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Schedule

The Schedule dialog box is used to schedule a task to run a report or multiple reports at specific times and publish the report results to different destinations in various formats.

There are the following tabs in this dialog box: General, Parameter, Publish, Conditions, Notification, and Duration.

Back

Goes back to the left tab.

Next

Goes to the right tab.

Finish

Applies the settings.

Cancel

Closes the dialog box and discards any changes.

Help

Displays the help document about this feature.

General

The General tab allows you to specify the general information of the schedule task. It varies when you schedule to run a single report or multiple reports.

For Single Report

Schedule dialog - General tab

Schedule Name

Specifies the name for the schedule task.

Select Report Tabs

The section is available for page reports only. It allows you to specify the report tabs you schedule to run. The selected report tabs will be exported in the list order. If the page report has only one report tab, it is selected by default.

  • Export to One File
    If the option is selected, the selected report tabs will be exported to one result file.
  • Move Up button
    Moves the specified report tab one step up.
  • Move Down button
    Moves the specified report tab one step down.

Bursting Configuration

Available when scheduling a bursting report.

  • Select Schema
    Select one or more bursting schemas defined for the report to generate bursting results based on.

Non-bursting Result

Available when scheduling a bursting report. Specifies whether to generate non-bursting result based on whole data without data splitting.

Select Dynamic Connection

The section is available when there are multiple dynamic connections for the current log-in user. It allows you to specify a dynamic connection.

  • Data Source
    Displays the data source name in the catalog.
  • Connection Name
    Displays the dynamic connection name.
  • Connection
    Specifies a dynamic connection from the drop-down list.
  • Connection Properties
    Shows the information of the selected dynamic connection, which is read only.

Report Information

Specifies the report information.

  • Report
    Lists information about the report.
  • Catalog
    Lists the catalog information. Unavailable to shared reports.
  • Report Version
    Specifies the report version used for the schedule task. The default version is always the latest version. This option is unavailable to shared reports.
  • Catalog Version
    Specifies the catalog version used for the schedule task. The default version is always the latest version. This option is unavailable to shared reports.
  • Priority
    Specifies the priority level of the schedule task. The priority levels are from 1 to 10 in ascending order of lowest priority to highest priority. This property is available to administrators. By default this property is ignored unless server.properties is modified to set queue.policy not equal to 0.

Advanced

Configures some advanced settings.

  • Enable Style Group
    If a style group has been specified via the Override Style Group option in the server profile, this option gets selected by default and the specified default style group is selected in the Style Group drop-down list, which will be applied to run all the selected report tabs or web report for all export formats. You can also choose another style group from the Style Group drop-down list to run the page report tabs or web report.

    When the <No Style> item is selected in the Override Style Group drop-down list, this option is unselected by default and the style group properties of the selected report tabs or web report for the corresponding export formats that are predefined in Logi Report Designer will be used in the schedule task. These predefined style group properties take effect when publishing to version, disk, e-mail and FTP.

  • Enable Converting Encoding
    Specifies to enable the conversion of encoding. From the Before Converting and After Converting drop-down lists, select encodings as required.
  • Enable NLS
    Specifies whether to enable NLS for the report. If the option is selected, the Using Language drop-down list will be displayed for you to choose a language. If there is no NLS resource defined for the report, you can only run the report using the default language.
  • Encoding
    Specifies the encoding of the report from the drop-down list.
  • Connect to [Data Source Name]
    Specifies the DB user and password with which you want to connect to the data source the report uses.
    • Use the DB user and password defined in catalog
      If the option is selected, the DB user and password defined in the catalog will be used.
    • Use the DB User
      If the option is selected, you can then specify another DB user and password instead of the one defined in the catalog.
  • Add TaskListener to be Invoked
    Enables you to call a Java application before/after the report runs so as to obtain information about the report task.
  • Specify a preferred server to run the task
    Enables you to directly specify a server in a cluster to perform the schedule task instead of using load balancing. This option is available only when there are more than one active server in a cluster and when the Identify Server Preference option in the server profile.
  • Enable Auto Recover Task
    Specifies to enable the task to be auto recovered.
    • Maximum Retry Times
      Specifies the maximum number of times in which to retry running the task in order to recover it.
    • Retry Interval
      Specifies the interval between retries.
    • Recreate All Results
      Specifies whether to recreate all or just the failed results when you published the task to multiple formats.
  • Use User Defined Default On-screen Filter Values
    Applies the default on-screen filter values specified to the report for the user. Unavailable when Enable Setting Default On-screen Filter Values For the corresponding report type is not selected in the server profile.

