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Note:

• You can use parameters (amper variables) when specifying values in the Email settings of a schedule. These parameters can be system variables, such as &YYMD, or any amper variable for which a value is returned by the Reporting Server when the scheduled procedure is executed. To use the dot file extension separator after a variable terminate the variable with the '|' character (for example, &YYMD|.htm). Similarly, to use the ampersand character itself, follow the ampersand with the '|' character (for example, Smith&|Jones). If a value for a parameter specified in a schedule is not returned by the Reporting Server when the procedure executes, the schedule will fail with a "No report to distribute" error. If the scheduled task is burst, you can also use the '%BURST' symbol to include the burst value. If the Packet Email setting is Yes, the burst value will not be substituted in the Zip filename.
• A DHTML report distributed as an inline email message may not render correctly. For more information, see Considerations When Distributing DHTML Reports as an Inline Email Message.

1. In the Advanced Scheduling tool, select the Distributions tab.
2. Click the New drop-down list and select Email.

   The Distribution dialog box appears, as shown in the following image.

   

3. In the Distribution Name box, enter the name for this Distribution definition.

   Email is the default value.

4. From the Type drop-down list, select the method in which you will provide the email addresses that will receive the distribution. The options are:
   • Distribution List. The report will be sent to all email addresses in the selected Distribution List. For more information, see Creating a Distribution List.
   • Distribution File. Type the full path and file name of the external distribution file you want to use for this schedule. The path and file must be accessible to the ReportCaster Distribution Server. For more information, see How to Create an External Distribution File.

     

   • Email Address(s). If you select Email Address(s), you can specify multiple email addresses in the Email Address(s) fields. You must separate each email address with a comma (,) or a semicolon (;). The email addresses will appear in the To line of a single email when the scheduled output is distributed. Each individual email address can be a maximum of 130 characters according to the SMTP specification. The total maximum length of this field is 800 characters. For more information, see Specifying Multiple Email Addresses.

     Additionally, you can use group mail lists (defined on your mail server) with the Email Address(s) option. Group mail lists enable you to distribute a report or notification to multiple recipients without having to maintain multiple email addresses in the WebFOCUS Repository. The format of the group mail list depends on the mail server that you use. For example, if you are using a Microsoft Exchange Server and your group mail list is defined as #group1, you would enter group1@listdomain in the Email Address(s) fields. If the group mail list contains a space within its name, enclose the space with double quotation marks ('' ''). For more information, see your mail server administrator.

     

   • Dynamic Distribution List. A Dynamic Distribution List enables you to return in memory, either a list of burst values and destinations, or only a list of destinations from a data source (for example, a flat file, SQL database, FOCUS data source, or LDAP). For more information, see Creating a Dynamic Distribution List.

     When Dynamic Distribution List is selected, the To field is enabled to facilitate the selection of the Procedure Name. Once a procedure is selected, you can pass a parameter on the command line of the fex, as shown in the following image.

     

5. In the To box, type the value of the email of the recipient.
6. In the From box, type any value (for example, the name of the person creating the schedule). ReportCaster does not require the field, but your email system may require the field.
7. In the Reply Address box, type a valid email address. If recipients reply to the email, their messages are sent to this address. If your email system is unable to deliver the content, the undeliverable output message is also returned to this address. ReportCaster requires this field.
8. In the Subject box, type the text you want to appear in the email subject line. ReportCaster may not require this information, but it may be needed by your email system. The value you entered in the schedule Title field is the default Subject value.
9. Specify whether or not you want to send the report as an email attachment or within the body of the email inline by selecting or clearing the Send all reports as attachments option. For more information, see Using the Email Distribution Option in the Basic Scheduling Tool.
10. Optionally, you can type a message to appear in the email body to replace the default message, Please see attachment(s).
11. Specify whether or not to send the report as a compressed (.zip) file by selecting or clearing the Add Report to Zip File check box.

    By default, the Add Report to Zip File check box is not selected and the Report will not be compressed.

