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

About this task

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. This list is sorted by active schedules in the order they are to run, inactive schedules, and then expired schedules.
  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.

    Click Add to select a document specification from your computer, a server, or the Central Management component. You can add more than one document specification to a schedule. You can also select multiple document specifications by pressing the CTRL button.

  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.
      Tip: If the start date is in the past, you cannot modify a schedule. Adjust the start date to one in the future.

      If you select a One time frequency and the start date is in the past, you cannot modify a schedule. Adjust the start date to one in the future.

  7. Click Finish to save the schedule.

    Click OK to save the schedule.

    The schedule you created is displayed in the list.
  8. Click Finish to close the report scheduler.

    Click OK to close the report scheduler.

What to do next

After the schedule is saved, when you select the schedule and click Edit, you have the option to View or Download each document specification that is specified in the schedule.

Important: Even if you are using a Rational® Publishing Engine 1.3 client, when you are connected to a Remote services application from version 1.2.1 or earlier, the View and Download options are not available.

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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