SPDocKit
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  • SPDocKit by Syskit
  • Release Notes
    • SPDocKit 12
    • SPDocKit 11.1.0
    • SPDocKit 11
    • SPDocKit 10
    • SPDocKit 9.1.0
    • SPDocKit 9
    • SPDocKit 8.0.3
    • SPDocKit 8
  • Requirements
    • SharePoint On-Premises User Permissions Requirements
    • Supported SharePoint Editions
    • System Requirements
    • Server Load Permission Requirements
    • Service Application Permission Requirements
  • Installation
    • Install SPDocKit
    • Upgrade to the Latest Version
    • Uninstall SPDocKit
  • Activation
    • Activate SPDocKit
    • Manage License
    • Activation Privacy Statement
  • Configuration
    • Configure SPDocKit
    • Configure SPDocKit Database
    • Import and Export SPDocKit Settings
  • Create SharePoint Farm Snapshots
    • Snapshots Screen
    • Manual Snapshots
    • Automatic Snapshots
  • Explore Reports & Create Documentation
    • Farm Explorer
      • Farm Explorer Screen
      • Farm Dashboard
      • Farm Explorer Reports
      • Farm Documentation
      • Passwords and Product keys
      • Generate an AutoSPInstaller XML Configuration File
      • Change the Limit on Site Topology Report
    • Site Explorer
      • Site Explorer Screen
    • Permission Reports
      • Permissions Reports screen
    • Analytics and Usage Reports
      • Analytics and Usage Reports Screen
      • Analytics Dashboard
      • Site Collection Analytics
      • Document Extensions Reports
    • Audit Reports
      • Audit Reports Screen
      • Audit Dashboard
      • Audit Log Details
      • Administrative Actions
      • Audit Settings
    • Best Practices
      • Best Practices Screen
      • Best Practices Reports
    • Subscriptions and Alerts
      • Subscriptions and Alerts
      • Create New Subscription
      • Create New Alert
    • Customizing Reports
      • Customize View
      • Add Comments
  • Compare SharePoint Configurations
    • Compare Wizard
    • Compare SharePoint Farms
    • Compare Servers
    • Compare Web Applications
    • Compare Site Collections
    • Compare SharePoint Permissions
    • Compare Web.Config Files
  • Manage SharePoint Permissions
    • Permissions Explorer Screen
    • Manage Permissions Ribbon Actions
    • Users and Groups Actions
      • Manage Groups Wizard
      • Group Memberships Wizard
      • Copy Permissions Wizard
      • Move Permissions Wizard
      • Manage Permissions Wizard
      • Remove Permissions Wizard
    • Securable Objects Actions
      • Break/Restore Permission Inheritance Wizard
      • Restore Permissions
      • Copy Object Permissions Wizard
    • Site Collection Actions
      • Site Collection Administrators Wizard
      • Permission Levels Wizard
      • Clean Site Collections Wizard
    • Add Tags
    • SPDocKit Permission Management Event Log
  • Configure & Extend SPDocKit
    • Backstage Screen
    • Options Wizard
    • License Management
    • Role Based Security
    • Extend SPDocKit
      • Install SPDocKit Extensions
      • Download SPDocKit Extensions
      • Activate SPCAF Extension
  • Query & Change SharePoint Settings
    • Queries and Rules Screen
    • Create SharePoint Governance Policy Rule
    • Create SPDocKit Query
    • Change SPDocKit Query Results Limit
    • Create Audit Queries and Rules
  • FAQ
    • Requirements
    • Installation
    • Activation
    • Configuration
    • Features
    • Security
    • Miscellaneous
    • SPDocKit Insights Removed
    • SPDocKit Insights Migration
  • Known Issues
    • CREATE TABLE permissions denied
    • Custom features missing in reports
    • Data retention not working properly
    • Distributed Cache loading issue
    • Load crashes with NullReference exception
    • Available Windows updates
    • Permissions Wizard issue
    • PowerPivot FileNotFoundException issue
    • SQL Clusters support
    • Storage Metrics report subscription
    • Unaccounted differences in the UPA settings
    • Custom Query issue with URL export
    • Recursive groups issue with export
  • Troubleshooting
    • SharePoint
      • Could not access content database
      • The service application ‘UPA Name’ does not have any proxies that are default in a proxy group
    • Server Load & User Permissions
      • RPC Server is Unavailable
      • Error occurred while loading Web Application
      • Error occurred while trying to load 'Problems and Solutions' and 'Rule Definitions'
      • Error while loading IIS Settings Information
      • Errors while trying to load the SharePoint farm
      • Errors while loading server information
      • Failed at retrieving SQL Accounts from the following servers
      • My permissions loading status is reported as ”Failed”
      • Service was unable to read Active Directory properties
      • SQL Server is unavailable
      • Error adding service account to "spdockit_service_role" database role
    • SQL Server Connection
      • SPDocKit won’t connect to a provided server and database
      • Configure SQL server to listen on a specific port
      • Is SQL Server configured to use a named instance
      • Inbound traffic on TCP Port 1433 needs to be allowed on the SQL
      • Service user does not have rights to connect to the SQL server
      • TCP/IP network traffic not enabled on the SQL Server
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  1. Explore Reports & Create Documentation
  2. Subscriptions and Alerts

