Deliver LBI report to Email

I put a ticket in with Infor once and they provided me some steps - we don't have it set up. We were v10.6 at the time.

To create or maintain an e-mail device type:
1.) Open the Tools dashboard and select Report Administration to open the Reporting Services Administration screen.
2.) Select Server Administration > E-mail and Printer Settings to open the Delivery Administration screen.
3.) Click Device Type Tools > Manage Device Types to open the Device Types screen.
4.) If you are creating a new e-mail device, click the New E-mail button to open the New E-mail Device screen.
If you are modifying an existing e-mail device, click the name of the e-mail device that you want to edit. The Device screen appears.
5.) Enter or modify the device's parameters as follows:
Name Type the name of the device (for example, printer).
(Optional) Type a description for the device you are setting up. This description displays in the device list, only.
6.) Save
This information is also provided in the Reporting Services User/Admin Guide.

To create or maintain a network drive device type:
1. Open the Tools dashboard and select Report Administration to open the Reporting ServicesAdministration screen.
2. Select Server Administration > E-mail and Printer Settings to open the Delivery Administrationscreen.
3. Click Device Type Tools > Manage Device Types to open the Device Types screen.
4. If you are creating a new network drive device, click the New Network Drive button to open the NewNetwork Drive Device screen.
If you are modifying an existing network drive device, click the name of the network drive devicethat you want to edit. The Device screen appears.
5. Enter or modify the device's parameters as follows:
Name - Type the name of the device (for example, network drive).
Description - (Optional) Type a description for the device you are setting up. This description displays in the device list, only.
Medium - Reporting Services defaults network drive into this field. You cannot modify this field.
6. Click Save.
For it to work across the network, The Websphere Windows Service will need to be running as a named user that has access to that shared drive.

Thank you, does the last sentence: "For it to work across the network, The Websphere Windows Service will need to be running as a named user that has access to that shared drive" apply to both set of instructions or just to create or maintain a network drive device type?

I also found these instructions, but can't seem to be able to view the user/email devices that I just set up when I am in the scheduler for the report. although I did add the email devices directly versus doing an import, so perhaps that's part of the issue...
Yes, you can set up a schedule and have the report run and be delivered from LBI . You would first need to add a delivery device for the person/email that you want it to go to. Then you create the schedule and add the user/delivery device to the report user setup in the schedule and have the schedule deliver via email to all users set within the report or schedule.

If you have access to (or can work with someone that has access to) the LBI Admin tools, you will need to add delivery devices under the reporting services delivery. To add a device that is not attached to your own user id, you will need to import the devices using the import devices function.

After you add the delivery devices, you can add the delivery device like any other user.

I believe it's only referring to the shared drive instructions.

There are different device setup items needed

1. Device types - you need to have at least one E-mail type setup. This is what Natalie provided "To create or maintain an e-mail device type: " . This will not actually be used to assign to a report - but it is needed to set up the actual devices themselves. For this you will need to know your email host, which you should be able to use the same setup as you have for your Smart Notes since the host should be at the reporting services server level.

2. The devices themselves.
There are two (make that three) different types of devices
A. My Devices. These are just assigned to you and they are the ONLY type you can actually add using the application directly. Anything you add within the application level directly will be assigned to you
B. User Devices. These are devices that other uses have set up for themselves. So if you have other LBI users - they can set up deliver devices that are associated with their user.
C. Delivery Devices. These are devices you can use to associate with any email address you want and then you attache the delivery device to a report or report schedule and you can send the report as an attachment to the email assigned to the device. These are very handy if you want to deliver report out to individuals that do not have access to LBI (or to vendors or external resources etc.)

C is very useful. It is also a small pain to set up since you must upload them using the Import Devices tool and you must get the upload formatted just right...

There are 5 items to build
Name
Owner
Description
Address
Device Type

You just build a csv like the following (NO headers - I just included them so you can see in what order)

Name,Owner,Address,Device Type,Description
HROPS,UMMSDD-HROPS-1,email@yahoo.com,E-mail Device Type,UMMS-HROPS

Once you upload them, then you can go into All Devices in the admin tool and maintain them. We have 100's of devices and we use them a lot.
Usually when I add a new device, I create a group and upload a bunch that I can later edit in the admin tool, that way I do not need to do an upload every time I need a new one.