Introduction

In one of the previous article we have seen what is an agent and the various components of the same. In this article we would try to demonstrate how an agent actually works and how the same can be used to deliver results over email.

Worked Example

As a perquisite we will use a pre-existing OTBI Analysis (max_date_analysis for this example). The analysis returns some basic details of an individual including his/her Person Number, Start Date, Hire Date among other fields. The Analysis appears as below:

Now the intent is to deliver the same results via email delivery channel to a specific user.

Navigation

In order to create an Agent we need to follow the below navigation

Login to Application -> Navigator -> Tools -> Reports and Analytics

Once you click on the ‘Reports and Analytics’ this will take us to the Reports and Analytics HomePage

where from we should click on the ‘Browse Catalog’ Book icon

Creating an Agent

Once we click on the Agent it will take us to the ‘General’ Tab where we need to populate the following details:

General

We would need to populate the following details in this tab

Schedule

This tab controls when the agent should run. The following fields needs to be populated

Condition

This tab is used to apply any specific conditions when we want to run the agent. Like only run the agent when the analysis has some data

Delivery Content

This tab controls the content which would be delivered to the recipients. It has several attributes which needs to be populated.

Recipients

This tab determines who all would be receiving the content.

Destinations

This tab determines the places where the content is to be delivered

 

Actions

This tab specifies one or more actions to execute when an agent finishes. For this example, we would use the default features.

Once all the tabs are populated we may save the agent with a name (say TestAgent for this example)

Running the Agent 

Once we are done with saving the Agent we may run the Agent.(The ‘Run Agent Now’ icon would only be enabled after we have saved the Agent.)

Once completed we will get a confirmation message

Verifying the Results

Once the Agent has run successfully we would expect the content to be delivered to the specific email address we have mentioned.

So, this is how we can schedule and Agent to deliver the contents of an OTBI analysis to a specific email-id. One may even use complex conditional logic, multiple destination channels, actions and other advanced techniques to achieve more complex business requirement.

That’s all for now and hope you all have an interesting read.

Wishing All of you a Very Happy and Prosperous Diwali……. Enjoy to the Fullest.

Ashish Harbhajanka

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