Use the report scheduler to create and manage frequently used reports so that they will be automatically executed by the OMNITREND Web server at the times you specify. In the menu "Tools" click the command "Report scheduler" to start the process.
Note: The function is enabled only in the multi-user version.
The tasks are permanently in the database. To create a new task, go to "New". If you wish to display or configure a process for an individual task, select the task in the task table, and click "Edit". Use the "Delete" button in order to remove previously created tasks.
To execute a task once as a test, select the task in the task table, and click "Run". Use the "Activate" command to execute the task at the times you specified. Terminate the execution of the task by clicking" Deactivate".
Clicking "New" to create a new task or "Edit" to change the properties of an existing task will open the "Report scheduler task properties" dialog box.
The first tab, "Task", contains the general settings like the name and description of the task, report templates and data sources. A name must be assigned, and at least one report must exist and be added to the report list. Only then is the OK button enabled. Multiple data sources can be selected; see Selecting a data source. If the list is left empty, the report generator will fall back on the report or template settings.
In the second tab, "Schedule", you can specify the times at which the reports are executed.
Besides the start time you can also set the end time. Check the check box to allow input. Use the Calendar dialog box, accessible using the "Calendar" button, to select the date. "Retrieve data" is set equal to the current time at each task execution, so that the generated report contains only the data as of the last execution.
You have the choice between five periodicities. The possible settings vary depending on the selected option.
Daily
Frequency of the task execution in days, e.g. every 2nd day.
Weekly
Besides the frequency of the task execution in weeks, you can also determine individual days of the week on which the task is executed.
Monthly
Here you specify either the day of the month or a certain week day of the month. Click the button "Select month" to go to the dialog box where you can specify the months in the year when the settings are to apply.
Quarterly
Settings are the same as for "monthly", except that only every 4th month can be selected.
Annually
The settings are the same as for "monthly", except that only one month can be selected.
In addition, you can set the section change and units. The procedure is similar to that for the global settings. The latter also serve as default settings.
Use this tab to assign rights to the generated reports to the user groups. You have the choice between three privilege levels that you can also combine:
Read
Write
Run
Use the "Result" tab to specify how the generated reports are to be made available to the users.
If the reports are to be printed, activate the settings by clicking the "Print report" box. Select a printer and specify the number of copies.
Notes:
The printer list contains names of the printers available on the server.
At least one printer must be installed and defined as standard on the OMNITREND Web Server computer!
Generated reports can also be permanently saved. Either the file system or database can be selected as the saving destination.
Note: The file system is the file system of the server! The dialog box for selecting the target directory forms the folder structure of the server as of the document base directory. The base directory can be specified using the Administration Tool. The default setting depends on the operating system and generally corresponds to the pattern: "Program data/PRUFTECHNIK/OMNITREND/Web-server/database name/".
In saving generated reports in the file system, two report types are supported: Live Document and Fixed Document. These formats are described in Report types.
If "Database" is selected as the saving destination, you must select a category. In this option all three report types are supported. You can then specify that generated report objects will be appended to the tree position selected in the "Task" tab, so that later they can be made visible in the tree.