Configuring Scheduled PDF Export

1. Prepare the Components

PDF export requires:

• all SA Data Storage cluster nodes with the sm-report, sm-job-scheduler, and opensearch-job-scheduler plugins
• a SAr Web instance with the smartMonitorPDFExport module and Chromium with the required system libraries
• an SMTP server accessible from the SA Data Storage nodes

For installation instructions, see SA Data Storage and SA Web. Prepare the Chromium libraries as described in Preparing to export to PDF.

The SA Data Storage nodes must be able to access the PDF generation address and the SMTP server port. SA Web must be able to access SA Data Storage to run dashboard queries.

2. Configure PDF Generation

Cluster Settings

Apply these parameters through /_cluster/settings.

Parameter	Default value	Purpose
url_generation_pdf	https://localhost:5601/	Base address of SA Web
report.user	Empty string	User for accessing the PDF generation service
request_file_timeout	120	Maximum time to wait for the PDF to be ready, in seconds
sme_request_timeout	100	Maximum time to wait for a dashboard search query response, in seconds

Replace the address and username in this example with values for your installation:

PUT /_cluster/settings
{
  "persistent": {
    "url_generation_pdf": "https://sm-web.example.org:5601/",
    "report.user": "pdf_service",
    "request_file_timeout": 180,
    "sme_request_timeout": 100
  }
}

Password for the PDF Service

The password for the report.user account is stored in the keystore under the report.pass key.

Add the password on each SA Data Storage node. The procedure for writing keys is described in Managing Keystore via API.

Node Parameters

When reading mail configurations, the user's permissions saved in the job are used. If they are absent or cannot be applied, the node parameters are used:

Parameter	Default value	Purpose
job_user	admin	Fallback user for reading SMTP configurations, groups, and recipients
job_user_roles	["all_access"]	Roles of the fallback user

3. Configure SMTP

The user must have read access to the selected SMTP configuration, group, and its recipients.

Dedicated SMTP Configuration

Create a connection through the Job Scheduler API:

POST /_core/job_scheduler/smtp
{
  "name": "Отчеты PDF",
  "description": "Почтовый сервер для рассылки отчетов",
  "host": "smtp.example.org",
  "port": "465",
  "user": "reports@example.org",
  "user_email": "reports@example.org",
  "password_id": "pdf_reports",
  "timeout": 15000,
  "proto": "ssl"
}

Alternatively, add an SMTP configuration in the interface: Main Menu - Settings - Module Settings - Job Scheduler - SMTP Configurations.

The SMTP configuration parameters and procedures for creating groups and recipients are described in the Mail section of the Job Scheduler API article.

System Mail Configuration

If smtp_id is absent or equals null, the general Job Scheduler mail settings are used. Configure them through the module settings API:

PUT /_core/settings/job-scheduler
{
  "email_host": "smtp.example.org",
  "email_port": "465",
  "email_proto": "ssl",
  "email_user": "reports@example.org",
  "email_user-email": "reports@example.org",
  "email_timeout": 15000
}

The password for the system connection is stored on each node under the jobscheduler.email.pass key.

Test the SMTP Connection

Test the saved SMTP configuration by substituting its identifier:

POST /_core/job_scheduler/smtp/test_smtp/<smtp_id>

For instructions on manually exporting a dashboard, see Exporting to PDF.