View source for Scheduling with the SQL Repository (Scheduling Service)

{{imbox|text=This page describes Scheduling with the [[SQL Repository]] and the FluenceXL Scheduling Service. <br />For embedded scheduling, see [[Scheduling with the SQL Repository]] and for the file-based Repository, please see [[Scheduling with the File-based Repository]].}}

==Introduction==

FluenceXL Web Edition can be used to deliver reports to users automatically.

Using a schedule you can define which reports go to which users, and can optionally parameterise the results.

Scheduling maintenance is set up using the FluenceXLWeb Management application. Please see [[SQL Repository#Scheduling|this article]] for more details.

This article is about configuring FluenceXL Scheduling. You can also find more information about [[Scheduling Installation with the SQL Repository|Scheduling Installation]] or, for using it with the file-based Repository, please see [[Scheduling with the File-based Repository]].

==Concepts==
The scheduling module is made up of a few key parts.

===SMTP Servers===
An SMTP server is a computer that is configured to send emails. You will need to set one up so that reports can be delivered to your users.

===Report Distribution===
FluenceXL allows two different ways to set up the recipients for a report. The first is ideal for where the report needs to be sent to just one or two people. Just type in the email addresses and it’s ready to go.

The alternative is to use either the Groups built into your Domain, or to set up custom External Groups. These are slightly more complex to set up, but once set up, it’s easy to make new reports with the same recipients. See [[SQL Repository]] for details on how to set up Groups.

===Schedules===
A Schedule defines:
* which reports get sent
* who they are sent to
* when they are sent (once, daily, weekly or monthly, on days of your choosing)

If you wish to have a different set of reports go to different people then this would be a new schedule.

==Creating Schedules==

You can create new schedules and manage existing ones through FluenceXL Excel Edition. Select the {{Menu|FluenceXL Ribbon|Publish to Web menu|Scheduling...}} ribbon item, then {{Menu|Connect}} to the web server. To create a new schedule:
# Click the {{Menu|Add}} button
# Enter a name for the schedule and optionally a description that you will be able to use later when editing the schedule
# Supply a schedule for when you would like it to run
# On the {{Menu|Reports to Send}} tab, add one or more reports. For each report, you can:
#* specify a set of web parameters to fill in
#* choose whether to send the report as an attachment, send the file to a fileshare, or include a hyperlink
#* customise the filename
#* choose whether you want any generated files to be PDFs or Excel files
#* select the worksheets to include in the report
# Enter who you would like to send the email to
# Specify how you would like the email to read

Once created, you can then manage the schedule by selecting it in the list, then clicking the {{Menu|Edit}} button. You can also delete it by clicking the {{Menu|Delete}} button instead.

==Placeholders==

{{Scheduling Placeholders|[[File:SendIfTrue SQL Schedule.png]]}}

==Finding the Scheduling Error Log==

When using the SQL Repository, Scheduling errors can be found in 2 places:
* For general errors run the Configure FluenceXL Web Edition application, then select the {{Menu|Sql Repository}} tab. Click on the {{Menu|Administration}} button, then select the {{Menu|Admin|Logs|Schedule Log}} menu.
* For errors and status information about a particular schedule, manage the schedule as described [[#Creating Schedules|above]] switch to the {{Menu|Run History}} tab.

==Controlling Schedules through SQL==

Some parts of the Scheduling configuration (e.g. distribution lists) can be queried from a SQL query. You can find more information [[Controlling Scheduling with a SQL Query|here]].

==Sending a Scheduled Report using Integration Services==

Existing schedules can be triggered by using a web service. You can find details on how to set this up [[Sending A Scheduled Report Using Integration Services|in this article]].

==See Also==
* [[Scheduling Installation with the SQL Repository]]
* [[SQL Repository]]
* [[Scheduling with the File-based Repository]]
* [[Controlling Scheduling with a SQL Query]]
* [[Sending A Scheduled Report Using A SQL Query]]
* [[Sending A Scheduled Report Using Integration Services]]

[[Category:Web Edition]]
[[Category:Scheduling]]