Work With Report Scheduler Jobs

This article tells you how to work with jobs in Report Scheduler. It tells you how to create, edit, delete, preview, copy, and run jobs. It also tells you how to view the history for a job and how to view the log file for each job run. The jobs table of the Report Scheduler is also described.
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CreateNewJob
This article tells you how to work with jobs in Report Scheduler. It tells you how to create, edit, delete, preview, copy, and run jobs. It also tells you how to view the history for a job and how to view the log file for each job run. The jobs table of the Report Scheduler is also described.
Contents
Create or Edit a Job
To schedule a report, you create a job.
You can edit any of the settings of an existing job or can disable a job so that it does not run.
To create or edit a job:
  1. To create a job, click the
    Create New Job
    icon. To edit an existing job, select the job from the table and click the
    Edit Selected Job
    icon.
    The appropriate settings window appears.
  2. In the
    Job Info
    section:
    1. Provide a name for the report and check the
      Enabled
      option to allow the job to run.
    2. If desired, assign the job to an account.
    3. If desired, enter a description for the job.
    4. Select
      Performance
      or
      SLA
      for the type of report.
    5. If desired, browse to a different report.
      If you select a print job from the table, the name of the source report is displayed in the
      Report
      field.
    6. If you selected
      Performance
      for the
      Type
      , make a selection from the
      Time Frame
      drop-down list. The default is Last Full Day. If you selected
      SLA
      for the
      Type
      , make a selection from the
      Depth
      drop-down list.
      The
      Full SLA
      option provides the most detail, but is more resource intensive than the other options.
    7. If desired, select a different data
      Aggregation Interval
      . The default is Automatic. To print the job at the report settings, you must change the
      Time Frame
      to match the report time frame and the
      Aggregation Interval
      to match the report aggregation interval.
      You can change the data aggregation interval for each new job. This will not change the aggregation interval in the saved report. Saving a job saves the time frame and aggregation interval selections for that job.
    8. Select the desired
      PDF Page
      options for the report.
  3. In the
    Schedule
    section:
    1. Select an option under
      Scheduling
      . The Run this job pane updates dynamically based on your selection.
    2. Specify the time and date to run the report. Use the
      With Time Zone
      drop-down list to select the time zone for the report. The time zone that you select determines when the job is executed, and which time zone the report displays. If you do not select a time zone, the local time zone is used by default.
      The job will run at the first specified time after the
      Starting
      time you set.
  4. In the Delivery section, select  at least one delivery method:
    • If you select
      Email using this template
      , SMTP server settings must be configured.
    • If you select
      FTP with these settings
      , enter information in the required fields. You can use the
      Location
      field to specify a subdirectory in which to save the report. For example, enter
      reports/monthly
      to save the report in a subdirectory named
      monthly
      . The
      Passive
      check box allows you to set passive or active FTP mode. Passive mode is recommended if the UMP server and FTP server are separated by a firewall.
Preview a Job
You can view a PDF of a report without sending it to the selected delivery methods by previewing it. This also provides an easy way to save the report on your computer.
To preview a report
  1. Click the job that you want to preview in the Report Scheduler table to select it.
  2. Click the Preview Report of
    Selected Job
    icon.
    A PDF of the report is displayed in your browser.
Run a Job
You can run a job at any time. The report is sent to the specified delivery method(s). Running a job does not affect the regular schedule for the job.
To run a job
  1. Click the job that you want to run in the Report Scheduler table to select it.
  2. Click the
    Run Selected Job Now
    icon.
    The job runs and the report is sent to the specified delivery method(s). The report is named <job_name>_<yearmonthdate>_<hoursminutesseconds>.pdf. Any invalid symbols or characters in the job name are removed.
Copy a Job
You can make a copy of an existing job. This is useful if you want to create another job with similar settings.
To copy a job
  1. Click the job that you want to copy in the Report Scheduler table to select it.
  2. Click the
    Copy Selected Job icon
    .
    The Set Name of Copy dialog is displayed.
  3. Enter a name for the copy of the job.
    If you do not enter a name, the new job is named Copy of <job name>.
  4. Click OK.
    The copy of the job is created. You can edit the settings of the copy.
Delete a Job
You can delete jobs that you no longer want. When you delete a job all runs of the job and the job history are also deleted.
To delete a job
  1. Click the job that you want to delete in the Report Scheduler table to select it.
    You can press Ctrl + click to select multiple jobs, or Shift + click to select contiguous rows of jobs.
  2. Click the
    Delete Selected icon
    , then click Yes.
    The job is deleted.
View Job History
You can view the log file for each run of a job. The log file includes information such as actions taken, times, status, and errors.
To view the job log file
  1. Click the job in the Report Scheduler table to select it.
    The <Job Name> History dialog is displayed.
  2. Click the run that you want to view the log for and click View Log.
    The log is displayed.
You can also access the log file from an error message if a job is unsuccessful. The Job Run dialog displays the error message and a link for viewing the log file.
View the Job Log File
You can view the log file for each run of a job. The log file includes information such as actions taken, times, status, and errors.
To view the job log file
  1. Click the job in the Report Scheduler table to select it.
    The <Job Name> History dialog is displayed.
  2. Click the run that you want to view the log for and click View Log.
    The log is displayed.
You can also access the log file from an error message if a job is unsuccessful. The Job Run dialog displays the error message and a link for viewing the log file.
The Report Scheduler Jobs Table
The Report Scheduler jobs table lists the jobs that you have created. To take action on a job, first click on the job in the table to select it.
Click a column heading to sort the list of jobs by that column, and click again to switch between ascending and descending order. Enter text in the field next to a column header to filter for that text.
The far left column contains icons indicating the status of the job definition:
  • Enabled Icon - Enabled.
  • Disabled Icon - Disabled.
  • Invalid Schedule Icon - Invalid schedule. This might mean the date that is specified for running the job does not exist (for example, Feb. 30) or that the date is in the past.