If you have selected to schedule a report or chart that contains parameters, the next tab will appear allowing you to set the parameter values that you would like to use.

Set parameters dialog

To add a set of parameters, click the Add button. This will bring up the parameter prompt dialog allowing you to select the set parameter values that you would like to use. Once you have selected a parameter set, your choices will appear in the dialog. You can add as many different combinations of parameter sets as you want. A separate file will be generated for each parameter set.

You can also specify a name for each parameter set by double clicking on the first column. The name specified here will be used in later dialogs to help you organize your recipients.

Once you have added all parameter sets, click the Next button to continue.

After you have finished setting up the schedule, you will be prompted to select delivery methods. These options allow you to email the generated files, print the exports, and upload the exported files to a FTP server. You do not have to select any additional delivery options.

Delivery Options Dialog

If you select a delivery option, click the Config button to configure the delivery method.

2.2.1.2.1. Email Delivery Options

When you click the 'Config' button for email delivery the following dialog will open allowing you to set an email message:

Email Settings Dialog

The first tab contains information for the email sent when the report or chart has successfully exported. The General Email Information portion of this tab allows you to specify the from addresses for the email as well as the subject.

The first tab is called Successful email and it allows you to set an email message which will be sent in case the scheduled task finished with no problems.

There are the following elements:

From:

enter an email address into this field. This address will be used as an email sender's address. Please make sure that your SMTP server will not reject the address (depends on your SMTP server security settings).

Subject:

email subject. Enter any convenient text in here.

Email Body Text:

enter a message that will be sent on every task run. You can enter any text and also, you can use Runtime variables (will be described later).

Attach exported files:

allows you to attach all exported reports and charts to the email.

As HTML:

if this option is enabled, the email body text will be replaced by the scheduled report or chart in HTML format. This option is available only if the Attach exported files is enabled and there is only one scheduled report/chart in the scheduled task. Also, PDF, SVG and Flash charts cannot be added into HTML emails and only DHTML reports can be added into HTML emails. You can set the export format on the Create task tab, as described in Section 2.2.1 - Setting a Schedule.

Insert Runtime Variables -

allows you to insert certain variables into the email body text. Variables are replaced by real values at the task run time. All variables also have a “default value”. If no convenient data can be inserted into the variable, the default value is used (for example, when user has not provided his/her name). You can choose between following variables:

<USERNAME> -

recipient's user name. For example: you can use this variable in a salutation like “Hello <USERNAME>”. This variable works only for email recipients that were chosen from the ERES database (will be described later). If you add an email address to recipients list manually, no username is displayed because no username was provided.

<FULLNAME> -

recipient's full name. Just like the <USERNAME> variable, this variable also does not work for manually entered recipients email addresses.

<EMAIL> -

recipient's email address.

<TIMESTAMP> -

current time and date. Shows when the email was sent.

<PARAMETERS> -

list of all parameter sets and parameter values.

<SAVED_LINKS> -

links of all scheduled files. Users can access the exported files through these links.

<LIVE_LINKS> -

links of all scheduled files. Unlike the <SAVED_LINKS>, these links lead to the DHTML Viewer which allows users to access current version of the scheduled files.

	Note
	In order to send email correctly, the SMTP host needs to be set up. How to configure a SMTP server is described in Section 1.4.1.2 - Setting Info.

The Failed Email tab allows you to send a different email (subject and body) to your recipients if an error has occurred during the task running (for example: one of the scheduled reports has been removed).

Failed email settings dialog

This tab also allows you to send the error logs to a specific user. Typically, this would be the admin or technical user who is able to diagnose and troubleshoot the problem.

2.2.1.2.2. FTP Delivery Options

When you click the Config button for FTP delivery, the following dialog will open, allowing you to set options for FTP schedule delivery.

