While the Export options are ideal for manual ad-hoc exports, the Scheduled jobs can do essentially the same things – according to a fixed scheme, and without human interaction.
To set up a scheduled job for a document, first you will need to save it as a document. If the document is saved and open, you can go to the File menu to Add Scheduled job.
One of the central tabs of a Scheduled job is the Schedule tab. Here, you can set up when and how often a document should be distributed.
- By time (cube process optional). This is the default setting by which you simply specify when and how often you want this job to run.
- On cube process. Choosing this option, you will also need to select at least one cube that needs to be processed before the job will run. Click the text line “(no cubes selected)” to select one or more cubes. The job will run every time the cube is processed.
- Combination. You can also select the “By time” option and the “Only run when All of selected cubes have been processed”. In this way, you can prevent a scheduled job from sending out a report if the cube hasn’t been processed (i.e. data hasn’t been updated) since last time the scheduled job was run.
The Format tab lets you decide the format of the scheduled job’s output. For dashboards it will typically be an image format, but you may also choose HTL and PDF. Notice the “Use variables” option that will add variables such as dates and timestamps to your file names, if needed.
On the delivery tab, the most commonly used option will probably be to send things by Email. You can add multiple email addresses in the “To” field – just separate addresses with a semicolon. The “From” field is only necessary if you want the mail to appear coming from a specific address – otherwise, it will appear coming from the TARGIT server.
The other option, the Folder option, is a way to update or archive a document on a physical hard drive rather than sending it by email.
The “Default” option you may see there will likely point to the C:\ProgramData\TARGIT\ANTServer\Exported Reports location on the computer where your TARGIT server is installed.
You can add more Folder Export options from your TARGIT Management client. (Note: You may need to be an Administrator to have access to the TARGIT Management client.) Just keep in mind that the folders you add from there will be folders that are accessible by the TARGIT Server. To make sense, these folders should often also be accessible by the end-users.
When the scheduled job settings have been completed, you may choose to open your list of scheduled jobs:
From the list, you can see job status and you can edit jobs etc. Furthermore, right click a job to run it immediately:
The output, if exported to the Default folder, can be found here: