Reports can be emailed or scheduled for recurring automated delivery to an email address. The Scheduler settings are used to configure these services. Before adjusting the settings, ensure that the scheduler service ‘ExagoScheduler’ is installed, running, and set to automatically start. For more information see Installing Exago Scheduler.
The Remote Execution service can be used to move processing to a different server or to provide load balancing across multiple servers. For more information see Load Balancing.
The following Scheduler Settings are available:
Enable Report Scheduling
If 'False' will override Show Report Scheduling Option, Show Email Report Options, & Show Schedule Manager to False.
Enables/Disables the scheduler icon on the Main Menu. Set to 'False' to disable users from creating scheduled reports.
Show Report Scheduling Option
Enables/Disables the scheduler icon on the Main Menu. Set to False to disable users from creating scheduled reports.
Show Email Report Options
Enables/Disables the email report icon on the Main Menu. Set to 'False' to disable users from emailing reports.
Show Schedule Reports Manager
Enables/Disables the scheduler manager icon on the Main Menu. Set to 'False' to disable users from editing existing schedules.
Show Schedule No End Date Option
Controls if users must set an end date for recurring report schedules. Set to 'False' to force users to set a limit to the schedule.
Show Schedule Intraday Recurrence Option
Enables/Disables options in the Recurrence tab to have a schedule repeat throughout the day it is scheduled.
Scheduler Manager User View Level
Controls what information each user can see in the Schedule Manager. These levels utilize the Parameters companyId and userId. There are three possible values:
- Current User: Can only view and delete report jobs that have been created by that user. This setting will hide the Host, User Id, and Company Id columns of the Schedule Manager.
- All Users in Current Company: User can only view and delete report schedules for their company. This setting will hide the Host and User Id columns of the Schedule Manager.
- All Users in All Companies: User can view and delete report schedules for all companies (administrator).
For more information, see User Identification.
Email Scheduled Reports
Set to 'False' to have the Scheduling Service save reports to a repository instead of attaching them to emails. For more details see Saving Scheduled Reports to a Repository.
Enable Batch Reports
Set to 'True' to allow users to schedule reports which are filtered separately for each recipient user. Batch reporting requires a table or other data structure containing email addresses for the intended recipients associated with a key used to filter the reports. For more information see Scheduling Reports.
Show Schedule Delivery Type Options
Set to true to allow users to choose the output option (e.g. email or archiving) with each schedule. When enabled the default value will reflect whatever is set in the 'Email Scheduled Reports' setting.
Use Secure Scheduler Remoting Channel
(v2016.3+) Set to true to cause data sent to remote schedulers to be encrypted. Each scheduler config file must also have <secure_channel> set to true.
Schedule Remoting Host
Sets the server and port for the ‘ExagoScheduler’ windows service.
Enable Remote Report Execution
Permits report execution to be done on a different server via the scheduler service. Set to 'True' to enable this behavior.
Enable Execution Cache
(v2017.1+) Permits users to use an execution cache for specified reports. An execution cache refreshes report data on a schedule, and report execution calls use the cached data instead of querying the database.
User Cache Visibility Level
- User: Users can only view cached report data for caches that they have created.
- Company: Users can permit cached data to be visible to all other users in the user's company. Users can also select the User option.
- Global: Users can permit cached data to be visible to all other users for all other companies. Users can also select the Company or User options.
Enable Access to Data Sources Remotely
Permits all non-execution data base calls to be done on a different server via the scheduler service. Set to 'True' to enable this behavior. Example calls include Filter value drop downs, Data Object Schema retrieval, and Data Source schemata retrieval in the Administration Console.
Remote Execution Remoting Host
Specifies the server(s) to use for remote execution. The Port is set in the schedule remoting configuration of the scheduler. Separate multiple servers with commas or semicolons.
Custom Queue Service
Specifies the web or assembly queue service for custom scheduler management and load balancing. See Scheduler Queue for details.
Delete Schedules upon Report Deletion
When a report is deleted corresponding schedules can be deleted automatically by Exago. Set to 'True' to enable this behavior.
Default Email Subject
Set a default subject that will be displayed in the schedule report wizard. Parameters such as @reportName@ may be utilized in this area.
Default Email Body
Sets a default body that will be displayed in the schedule report wizard. Parameters such as @reportName@ may be utilized in this area.
Password Requirement (for PDFs only)
Requires a password for PDF export. This parameter can be made up of the following values:
- A: requires an upper case letter for each ‘A’
- a: requires a lower case letter for each ‘a’.
- n: requires a numeric character for each ‘n’
- 4: password must have at least 4 characters
Ex. ‘AAnna6’ would require a password of at least six characters with 2 capitals, 1 lower case and 2 numeric characters.
Custom Scheduler Recipient Window
Provides URL, height and width for custom Scheduler Recipient window. See Custom Scheduler Recipient Window for more information.
Show "Reply To" Field in the Scheduler "Recipients" Tab
(v2018.2+) Displays the email specified in the userEmail parameter in the Recipients tab when scheduling a report. Any replies to the scheduled report will be sent to this email address instead.