For Multiple Reports

Schedule dialog - General Tab for Multiple Reports

Schedule Name

Specifies the name for the schedule task.

Report Information

Specifies the report information.

  • Catalog
    Lists the catalog used by the selected reports.
  • Priority
    Specifies the priority level of the schedule task. The priority levels are from 1 to 10 in ascending order of lowest priority to highest priority. This property is available to administrators. By default this property is ignored unless server.properties is modified to set queue.policy not equal to 0.

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Parameter

The Parameter tab allows you to specify the parameter values if any to run the reports.

Schedule dialog - Parameter tab

Enter Parameters

Lists all the parameters used by the reports. Edit the values according to your requirement.

If no parameter is used in the report, Report Server displays "No Parameter Needed" here.

Use Saved Values button Use Saved Values

If it is available, you can select the previously saved parameter values to apply to the report and save parameter values for reuse later.

Save as default

Saves current parameter values as the default values for the report. Not available when Enable Setting Default Parameter Values For the corresponding report type is unselected in the server profile.

This option is a user-report level setting. It is an action and takes effect after the task is submitted. Its initial status is always unselected.

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Publish

The Publish tab allows you to specify the type of the task. There are two main tasks to publish your reports: Default Task and User Task. By default, Default Task is used to publish the reports. To use the User Task, select the User Task link in the Default Task page.

Default Task

If you select Default Task to publish your reports with, when specifying the task type, you can choose from the following sub tasks:

  • To Version
    Publishes the report result to the versioning system.
  • To Disk
    Publishes the report result to the file system. This type is not supported to organization users or when you schedule to run multiple reports.
  • To E-mail
    Publishes the report result to e-mail.
  • To Printer
    Publishes the report result to a printer. This type is not supported for bursting result or when you schedule to run multiple reports.
  • To Fax
    Publishes the report result to fax. This type is not supported for bursting result or when you schedule to run multiple reports.
  • To FTP
    Publishes the report result to an FTP site. This type is not supported when you schedule to run multiple reports.

Note: If you are scheduling a bursting report, the Publish tab will change according to the bursting setting made in the General tab of the Schedule dialog box. For details about the change, see Scheduling a task containing a bursting report.

User Task

If you select User Task to publish your reports, you can implement a customized task with schedule properties. This option is unavailable to organization users or to bursting reports.

  • User Task Class Name
    Specifies the class name for the user task.
  • Display Name
    Specifies the display name for the user task.
  • User Task Properties
    Specifies user task properties to define tasks.
  • Import User Task Properties from File
    Imports a user task from a properties file.
  • Upload Properties
    Uploads the properties to Logi Report Server. The properties will be listed in the User Task Properties area.

To Version

The To Version tab is for you to specify settings for publishing the report result to the versioning system.

Schedule dialog - Publish tab - To Version

Publish to Versioning System

Specifies to publish the report result to the versioning system. You can publish the result to the following formats:

  • Logi Report Result
    Publishes the page report to a Logi Report result file (RST file). RST files can be exported to HTML, PDF, Text, Excel, XML, RTF and Postscript formats via Logi Report Server. This option is unavailable for bursting result, or when the schedule task contains both page reports and web reports.
    • Zip Result
      Specifies to compress the result to reduce the disk size and I/O; however, it uses more CPU resources.
    • Run Linked Report
      If the report is linked with other reports, you can specify whether or not to generate the linked reports (not including the detail reports) in the result. If you are only interested in the primary report, leave this option unselected. Generating linked reports at the same time will cause performance issue, especially when the linked reports contain a large amount of data.
    • Precision Level
      Specifies the precision level with which to publish the report result. Note that changing the default value may cause abnormalities in report layout.
  • Page Report Result
    Publishes the page report to a page report result file (RSD file) that can be viewed in a Page Report Studio window. Some reports cannot be published in the Page Report Result format, such as self-contained (CLX) reports, multi-level nested master and subreports, reports containing data objects, and reports developed from a dynamic query or hierarchical data source (HDS). This option is unavailable for bursting result, or when the schedule task contains both page reports and web reports.

