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Scheduling Tasks to Publish Reports

1. Do either of the following to open the Schedule dialog.
   • On the JReport Console > Resources page, browse to the report you want to schedule to run, then:
     • Put the mouse pointer over the report row and click the Schedule button on the floating toolbar.
     • Select the report row, right-click in the row and select Schedule from the shortcut menu.
     • Select the report row and click Run > Schedule on the task bar of the Resources page.
   • On the JReport Console page, click My Tasks on the system toolbar, then select the Scheduled tab. Click New Schedule on the task bar of the My Tasks page, then in the New Schedule dialog, check the Select Report to Create Schedule radio button, specify the folder and then the catalog in which the report you want to schedule to run is saved, then select the report and click OK.
   • On the JReport Server Start Page, click Schedule in the Manage category, the My Tasks page with the Scheduled tab selected is displayed. Click New Schedule on the task bar of the My Tasks page, then in the New Schedule dialog, check the Select Report to Create Schedule radio button, specify the folder and then the catalog in which the report you want to schedule to run is saved, then select the report and click OK.
2. In the General tab,

   

   1. Specify the name for the task in the Schedule Name text box.
   2. For a page report, select the report tabs you want to run from the page report. You can choose multiple normal report tabs or one bursting report at a time (for scheduling a bursting report, see Scheduling a Task Containing a Bursting Report). When multiple normal report tabs are selected, check Export to One File if you want to export them to just one result file. The report tabs will be exported in the list order. You can change the order of the report tabs by clicking and .
   3. If there are multiple dynamic connections available, expand the Select Dynamic Connection section and select a connection from the drop-down list. Click Connection Properties to view the connection information if needed.
   4. Expand the Report Information section, click Select Another Catalog to specify another catalog for the report if required.

      Select the report version and catalog version from the corresponding drop-down lists.

      Assign a priority to the task from the Priority drop-down list. The Priority property is available to administrators only and the priority levels are from 1 to 10 in ascending order of lowest priority to highest priority (by default this property is ignored unless server.properties is modified to set queue.policy not equal to 0).

   5. Expand the Advanced section to configure some advanced settings for the report.

      Specify the style group for the report.

      Check the Enable Converting Encoding option and specify the encoding before and after converting from the corresponding drop-down lists.

      If the report is defined with NLS, check Enable NLS then specify a language to display the report contents in.

      Define the encoding for the report by selecting from the Encoding drop-down list.

      Specify the DB user and password with which to connect to the data source. You can either use the default ones defined in the catalog or specify another DB user and password.

      Check the Add TaskListener to be Invoked option to call a Java application before/after the report runs so as to obtain information about the report task (for details, see Applying TaskListener).

      If you are in a cluster environment, you can also directly specify an active server in the cluster to perform the schedule task via the Specify a preferred server to run the task option.

      If you want to enable task recovery, check Enable Auto Recover Task, then specify the maximum number of times in which to retry running the task in order to recover it, the time interval between the retries, and whether to recreate all or just the failed results when you publish the task to multiple formats.

      The default on-screen filter values you have saved in the report will be automatically used to run the report. If you do not want to apply the filter conditions, uncheck Use User Defined Default On-screen Filter Values.

3. In the Parameter tab, specify the parameter values if the report has parameters.
4. In the Publish tab, specify the type of the task.

   Six task types are provided by JReport Server: To Version, To Disk (unavailable to organization users), To E-mail, To Printer, To Fax and To FTP. Choose the types you want to publish, select the report formats for each type and set the other settings as required.

5. In the Conditions tab,
   1. In the Time sub tab, specify the time zone and the time for when the task is to be performed.

      

      • To perform the task as soon as you submit it, select Run this task immediately from the Time Type drop-down list.
      • To run the task at a specified time, select Run this task at, then define the time according to your requirement. Check Run missed task upon server restart so as to run the missed tasks when you restart the server.
      • If you want to run the task repeatedly, select Run this task periodically, then specify the duration, date and time accordingly. Check Run missed task upon server restart so as to run the missed tasks when you restart the server.
   2. If you want to bind a trigger to the task, switch to the Trigger sub tab (triggers can only be fired by administrators, for more information, see Managing Triggers).

      

      From the Select a trigger to bind drop-down list, select the required trigger or click the Create New button to create a new trigger (the button is not available to organization users), then specify the trigger logic with time 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 check 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.
6. In the Notification tab, select an e-mail address from the Mail To box to notify someone via e-mail of when the task is finished successfully or when it fails. If you haven't sent any mail notification before, the Mail To box is empty. Click the New button to create an e-mail address. To send out mail notification, an e-mail server must have been predefined by the administrator.

   

7. If the Duration tab is available, specify a time duration for the task, and ask JReport 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. For detailed information, see Task-level Timeout for Advanced Run and Schedule Tasks.
8. Click Finish, and JReport Server will then perform the task.

The following are some specific scheduling examples:

Example 1: Publishing a Report to the Versioning System

Example 2: Publishing a Report to Disk

Example 3: Publishing a Report to E-mail

Example 4: Publishing a Report to Printer

Example 5: Publishing a Report to Fax

Example 6: Publishing a Report to an FTP Site

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