Customize daily reminders

By default, reminder notifications get sent when the current date is within five days of a due date.

Reminder notifications are available in a daily reminder report. You can configure reminder values and the look of the notification by modifying the daily_reminder.xsl template. The report uses the default following colors:

  • Red: Reports with a past due date.
  • Black: Reports with a due date within five days or the newly configured default.

To customize daily reminders:

  1. Open the TEXTML Administration perspective by clicking the TEXTML Administration shortcut on the tool bar. If the shortcut is not displayed, follow these steps:
    1. Select Window > Perspective > Open Perspective > Other
    2. Click TEXTML Administration.
    3. Click Open.
  2. In the TEXTML Administration view, double-click the server.
  3. If your server is not displayed in the view, add it by doing the following:
    1. To find the server name, click Window > Preferences and select IXIA CCMS.
      In the TEXTML Server Connection section, the server name is the Hostname.
    2. Copy the Hostname and close the Preferences window.
    3. In the TEXTML Administration view, right-click and select Add Server.
    4. In the Server field, enter the server name.
      The Port field should fill automatically. If you need the port number, you can find it in the same place as the server name in the Preferences window.
    5. Click OK.
  4. When the Connect as dialog opens, type your username and password and click OK.
  5. Double-click the name of your Content Store to open a connection to it.
  6. Browse to the Repository\system directory.
  7. Locate the daily_reminder.xsl file in the repository's /system/scheduler/templates collection.
  8. Right-click the file and click Check Out.
  9. Double-click the file to open it in the editor.
  10. Edit the file as desired.
  11. Save, close, and Check In the file when done.