Scheduling notifications with Windows Task Scheduler
The notifications can be schedule via the Windows Task Scheduler using a notification report link. The reports and schedules can be configured as needed and setup on a dedicated PC or a personal PC running Chrome or Edge web browsers.
To setup Task Scheduler, take the following steps:
- Create a profile in Chrome or Edge called ‘Automated Reports’ (or similar). This will be dedicated to report generation. There is no need to synchronize data with profiles if promoted.
- Type chrome://version (or edge://version) into the address bar and note the executable path and profile path. These are needed in step 13.
- Using the profile, login to your SharePoint site using with an account with at least the Report viewer role in CT365.
- Generate the Non-compliant mandatory for notifications report from the Management page and update Select report data for the email email.
- Update Report options at the bottom of the Select report data panel, add a File Name e.g. Non-compliant email notifications, and select a Notification template.
- Click View report and click Copy link. Save for step 13.
- In Windows, search for and open the Task Scheduler app.
- Right click the Task Scheduler Library and create a New folder named Automated Reports .
- Right click on the folder, select Create a basic task. The name should be based on when the report are to be created e.g. “Non-compliant daily report 10am”, “Non-compliant weekly report - Monday 2am” or “Non-compliant monthly report - 1st Monday 7:00am”.
- Make sure the schedules do not start at the same time otherwise the report generation may fail. Multiple reports can be created under the same basic task schedule if appropriate.
- Select the Trigger time. Use Daily to schedule hourly reports, Weekly to run on a set day and Monthly to run each month.
- Select Start a program and enter the executable path as the program from step 2.
- Add arguments –headless=new –virtual-time-budget=100000 –profile-directory="‘Profile 1’" –disable-gpu “‘Notification report link’”. Replace “Profile 1” with the profile path value from step 2, and the “Notification report link” with the url from step 6.
- Click Finish for the report to be schedule. The profile account used will receive a summary email each notification send.
Troubleshooting
Reports stop being generated
Check the profile in Chrome/Edge is opening SharePoint correctly without a password prompt.
Wrong file names are appearing in emails
Check the Titles in documents are correct. If a document was copied, they may contain a Title from the original source.