    An RSD file is a middle result for page report that can preserve data and the working status of a page report and can be shared with others. Based on the RSD file, you can rebuild a page report to analyze data and to export to other formats. An RSD file is a standalone working file so all the useful information is added into it, such as catalog, report template, NLS, data, parameters and security. The security information of an RSD file is the user of the generator that creates it. When different users open the same RSD, they will get the same result based on the same security configuration. You cannot refresh a report viewed from an RSD file to refetch data from the database. When the system rebuilds a report according to the RSD file, it will only load data from the RSD file. When opening a report RSD, you cannot go back to the actions which the RSD generator took before generating the RSD file but can take actions based on the current RSD resources.

    • Zip Result
      Specifies to compress the result. The compressed file's suffix will still be .rsd, its size will be smaller which reduces IO and disk usage; however, it uses more CPU resources.
    • Precision Level
      Specifies the precision level with which to publish the report result. Note that changing the default value may cause abnormalities in report layout.
  • Web Report Result
    Publishes the web report to a static web report result file (WST file). WST files can be exported to HTML, PDF, Text, Excel, XML, RTF, and Postscript formats via Logi Report Server. This option is unavailable for bursting result, or when the schedule task contains both page reports and web reports.
    • Zip Result
      Specifies to compress the result to reduce the disk size and I/O; however, it uses more CPU resources.
    • Run Linked Report
      If the report is linked with other reports, you can specify whether or not to generate the linked reports (not including the detail reports) in the result. If you are only interested in the primary report, leave this option unselected. Generating linked reports at the same time will cause performance issue, especially when the linked reports contain a large amount of data.
    • Precision Level
      Specifies the precision level with which to publish the web report result. Note that changing the default value may cause abnormalities in report layout.
  • HTML
    Publishes the report result to the versioning system in HTML format.
  • PDF
    Publishes the report result to the versioning system in PDF format.
  • Excel
    Publishes the report result to the versioning system in Excel format.
  • Text
    Publishes the report result to the versioning system in Text format.
  • RTF
    Publishes the report result to the versioning system in RTF format.
  • XML
    Publishes the report result to the versioning system in XML format.
  • PostScript
    Publishes the report result to the versioning system in PostScript format.

Archive Location

Specifies the location for the saved report result version. This option is unavailable for bursting result.

  • Built-in Version Folder
    Specifies to save the report result version to the built-in version folder. This option is not available to organization users when the report is in the Public Reports folder, and to shared reports either.
  • My Reports Folder
    Specifies to save the report result version to the My Reports folder.
  • Public Reports Folder
    Specifies to save the report result version to the Public Reports folder. Not available to organization users.
  • Organization Reports Folder
    Specifies to save the report result version to the Organization Reports folder. Available to organization users only.

Apply Archive Policy

Applies an archive policy to the report result version. Some of the following options are unavailable for bursting result.

  • Archive as New Version
    Specifies whether to use multiple versions for the report result.
    • Maximum Number of Versions
      Specifies the maximum number of versions that will be listed in the version table of the report result. The default value is 0, which means that the version number is unlimited.
  • Replace Old Version
    Specifies to replace the old version when a new version is generated.

Result Auto-delete

Specifies the deleted date of the result. Set the result to be automatically deleted within one hundred years. If the time you specify exceeds one hundred years, Logi Report Server will keep the report result forever.

  • Result Expires in N Days
    Specifies a period after which the report result will be automatically deleted.
  • Result Expires After
    Specifies a certain day on which the report result will be automatically deleted.

Set Permissions

The option is unavailable when the schedule task is based on multiple reports.

When the schedule task is based on a single report, the option is available only when the Archive Location is specified to be a public folder and when you have the Grant permission on the report. Select the link to open the Set Permissions dialog box to set user permissions to the specified report tabs in the page report or web report.

To Disk

The To Disk tab is for you to specify settings for publishing the report result to the file system. It is not available to organization users or when you schedule to run multiple reports.

Schedule dialog - Publish tab - To Disk

Publish to Disk

Specifies to publish the report result to the file system. You can publish the report result to the following formats:

  • Logi Report Result
    Publishes the page report to a Logi Report result file (RST file). This option is unavailable for bursting result.
  • Page Report Result
    Publishes the page report to a page report result file (RSD file). This option is unavailable for bursting result.
  • Web Report Result
    Publishes the web report to a static web report result file (WST file). This option is unavailable for bursting result.
  • HTML
    Publishes the report result to the file system in HTML format.
  • PDF
    Publishes the report result to the file system in PDF format.
  • Excel
    Publishes the report result to the file system in Excel format.
  • Text
    Publishes the report result to the file system in Text format.
    • File Suffix
      Specifies the suffix of the Text file, which can be .txt or .dat.
  • RTF
    Publishes the report result to the file system in RTF format.
  • XML
    Publishes the report result to the file system in XML format.
  • PostScript
    Publishes the report result to the file system in PostScript format.