12. If the Add Report to Zip File check box is selected, enter the name of the Zip file in the Zip File Name box.

    Note: Support of Unicode characters in a Zip file name and content within a Zip file on Windows 7 and Windows 2008 Server R2 requires the following hotfix from Microsoft: http://support.microsoft.com/kb/2704299/en-us. Without this hotfix, file names are corrupted after you decompress a .zip file in Windows 7 or in Windows Server 2008 R2.

13. Click OK to save the Email distribution information.

    The Email distribution is listed in the table within the Distribution tab.

14. Click Save to save the schedule.

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Note: You can use parameters (amper variables) when specifying values in the FTP settings of a schedule. These parameters can be system variables, such as &YYMD, or any amper variable for which a value is returned by the Reporting Server when the scheduled procedure is executed. To use the dot file extension separator after a variable terminate the variable with the '|' character (for example, &YYMD|.htm.) Similarly, to use the ampersand character itself, follow the ampersand with the '|' character (for example, Smith&|Jones). If a value for a parameter specified in a schedule is not returned by the Reporting Server when the procedure executes, the schedule will fail with a "No report to distribute" error. If the scheduled task is burst, you can also use the '%BURST' symbol to include the burst value. If the multiple reports are distributed in one archive file, the burst value will not be substituted in the Zip filename.

1. In the Advanced Scheduling tool, select the Distributions tab.
2. Click the New drop-down list and select FTP.

   The Distribution dialog box appears, as shown in the following image.

   

3. In the Distribution Name box, enter the name of the Distribution definition.

   FTP is the default value.

4. From the Type drop-down list, select the method in which you will provide the FTP, location, and file name or file names the report will be distributed to. The options are:
   • Distribution List. Enter the Distribution List Name. The report will be sent to all FTP addresses in the selected Distribution List. For more information, see Creating a Distribution List.
   • Distribution File. Type the full path and file name of the external distribution file you want to use for this schedule. The path and file must be accessible to the ReportCaster Distribution Server. ReportCaster does not validate that the file exists. For more information, see How to Create an External Distribution File.

     

   • Single File. Type the name of the fully qualified path and file name of the file to which the report will be distributed. ReportCaster does not validate the location or whether the specified file already exists. The burst option is not supported with this distribution option. The maximum length of this field is 800 characters.

     

   • Dynamic Distribution List. A Dynamic Distribution List enables you to return in memory either a list of burst values and destinations, or only a list of destinations from a data source (for example, a flat file, SQL database, FOCUS data source, or LDAP). For more information, see Creating a Dynamic Distribution List.
5. In the Directory box, type the destination where the output will be sent.
   • You cannot create new Prepared Reports. However, all previously created Prepared Reports will be supported.
   • For WebFOCUS Server Procedures and Managed Reporting reports other than Prepared Reports, specify the FTP logon directory and path of the user ID to whose account on the SFTP or FTP server the report will be sent.
   • If left blank, this specifies that WebFOCUS Server Procedures distributed using FTP will be sent to the home directory of the FTP user.

   Note: When scheduling an FTP distribution, the maximum number of characters you can specify for the directory is 255, including the full path name.

6. In the Report Compression section, specify options by which to compress the report. Select Create an archive file (.zip), Create compressed file(s)(.zip), Create compressed file(s)(.gz), or accept the default, None. For more information, see Zip Settings.

   Note:

   • The default setting for Report Compression is derived from the configuration settings. For more information, see Zip Settings.
   • Support of Unicode characters in a Zip file name and content within a Zip file on Windows 7 and Windows 2008 Server R2 requires the following hotfix from Microsoft: http://support.microsoft.com/kb/2704299/en-us

     Without this hotfix, file names are corrupted after you decompress a .zip file in Windows 7 or in Windows Server 2008 R2.

7. In the optional Index File Name field, specify a name for the index file of the report.

   Note: Availability of this option is dependent on your ReportCaster configuration. For more information, see FTP Settings. For WebFOCUS Server Procedures, if you are going to specify that the report is to be burst, type the name of the file in which you want the index page to be created.

