Index

Scheduling with JReport Enterprise Viewer

Introduction

The JReport Enterprise Viewer provides task scheduling functionality similar to the JReport Enterprise Server Administrator function. Whether you need to run weekly reports, publish monthly HTML report results, or schedule a particular task to occur just once, the JReport Enterprise Viewer enables you to run reports when you want, as often as you want.

The JReport Enterprise Viewer can:

Publishing Reports to the Versioning System

This task runs a specified report and saves the result as a unique version in the Report Versions list, which is also maintained by the remote server.  This version can be accessed at any time.

Reference Note: For more information on how to view result versions of a report, refer to the JReport Enterprise Viewer Manual / Viewing Reports with JReport Enterprise Viewer.

Example:

To schedule a task to run hourly, every day, from 9:00 AM to 5:00 PM, follow the instructions below. In this example, the report will be run, printed, and published to the version list

  1. Click on the Schedule tab to get the Schedule page, and then click on the New button to set up a new schedule request.
  2. On the Task & Time tab of the New Schedule dialog, select Publish to Versioning System in the Task field. Click the Edit button to specify Result Expires In 30 Days to keep the version for 30 days, then click OK.



    On this tab again,  check Run this task periodically to specify Day(s) and Time for the task.
  3. Select the Report tab to specify Report, Report Version, Catalog and Catalog Version respectively. By clicking the button, you can search for the available reports and catalogs. Check Print Result to print the selected report.


    Note: If you use JDK1.3.02 or above, the network printer will be available and you can print the report to any available network printer.  If you use a JDK below JDK1.3.02, no matter what printer you choose, the result of the selected report will be printed to the default printer.

  4. To send e-mail notifications when the task is successfully completed or fails, click the Notification tab to edit the notification job.  In the screenshot below, two individuals will be notified when the scheduled task is run successfully.

  5. Click OK. Now the newly scheduled task is listed under the Schedule tab. The report will be run, printed, and published to the version list according to settings on the Task&Time tab.

Publishing Reports to the File System

This task runs a specified report and publishes its result to the remote server.

The result can be published in any of the following formats:

To publish to the File System, please take the steps below.

  1. Selected the task Publish to File System and specify the time to execute the task.
  2. Click on the Edit button to access the New – Publish to File System dialog. On the left panel of the dialog, check the format in which the report is to be published. On the Options panel, specify the available options of each format.
  3. In the example below, PDF is selected. From the Type drop-down list, specify where the files will be published. If Publish to server resource tree is selected, use the button to locate the directory to which you want to publish the files. If Publish to server disk path is selected, specify the directory path by your own.

    Notes:
    • You must provide a file name for each selected format. 
    • If you select to publish the file to PDF, you can set a password for the PDF file as you wish.



      Reference Notes      : For additional information on the options available, please refer to the JReport Designer Manual / User's Guide / Exporting Report Result.
  4. On the Report tab, specify Report, Report Version, Catalog and Catalog Version respectively. 
  5. On the Notification tab, edit the notification job to send e-mail notifications when the task is successfully completed or fails.
  6. Click OK to return to the interface.  When the task runs, the files will be saved to the physical location to which the resource node in the server is mapped.

Defining Value-based Triggers

This task runs the selected report and triggers another report to run according to its Boolean field value.

First select the task Value-based Trigger and specify the time to run the task.  Click Edit to view the New - Value-based Trigger dialog as shown below. 

In this dialog,

  1. Specify the report and catalog to be scheduled by clicking the button. Please note that the selected report should have Boolean fields to be used to trigger another report.
  2. Select the report version and catalog version that are to be scheduled from the corresponding drop-down lists.
  3. Give the task a name in the Task Name field.
  4. On the Setting panel, select Trigger Task in the left box to edit the task. In this example, we chose the field named Shipped in the first trigger line by clicking the cell and selecting it from the drop-down list. Set Shipped to true in the same way.
  5. By clicking the cell in the To Run Task column, you can define another task to be triggered when the Shipped field returns true. Triggered tasks include all the tasks listed in this section.  The only difference is that the triggered task must be run immediately if it is triggered, and it cannot be scheduled to run periodically.
  6. Select DB User, Language, Style Group and Print in the left box respectively to specify available options.
  7. You can check the second trigger line, and select another Boolean field to trigger another task. You can also add and delete a task by click the Add and Delete button.

