Qlik Community

Qlik NPrinting Documents

Documents related to Qlik NPrinting.

How to Create and Import Recipients with Filters and Distribution Groups

Not applicable

How to Create and Import Recipients with Filters and Distribution Groups

NPrinting recipients are people, directories or e-mail addresses that you want to send output to. With NPrinting you can create recipients manually or import them from a variety of sources including:

  • Directory Service via LDAP
  • Excel, Text and Access files
  • Databases including Oracle and SQL server

When importing recipients, you can:

  • Import rich data related to them including delivery and filtering information
  • Assign recipients to distribution groups. This means they will automatically begin receiving reports if the distribution group is associated with a Report Task
  • Activate and de-activate recipients; recipients which are de-activated may be associated with Report Tasks, but they will not receive reports because they are not in an active state
  • Import security information including an encryption ID and QlikView section access user ID and password
  • NPrinting will automatically delete Recipients when the task that imported them is rerun and the Recipients are no longer present in the data source. See: How to Delete Recipients Automatically When Importing

You can save import parameters and create Recipient Import Tasks which will periodically check the data source for new and modified recipients and load these into NPrinting.

Download the NPrinting Training environment ‌which may be found here NPrinting Training Material contains all files show in this tutorial. Extract the NP_Training.zip into the C:\NPrintingTraining folder.

 
   

Open Recipient Editor to Create Recipient Manually

                   Open-Recipient-Editor-to-Create-Recipient-Manually.png
                         
   
  1. Select Recipients in the lower left navigation pane
  2. Select Recipients in the upper left navigation pane
  3. Click on Recipient in the New group of the tool bar
 
 
 
   

Configure Recipient - Identity & Distribution

             
                     Configure-Recipient---Identity--amp--Distribution.png
   
  1. Name: enter the recipient name, title or other identifier
  2. Description: (optional) field to help identify recipient
  3. ID: (optional) alpha-numeric field to assign a unique identifier to the recipient. If empty, entry in Name is used as the primary key in the recipient database. If ID is entered it acts as the primary key in the recipient database and Name becomes a secondary key.
  4. Email: enter an e-mail address or a comma separated list of multiple e-mail addresses if needed
  5. Folder: enter the path to a distribution folder where the recipient can find her/his reports (optional)
  6. SubFolder: enter the name for a subfolder to the above folder (optional)
 
 
 
   

Configure Recipient - Security & Encryption

             
            Configure-Recipient---Security--amp--Encryption.png             
   
  1. Optionally enable QlikView Security: activates Section Access filtering of reports. Enter Section Access User ID and Password, see: Can I use Section Access with NPrinting?
  2. Optionally enable Encryption: activates Open PGP Encryption. Enter User ID registered in Kleopatra, see: How to Use OpenPGP Encryption with NPrinting
  3. Optionally set a Password to open and/or one to write reports
 
 
 
   

Configure Recipient - Details

             
            Configure-Recipient---Details.png             
   

Recipients have the new Details tab that contains the following fields:

  •   Company
  •   Department
  •   Office
  •   Nickname
  •   Title
  •   Job Title
  •   Custom 1
  •   Custom 2
  •   Custom 3

All these fields are usable in email messages and can be set manually or imported by the Recipient Imports entity.

 
 
 
   

Configure Recipient - Filters

             
            Configure-Recipient---Filters.png             
   

Manage recipient filters manually:

  1. Select Filters in the Show group of the tool bar
  2. Create New, Add, Remove, or reorder recipient filters by clicking the icons in the Filters group of the tool bar, see: How to Add Filters to Recipients

When sending reports to a recipient, all active recipient, task and report filters will be applied in the order: Task - Recipient – Report. Filters in an entity are applied sequentially in the listed order from top to bottom.

Filters created in the Recipient are not public and so, not available for independent application.

 
 
 
   

Define New Import Recipient Entity

             
            Define-New-Import-Recipient-Entity.png             
   
  1. Select Recipients in the lower left navigation pane
  2. Select Recipient Imports in the upper left navigation pane
  3. Click on Recipient Import in the New group of the tool bar
 
 
 
   

Import from File

             
            Import-from-File.png             
   
  1. Enter a Name for your Recipient Import entity
  2. Select Import Type From File
  3. Click on the From File icon in the Import group of the tool bar

NPrinting can import recipients from a variety of sources including text and Excel files, directory services using LDAP, as well as from Access, SQL Server, Oracle and many other databases through an ADO connection. When you import recipients, you need to map the information NPrinting needs to the columns in your recipient source. Once you do this, you can save your import parameters. You can then create an "Import Recipients" Task which you can schedule to check your recipient source regularly and import new and modified recipients.

We use an Excel file for simplicity in this example, but the steps are essentially the same for all sources.

 
 
 
   

Recipient Import Wizard: Select Your Source Type

             
            Recipient-Import-Wizard--Select-Your-Source-Type.png             
   

Here we select the File Format of the source for our recipients. Use the ADO connection for databases other than MS Access.

