In this section:
How to: Reference: |
When creating a schedule, you must create a Task to be distributed by ReportCaster. If you are scheduling a report from Dashboard, the task that appears in the schedule is that report. You then have the option to add more tasks, or pre-processing and post-processing procedures to the schedule. The task types are:
When you access the Scheduling tool by right-clicking a Standard Report or My Report from the Dashboard, the Task tab options are predefined with the selected report. You can complete the available task options, such as defining parameter values, and selecting whether or not to burst the report.
The following image shows an example of a predefined Task tab when the Scheduling tool is accessed from Dashboard.
To create a Task:
The options available when you select the WF Server Procedure Task Type are:
If the Execution Id field is not grayed out, and you will be using an ID that you previously used for a Task on the selected server, you can select the ID (for example, rcadmin) from the drop-down list.
If the Execution Id field is not grayed out and you will be using a new ID, you can type the new ID and click Set Password. The Password Editor opens. Type a password for the Id in the Password field and retype it in the Confirm password field, then click OK.
To change the password for an existing Execution Id, click Change Password. The Password Editor opens, where you can type a new password and click OK.
Note: The Execution Id is added to the ReportCaster Repository and is viewable in theReportCaster Console.
The options available when you select either Standard Reports or My Reports Task Type are:
If the Execution Id field is not grayed out, and you will be using an ID that you previously used for a Task on the selected server, you can select the ID (for example, rcadmin) from the drop-down list.
If the Execution Id field is not grayed out and you will be using a new ID, you can type the new ID and click Set Password. The Password Editor opens. Type a password for the ID in the Password field and retype it in the Confirm password field, then click OK.
To change the password for an existing ID, click Change Password. The Password Editor opens, where you can type a new password and click OK.
Note: The Execution ID is added to the ReportCaster Repository and is viewable in the ReportCaster Console.
The Alert Schedule dialog box opens. Select one of the following options:
Caution: An alert schedule distributes e-mails to your mail server more frequently than expected when the schedule interval is less than the time it takes to run the procedure and the Delay option is selected. Be sure to set the schedule interval to a time period greater than the time it takes to run the scheduled procedure.
The options available when you select the URL Task Type are:
Note that you can also specify parameter names and associated values using the following format:
www.address.com?¶meter1_name=parameter1_value¶meter2_name=parameter2_value
The maximum length of this field is 1200 characters.
To change the password for an existing ID, click Change Password. The Password Editor opens, where you can type a new password and click OK.
Note: The Execution Id is added to the ReportCaster Repository and is viewable in the ReportCaster Console.
The options available when you select the File Task Type are:
Note: If a schedule has multiple tasks and one of the tasks fails, then the file will not be deleted. This is true even when the file is distributed successfully.
The options available when you select the FTP or SFTP Task Type are:
Note: If a schedule has multiple tasks and one of the tasks fails, then the file will not be deleted. This is true even when the file is distributed successfully.
If you are scheduling a report Task that is a WF Server Procedure, Standard Report, or My Report, you can schedule a maximum of two pre-processing and post-processing procedures. The pre-processing and post-processing procedures that you schedule must reside on the WebFOCUS Reporting Server.
To schedule pre-processing and post-processing procedures for a Task:
First. From the drop-down list, select the first pre-processing procedure. ReportCaster will run this procedure immediately preceding the scheduled Task.
Second. From the drop-down list, select the second pre-processing procedure. ReportCaster will run this procedure immediately after the first pre-processing procedure, but before the scheduled Task.
First. From the drop-down list, select the first post-processing procedure. ReportCaster will run this procedure immediately following the scheduled Task.
Second. From the drop-down list, select the second post-processing procedure. ReportCaster will run this procedure immediately after the first post-processing procedure.
Use the following guidelines when selecting a format:
When scheduling a chart or graph report, the available formats will depend on which tool was used to create the report. When the report was created using:
WebFOCUS |