Publishing Reports to a Printer

This task runs a specified report and prints the result to a printer on the remote server.  The procedures for publishing to a printer are similar to other tasks described in this section.  You can define the task by selecting Publish to Printer, and check the Print Result option. Next, under the Report tab, select the preferred network printer. You can either choose a printer from the drop-down list, or input the printer name in the text box directly.

Publishing Reports to Rpt Task

All the above mentioned publishing options including: To Versioning System (To Version), To File System (To Disk), To E-mail, To Printer and To Fax are included in Publish to Rpt Task. Users can schedule with this task using one to five publishing types and what has been specified will be passes to the Server only when the OK button on the New Schedule dialog box is clicked.

Within this task, To Version differs from To Versioning System detailed above. Unlike To Versioning System, which only supports publishing to result format (.rst) and listing results in the Report Versions list, To Version in Publish to Rpt Task allows you to publish results to eight formats (as pictured above).

Publish to Fax

In this dialog box,

  1. Specify the quality of the fax by checking the corresponding box.
  2. Check if to include the cover sheet.
  3. Fill in the following items that will be displayed on the fax cover sheet.

To
Information of the recipient.

From
Information of the sender.

Company
Information of the company.

Date
The day on which the fax is sent.

Fax Number
The fax number of the recipient.

Phone Number
The phone number of the sender.

Re
The subject of the fax.

Comments
The comments of the fax.

Urgent
Specifies whether the fax is urgent or not.

For Review
Only to view the fax is OK.

Please Comment
Comments is needed for the fax.

Please Reply
A reply is needed for the fax.

Furthermore, clicking the Advanced button at the right bottom opens the Version Advanced dialog box, which allows you to specify where results should be published: to Report Versions list, My Reports or Public Reports.

If the Build-in Version Folder is selected, results will be published to the system’s default path. If My Reports is selected, results will be published to a private folder and regarded as private and sensitive. Comments of “My Reports” cannot be shared. If Public Reports is selected, results will be published to the Public Folder and regarded as public and shareable. The owner of the report designates privileges to users or roles.

Archive
This function is active when My Folder or Public Folder is selected. It enables users to set an archive policy for report management. Report can be archived as a new version or replace the old version.

Enable User Permissions
This function is active only when Public Folder is selected.
The following five end user permissions exist: Visible, Read, Write, Delete and Grant.

Version Auto-delete
This function is active when any Archive Location is selected. It enables users to specify when versions will be deleted.

When all selections are made, click OK to store the parameters for the Advanced option. Otherwise, click Cancel .

Note: Advanced parameters are passed to the Server only when the OK button is clicked on the New - Publish to Rpt Task dialog box.

Publishing Reports to E-mail

This task publishes the report results to E-mails. Before running this task, it is necessary to configure the JReport server with the mail server information.

  1. Under the Schedule tab in the interface, click New to get into the New Schedule dialog.
  2. In the New Schedule dialog, on the Task & Time tab, select Publish to E-mail in the Task box field.  Then check Run this task immediately.
  3. Click on the Edit button to edit the task.  In the New - Publish to E-mail dialog, click on the New button, then input the necessary information and choose whether to specify the Java Archive Compress. You can also click the Format button on the New E-mail dialog box to specify the output format in the Edit E-mail Dialog. Then, click OK to return to the New Schedule dialog.

  4. Switch to Active and Completed tab to check task status.  When it goes to the Completed tab and the status " Is Successful' is true, the result has been sent by E-mail successfully.

Reference Note: JReport Enterprise Server Manual / User's Guide / Configuring JReport Enterprise Server.

Index