  1. Select the source File Format, Excel file (*.xls) even if your source file is an Excel 12 Workbook (*.xlsx) file
  2. Click on the Next button
 
 
 
   

Recipient Import Wizard: Select Your Source File

             
            Recipient-Import-Wizard--Select-Your-Source-File.png             
   
  1. Click on the browse button to find your source file
  2. Browse to C:\NPrintingTraining\Recipients\
  3. You will need to change the file type if it is different from Excel spreadsheet (*.xls)
  4. Select your source file, RecipientsFiltersComplete.xlsx in our case
  5. Click on the Open button
 
 
 
   

Recipient Import Wizard: Confirm File Selection

             
            Recipient-Import-Wizard--Confirm-File-Selection.png             
   

Click on Next to confirm your selection.

 
 
 
   

Recipient Import Wizard: Setting format parameters

             
            Recipient-Import-Wizard--Setting-format-parameters.png             
   

Set the Data Formats parameters for the file you are importing.  In this case:

  1. The First row is set to 3 because the first two rows of the Excel file do not contain data
  2. The row 1 contains field names
  3. Show file header is selected because row 3 contains column headings
  4. Click on Next
 
 
 
   

Recipient Import Wizard: Mapping Columns

             
            Recipient-Import-Wizard--Mapping-Columns.png             
   

Map the columns in your Excel file to the NPrinting fields to create your recipients. A description of the function of various NPrinting fields and the syntax for them is in the NPrinting Help file under the heading "Import recipients with filters & groups". See also: Filter Syntax, Parameters, and Options for Importing Recipients

  1. Open the drop-down menu by clicking on the black triangle
  2. Select the NPrinting field you want to map to that column
  3. Click on the Next button to confirm your selections after having mapped all the fields that interest you (button hidden under NPrinting field selection window)

The only mandatory field is the Recipient Name (FullName) so be sure to map it. If you don't map an Excel column it will not be imported. You can also map CC and BCC adresses.

 
 
 
   

Execute Recipient Import

             
            Execute-Recipient-Import.png             
   
  1. Click on Execute to import recipients and save import parameters
  2. Click Back to go back and change import parameters
 
 
 
   

Load Recipients and Save Configuration

             
            Load-Recipients-and-Save-Configuration.png             
   
  1. Click on Import to load recipients from your Excel file
  2. Click on Save to save the import parameters; you can now create an Import Recipients Task which can check your source file for new and/or modified recipients on a scheduled basis using these parameters
 
 
 
   

Save Recipient Import Entity

             
            Save-Recipient-Import-Entity.png             
   

Click on the Save and Close icon to save the Recipient Import entity. It contains all the parameters you set in the previous steps.

 
 
 
   

Open Import Recipient Task Editor

             
            Open-Import-Recipient-Task-Editor.png             
   
  1. Select Tasks in the lower left navigation pane
  2. Select Import Recipient Tasks in the upper left navigation pane
  3. Click on the Import Recipient Task icon in the New group of the tool bar
 
 
 
   

Configure Import Recipient Task

             
            Configure-Import-Recipient-Task.png             
   
  1. Enter a Name for your new Import Recipient Task
  2. Enter a Description (optional)
  3. Select one of the following:
    • All Recipients
    • Only New Recipients
    • Only Modified Recipients
  4. Put a check mark in the Delete old recipients box if you want to purge recipients that have been deleted from the data source on this and subsequent runs of this same task. See: How to Delete Recipients Automatically When Importing
 
 
 
   

Open Select Recipient Imports Window

             
            Open-Select-Recipient-Imports-Window.png             
   
  1. Select the Recipient Imports icon
  2. Click on the Add icon
 
 
 
   

Select Recipient Import Entity

             
            Select-Recipient-Import-Entity.png             
   
  1. Select the Import Recipient entity that you prepared previously in this tutorial: Import from Excel .xlsx File
  2. Click on the OK button
 
 
 
   

Save Your Import Recipients Task

             
            Save-Your-Import-Recipients-Task.png             
   

Click on the Save and Close icon.

 
 
 
   

Check Your Import Recipients Task

             
            Check-Your-Import-Recipients-Task.png             
   

Run your task without sending any output to see if any error messages are registered in the log file.

 
 
 
   

View Log

             
            View-Log.png             
   

Success!

 
 
Comments
jchoucq
Contributor II

Hello,

the link Filter Syntax, Parameters, and Options for Importing Recipients seems not working anymore.

Best regards

Johann

Employee
Employee

We are looking into it.

You may refer to this link for the time being.

Filter Syntax, Parameters, and Options for Importing Recipients

kidbank3
Contributor III

Is it possible to connect to a database table in 17.2? Or rather, what are the import options in 17.2 besides excel?

woutermak
Contributor III

It Would be great if there is  a newer version for Nprinting 17.

Version history
Revision #:
1 of 1
Last update:
‎04-23-2015 06:05 AM
Updated by: