How to receive an email report of failed trial requests using Scheduled Tasks

Edition: Enterprise

Version : 16.0.22281.2

You can use QLM's scheduled tasks and email integration to automatically email yourself a report of all failed customer trial requests. Failed trial requests are attempts to register for a trial using the QLM Self Help Trial Registration form or API.

To do so, follow the steps below.

Create the search

• Go to the Manage Keys tab
• Click on the Search drop-down and select Edit Searches
• Click on Add to add a new search
• Set the Name to "RefusedTrialRequests" (or any name you wish)
• Set the Table to "Audit Trail"
• Set the SQL field to: EventDate > [today_start-1] And EventCategory='CustomerSite.TrialRequest.Refused'
• Click OK

Create the scheduled task

• On the ribbon bar, click on the Tools / Scheduled Tasks
• Click on Add to add a new task
• Set the Name to: RefusedTrialRequests
• Select your License Server
• In the Search drop-down, select the Search created earlier: RefusedTrialRequests
• Set the Schedule Run every to: 1 Day
• Set "Starting on" and "Starting at" fields as needed
• In the Email tab, set at least the following fields:
  • Send Mail To: <None>
  • Set the CC field to your email address
  • Subject: <enter a subject for the email>
  • Email Profile: <select an email profile>
  • Email Account: <select an email account>
  • Email Template: Vendor.RefustedTrialRequests
  • Aggregate Emails: Do Not Aggregate