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1. In the General Preferences folder, click the icon to the right of the Address Book Access Types field.

   The ReportCaster - Address Book Access Types dialog box opens, as shown in the following image.

   

   The default setting enables both Public and Private Address Books to be created by users.

2. Select or clear the Public and Private check box to set the access type to either Public, Private, or both. You must select at least one.

   Notice that when you clear either the Public or Private option, the Schedule Job Management area of the dialog box is activated, as shown in the following image.

   

   The Schedule Job Management option enables you to designate if existing schedules that use address books with access types no longer allowed will run.

   1. To see a list of Address Books that have a prohibited access type, click OK. The Address Book Access Type dialog box closes and you return to the General Preferences setting pane. From the Configuration tab toolbar, select Verify, then Address Book Access Type.

      A list of the address book access type that you want to prohibit appears in a pane below the General Preferences settings. The following image shows an example of an Address Book Access Type list.

      

      From this pane, you can select an address book and select Open to view or edit address book, or select Delete to delete it.

   2. Select Only Run Schedules using Address Books with Allowed Access Types if you do not want to run existing schedules that have the prohibited access, but run those with the allowed access type.

      Clear the Only Run Schedules using Address Books with Allowed Access Types to run existing schedules using the prohibited access types.

3. When your selections are complete in the Address Book Access Type dialog box, click OK. The changes are saved and the Address Book Access Type dialog box closes.
4. To implement the changes in ReportCaster, in the Configuration tab toolbar, select Save, then Restart.

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1. In the General Preferences folder, click the icon to the right of the Schedule Tasks field.

   The ReportCaster - Schedule Tasks dialog box opens, as shown in the following image.

   

2. Using the drop-down list, you can select General Task Types (the default) or Managed Reporting, as shown in the following image.

   

   By default, all task types are selected.

3. To enable or disable specific General Task Types, select or clear the check box for the following options:
   • WF Server Procedure
   • File
   • URL
   • FTP
4. To enable or disable the Managed Reporting Task Types, select Managed Reporting from the drop-down list. Note that the Managed Reporting options only appear if that optional product has been installed. By default, the Managed Reporting Task Types are displayed with each Task type selected, as shown in the following image.

   

   To enable or disable specific Managed Reporting Task Types, select or clear the check box for the following options:

   • Standard Report
   • My Report
5. If you want the ReportCaster Distribution Server to stop running scheduled jobs with cleared (unavailable) Task Types, select Only run schedules for selected Tasks.
6. To verify if any unavailable Task types are being used in any schedules stored in the ReportCaster Repository, click OK. The Schedule Tasks dialog box closes and you return to the General Preferences setting pane. From the Configuration tab toolbar, select Verify, then Task List.

   A list of schedules with tasks that you want to prohibit appears in a pane below the General Preferences settings. The following image shows an example of a Task List.

   

   From this pane, you can select a schedule and select Open to open the selection in the Scheduling tool, or select Delete to delete it from the list.

   Tip: When a user edits a schedule using an unavailable Task Type, the changes cannot be saved to the schedule until an available Task Type is selected. Information Builders recommends either changing the unavailable Task Type in the schedule or enabling the Task Type that is currently unavailable.

7. When your selections are complete in the Schedule Tasks dialog box, click OK. The changes are saved and the Schedule Tasks dialog box closes.
8. To implement the changes in ReportCaster, in the Configuration tab toolbar, select Save, then Restart.

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1. In the General Preferences folder, click the icon to the right of the Distribution Formats field.

   The ReportCaster - Report/Graph Formats dialog box opens, as shown in the following image.

   

2. Using the drop-down list, you can select Styled Formats (the default), Specialized Formats, Unstyled Formats, or Graph Images, as shown in the following image.

   

   By default, the styled formats are displayed with each format type selected.

3. To enable or disable styled formats, select or clear the check box for the following formats.
   • AHTML - HTML active report
   • DHTML - Precision HTML (*.htm) or when web archive file (*.mht)
   • EXL07 - Excel 2007
   • EXL2K - Excel 2000
   • EXL97 - Excel 97
   • Flex - active report
   • HTML - Web browser
   • HTML ODP - On-demand Paging
   • PDF - Portable Document Format
   • PPT - PowerPoint
   • PS - PostScript
4. To enable or disable specialized formats, which require the procedure code to be specifically written to support these formats, select Specialized Formats from the drop-down list. By default, the specialized formats are displayed with each format type enabled, as shown in the following image.

   

   Select or clear check box for the following specialized formats.