   Important: You must type the name of the index in the case specific to your operating system.

   The following table lists the case you should use for a specific operating system.

   Case	Operating System
   Uppercase	z/OS
   Lowercase	Windows UNIX

   Note: Index pages for burst report output contain only the burst values specified in the Distribution List.

8. Click OK to save the schedule.

   The schedule to distribute appears in the Advanced Scheduling tool.

9. Click OK to save the FTP task.

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After you specify distribution options for FTP in the Advanced Scheduling tool, you can customize settings for FTP server information.

1. In the Distribution dialog box, click the Options tab, as shown in the following image.

   

   The current value for FTP Server Name and Account Name display, by default.

2. To change the FTP Server Name, type the new value in the FTP Server Name field.
3. To change the Account Name, type the new value in the Account Name field.
4. Check the This server requires a secure SSH File Transfer Protocol (SFTP) check box if the FTP Server requires SFTP. Choose one of the following options:
   • Select Password if the server requires authentication with a user ID and password.
   • Select Public Key to authenticate using Public Key Authentication.
   • Select Public Key and Password (Multi-factor) to authenticate using Public Key Authentication and indicate that the server requires authentication with a user ID and password.

   Note:

   • There is more than one format for the Public and Private Key pair used for authentication to an SFTP Server. If the Public and Private Key pair used by your SFTP Server is in a format that is not recognized by the Distribution Server, you can generate keys in the appropriate format with the sshkeygen utility on the Distribution Server. For more information, see the WebFOCUS and ReportCaster Installation and Configuration for Windows manual.
   • The Private Key for the server using Public Key Authentication must be added to the sftp_private_key.txt file, which is located in the \cfg directory on the Distribution Server.

5. Click OK to save.

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Note: You can use parameters (amper variables) when specifying a value for the Printer Name field of a schedule. These parameters can be system variables, such as &YYMD, or any amper variable for which a value is returned by the Reporting Server when the scheduled procedure is executed. To use the dot file extension separator after a variable terminate the variable with the '|' character (for example, &YYMD|.htm). Similarly, to use the ampersand character itself, follow the ampersand with the '|' character (for example, Smith&|Jones). If a value for a parameter specified in a schedule is not returned by the Reporting Server when the procedure executes, the schedule will fail with a "No report to distribute" error. If the scheduled task is burst, you can also use the '%BURST' symbol to include the burst value.

1. In the Advanced Scheduling tool, select the Distributions tab.
2. Click the New drop-down list and select Printer.

   The Distribution dialog box opens, as shown in the following image.

   

3. In the Distribution Name field, enter the name of the printer Distribution definition.

   Printer is the default value.

4. Select the output type you would like to print.

   The following distribution output types are available for Print in the Advanced Scheduling tool.

   • Distribution List. The report will be sent to the printers specified in the selected Distribution List. To select a Distribution List, click the icon next to the Distribution List field. For more information, see Creating a Distribution List.
   • Distribution File. Type the full path and file name of the external distribution file you want to use for this schedule. The path and file must be accessible to the ReportCaster Distribution Server. For more information, see How to Create an External Distribution File.

     

   • Printer Name. Specify the printer name in the Value box using the following format.

     queue@printserver

     where:

     queue

     Is the name of the printer queue.

     printserver

     Is the host name or IP address of the printer.

     Note: ReportCaster can differentiate between the printer queue and the printer host name or IP address due to the presence of an at sign (@) separator. Although ReportCaster supports specifying only the host name or IP address of the printer, we recommend that you specify both the printer queue and host name or IP address when distributing ReportCaster output to a printer. The maximum length of this field is 800 characters.

     

   • Dynamic Distribution List. A Dynamic Distribution List enables you to return, in memory, either a list of burst values and destinations or only a list of destinations from a data source (for example, a flat file, SQL database, FOCUS data source, or LDAP). For more information, see Creating a Dynamic Distribution List.
5. Specify an amount for the Value field.
6. Click OK to save the Printer task.

