About the Basic Scheduling Tool

Topics:

The Basic Scheduling tool provides the ability to create a schedule for a procedure (FEX) from the Home page when a report procedure (FEX) is selected. The WebFOCUS Client security authorization model controls whether users are authorized to access the application content stored in the Repository and the Scheduling tools.

Note: The following information explains how to access this tool from the WebFOCUS Legacy Home page. If you are accessing this tool from the WebFOCUS Home page, see Accessing ReportCaster Tools from the WebFOCUS Home Page.

To create a new schedule for a report procedure (FEX), select a domain in which your procedures have been created. Right-click the report procedure (FEX) you want to schedule, point to Schedule, and then select the method to distribute the report procedure (FEX). You can distribute the report procedure (FEX) by Email, FTP, Printer, Report Library, or Repository.

Basic Scheduling Tool Quick Access Toolbar

The Quick Access Toolbar, located at the top of the Basic Scheduling tool, is always visible no matter which options are selected. It provides access to the most commonly used functions. From the Quick Access Toolbar, you can select the ReportCaster button to access the New Distribution List, Save, Save As, Delete, and Close options. You can also access the Save, Run, and Help options from the toolbar.

Run options are available for selection from the Run drop-down list.

Note: The schedule must be saved for Run options to be available or enabled.

The Run options you can select include: Run with default traces, Run with no traces, Run with Schedule traces, and Run with Schedule and Report traces .

Note:

  • If you have the Session Traces privilege, you will have the Run with Traces options in the schedule tools. If you are not authorized to run with traces, these options will not display.
  • Online help is available by clicking the online help icon.

Basic Scheduling Tool Ribbon

The Basic Scheduling tool ribbon partitions the scheduling options into the following categories:

  • Actions
    • Save & Close. Saves and closes the schedule.
    • Delete. Deletes the schedule and closes the Scheduling tool.
  • Show
    • Properties. Provides a Title, Path where the schedule will be created or was opened from, Summary, Job Priority Level, No Report to Distribute, and other settings for the schedule. The Delete this schedule if it is not scheduled to run again check box specifies to delete the schedule if, after it is run, it is not scheduled to run again. The Enabled (Scheduled job runs at specified time) check box specifies to run the schedule as specified by the Recurrence settings within the schedule. The No Report to Distribute drop-down list box specifies whether to process a No Report to Distribute result as an Error or a Warning.
    • Recurrence. Provides run-time intervals for distribution and repeat options. Provides the facility to Manage Recurrences (New, Edit, and Remove).
    • Task. Provides information on the report procedure (FEX) that is being scheduled. The Advanced Scheduling tool also provides options to create and delete tasks. Provides the facility to Manage Tasks (New, Edit, and Remove).
    • Distribution. Provides options to specify the recipients or location to which the report will be distributed. It also provides the ability to create, edit, and remove distributions.
    • Notification. Provides the options to set up notification of the schedule status.
    • Log Reports. Shows the Number of Jobs and the Log Report for individual jobs.
  • Options
    • Parameters. Specifies values for parameters that are required at run time by the report procedure (FEX) being scheduled.
    • Pre/Post-RPC. Allows you to specify that a WebFOCUS Server Procedure should be run before or after the scheduled task is run.
    • Advanced Task Settings. Allows you to input the report language and additional FOC Errors to be processed as warnings.
    • Email Server. Allows you to adjust the Mail Server settings. The default Mail Server displays in the Mail Server Name field. If the This server requires authentication checkbox is selected, you will be required to type an account name and password.

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