   • DFIX - Delimited Flat File
   • EXL2K FORMULA - Excel 2000 Formula
   • EXL2K PIVOT - Excel 2000 Pivot Table
   • EXL2K TEMPLATE - Microsoft Excel 2000 Template
   • PPT TEMPLATE - PowerPoint Template
5. To enable or disable unstyled formats, which do not support styling using WebFOCUS StyleSheet commands, select Unstyled Formats from the drop-down list. By default, the unstyled formats are displayed with each format type enabled, as shown in the following image.

   

   Select or clear the Allow check box for the following unstyled formats.

   • ALPHA - Fixed-format text file
   • COM - Comma-delimited text file without blanks
   • COMMA - Comma-delimited text file with blank
   • COMT - Comma-delimited text file with titles
   • DOC - Text file with layout and line breaks
   • EXCEL - Excel 95
   • TAB - Tab-delimited text file without field names
   • TABT - Tab-delimited text file with field names
   • VISDIS - Visual Discovery Report
   • WK1 - Lotus 1-2-3 Release 2
   • WP - Text file with layout without line breaks
   • XML - Standard XML
6. To enable or disable graph images, which are created by a WebFOCUS graph request, select Graph Images from the drop-down list. By default, the graph image formats are displayed with each format type enabled, as shown in the following image.

   

   Select or clear the Allow check box for the following graph image formats.

   • GIF - Graphic Interchange Format (*.gif)
   • JPEG - JPEG File Interchange Format (*.jpg, *.jpeg, *.jpe, *.jfif)
   • PNG - Portable Network Graphics (*.png)
   • SVG - Scalable Vector Graphics (*.svg)
7. To verify if any cleared (unavailable) formats are being used in any schedules stored in the ReportCaster Repository, click OK. The Report/Graph Formats dialog box closes and you return to the General Preferences setting pane. From the Configuration tab toolbar, select Verify, then Format List.

   A list of unavailable format being used, along with the owner of the schedule, the description of the schedule, the name of the Task, and whether the schedule is active appears in a pane below the General Preferences settings. The following image shows an example of a Formats List.

   

   Note:

   • When a user edits a schedule using an unavailable format, the changes cannot be saved to the schedule until an available format is selected. Information Builders recommends either changing the unavailable format in the schedule or enabling the format that is currently unavailable.
   • The Verify and Help options are only available when accessing the configuration tool through the ReportCaster Web Application. These options are not available when accessing the tool from the Windows Programs menu or by running editit.bat or the UNIX editit script file from the /utilities directory under the ReportCaster Distribution Server installation.
8. When your selections are complete in the Report/Graph Formats dialog box, click OK. The changes are saved and the Report/Graph Formats dialog box closes.
9. To implement the changes in ReportCaster, in the Configuration tab toolbar, select Save, then Restart.

For more information about these formats, see the ReportCaster Development and Library Content manual.

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1. In the General Preferences folder, click the icon to the right of the Distribution Methods field.

   The ReportCaster - Schedule Distribution Methods dialog box opens, as shown in the following image.

   

2. To enable or disable specific distribution methods, select or clear the check box for the following options:
   • Email
   • FTP
   • SFTP
   • Print
   • Managed Reporting
   • Library
3. If you want the ReportCaster Distribution Server to stop running scheduled jobs with cleared (unavailable) distribution methods, select Only run schedules for selected Distribution Methods.
4. To verify if any unavailable distribution methods are being used in any schedules stored in the ReportCaster Repository, click OK. The Schedule Distribution Methods dialog box closes and you return to the General Preferences setting pane. From the Configuration tab toolbar, select Verify, then Method List.

   A list of unavailable format being used, along with the owner of the schedule, the description of the schedule, the schedule description and ID, and whether the schedule is active appears in a pane below the General Preferences settings. The following image shows an example of a Methods List.

   

   Note:

   • When a user edits a schedule using an unavailable distribution method, the changes cannot be saved to the schedule until an available distribution method is selected. Information Builders recommends either changing the unavailable distribution method in the schedule or enabling the distribution method that is currently unavailable.
   • The Verify and Help options are only available when accessing the configuration tool through the ReportCaster Web Application. These options are not available when accessing the tool from the Windows Programs menu or by running editit.bat or the UNIX editit script file from the /utilities directory under the ReportCaster Distribution Server installation.
5. When your selections are complete in the Schedule Distribution Methods dialog box, click OK. The changes are saved and the Schedule Distribution Methods dialog box closes.
6. To implement the changes in ReportCaster, in the Configuration tab toolbar, select Save, then Restart.