To configure the Scheduler Service, edit the file eWebReportsScheduler.xml. This file can be found in the Scheduler Service's installation directory. By default, this is C:\Program Files\Exago\ExagoScheduler on Windows and /opt/Exago/Scheduler on Linux.

The following settings are available:

Important

Settings that can be true or false are case sensitive and must use lower case.

<smtp_server> — The SMTP server used by the Scheduler Service to email reports.

<smtp_enable_ssl> — Set to true to enable SSL.

<smtp_user_id> — The user id that is used to login into the SMTP server.

Note

If the user id is set to a null or empty value or DefaultCredentials, the value automatically defaults to the user's current credentials. For anonymous emailing see the Credential-less SMTP section below.

<smtp_password> — The password that is used to login into the SMTP server. This value is only considered when using the user id as an SSL credential.

Note

If the password is set to a null or empty value, the value automatically defaults to the user's current credentials.

<smtp_from> — The 'From' email address used in the report emails.

<smtp_from_name> — The 'From' name used in the report emails.

<error_report_to> — The email address to send error reports to.

<channel_type> — tcp or http — must match the setting of the Remote Host in the Admin Console Scheduler Settings.

<port> — The port number of the .NET remoting object used to communicate with Exago; this should also be entered in the Admin Console Scheduler Settings.

<working_directory> — The directory where scheduled documents and temporary files are written. The default setting [INSTALLDIR]working creates a working folder in the Scheduler Service's installation location.

<default_job_timeout> pre-v2019.2.31 pre-v2020.1.14 pre-v2021.1.2 — The maximum number of seconds any report execution is allowed. If an execution reaches a maximum number of seconds, the job is marked Abended and an email will be sent to the address specified under <error_report_to>. Email jobs use default_job_timeout exclusively for timing out the connection to the SMTP server.

Important

<default_job_timeout> and <max_job_execution_minutes> work in conjunction. They should both be set to the same time period. Note that <default_job_timeout> is set in seconds and <max_job_execution_minutes> is set in minutes.

<report_path> — A path to specify where to save reports when 'Email Scheduled Reports' is set to false in the Admin Console. For more details see Saving Scheduled Reports to External Repository below.

<sleep_time> — The time interval (in seconds) used for polling for scheduled reports to execute.

<simultaneous_job_max> — The maximum number of report executions that can occur simultaneously. This setting is based on the resources available of the server where the Scheduler Service is installed.

<logging> — Logging is on by default. To turn logging off, set to OFF (in all-caps). To configure logging, edit the Logging Settings in the eWebReportsScheduler.exe.config file.

<flush_time> — The number of hours that a completed, deleted, aborted or abended (v2021.1.6+) job will be saved for viewing in the Schedule Manager. Set to 0 to flush jobs immediately upon completion. Set to -1 to disable automatic flushing only at the direction of an Exago Support Analyst. Flushing should be done automatically at all other times. The default value is 24 in v2021.1.9+.

<sync_flush_time> — The number of hours that a completed, deleted, or aborted Remote Execution job will be saved in the Scheduler Service's job list. Set to 0 to flush jobs immediately upon completion (default). Set to -1 to disable automatic flushing only at the direction of an Exago Support Analyst. Flushing should be done automatically at all other times.

Note

Synchronous jobs are never displayed in the Schedule Manager, even if this value is greater than 0.

<email_addendum> — Text that will be added at the end of email body. Use \n to insert lines.

<external_interface> — Overrides the Admin Console's setting for the External Interface, a deprecated extensibility feature that should not be used for new installations.

<abend_upon_report_error> — This controls how the scheduling service should proceed if an error occurs while loading or executing a report. The default true will stop the running the schedule and set the status to Abended. Set to false to continue running the schedule and maintain the status as 'Ready'.

<ip_address> — Binding IP address for the Scheduler Service. Most commonly used when the server has multiple Network Interface Cards (NICs).

<encrypt_schedule_files> — Set to true to encrypt the files created by the Scheduler Service. All existing schedules will be encrypted the next time the service is started.

<max_temp_file_age> — The number of minutes between each flush of the temp files created by the scheduling service. The default is 1440 minutes (24 hours).

Note

Setting <max_temp_file_age> too low may result in errors as temp files are used during report execution and for interactive HTML capabilities when using remote execution. It is not recommended setting this value any lower than 60 minutes. Execution cache files will not be flushed.

<email_retry_time> — In the case an email fails to send, the number of minutes to wait before retrying to send the email. After five failed attempts the schedule will set itself to 'Aborted'. The default is 10 minutes.

