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FAQ/Questions/How-do-I-use-the-Izenda-Reports-report-email-scheduler.md
| ... | ... | @@ -65,7 +65,7 @@ Izenda.AdHoc.AdHocSettings.ShowScheduleControls = true; |
| 65 | 65 | |
| 66 | 66 | The schedule controls will now be shown in the report designer under the [[Misc tab|http://wiki.izenda.us/Guides/ReportDesign/9.0-Misc-Tab]]. |
| 67 | 67 | |
| 68 | -##Setup using the Settings.aspx page |
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| 68 | +##Setup using the Settings.aspx page (Trial/POC) |
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| 69 | 69 | |
| 70 | 70 | To use the Settings.aspx page: |
| 71 | 71 | |
| ... | ... | @@ -78,40 +78,41 @@ To use the Settings.aspx page: |
| 78 | 78 | * Save the report again. |
| 79 | 79 | * The e-mail scheduler setup is now finished. |
| 80 | 80 | |
| 81 | -##Testing the scheduler |
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| 82 | - |
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| 83 | -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 will be towards the bottom of the page. Enter the e-mail addresses separated by commas, then 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. Now we can also look at the scheduled tasks on the server. |
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| 84 | - |
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| 85 | -* Using the DOS command line, navigate into the Izenda Reports root directory (for example, C:\web\IzendaReports) and run IzendaScheduler.exe "http://yourhost/yourapp/rs.aspx". This should return a list of scheduled reports in the DOS window. |
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| 86 | -* Navigate to the rs.aspx page in the application (for example, http://yourhost/yourapp/rs.aspx). Now add this to the end of the URL, ?run_scheduled_reports=30 (30 equals the frequency in minutes it will run). The url in the browser should read: http://yourhost/yourapp/rs.aspx?run_scheduled_reports=30 |
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| 87 | -* 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 e-mail. |
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| 81 | +##Setup using the Global.asax (Production) |
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| 88 | 82 | |
| 89 | -To set the settings in code: |
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| 83 | +To set the settings in the Global.asax: |
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| 90 | 84 | |
| 91 | -* Setup your SMTP Server in the Global.asax file inside of the **InitializeReporting()** method by modifying some settings in it. The Global.asax file is found in the root of the directory to which you installed Izenda Reports. |
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| 85 | +* Set up your SMTP Server in the Global.asax file inside of the **InitializeReporting()** method by modifying the following settings. The Global.asax file can be found in the root of the directory to which you installed Izenda Reports. |
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| 92 | 86 | |
| 93 | 87 | ```csharp |
| 94 | 88 | Izenda.AdHoc.AdHocSettings.SmtpServer = "INSERT IP ADDRESS HERE"; |
| 95 | 89 | ``` |
| 96 | 90 | |
| 97 | -* Setup your e-mail report format string. This is the string that the user sees when the e-mail is sent to him. The {0} will be replaced with the report that 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 "Reporting". |
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| 91 | +* Set up your e-mail report format string. This is the string that the user will see when the e-mail is received. The {0} will be replaced with the report that 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 "Reporting". |
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| 98 | 92 | |
| 99 | 93 | ```csharp |
| 100 | -Izenda.AdHoc.AdHocSettings.ScheduledReportsUrlFormatString="http://Host/App/reportviewer.aspx?{0}"; |
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| 94 | +Izenda.AdHoc.AdHocSettings.ScheduledReportsUrlFormatString = "http://Host/App/reportviewer.aspx?{0}"; |
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| 101 | 95 | ``` |
| 102 | 96 | * Set the e-mail address all users will see when a report is scheduled and sent via e-mail. |
| 103 | 97 | |
| 104 | 98 | ```csharp |
| 105 | -Izenda.AdHoc.AdHocSettings.EmailFromAddress="reports@somecompany.com"; |
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| 99 | +Izenda.AdHoc.AdHocSettings.EmailFromAddress = "reports@somecompany.com"; |
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| 106 | 100 | ``` |
| 107 | 101 | |
| 108 | -* Lastly, setup the report scheduling controls to show in the “Misc” tab. |
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| 102 | +* Lastly, enable the the report scheduling controls so they are show in the “Misc” tab. |
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| 109 | 103 | |
| 110 | 104 | ```csharp |
| 111 | -Izenda.AdHoc.AdHocSettings.ShowScheduleControls=true; |
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| 105 | +Izenda.AdHoc.AdHocSettings.ShowScheduleControls = true; |
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| 112 | 106 | ``` |
| 113 | 107 | |
| 114 | -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 will be towards the bottom of the page. Enter the e-mail addresses separated by commas, then 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. |
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| 108 | + |
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| 109 | +##Testing the scheduler |
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| 110 | + |
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| 111 | +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 will be towards the bottom of the page. Enter the e-mail addresses separated by commas, then 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. Now we can also look at the scheduled tasks on the server. |
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| 112 | + |
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| 113 | +* Using the DOS command line, navigate into the Izenda Reports root directory (for example, C:\web\IzendaReports) and run IzendaScheduler.exe "http://yourhost/yourapp/rs.aspx". This should return a list of scheduled reports in the DOS window. |
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| 114 | +* Navigate to the rs.aspx page in the application (for example, http://yourhost/yourapp/rs.aspx). Now add this to the end of the URL, ?run_scheduled_reports=30 (30 equals the frequency in minutes it will run). The url in the browser should read: http://yourhost/yourapp/rs.aspx?run_scheduled_reports=30 |
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| 115 | +* 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 e-mail. |
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| 115 | 116 | |
| 116 | 117 | ##Security On Scheduled Reports |
| 117 | 118 |