Create New Subscription

This section describes how to create scheduled Subscriptions for SPDocKit reports. Data you receive from these subscriptions is gathered from the last loaded farm snapshot information.

PreviousSubscriptions and AlertsNextCreate New Alert

Last updated 2 years ago

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If you wish to use Subscriptions and Alerts feature, please make sure you configured the properly.

  1. Navigate to the Backstage Configuration Screen and click Subscriptions and Alerts, or find this button in the Home ribbon.

  2. When the Subscriptions and Alerts manager opens, click New Subscription.

  3. Type in the subscription name and select the schedule type which defines how often you want to receive this subscription. If you have more than one farm in SPDocKit database, you can select to create a subscription for non-local farms as well. These subscriptions will not be sent automatically unless the SPDocKit Service is configured on the selected farm as well.

    Available delivery periods, are:

    • Immediately after service snapshot – the subscription will be sent immediately after the SPDocKit Service finishes creating farm snapshot.

    • Daily – the subscription will be sent each day.

    • Weekly – the subscription will be sent each Monday (you can change the default day through the subscription settings tab in Options dialog).

    • Monthly – the subscription will be sent on the first day of each month.

    • Quarterly – the subscription will be sent on the first day of each quarter.

      Under the Status section you can see the following information:

    • Whether SPDocKit Service is running on the selected farm or not. This is required because SPDocKit service sends the automatic subscriptions.

    • Whether automatic subscriptions are enabled on the selected farm or not.

    • Last run time – information on when was the last time this subscription was sent. If this is an entirely new subscription, it will say Never.

  4. Go to the Delivery tab and set the delivery method you would like to use.

    • Email – required fields are Send To and Body. Provide the email address to which you wish to send the subscription. You can enter more recipients – just separate the email addresses with semicolons. Type in the subject and body text. In case that this method is disabled, click the Configure link to adjust your .

    • File Share – input the File Share location here. You can use the Test button to check if the given location is reachable and if SPDocKit can write to the location.

    • SharePoint Library – If this is the first time you are using this feature, you need to create a new library connection.

      Click New, specify whether you are connecting to an On-Premise or SharePoint Online site. Input the Library URL and the Display name. You can use Integrated or Custom Credentials, whichever suits your needs. Finally, click Test. SPDocKit will try to send a test subscription to check if the given Library URL is in order. If it is you will be notified and you can click the Save button.

      Please note! Each SPDocKit subscription can be sent to a different SharePoint document library. All previously used connections will be listed in this drop down menu so you can use them for multiple subscriptions. The user account running SPDocKit and the SPDocKit service account should have at least Contribute permission level granted on the specified SharePoint document library to successfully upload SPDocKit subscriptions or alerts.

      You can select all three delivery methods. Scheduled reports will be sent to the email addresses you provided and uploaded to the File Share and SharePoint document library.

  5. Go to the Reports tab and click Add Report to select which reports you wish to subscribe to. Choose a report from one of the main groups such as the Documentation, Permissions Reports, Content & Usage Reports, Best Practices, and Farm Explorer reports.

  6. For certain reports, you will have to adjust filters to complete the report configuration. The filters will define the data displayed in the report. Click OK to add the selected report to the subscription. To define the preferred date format, use curly brackets. Only culture-invariant formats are supported, for example: {MM-dd-yyyy}, {dd-MM-yyyy}, or {MM-yyyyy-dd}.

  7. You can add more reports by repeating previous steps. Also, you can Edit current report settings or Delete added reports.

  8. Click Save & Close to finish creating the subscription and exit. If you wish to send this subscription immediately, click the Save & Send Now.

Subscription Settings
subscription settings