Scheduling Installation with the SQL Repository
When installed, FluenceXL Web Edition installs the Scheduling component. This is a service embedded in the website that can be used to automatically deliver reports to users on a schedule, or when certain conditions are met.
Contents
[hide]Installation
Enable the Scheduling Feature
Open the Configure FluenceXL Web Edition configuration application (in the Start Menu of the web server). On the Advanced tab, you can click the Enable Embedded Scheduler button to enable your Scheduling installation.
Note: the embedded scheduler uses the IIS App Pool user to access resources, so you must ensure that this user has access to the SQL repository.
Feature Permissions
As on the Functional User Permissions for FluenceXL Web Edition page, permissions for access to the Scheduling feature can be set by granting or revoking access to the Xml\Security\scheduling.xml file in the XLCubed Web installation folder.
In addition, the Management Console can be used to assign finer-grained access permissions.
Using the FluenceXLWeb Management Console
You can find this configuration tool in the Start Menu of the server, called Configure FluenceXL Web Edition. On the Advanced tab, you can click the Enable Embedded Scheduler button to customise your Scheduling installation.
- Configure the Exchange or SMTP server to use to send the scheduled emails
- Azure Analysis Services
- The User and Password used to access Azure AS for scheduling reports
- Azure SQL
- The User and Password used to access Azure SQL for scheduling reports
- Power BI
- The Client ID, Secret and tenant to access Power BI for scheduling reports
- TM1
- The User, Password and CAMNamespace to access TM1 for scheduling reports
Configuring Exchange
To send emails using an Exchange server you will need to configure an app registration to give it full_access_as_app as described on this Microsoft help page.
Setting up the Application Pool to allow for uninterrupted service
By default, the Application Pool running the scheduler is shut down by IIS after an idle period. In order to keep the scheduler running, in the settings for the Application Pool:
- Set the Start Mode to AlwaysRunning
- Set the Idle Time-out to 0
- Set the Recycling Regular Time Interval to 0
Upgrading from legacy Windows Service-based Scheduling
- Open the Configure FluenceXL Web Edition tool from the server Start Menu
- Go to the Advanced tab
- Click the Enable Embedded Scheduler button
- Enter the Exchange or SMTP server details, and any additional data source login details required
- Edit your web.config to ensure the ApplicationUrl setting is set to your server URL.
Note: the embedded scheduler uses the IIS App Pool user to access resources instead of the Windows Service user, so you must ensure that this user has access to the SQL repository.