   The schedule task appears in the Advanced Scheduling tool.

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Note: You can use parameters (amper variables) when specifying values for the Library fields of a schedule. These parameters can be system variables, such as &YYMD, or any amper variable for which a value is returned by the Reporting Server when the scheduled procedure is executed. To use the dot file extension separator after a variable terminate the variable with the '|' character (for example, &YYMD|.htm). Similarly, to use the ampersand character itself, follow the ampersand with the '|' character (for example, Smith&|Jones). If a value for a parameter specified in a schedule is not returned by the Reporting Server when the procedure executes, the schedule will fail with a "No report to distribute" error. If the scheduled task is burst, you can also use the '%BURST' symbol to include the burst value.

1. In the Advanced Scheduling tool, select the Distributions tab.
2. Click the New drop-down list and select Report Library.

   The Distribution dialog box opens, as shown in the following image.

   

3. In the Distribution Name field, enter the name of the Report Library Distribution definition.

   Report Library is the default value.

4. Verify that the folder location is correct or make manual edits in the Folder Location field.

   The folder location defaults to the same folder as the report procedure (FEX) being scheduled. Users can also select a different folder that they have authority to write to and create content in for the report to be distributed to that location.

   Note: As a best practice, create and specify a different folder to which the Library reports will be distributed.

5. Optionally, click Advanced to set optional subfolders, category, and report compression, as shown in the following image.

   

   Use the following information to set these options:

   • Compress Stored Report. Enables you to compress a library report when it is stored in the Repository.
   • Enable Subfolder. Can be enabled to indicate a subfolder to which to distribute a report. If Enable Subfolder is selected, a pattern must be indicated. A pattern can contain text, parameters (amper variables), and the %BURST symbol.
   • Category. An optional value that can be used to sort library reports within the ReportCaster Explorer. For more information, see Using the ReportCaster Explorer .
6. Select Private, Published, Shared, or Shared with in order to determine which groups and users are authorized to access to the Library report.

   If you select Shared with, click the Access List button to invoke the Open dialog box from which you can select an Access List that you are authorized to access.

7. Select Expire after if you would like the Library Report to be deleted after the schedule at a later date. Never Expire is the default selection.
8. Click OK.
9. Select Save & Close to save your changes.

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1. In the Advanced Scheduling tool, select the Distributions tab.
2. Click the New drop-down list and select Repository.

   The Distribution dialog box appears, as shown in the following image.

   

3. In the Distribution Name box, enter the name of the schedule.

   Repository is the default value.

4. Verify that the folder location is correct. Use the folder location button to select a folder or make manual edits in the text field.

   The folder location defaults to the same folder as the report procedure (FEX) being scheduled. Users can also select a different folder that they have authority to write to and create content in for the report to be distributed successfully to that location.

5. Click OK.
6. Select Save & Close to save your changes.

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1. In the Advanced Scheduling tool, select the Distributions tab.
2. Click the New drop-down list and select a distribution method.

   Populate all required fields for the selected method. For specific guidance on using a particular method, see Using the Email Distribution Option in the Advanced Scheduling Tool, Using the FTP Distribution Option in the Advanced Scheduling Tool, Using a Printer Distribution Option in the Advanced Scheduling Tool, Using the Report Library Distribution Option in the Advanced Scheduling Tool, or Using the Repository Distribution Option in the Advanced Scheduling Tool.

3. Click the New drop-down list and select another distribution method. Populate all required fields for the selected method. The multiple distribution methods that you have selected display, as shown in the following image.

   

   You can select additional methods, or complete your schedule creation process.

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1. In the Advanced Scheduling tool, select the Tasks tab.
2. Click the New drop-down list and select a task type.

   Populate all required fields for the selected task. For specific guidance on creating tasks, see About Tasks in the Advanced Scheduling Tool.

3. Click the New drop-down list and select another task. Populate all required fields for the selected tasks. The multiple tasks that you have selected display, as shown in the following image:

   

   You can create additional tasks, or complete your schedule creation process.