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Data-Driven Package Schedule Wizard

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General - Data-Driven Package Schedule

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Unlike a Data Driven Schedule, a Data Driven Package will determine the data driver further into the schedule. In this Section we will define the general properties of the package.

 

Package Name:  The name of the package.

 

Create in: The SQL-RD folder where the package is stored.

 

Description:  A short description to help other users identify exactly what this schedule is and what it is expected to do

 

Keyword:  Enter some keywords which can be used later by Smart Folders to identify this schedule.

 

Continue to Data-Driven Package - Schedule

Data-Driver - Data-Driven Package Schedule Properties

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We will now build the data driver. The data driver determines the source for the values that you are going to use in the schedule.

 

This is where you specify the source and Data selection criteria for the Data Driver.

 

Click on Build to begin creating your criteria.

 

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DSN Name:  Drop down and select a DSN.  

 

We strongly recommend System DSNs so that the DSN is visible to SQL-RD even when the user associated with the DSN is logged off.  

 

All communication to databases (including Access databases) is done through ODBC, so you must setup a system DSN to the database before you can use this facility.

 

When setting up DSNs we recommend (if possible) that you use Windows Authentication (Trusted Connection).  This ensures that your username and password are not required to be stored in SQL-RD (more secure) and overcomes a large number of security restrictions which Windows places on DSNs.

 

When using Windows Authentication, make sure that the SQL-RD NT service user (or background application service user) has full rights to the database otherwise, though you will connect when you are logged in, automated scheduling will fail if the Service user has not got rights to the database.

 

When setting up a DSN to a SQL server, you must ensure that the "Default Database" setting is set to the database you are connecting to (Windows defaults this to "Master").

 

UserID:  Enter the User ID SQL-RD should use to log on to the database

Password:  Enter the password associated with the above user.

 

Click “Connect” to connect to the data source.

 

Parse out your selection criteria using the Simple or Advanced Query Tool.

 

Click Parse to reveal the results of your query.

 

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Based on your selection criteria, your reports will run against the data in this table.

 

Click OK to return.

 

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Key Column: Select the key column for the data that is returned for the reports. The information that drives the schedule is required to have a key column so that each row in the table is uniquely identified by the value in this column. The key column is there as an identifier which is used to troubleshoot in cases where there is a problem with one of the records.

 

Group reports by email address/directory: You can instruct SQL-RD to group reports that are sent to the same email address. Please note that enabling this option disables the ability to embed the reports in the email body for email destinations. You can also instruct SQL-RD to group the reports that are sent to the same directory (for disk destinations).

 

Merging Multiple Reports

 

Where the reports are grouped you can also instruct SQL-RD to optionally merge the output of the grouped reports into a single file (PDF and MS Excel formats only). Selecting each option will bring up the options for the output format that you can further customize.

 

Continue to Data-Driven Package - Output

 

Schedule - Data-Driven Package Schedule

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Determine your scheduling frequencies on this screen.

 

In this section, you will decide when the report will execute. There are a variety of options:

 

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Daily: Run a report every day or at a frequency of days.

Sub options:

Repeat every X Days-  EX. Run the schedule every 3 days.

 

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Weekly: Run a report on a weekly time frame.

Sub options:

Repeat every X weeks-  EX. Run the schedule every 2 Weeks.

On- Select the specific days of the week the schedule will run. If only once a week, select only the day of the week it will run.  EX. Run every Monday, Wednesday, and Friday.

 

 

Weekdays: Run the schedule Monday through Friday.

 

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Working Day: Run the schedule starting on a specific day of the month. Indicate which day of the month the schedule will run. E.G. run the schedule on the 4th working day of the month.

 

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Monthly: Run the schedule on a monthly time frame.

Sub options:

Use the following options- Checking this box will enable you to select frequency options such as the “last Thursday of the month.” Also you can include or exclude specific months from the schedule.

 

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Annually: run the schedule every year at a specified time.

 

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Custom Calendar: Select the custom Calendar you wish to use. You can create a new custom calendar from the menu as well. Please see Custom Calendars for a tutorial.

 

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Other: Other scheduling options.

Sub options:

Run Schedule every X Minutes, hours, days, weeks, months, years

 

None: No scheduling is required for this item.

 

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Next, you will specify the time that the schedule will run as well as repetition options.

 

 

Schedule time:  Specify the exact time you want your schedule to run. *Tip: keeping in mind how long it takes for your report, time your schedules accordingly!

 

Exception Calendar: choose a calendar that will instruct the schedule to NOT run on those specified days. Please see Custom Calendars for a tutorial.

 

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Next to run on: displays the next run date of your schedule.

 

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Repeat ever X hours or minutes:  run your reports on a reoccurring basis during a specific time frame. EX Repeat every .25 hours until 5PM.

 

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Enable this schedule: to enable the schedule leave the box checked. To create this schedule disabled, deselect this box.

Once you have finished creating the timing for your schedule, click finish to proceed to the next stage.

 

Continue to Data-Driven Package - Data-Driver

 

Output - Data-Driven Package Schedule Properties

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Reports in a Data Driven Package have a common destination. Based on your criteria you can specify which recipient will receive the reports in email, disk, SharePoint or any other schedule type.

 

Add:  Click to add another destination.  For more information on adding destinations please review Destinations.

Edit:  Select a destination and click to edit it's properties.  Or simply double-click on the destination.

Delete:  select a destination and click this button to delete it.

 

Click  "import"  to import from the list of default destinations.

 

Customizing the Destination

 

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Similar to the Data-Driven Schedule, the package version can drive destination information based on values from your table. Using the inserts window, drag your data driven data to the desired fields in your output.

 

Continue to Data-Driven Packaged Schedule - Report

 

Data-Driven Package Context Menu

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Right-Click on a schedule to see the following actions.

 

Add Report:  Use this to add one or more reports to an existing package.

 

Copy:  Use this to copy an existing schedule.  You can then paste it into another folder or the same folder.  Simply open the folder you wish to paste to, right-click in the "white" space and select "Paste".  Follow the on-screen instructions to complete the process.

 

Paste:  Paste a previously copied schedule

 

Rename:  Rename a schedule

 

Enabled:  Schedules are Enabled when there is a check beside this option.  To stop a schedule from running, or to "pause" it for a while, select this option to remove the check.  Disabled schedules will not run till they are enabled again.

 

Refresh Package: When a schedule is first created, SQL-RD caches (saves) a copy of the report.  All executions of the scheduled are performed using this copy.  If you make changes to your master report, you must select this option in order to pull the changes into SQL-RD. This refreshes all the reports included in the package.

 

Open:  Click this option to open the package in a new window in SQL-RD.

 

Execute Schedule:  This will execute the schedule immediately.  Note that the next run date and time is not moved on as a result of a manual execution.  This only moves on if the schedule is run automatically by one of the schedulers.  

 

Delete Schedule:  Selecting this option will delete the schedule.

 

Properties:  Selecting this option will bring up the "Properties" module containing configuration information for that schedule.  For more information on Properties, click here.

 

Tools:

 

Split into Single Schedules: This allows you to split the package into Single Report schedules.

 

Create Shortcut: Use this option to create a shortcut you can save in any location on your PC. Execute the shortcut to execute the schedule in SQL-RD.

 

 

 

 

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