Enterprise Edition:Subscription-Assistant: Difference between revisions
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Following options are available for each parameter value: | Following options are available for each parameter value: | ||
*Insert an expression:<br>Possible expressions are [[ | *Insert an expression:<br>Possible expressions are [[Category:Framework_Formulae|CoPlanner functions]], [[Framework:Session_variables|Session variables]] and [[Framework:Application_Properties|Application Properties]]. E. g. type FKT_GetDate(COPDATEMONTH), to select the actual month. | ||
*Insert a selection:<br>Select an element. | *Insert a selection:<br>Select an element. | ||
*According to the User Administration<br> | *According to the User Administration<br> | ||
Revision as of 07:04, 11 May 2010
The subscription assistant helps you to create and edit subscritions.
In the following example you create a new subscription, which sends the report "Cockpit Comparison" monthly per e-mail as pdf-file.
| Input Activate element „Jobs“ and select the command „New subscription“ from the kontext menu. |
The Subscription-Assistant opens:
The Subscription Assistant contains four areas:
- General
- Schedule
- Parameter
- Receiver
General
In this area you define the name of the subscription and the login information, select the report server and the output format.
Name of the subscription
This field allows you anytime to change the name of the subscription.
| Input Enter the caption „Cockpit Comparison“ and confirm with „OK“. |
Login information
You define here, how the Subscription Manager logged on the CoPlanner server. Therefore you are able to select different languages for the same report. Additionally you have the advantage of the definition of the current scenario and company, because of when inserting "Current scenario" as report parameter you have to change only the login information later and not the report parameter.
Report Server
Here you can enter yout report server. Automatically all available reports are shown below.
| Input Select the report „MID Übersicht Standard VGL“ from the combo box. |
Notify user
Here you define the export format and the kind of delivery. The “Export to file” option supports the following formats:
- XML file with report data
- CSV (comma-separated file)
- Acrobat file (PDF)
- MHTML (Web archive)
- Excel
- TIFF-File
- Word
| Hint The available render formats depend on the version and configuration of your report server. |
| Input Choose render format „Acrobat file (PDF)“. |
You have two possibilities to deliver:
- File sharing
- E-mail
Deliver a report as e-mail attachement.
| Input Choose „E-Mail“. |
Automatically a button is shown beside the combo box.
| Input Click this button to add a subject and a message to the e-mail. |
| Input Insert following text in the row "Subject": CoPlanner Report 'Cockpit Comparison'
Confirm with „OK“. |
| Hint Initially there will be no subject and message. |
State
Use this option to activate the subscription or deactivate it.
| Input Activate the option "active" and choose the area „Schedule“. |
Schedule
Use this schedule to determine how often this report is delivered.
Schedule details
Select options that determine when and how often a report runs. Frequency options are layered. The first set of options specifies a category of frequency (hourly, daily, weekly, and so on). The second set of options that appears is based on your initial selection.
Select Daily to define a schedule that runs on the days you select at a specific hour and minute. You can specify days in the following ways: Every <day>, Every weekday, and Every <number> day. Choosing one approach voids the others, even if the other days appear to be selected.
Select Weekly to define a schedule that runs at weekly intervals at a specific hour and minute. The interval can be a complete week (for example, every two weeks), or days within a week.
Select Monthly to define a schedule that runs on a monthly basis. Within a month, you can choose a day based on a pattern (for example, the last Sunday of every month) or specific calendar dates (such as 1 and 15 to indicate the first and fifteenth day of every month). Using commas and hyphens, you can specify multiple days and ranges; for example, 1, 5, 7-12, 21.
Start and end dates
Specify a start date that determines when the schedule takes effect and an end date that determines when the schedule expires.
Schedules expire without notification. After the end date, they no longer run. Expired schedules are not deleted. Schedules can only be deleted manually. That way, if you choose to continue the schedule, you can extend the end date.
| Input Activate the option „Monthly“ and select all months. Afterwards choose „On week of month“ 1. and „On day of week“ Tue.
Activate „Parameter“. |
Parameter
Specify the report parameter values to use with this subscription. You can define parameter values for all user or individual for each user, as well as a combination of global and individual parameter values.
Following options are available for each parameter value:
- Insert an expression:
Possible expressions are , Session variables and Application Properties. E. g. type FKT_GetDate(COPDATEMONTH), to select the actual month. - Insert a selection:
Select an element. - According to the User Administration
- For each user individual
| Input Choose following parameter values: Period: FKT_GetDate(COPDATEMONTH) |
Receiver
In diesem Bereich definieren Sie die Benutzer, für die der Bericht erstellt werden soll und geben Sie die entsprechende E-Mail Adresse ein.
| Eingabe Wählen Sie den entsprechenden Benutzer aus und geben Sie die E-Mail Adresse ein. Schließen Sie den Abonnement-Assistent mit einem Klick auf die Schaltfläche „Übernehmen“ |
| Hinweis Die Einstellungen bei Empfänger und Parameter sind pro Benutzer zu treffen. |
Wird im Bereich „Parameter“ bei einem Filter die Einstellung „Für jeden Benutzer individuell“ getroffen, so erscheint dieser Parameter in diesem Bereich grün.
Ist im Bereich „Allgemein“ als Verteilmodus „Dateifreigabe“ gewählt, so erscheint anstelle des Feldes Empfänger der Bereich „Freigabeverzeichnis“. Geben Sie hier das gewünschte Verzeichnis an.
| Hinweis Als Freigabeverzeichnis gültig ist ein lokales Verzeichnis am SQL Server oder eine vom SQL Server erreichbare Dateifreigabe. |
| Eingabe Zum Testen des neu angelegten Abonnements klicken Sie auf die Schaltfläche „Ausführen“ File:Icon Ausfuehren.jpg im Ribbon. |