For each format, you can decide whether to publish the results to the server resource tree or to the server disk path. Then you need to type in the blank location text box root of the resource tree or disk path as shown in the examples below:

  • Example for server resource tree: /report1.rst
  • Example for server disk path: C:\temp\report1.rst

When publishing a page report, if you choose the Logi Report Result and Page Report Result formats, you need only provide one file path because all selected report tabs will be output into one file. For other formats, if you leave the Export to One File option in the General tab unselected, you need to specify a file path for each selected report tab.

To E-Mail

The To E-mail tab is for you to specify settings for publishing the report result to e-mail. Some options in the tab are unavailable for bursting result.

Schedule dialog - Publish tab - To E-mail

Mail To

Lists the e-mail addresses you have sent mail to.

New

Creates a new e-mail.

  • To
    Specifies the addresses you want to send the e-mail to.
  • Cc
    Specifies the addresses you want to send additional copies of the e-mail to.
  • Bcc
    Specifies the addresses you want to secretly send additional copies of the e-mail to. The recipient in the Bcc list is known to the sender and himself only.
  • Schedule button
    Opens the Select Role, Group and User dialog box to select users, groups, and roles in the Logi Report Server security system to use their mail addresses to send the e-mail.
  • Subject
    Specifies the subject of the e-mail.
  • Comments
    Specifies the contents of the e-mail or comments to the contents.
  • Use Default SMTP Account
    Specifies whether to use the default SMTP account configured in the Administration > Configuration > E-mail Server page of the server console as the e-mail publish account.

    The option is selected by default. Clear it and you will be able to specify a different account using the following options:

    • E-mail Address
      Specifies the e-mail address of the new SMTP account.
    • User Name
      Specifies the user name of the new account.
    • Password
      Specifies the password of the new account.
  • Compress Attachment as Java Archive
    Specifies whether to compress the mail attachment as Java Archive.
  • E-mail Result in HTML E-mail Format 
    Sends the report result via e-mail to the specified address in HTML format. The report result will be shown in HTML format in the mail body.
    • Run Linked Report
      If the report is linked with other reports, you can specify whether or not to generate the linked reports (not including the detail reports) in the result. If you are only interested in the primary report, leave this option unselected. Generating linked reports at the same time will cause performance issue, especially when the linked reports contain a large amount of data.
  • E-mail Result in Plain Text E-mail Format
    Sends the report result via e-mail to the specified address in plain text format. The report result will be shown in plain text format in the mail body with no other information such as color, images, and so on.

    Notes:

    • The two formats, E-mail Result in HTML E-mail Format and E-mail Result in Plain Text Format, cannot be support concurrently.
    • If you choose to send the mail in E-mail Result in HTML E-mail Format, the comments that you type for the mail will be overwritten by the report result.

When you select one of the following formats, that is you want to send the report result as an attachment file, you can specify a file name for the file by setting the File Name option.

  • Attachment in Logi Report Result Format
    Sends the report result via e-mail to the specified address with a Logi Report result file as attachment. Unavailable when the schedule task contains both page reports and web reports.
  • Attachment in Web Report Result Format
    Sends the web report result via e-mail to the specified address with a WST file as attachment. Unavailable when the schedule task contains both page reports and web reports.
  • Attachment in HTML Format
    Sends the report result via e-mail to the specified address with an HTML file as attachment.
  • Attachment in PDF Format
    Sends the report result via e-mail to the specified address with a PDF file as attachment.

    Note: If the Split PDF is enabled in the Administration > Configuration > Export > E-mail tab in the server console, the TOC and Sign options are disabled here.

  • Attachment in Excel Format
    Sends the report result via e-mail to the specified address with an Excel file as attachment.
  • Attachment in Text Format
    Sends the report result via e-mail to the specified address with a Text file as attachment.
    • File Suffix
      Specifies the suffix of the attached Text file, which can be .txt or .dat.
  • Attachment in RTF Format
    Sends the report result via e-mail to the specified address with a RTF file as attachment.
  • Attachment in XML Format
    Sends the report result via e-mail to the specified address with an XML file as attachment.
  • Attachment in PostScript Format
    Sends the report result via e-mail to the specified address with a PostScript file as attachment.
  • OK
    Retains the settings and adds the e-mail address into the Mail To list.
  • Cancel
    Cancels operations.

