Scheduling a document generation

For remote document generation, you can configure a schedule to generate documents at daily, weekly, monthly, or custom intervals.

Before you begin

Procedure

  1. In the Launcher or Document Studio, open the scheduler by using one of the following methods:
    • Click Document Specification > Report scheduling.
    • In the toolbar, click the Report scheduling icon Report scheduling.
    The Report scheduling window opens and displays a list of schedules that are already created by the user.
  2. Click Create.
  3. Enter a name for the schedule.
  4. Enter a description for the schedule.
  5. Select a document specification file (.dsx) to run. Click Browse to select a document specification from your computer, a server, or the Central Management component.
  6. Select a frequency:
    • One time: Select a start date and time to run a document generation a single time. You might set one-time document generation when you are leaving the office, but are still waiting for another user to finish working with data for the evening. You can set a schedule to run overnight to have a report of the latest data when you get back into the office.
    • Daily: Select a start date for the schedule to take effect and a time to start the document generation. Set an expiration date to stop the document generation schedule. You might set daily document generations for daily scrums with a team where data is reviewed.
    • Weekly: Select one or more days of the week to run a document generation. Select a start date for the schedule to take effect and a time to start the document generation. Set an expiration date to stop the document generation schedule. You might set weekly document generations for recurring weekly meetings where data is reviewed.
    • Monthly: Select a start date for the schedule to take effect and a time to start the document generation. Set an expiration date to stop the document generation schedule. You might set monthly document generations for recurring monthly meetings where data is reviewed.
    • Custom: Select a time to start the document generation. Select a date from the calendar and click the >> icon to add the date to your schedule. You might set custom document generations when data is reviewed at given points in a project lifecycle.
  7. Click Finish to save the schedule. The schedule you created is displayed in the list.
  8. Click Finish to close the report scheduler.

What to do next

After the document generation completes at the scheduled time, you can access the output documents in the Remote results dialog box. For more information, see Viewing results.

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