Intellicus Enterprise Reporting and Business Insights 19.0

Schedules

0 views June 28, 2020 0

A schedule has information related to time and frequency of report execution.  A schedule can be designed to be executed once (now or at a pre-set time) as well as re-occurring in a time span.

A schedule can be associated with one or multiple jobs.

Schedule is created on Schedules page.  Created schedules are listed on Schedule List page.

To open Schedules page, click Add Schedule button from Schedule List page.

Schedules page
Figure 20: Schedules list

Use this page to get a list of schedules.  Also use this page to create, modify or delete a schedule.

This page lists the Schedule Name, Organization/Owner and Frequency.

The Filters area

When the page opens, Filter tab remains collapsed. Click filter button or any of the filters from the filters pane to open the page. The pane also displays current filter settings.

Schedules filters
Figure 21: Filter tab of Schedules page

In Schedule Name Contains, specify a few characters that the schedule you are searching contains.  For example, if you specify “2019”, all the schedules whose name contains “2019” will be listed.

The page is designed to list up to 4000 schedules.  By default, it displays first 500 schedules.  In Show, you can select a value among 100, 500, 1000 and 4000.

You can filter the schedules to hide unwanted schedules from the list.

In Select Owner, specify Organization and User’s name who owns the schedule.

By default, a super administrator can list all self-owned schedules and public schedules created by others.

In Private Owned By, select None to not view any private schedules, select Selected User to view selected user’s private schedules, select Selected Org to view private schedules of users belonging to the selected organization (in Select Owner) and All to view private schedules owned by all the users.

In Public Owned By, select None to not view any public schedules, select Selected User to view selected user’s public schedules, select Selected Org to view public schedules of users belonging to the selected organization (in Select Owner) and All to view public schedules owned by all the users.

Filtering the list

Select / specify filter criteria and click Apply button.  Tasks that meet specified filter criteria will be listed.

The Result area

Schedules that meet the filter criteria are listed in Result area.  Use buttons on the pagination toolbar to navigate to list tasks that are on other pages.

The list has Schedule Name, Organization/Owner and Frequency columns.

Operations on selected Schedule

Click anywhere on the schedule row to open and modify the schedule details.  When you click the horizontal ellipsis button in the schedule row, following menu opens.

Schedules menu options
Figure 22: Menu options on Schedule List page

On menu, click Add Like option to create a schedule having all or most of the details same as the selected schedule.  When you click this option, Schedule Details page opens having the details filled in like that of the selected schedule.  To add a schedule, change Name and other information.  This way, you not only reduce chances of entry errors, but also save time in adding the schedule.

To modify the selected schedule, click Modify option from the menu.  Details of the selected schedule will be opened on Schedule Details page where you can make changes and save the modified schedule.

To delete the schedule, click Delete option from the menu.

Note: You cannot delete a schedule that is associated with a job.

Click Associated Job List option to view jobs with which this schedule is attached.

Add a schedule

  • You reach to Add schedule page when you click Add Schedule button from Schedule List

Add schedule page
Figure 23: Creating a new schedule.  Name entry box can’t be left blank.

To create a whole new schedule, specify the below information:

  1. In Name, specify a unique name for this entry. This name will be used to refer to this schedule.  This can’t be left blank.
  2. In Start Date select the date from which schedule should be implemented. By default, today’s date will appear there.
  3. In End Date, select the date from which the schedule would not be available. If this is kept blank, this schedule will never expire and will continue to be available for implementation.
  4. In Select Frequency, select the frequency. Details are given after these steps.  This sets day(s) on which this schedule will be implemented.
  5. Specify information under Select Time. Details are given after these steps.  This will have the time when the schedule should be implemented.
  6. Click the Save button to save the schedule details.

To abandon the process, truncate the changes and return to Schedules page, click the Cancel button.

Details

Frequency Details (daily, weekly, monthly)

The frequency is set in following ways:

  • Daily (by days)
  • Weekly (by weeks)
  • Monthly (by months and dates / days within month)

To set frequency as Daily (by days)

  1. While setting up schedule, under Select Frequency, select Daily. The page changes accordingly.
  2. Under Every, specify the number of days after which the schedule should repeat itself.

Scheduling on day basis
Figure 24: Setting up schedule to be repeated based on days

For example, if you want schedule to be repeated once in three days, (1st, 4th, 7th and so on), select 3 as number of days.  To repeat the schedule every alternate day, select 2 as number of days.  Once a week, select 7 as number of days.

To set frequency as Weekly

  1. While setting up schedule, under Select Frequency, select Weekly. The page changes accordingly.
  2. Under Every, select after how many weeks, the schedule should be repeated.
  3. Select the check boxes of day when you want the schedule to repeat.

Scheduling on days of week basis
Figure 25: Setting up schedule to be repeated by weekdays

For example, if you want schedule to be repeated every 3 weeks, and implemented on Tuesday and Friday, select 3 in Every and select check boxes of Monday and Wednesday.

To set frequency as Monthly (by dates)

In this case, a schedule is set to repeat on selected months and on specific dates.

Scheduling based on selected dates of month
Figure 26: Setting up schedule to be repeated on monthly basis (dates)

  1. While setting up schedule, under Select Frequency, select Monthly. The page changes accordingly.
  2. Select the months in which the schedule will be implemented.
  3. Select the option On Selected Date(s).
  4. Select the dates on which you want the schedule to repeat.

For example, if you want schedule to be repeated in April, July, Oct and December on dates 1, 3, 4, 6, 25, select months Apr, Jul, Oct and Dec.  Select dates 1, 3, 4, 6 and 25.

To set frequency as Monthly (by days)

Here a schedule is set to repeat on selected months and on a specific day

Scheduling based on days of month
Figure 27: Setting up schedule to be repeated on monthly basis (days)

  1. While setting up schedule, under Select Frequency, select Monthly. The page changes accordingly.
  2. Select the option On.
  3. Select the required option among 1st, 2nd, 3rd, 4th and 5th, followed by selection of day.
  4. Select one or more month.

For example, if you want schedule to be repeated every 3rd Friday of January, February and October, select the months Jan, Feb and Oct.  Select 3rd and Friday as day.

Time for implementing the schedule

This is the time when on given day, the schedule should be implemented.  It can be made to:

Occur only once at a specific time on given day

Occur more than once (at given interval) on given day

Select the Time Zone as per which the schedule execution time will be entered on this page.  For example, if you select GMT, schedule will be executed at specified time as per GMT.  If Time zone is not selected, schedule will be executed as per report server’s time zone.

Occur Once at

Select this if you want the schedule to occur only once at a specified time.

For example, once only at 20:00:00 hours.

Specifying time
Figure 28: Specifying time for implementing the schedule

Click the option button on the left of Occurs Once at and specify the time in hh:mm:ss format in the entry box.

Occurs Every

Select this if you want the schedule to repeat at an interval of set number of hours.

Click the option button on the left of Occurs Every and select a number indicating the number of hours after which the schedule should repeat.  Set time for Starting at and Ending at is the time between which this schedule will occur.

For example, Starting at 04:00:00 hour, every 2 hours up to 6:45:00 hours.