FTP Delivery Options Dialog

The following information is required for FTP schedule delivery:

FTP Host Name:

This is the host name of the FTP server to which you would like to upload the reports. If you have a Secure FTP Server (SSH FTP), enter sftp:// in front of the hostname.

FTP Upload Path:

This is the path or directory (relative to the FTP root) where you would like to write the exported report files.

FTP User Name:

This is the user name for the FTP server.

FTP Password:

This is the password for the FTP server.

2.2.1.2.3. Printer Delivery Options

When you click the Config button for printer delivery, the following dialog will open allowing you to set options for the print schedule delivery.

Printer Delivery Options Dialog

The first drop-down dialog contains a list of all the available system and network printers. You can select which one you would like to use. The second option allows you to select a page range for printing. You can print all of the pages or set a specific range. -1 represents the last page. Example, if you want to print all of the pages except for the first one, set the range to From 2 , To -1.

If you selected the email delivery, the next tab allows you to specify the recipient list. The recipient list is set up differently depending on the type of report or chart you are scheduling. If the report or chart contains parameters, you will see the following dialog. This allows you to send different parameter sets to different users or groups.

Set Recipients Dialog for Parameterized Reports

Entering recipients into the list is simple, click on the Add User/Group icon to select users and groups from the ERES database. You can also add regular email addresses by double clicking any row in the recipients list and typing it in manually. You may also click on Add User/Group and view the Prev. List tab for the previously listed recipients.

If you want to send all parameter sets or all templates to the same recipients, you do not have to add the recipients manually into all parameter sets and templates. Just add the recipients into one recipients list and then use one of the following buttons:

If you are scheduling a grouped report (such as a summary break report) and the report is using a database as a datasource, you will see the option for report bursting as well. Screenshots and detailed information for report bursting can be found in the Section 2.2.1.3.1 - Report Bursting.

For all other cases, you will see the following dialog containing only the recipients list.

Set Recipients Dialog

2.2.1.3.1. Report Bursting

If the scheduled report contains grouped data (like a summary break report), you can enable “report bursting”. When a report is burst, the main report is divided into smaller reports and each group report is then sent to a different recipient. The recipients are taken from a database column so you do not have to enter them manually for each group of data. This feature offers significant performance and security improvements over running many small reports. The report burst option is available only for database data sources (MySQL, MS SQL, Oracle etc...).

If the report contains grouped data, the recipients dialog will contain a bursting option at the top.

Report Bursting

To set up the burst report feature, the report has to have a column that contains email addresses that correctly correspond to the group by (row break) column. For example, if the report is an account statement grouped by a customer id column, the report must also contain a column that contains the email address for each customer. Note that the email column does not need to be visible in the report in order to use the bursting feature.

If the report meets the aforementioned requirements, you can enable report bursting by selecting the option Email Using Report Column Values at the top of the dialog. This will run a single query for the report, break the report up by groups, export each group, and deliver the exports to the email address listed for each group.

After you confirm the last step of the Create Package Wizard, the Schedule summary dialog pops up. It offers you a quick overview of the scheduled task you have just finished configuring. If you are satisfied with the task's settings, click Confirm. If not, click Back to go back to the Create Package wizard.

It is recommended to always check the Next Export Time. If you are not satisfied with the next export time, it indicates that the timing has been set wrong. You can click Back and revise the timing settings.

Schedule Summary

The Schedule Summary dialog has only one setting - Set start date to current date. This setting appears only when the start time has already passed. If you select this option, start time will be automatically set to current date/time.

Move the mouse over a scheduled object (report, chart, etc) in the Scheduled files list to display file and export locations.

If the email delivery is enabled, the tooltip also displays email recipients for the scheduled object. If the object has some parameters, there is a tooltip for each parameter set displaying email recipients.

Schedule Summary

The Edit option in the View Tasks window allows you to modify the existing schedule or archive. The edit dialog looks very similar to the Create scheduled task dialog. However, rather than having to go through the steps in sequence, you can skip to any section by clicking on the tab names. There is also a Done button, which allows you to exit the dialog whenever you are satisfied with your changes.

