cannot
be set up easily to use mapped drives.
b. In the Filename field, type the filename you want to assign to the
report.
c. Select the Filename conventions to use, as described above for FTP files.
11. Click Apply to save the Action Configuration.
12. Click Close to exit the Policy Manager window.
If you click Close before you click Apply, you will be prompted to save, or
discard the configuration.
NOTE: Report output is limited to 40 pages. Therefore, to create a report on many
(1000+) items, you need to create separate reports to generate all the data.
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