Creating a Schedule in the Basic Scheduling Tool
This section provides the overall procedure to create a new schedule
for a report procedure (FEX). Some steps in the procedure contain
details on the associated options, while other steps direct you
to a separate section that contains detailed descriptions of the options
and additional information, such as tips in making a selection.
To save a schedule, the required information in the Properties,
Recurrences, Distribution and Notification tabs must be provided.
If required schedule information is missing when you save the schedule,
a message will display informing you of the schedule information
that needs to be entered.
Procedure: How to Create a Schedule
Basic Scheduling tool, as described earlier in this section. For
more information, see About the Basic Scheduling Tool.
In the Properties
tab, you can edit the name for the schedule in the Title box.
This is a required field and a default name
Type a descriptive
summary in the Summary box.
Note: This is an optional field.
Job Priority Level.
Normal - 3 Job Priority Level is the default.
Check the Delete
this schedule if it is not scheduled to run again check
box if you do not want this schedule to be stored in the Repository
if it will not run again as specified in the Schedule recurrence settings.
Leave the Enabled
(Scheduled job runs at specified time) check box checked
if you want scheduled jobs to run as specified in the recurrence
Recurrences tab and make the following selections.
From the Settings radio button list, select a time interval
that the schedule will use to run the report procedure (FEX).
You can set the interval to Run Once, Minutes,
Hourly, Daily, Weekly, Monthly, Yearly, or at Custom intervals.
From the Start Schedule options, select the date (from the
drop-down calendar) and time you want the schedule to begin running.
Note: To change the time setting,
select either the hour or minutes and use the arrows to increase
or decrease the value.
If applicable to the Run Interval selection, from the End Schedule
options, select the date and time you want the schedule to stop
If applicable to the Run Interval selection, from the Advanced settings,
click the Repeat schedule every: check box
to enable custom intervals.
Note: This option is disabled
for the Run Once, Minutes, and Hourly settings options.
Select the Tasks tab.
The Path, Procedure, Server Name, and Save Report As fields are
populated according to the report procedure (FEX) you selected to
schedule. For a description of the Task tab, see About Tasks in the Basic Scheduling Tool.
Select the Distributions tab
and specify the information for the distribution method you selected.
Select the Notification tab
and specify whether or not you want to send a notification when
the schedule runs and under what conditions to send it. The notification
ReportCaster will not send a notification
of the schedule status under any circumstances. This is the default
a notification each time the schedule runs.
On Error. Only
send a notification when there is an error running the schedule.
more information, see Notification Options in the Basic Scheduling Tool.
In the Log
Reports tab, you can view log and manage log reports for the schedule.
the schedule, click Save & Close on the
Note: You can optionally click Save on
the toolbar to remain in the scheduling tool.
The Save dialog box appears, as shown in the following image.
folder that will contain the schedule.
- You must be authorized
to create content in this folder.
- The default location
for saving a schedule is dependent upon your privileges. If you can
create content in the folder where the scheduling tool is launched,
the Save dialog will be positioned in that folder. If you are not
allowed to create content in that folder, the Save dialog will be
positioned in the My Content folder located under that folder. If a
My Content folder is not available, the Save dialog will be positioned
in the first writable folder found.
name for the schedule and click Save.