Documentation for WEB Report System PSIM 1.0.1.

Previous page Setting up the automatically executed tasks  Checking the task execution Next page

In order to create the auto-executed task do the following:

  1. Go to the Tasks tab.
  2. Click the New task link.
  3. As a result the New task form is displayed.
  4. In the Reports group (1) select the reports that should be auto-generated by setting the checkboxes.
  5. From the Schedule list (2) select the schedule according to which the selected reports should be generated.

  6. In the Actions group, set up at least one action with the reports:

    1. In the Folders field (3) enter the path for the folders where the generated reports should be stored. Use Enter key as a separator, i.e. there is a certain line for every folder.

      Attention!

      If a network folder is selected, then it is necessary to launch the Cassini Service utility on behalf of a user who has access to this network folder, because by default, this utility is launched on behalf of a system user who does not have access to network folders.

    2. In the Emails field (4) enter the email addresses to which the generated reports should be sent. Use Enter key as a separator, i.e. there is a certain line for every email address.

      Note

      Generated reports that are sent to emails are PDF and XLS files.

  7. In order to run the task execution right after its creation set the Activate checkbox (5).

    Note.

    Later one can run the task execution at any moment (see the Running and stopping the task execution section).

  8. In order to save the task parameters click OK, to cancel the task creation click Cancel.

Note

If there are no folders that are set at 6.a step then the following message is displayed when the task parameters are saved. In order to auto create folders click OK.

Creating the automatically executed task is completed.

  • No labels