reports-to-email-extensis-portfolio-automation

Via the Portfolio REST API , retrieves selected Portfolio Reports and then forwards ( as an attachment ) to selected email recipients. Script includes logging , customizable email notifications , as well as the capability for predetermined scheduling ( via the Microsoft Windows Task Scheduler ).

Requirements :

• Extensis Portfolio version 3.6.3 ( or greater ) licensed for the Portfolio API.
• Pyhton 3.x

Portfolio Instance > Configuration :

1. API TOKEN

• Via the Portfolio Administration ( :8091 ) Web interface , select "Users" and either take note of an existing API Token or create a new API Token.
• Via Catalogs > [ Catalog Name ] > Users , verify that API Token has been granted Administrator level Role membership to at least one Catalog ( required in order to be permitted access to the various REST API Reports ).

Python Script > Configuration :

2. PYTHON SCRIPT

• reports_to_email.py

  • SESSION_PATH = "D:\\Extensis Portfolio Nightly Reports\\"
    • Base folder location containing individual session folders.
  • SESSION_FOLDER = "Portfolio-Activity_"
    • Folder name indentifier prepedned to individual session folders.
  • DELETE_PREVIOUS = "yes"
    • Delete previous session folder ?
  • REPORTS = ["asset-downloads", "search-terms", "asset-deletions", "asset-uploads"]
    • Which speciifc reports to download.
  • PREVIOUS_DAYS = "30"
    • Number of previous days to include within the reporting data.
  • INCLUDE_HEADER = "true"
    • Include report headers ?
  • LOCALE = "en_US"
    • Report localization.
  • SMTP_SERVER = "mail.example.com"
    • Email - Server:
  • SMTP_PORT = 25
    • Email - Port:
  • EMAIL_FROM = "[email protected]"
    • Email - From:
  • EMAIL_TO = ["[email protected]","[email protected]"]
    • Email - To:
  • EMAIL_SUBJECT = [ Extensis Portfolio ] : Activity Reports for
    • Email - Subject:
  • EMAIL_BODY = "See the attached Portfolio Activity Reports in TSV ( Tab Separated Value ) format.."
    • Email - Body: