Using the Princeton Information Warehouse (Cognos) to Automatically Populate a Princeton

Listserv List

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BackgroundA Princeton Listserv list must contain all of its current constituents’ EMPLIDs. Email addresses are only needed if the list is being populated initially through the listserv’s bulk operation subscriber management facility. Once scheduled, the list is overwritten with a new set of EMPLID. Listserv will match the EMPLID with a valid Princeton email address, derived from the Sun Directory (LDAP).

To use a Cognos Report to populate a Listserv list with current constituents and their EMPLIDs, two things are needed:

1. Ownership of an active Listserv list (see steps 1 thru 2).2. A scheduled Cognos report whose output is sent to the Listserv application (see steps 3

thru 15).

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Create a Listserv AddressIf you already own an active Listserv address, skip to step 3.

1. Open a browser and navigate to https://lists.princeton.edu 2. Click on www.princeton.edu/oitforms and follow the instructions provided.3. Make sure the name of the list matches the name of the Cognos report.

Schedule a Cognos Report

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Please contact the Information Warehouse Team (information-warehouse@princeton.edu) for assistance.

4. Open a browser and navigate to the Information Warehouse.• http://www.princeton.edu/iw - “Enter the Information Warehouse”

5. Navigate to the report which should be scheduled• This report should be a list-formatted report and must only contain the EMPLID. All other fields are optional.

If they are included as part of the report for verification, they must follow the EMPLID in order. • A filter can be placed in the report to provide the correct list of constituents.

6. Click on the “New Schedule” button, to the right of the report’s name, to create a new schedule.

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Schedule a Cognos Report7. Set the Frequency of the Schedule to run daily, between 8:00am and 12:00am. 8. Choose the “Override the default values” Option.9. Chose the “Delimited Text (CSV)” format. Be sure this is the only format chosen. 10. Check “Save to the file system”. Click “Edit the options” to go to the next screen.

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Schedule a Cognos Report11. In the new window, under “Name”, make sure the report name is the same as the list

name.12. Select “listserv” under “Location”.13. Under “Conflict resolution”, select “Replace existing files”. 14. Click “OK” to return to the previous window.

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Schedule a Cognos Report15. Click “OK” in this Schedule window to set the Schedule.

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Questions?

Questions concerning the Listserv email should be addressed to the Princeton Support and Operation Center, 609.258.HELP

Questions concerning scheduling reports in the Information Warehouse should be addressed to information-warehouse@princeton.edu