How do I use the Izenda Reports report email scheduler?

Izenda Reports 5.4 Scheduler Setup Instructions

It is recommended that you perform these installation steps on the Web Server on which Izenda Reports is installed.

First, we must allow the schedule controls to be shown in the Report Designer page.

• Navigate to the Izenda Reports settings.aspx page (e.g. http://yourapp/reporting/settings.aspx)
• Click the "Email & Scheduling" tab
• Check the box next to "Show Schedule Controls"
• Click "Save to Izenda.Config in the upper left-hand corner
• The schedule controls will now be shown in the report designer under the "Misc" tab
  

• Izenda.AdHoc.AdHocSettings.ShowScheduleControls = true;

The scheduler requires the use of the IzendaScheduler.exe file which is found in the root of the directory to which youinstalled Izenda Reports. You then need to add a scheduled task to your system which runs every minute. The task uses the IzendaScheduler.exe to access a page in our application which determines if any reports need to go out. The IzendaScheduler.exe file does not actually send out the files or access anything else except for the specific page in our application which you give the exe file as a parameter.

You must follow the steps below or the reports will not be emailed.

Click the "Start" button in Windows Server, then click on the"Control Panel" menu option, the "Control Panel" will then expand and show a larger menu, Find the menu option "Scheduled Tasks" and click on it, after it expands click "Add Scheduled Task", the "Scheduled Task Wizard" will start. The screen shots and captions below demonstrate how to enable the Izenda scheduler.

Click on the Windows "Start Menu" and open the "Control Panel"

Click on the "Scheduled Tasks" menu option

Click "Add Scheduled Task"

the "Add Scheduled Task" wizard starts, Click "Next"

Select the Izenda scheduler program by clicking "Browse"

Browse to the folder to which you installed Izenda Reports and select the Izenda scheduler program ( IzendaScheduler.exe )

Enter a name for the scheduled task and select the frequency

Set the start time and start date

Enter the user name and password of a user with administrative rights and Click "Next"

Check "Open Advanced Properties for this Task..."

Click "Finish"

Now we need to add the proper command line parameter into the "Run" box as indicated by the arrow.

Click "Apply" and then Click "Ok"

Now that you have setup the scheduler, we will need to setup Izenda Reports. There are two ways to do this, we strongly recommend using the settings page, however, if necessary, the settings can be set in code in the Global.asax page

Setup using the Settings.aspx page

To use the Settings.aspx page in the application (recommended):

• Navigate to the Settings.aspx page in Izenda Reports (for example http://Host/App/settings.aspx).

• Click the "Email and Scheduling" Tab

• Set the "Email From Address" field (e.g. admin@yourdomain.com).

• Check the "Show Scheduled Controls" check box

• Enter in your SMTP relay server in the "Smtp Server" field (e.g. smtp.yourcompany.com).

• Open a report you want to schedule in the report designer.Click the “Misc” tab of the report, the scheduler controls will be towards the bottom of the page. Enter the email addresses separated by commas, set the report type and the repeat frequency. You must set the repeat frequency in order to schedule the report.

• Save the report again, now go back to the Report List. Next to the report, you should see the schedule time for the report.

• The email scheduler setup is now finished.

To test this, go back to a report you wish to schedule and click on it. Click the Misc tab of the report, the scheduler controls can be towards the bottom of the page. Enter the email addresses separated by commas, set the report type and the schedule frequency. Save the report again, now go back to the Report List, next to the report, you should see the schedule time for the report. The email scheduler setup is now finished.

Testing the scheduler

There are two ways to test the scheduler:

• Using the dos command line, navigate into the Izenda Reports root directory (for example, C:\web\IzendaReports) and run IzendaScheduler.exe "http://YourHost/YourApplication/rs.aspx"

This should return a list of scheduled reports in the dos window.

• Navigate to the rs.aspx page in the application (for example,http://localhost/IzendaReports/rs.aspx) Now add this to the end of the URL, ?run_scheduled_reports=30 (30 equals the frequencey in minutes it will run) , so that the url in the browser reads: http://localhost/izendareports/rs.aspx?run_scheduled_reports=30

This will return a list of scheduled reports into the browser window. In either case, you should receive the link to your scheduled report in your email.

Alternative Setup using code in ConfigureSettings()

To set the settings in code:

1. Setup your SMTP Server in the Global.asax file inside of the ConfigureSettings() method by adding setting to it. The Global.asax file is found in the root of the directory to which you installed Izenda Reports.

Add this line:

• Izenda.AdHoc.AdHocSettings.SmtpServer = "INSERT IP ADDRESS HERE";

2. Setup your email report format string. This is the string that the user sees when the email is sent to him. The {0} will be replaced with the report which the user has been scheduled to receive. Remember to replace "Host" with your domain,such as SomeCompany.com and "App" with your application name, such as Company Reports.

In the same Global.asax file, underneath the Smtp.Server line, add this line:

• Izenda.AdHoc.AdHocSettings.ScheduledReportsUrlFormatString="http://Host/App/reportviewer.aspx?{0}";

3. Now, setup the email from address that will show to users. In the same Global.asax file, add this line:

• Izenda.AdHoc.AdHocSettings.EmailFromAddress="reports@somecompany.com";

4. Lastly, setup the report scheduling controls to show in the “Misc” tab. In the same Global.asax file, add a line:

• Izenda.AdHoc.AdHocSettings.ShowScheduleControls=true;

To test this, open a report that you want to schedule in the report designer. Click the "Misc" tab of the report, the schedulercontrols are found towards the bottom of the page. Enter the email addresses separated by commas, set the report type andthe schedule frequency. Save the report again, now go back to the Report List, next to the report, you should see theschedule time for the report. The email scheduler setup is now finished.