Edit

Edits the specified e-mail in the Mail To list.

Delete

Deletes the specified e-mail from the Mail To list.

To Printer

The To Printer tab is for you to specify settings for publishing the report result to a printer. It is not available for bursting result or when you schedule to run multiple reports.

Schedule dialog - Publish tab - To Printer

Publish to Printer

Specifies to publish the report result to a printer.

Select Print Method

Specifies the JDK print method to print the report result.

Printer

Specifies the name with the path of the printer. You can type it in the box or select it from the drop-down list.

When JDK1.4 is selected in the Select Print Method drop-down list, the following options will be available.

Paper Size

Specifies the paper size.

Print Range

Specifies the pages to be printed.

Copies

Specifies the number of copies you want to print. The number of copies will be applied to all specified pages.

Print to File

Prints the document to a file instead of a printer. This kind of files can only be opened and printed by serial port printer on Windows via DOS command.

  • File Name
    Specifies the name of the file to which you print. If no path is provided in the file name, the file will be saved to the working directory of the server.

Job Attributes

Specifies the properties of the print task.

  • Priority
    Specifies the print priority for this task.
  • Job Name
    Specifies the name of the print task.
  • User Name
    Specifies the name of the user.

Orientation

Specifies the orientation for the printed result.

  • Landscape
    Prints the report result in a Landscape orientation.
  • Portrait
    Prints the report result in a Standard letter orientation.
  • Reverse Landscape
    Prints the report result in a Reverse Landscape orientation.
  • Reverse Portrait
    Prints the report result in a Reverse Portrait orientation.

Color Appearance

Specifies to print the report result in Monochrome or in Color.

Print Quality

Specifies the print quality. It can be Draft, Normal, or High.

Print Sides

Specifies the print sides for the report result.

  • One Side
    Imposes each consecutive print-stream page upon the same side of consecutive media sheets.
  • Duplex
    Imposes each consecutive pair of print-stream pages upon the front and back sides of consecutive media sheets, such that the orientation of each pair of print-stream pages on the medium is correct for the reader as if for binding on the long edge.
  • Tumble
    Imposes each consecutive pair of print-stream pages upon front and back sides of consecutive media sheets, such that the orientation of each pair of print-stream pages on the medium is correct for the reader as if for binding on the short edge.

Sheet collate

Specifies the printing order for printing multi-page report.

  • Collated
    If selected, when you print two copies of a three-page report, the page order is 1, 2, 3; 1, 2, 3.
  • Uncollated
    If selected, when you print two copies of a three-page report, the page order is 1, 1; 2, 2; 3, 3.

Margins

Specifies the paper margins for the report result (MM or Inch).

Media Tray

First select a printer, and then from the drop-down list, specify the media tray.

To Fax

The To Fax tab is for you to specify settings for publishing the report result to fax. It is not available for bursting result or when you schedule to run multiple reports.

Schedule dialog - Publish tab - To Fax

Note that before you can fax the report result, you must have your modem configured, otherwise a warning message will be displayed.

Publish to Fax

Specifies to publish the report result to fax.

Quality

Specifies the quality of the fax: Best, Normal, and Fast.

Include Cover Sheet

Specifies to send a cover sheet with the fax.

The following items are displayed on the fax cover sheet.

To

Specifies the name of the recipient.

From

Specifies the name of the sender.

Company

Specifies the sender's company.

Date

Specifies the date on which the fax is to be sent. You can select the Calendar icon Calendar icon to select a date from the calendar.

Fax Number

Specifies the fax number of the recipient.

Phone Number

Specifies the phone number of the sender.

Re

Specifies the subject of the fax.

Comments

Specifies the comments of the fax.

Urgent

Specifies whether the fax is urgent or not.

For Review

Specifies that the recipient only needs to view the fax.

Please Comment

Specifies that the recipient is required to comment on the content of the fax.

Please Reply

Indicates that a reply is required for the fax.

To FTP

The To FTP tab is for you to specify settings for sending the report result to an FTP site. It is not available when you schedule to run multiple reports. Some options in the tab are unavailable for bursting result.

Schedule dialog - Publish tab - To FTP

FTP To

Lists the FTP sites you can send the report result to.