Edit Scheduled Task Dialog

The admin also has the ability to view a log report containing detailed information about previously run schedules and archives. To view the detailed Scheduler Log, log in as the admin, and go into the administration console. In the Server Options tab, under the Scheduler & Monitoring Options section, click on the View Scheduler Log icon.

Admin Console

This will pop up a window containing the Scheduler Log. The root report displays information regarding the schedule list. This not only includes the currently active schedules and archives, it also includes any completed schedules and archives.

Scheduler Log

	Note
	The list contains only tasks that have been run at least once in the past. If there are no such tasks, Scheduler log will not be visible. A“No tasks found!” warning message will be displayed instead.

All tasks in the Scheduler Log have Task type indicator which tells whether the task is a schedule or an archive.

If you do not want the completed schedules and archives to be on the list, you can filter them out. Click on the Filter icon, set the Show finished tasks? parameter to false and click Ok.

Scheduler Log Filter

The successful field indicates whether the task was run successfully during the last export time. If one of scheduled templates could not be exported or one of delivery methods could not be performed, the successful field will look like this: . If that happens, you can get more detailed information in the task's drill-down. This will be discussed later.

Under each task's header, there is a list of its files. If there are several parameter sets added to a single template, the file will take several rows in the list, but its name will be displayed only once (as displayed in the following picture).

Parameterized Report

The list contains one drill-down. If you click on a scheduled task name, another report will open, providing detailed information about the particular task.

Scheduler Log - Second Level

All tables between two consecutive blue headers show details for files that were run at the same run time.

Each scheduled file and parameter set has its own table. In the left part of the table, you will find file details, namely: name (also doubles as organizer path), template name (also doubles as disk path), export location, and parameter settings.

In the right part of the table, there are export and delivery methods results. All files have the Export success indicator. It indicates whether the file was successfully exported. This is the most important indicator, because if the file wasn not exported successfully, there is no file to be delivered by the delivery methods. If the export fails, be sure to check whether the template can be accessed by the ERES server (it could have been removed or renamed), if the export location can be accessed (there is enough free disk space and the ERES server has write permission to the directory) and if the file's data source can be accessed.

Each delivery method has its own indicator. If some delivery method was not enabled for the scheduled task, its indicator will not be visible in this table. If a delivery indicator is visible, you can click on it to drill-down.

Export and Delivery Success

This log level can be also filtered. The log can either contain all exports or just failed exports. To enable the filter, click on the Filter icon and set the Failed exports only parameter to true.

To return back to the root level, click on the Back icon.

Email Delivery Log

If you click on an Email delivery indicator in the second Scheduler Log level, email delivery log will open. It contains details for one file and one run time only. Each email recipient has one table which shows whether the email was sent successfully to the recipient's email address. If the delivery fails, an error message will be displayed.

For example:

Failed Email Delivery Details

In the previous picture, there is a failed email delivery. The log shows that an email from clint@quadbase.com to george2@quadbase.com (not actual email addresses) couldn't be sent because the ERES server wasn't able to connect to SMTP host at localhost:25. It could be caused by a network problem or by incorrect SMTP settings (as described in Section 1.4.1.2 - Setting Info). This is probably the most common problem with email delivery.

FTP delivery

FTP delivery log is much simpler – there is only one “recipient” so there is only one table. The table contains information about the scheduled file, ftp settings, run time, and success indicator and in case the delivery has failed – an error message. You can see such situation in following picture. The problem is that the ERES server was not able to connect to gamma.quadbase.com FTP host (not an actual FTP host).

Failed FTP Delivery

Printer Delivery Log

Printer delivery log is very similar to the FTP delivery log. It shows file and printer details and an error message (only in case the delivery has failed).

Successful Printer Delivery

To go back to the second log level, click on the Back button.