For remote document generation, you can configure a schedule
to generate documents at daily, weekly, monthly, or custom intervals.
Before you begin
- You must have a URL entered in the Remote preferences for either
the Remote Services application or the Report scheduling and Remote
document generation components. For more information, see Setting the remote services preferences.
- You must be assigned an administrator or user role view, create,
or see the results of scheduled or remote document generation jobs.
For more information, see Remote services user roles.
Procedure
- In the Launcher or Document Studio, open the scheduler
by using one of the following methods:
- Click .
- In the toolbar, click the Report scheduling icon
.
The Report scheduling window opens
and displays a list of schedules that are already created by the user.
- Click Create.
- Enter a name for the schedule.
- Enter a description for the schedule.
- 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.
- 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.
- Click Finish to save the schedule. The schedule you created is displayed in the list.
- 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.