New

Creates a new FTP site.

  • Protocol Type
    Specifies the protocol type used for publishing the report result to FTP.
    • FTP (Standard File Transfer Protocol)
      Files are transferred in a non-secure (plain text) style.
    • This image notes any new content for version 17 of the product. For more information please see the Release Notes or What's New topics.SFTP using SSH2
      SFTP (SSH File Transfer Protocol, also known as Secure FTP) is a way of securely transferring files over remote systems and is supported by most Unix servers running SSH2. Ask your server administrator about availability.
    • SCP (Secure Copy)
      This is a means of securely transferring computer files between a local and a remote host or between two remote hosts, using the Secure Shell (SSH) protocol. If this type is selected, you will not be able to create folders to the FTP server.
    • FTPS with TLS/SSL (Explicit)
      Explicit connection type of FTP security with TLS/SSL.
    • FTPS with TLS/SSL (Implicit)
      Implicit connection type of FTP security with TLS/SSL.
  • FTP Site Name
    A user defined name of the FTP site. It is optional.
  • Host Address
    The domain name or IP address of the FTP site. It cannot be null.
  • Port
    The port of the FTP server. It is optional, and by default 21 is used for Standard FTP and Explicit FTPS, 22 SCP and SFTP, and 990 for Implicit FTPS.
  • This image notes any new content for version 17 of the product. For more information please see the Release Notes or What's New topics.Logon Type
    The way to authenticate to the FTP server. Available when SFTP using SSH2 is selected as the protocol type.
    • Normal
      Uses a password to authenticate.
    • Key File
      Uses a Secure Shell Protocol (SSH) key file to authenticate.
  • User Name
    The user name is valid to the authentication of the FTP server that can access the FTP site. If not specified, "anonymous" will be used as the user name by default.
  • Password
    The password is valid to the authentication of the FTP server that enables the user name to access the FTP site. Unavailable when Logon Type is set to Key File.
  • This image notes any new content for version 17 of the product. For more information please see the Release Notes or What's New topics.Key File
    The SSH key file used for authentication. Available when Logon Type is set to Key File.
  • This image notes any new content for version 17 of the product. For more information please see the Release Notes or What's New topics.Passphrase
    The passphrase to decrypt the SSH key file. Available when Logon Type is set to Key File.
  • Account
    The account of the FTP user if there exists.
  • Folder Location
    The location where to put the report result files on the FTP server. If not specified, the root path "/" of the FTP server will be used by default.
  • Handler Class
    A customized FTP-client handler class can be used instead of the one provided in Logi Report. You should specify a fully-qualified class name that is package name plus class name, for example, test.DemoJakartaFTPHandler.
  • Formats
    Specifies in which formats to send the report result file to the FTP site. You can specify one or more formats. For each format, you need to specify a name for the result file.
    • Logi Report Result
      Sends the report result in a Logi Report result file to the specified FTP site.
    • Web Report Result
      Sends the web report result in a WST file to the specified FTP site.
    • HTML
      Sends the report result in an HTML file to the specified FTP site.
    • PDF
      Sends the report result in a PDF file to the specified FTP site.
    • Excel
      Sends the report result in an Excel file to the specified FTP site.
    • Text
      Sends the report result in a Text file to the specified FTP site.
      • File Suffix
        Specifies the suffix of the Text file, which can be .txt or .dat.
    • RTF
      Sends the report result in a RTF file to the specified FTP site.
    • XML
      Sends the report result in an XML file to the specified FTP site.
    • PostScript
      Sends the report result in a PostScript file to the specified FTP site.
  • Check Connection
    Checks whether to be able to connect to the specified FTP location with the specified user account.
  • OK
    Retains the settings and adds the FTP site into the FTP To list.
  • Cancel
    Cancels the creation of the new FTP site.

Edit

Edits the specified FTP site in the FTP To list.

Delete

Deletes the specified FTP site from the FTP To list.

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Conditions

The Conditions tab allows you to specify the conditions for the publishing task. It contains the following sub tabs: Time and Trigger.

Time

The Time tab allows you to set settings for specifying the time for when the task is to be performed.

Schedule dialog - Conditions tab - Time

Time Zone

Specifies the time zone.

Time Type

Specifies when the task will be performed.