<max_job_execution_minutes> (v2016.2.12+) — Maximum amount of time (in minutes) to run an execution job before timing out. If the job times out, the schedule will be marked as Aborted.

Note pre-v2019.2.31 pre-v2020.1.14 pre-v2021.1.2

<default_job_timeout> and <max_job_execution_minutes> work in conjunction. They should both be set to the same time period. Note that <default_job_timeout> is set in seconds and <max_job_execution_minutes>is set in minutes.

For v2019.2.31+, v2020.1.14+ and v2020.1.2+, <default_job_timeout> is no longer applicable.

<service_name_tag>— For manual installation of Scheduler Services using Visual Studio installutil.exe, this field is appended to the end of the service name. Useful for installing multiple services on the same server. installutil.exe must be in the same folder as the scheduler configuration file.

<webappbaseurl> — Set to the virtual directory URL where the Exago BI Web Application is installed. In Cross-Origin Resource Sharing (CORS) environments, setting this flag ensures that images are correctly loaded.

Example XML File

<?xml version="1.0" encoding="utf-8" ?>
<eWebReportScheduler>
  <smtp_server>smtp.office365.com:587</smtp_server>
  <smtp_enable_ssl>true</smtp_enable_ssl>
  <smtp_user_id>me@mycompany.com</smtp_user_id>
  <smtp_password>notmypassword#1234</smtp_password>
  <smtp_from>me@mycompany.com</smtp_from>
  <smtp_from_name>Exago Scheduler</smtp_from_name>
  <error_report_to>admin@mycompany.com</error_report_to>
  <channel_type>tcp</channel_type>
  <port>2011</port>
  <working_directory>[INSTALLDIR]working</working_directory>
  <default_job_timeout>3600</default_job_timeout>
  <sleep_time>15</sleep_time>
  <simultaneous_job_max>10</simultaneous_job_max>
  <logging>on</logging>
  <flush_time>-1</flush_time>
  <sync_flush_time>0</sync_flush_time>
  <email_addendum></email_addendum>
  <external_interface></external_interface>
  <report_path>[INSTALLDIR]</report_path>
  <abend_upon_report_error>true</abend_upon_report_error>
  <ip_address></ip_address>
  <security_protocol></security_protocol>
  <encrypt_schedule_files></encrypt_schedule_files>
  <max_temp_file_age>1440</max_temp_file_age>
  <email_retry_time>10</email_retry_time>
  <queue_service></queue_service>
  <load_assembly_in_external_domain>false</load_assembly_in_external_domain>
</eWebReportScheduler>

Starting and Changing Scheduler Services

The Windows Service will have to be manually started for new installations of the Scheduler. Starting the service will create the working directory as set in <working_directory> described above.

To start the scheduler open Windows Services. Double click on 'ExagoScheduler' and the Properties menu will appear. Click Start.

If any changes are made to the configuration (detailed above) the service must be stopped and restarted for the changes to take effect.

For starting and stopping Scheduler Services on Linux servers, refer to the Scheduler and Monitoring Services section of the Installing Exago on Linux article.

Saving Scheduled Reports to a Repository

Instead of sending report output as an e-mail, the output file can be saved to a file repository instead. To enable this:

1. Provide a Report Path in the Scheduler Service's configuration file. This is the location where the Scheduler Service will save the report output files. Add the <report_path> element if it does not yet exist and set the location of the repository.

   Note for pre-v2020.1:

   This report path is the location of the scheduled report output archive, and should be different than Exago's Report Path configuration setting.

2. In the Admin Console set  General >  Scheduler Settings > Email Scheduled Reports to False.

After applying these settings, generic scheduled reports (i.e. the schedule does not run as a batch) will be saved directly to the specified repository rather than being sent via email.

If the  General >  Scheduler Settings > Show Schedule Delivery Type Options setting is True, users can select whether to save a scheduled report to the specified repository or to send it via email.

Output files will be saved to the <report_path> directory with the filename based on the Scheduler Service's working file GUID with _Download appended. For example, 855b5857-38ee-473f-8f2c-f3ce36393ef2_Download.pdf.

Server Events for Handling Scheduled Reports

The OnScheduledReportExecuteSuccess Server Event, if defined, is called after a scheduler executes a file, but before emailing it or saving it to disk. This event can override Exago's default email or archival operations. For example, the file names could be changed to better reflect their user and content, or files could be uploaded to an FTP server or other location.

For assistance with this Server Event, contact the Exago Services Team.