  • Run this task immediately
    Specifies to run the task as soon as you submit it.
  • Run this task at
    Specifies the time for when the task is to be performed once.
    • Date
      Specifies the date to run the task. You can select the Calendar icon Calendar icon to select a date from the calendar.
    • Time
      Specifies the time to run the task.
  • Run this task periodically
    Specifies the time for when the task is to be performed on a repeated basis.
    • Duration
      Specifies the period during which the task is to be performed.
      • Run after
        Specifies the start date and time of the period.
      • Run until
        Specifies the end date and time of the period.
    • Date
      Specifies the dates on which the task is to be performed.
      • Daily
        Performs the task every one day, two days, etc., or every weekday (from Monday to Friday).
      • Weekly
        Performs the task every one week, two weeks, etc., and on Sunday, Monday, Tuesday, etc.
      • Monthly
        Performs the task on the first day, second day, etc. of every one month, two months, etc., or on the first Sunday, Monday, etc. of every one month, two months, etc.
      • Show/Hide Exception
        Shows/Hides the exception date box that lists the dates on which you do not want to run the task.
        • Add
          Adds an exception date via the Select Condition dialog box.
        • Remove
          Removes the selected exception dates.

        Exception Date Box

    • Time
      Specifies the exact time at which the task is to be performed.
      • At
        Specifies the time to run the task.
      • Hourly
        Performs the task every one hour, two hours, etc., at a certain minute between the specified time period.
      • Minutely
        Performs the task every one minute, two minutes, etc. between the specified time period.
    • Run missed task upon server restart
      Specifies to run missed tasks when you restart the server.

Trigger

The Trigger tab allows you to set settings for specifying a trigger for the task.

Schedule dialog - Conditions tab - Trigger

Select a trigger to bind

Specifies the trigger from the drop-down list for the task.

New Trigger

Opens the New Trigger dialog box for you to create a new trigger. This option is not available to organization users.

Logic with time condition

Specifies the logic between time condition and trigger condition.

  • Trigger Only
    Performs the task only when the trigger is fired.
  • Trigger and Time Condition
    Performs the task when both time is up and the trigger is fired.

    Note: When this logic is selected:

    • No matter which condition is ready, the task can only be performed when its counterpart is ready.
    • If you specify the task to be performed at a specific time, you must select the option Run missed task upon server restart, otherwise the task will be regarded as expired and will be deleted when the time condition is ready before the trigger condition.
  • Time Condition after Trigger
    Performs a task when time is up after the trigger is fired. If the time condition is ready before the trigger condition, the task will be regarded as expired and will be deleted.
  • Time Condition or Trigger
    Performs the task when either time is up or the trigger is fired.

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Notification

The Notification tab allows you to notify someone by e-mail when the task finishes running, regardless of whether it is successful or unsuccessful.

Schedule dialog - Notification tab

Successful Task/Failed Task

Specifies to send an e-mail when the task is successful/unsuccessful.

Mail To

Lists the e-mail addresses you have sent mail to.

New

Creates a new e-mail.

  • To
    Specifies the address you want to send the e-mail to.
  • Cc
    Specifies the address you want to copy to.
  • Bcc
    Specifies the address you want to secretly copy to.
  • Subject
    Specifies the subject of the e-mail.
  • Comments
    Specifies the contents of the e-mail or comments to the contents.
  • Use Default SMTP Account
    Specifies whether to use the default SMTP account configured in the Administration > Configuration > E-mail Server page in the server console as the e-mail publish account.

    The option is selected by default. Clear it and you will be able to specify a different account using the following options:

    • E-mail Address
      Specifies the e-mail address of the new SMTP account.
    • User Name
      Specifies the user name of the new account.
    • Password
      Specifies the password of the new account.
  • OK
    Retains the settings and adds the e-mail address into the Mail To list.
  • Cancel
    Cancels operations.

Edit

Edits the selected e-mail in the Mail To list.

Delete

Deletes the selected e-mail from the Mail To list.

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Duration

The Duration tab is available only when you have enabled the task-level timeout mechanism. In this tab, you can specify a time duration for the task, and ask Logi Report Server to cancel the task or to notify you or someone else of the task status via e-mail if the task has not yet finished running when the task duration is up.

Schedule dialog - Duration tab

The following are the available options:

Timeout

Specifies the time duration for the task.

Notify by e-mail after the specified time

Sends an e-mail about the task information when the specified time is up.

  • Mail To
    Specifies the e-mail address of the recipient.

Cancel the task after the specified time

Cancels the running task when the specified time is up.

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