When installed, XLCubed Web Edition installs the Scheduling component. This is a Windows Service that can be used to automatically deliver reports to users on a schedule, or when certain conditions are met.
From Version 9, when used with the SQL Repository, the Scheduling component can be used without installing the Windows Service, but instead by running the application on demand or by using Windows Task Scheduler.
- 1 Installation
- 2 Configuring the Windows Service
- 3 Configuration with a SQL Repository
- 4 Other considerations and Troubleshooting
- 5 See Also
Installing the Windows Service
If the installation hasn't already configured the Windows Service, run the InstallService.cmd batch file located in the Scheduler directory of your XLCubed Web Edition installation.
As in the Web Edition installation guide, 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.
Using the XLCubedWeb Management Console
You can find this configuration tool in the Start Menu of the server, called Configure XLCubed Web Edition. On the Scheduling tab, there are several options that can be used to customise your Scheduling installation.
- Web address
- The internal web address that the Scheduling service can use to access XLCubed Web Edition.
- Public web address
- The external web address that XLCubed Web users use when accessing the application. This is used to generate report URLs for emailing to users.
- Repository path
- The physical path to the XLCubed Web Edition repository.
- Webservice timeout
- The length of time the scheduling service should wait before giving up when rendering reports, in minutes. The default value is 10 minutes.
- Basic authentication
- The credentials to use to connect to XLCubed Web Edition to render the reports when Basic authentication is being used.
- Clean repository
- Automatically remove previews and unused images.
You may need to restart the XLCubed Scheduling Windows service after changing these properties.
There are two sets of configuration files for the Scheduling Service.
- XLCubed.Scheduling.Service.exe.config in the Scheduler directory of your XLCubed Web Edition installation. This should be automatically populated with the correct values, and will only need modification if the website or repository are subsequently manually moved, or if the XLCubed Web Edition server uses a non-default Authentication mode.
- The schedules and other configuration files for the Scheduling Service in the XLCubed Web Repository folder, in the __xlcubed__\__scheduling__ subfolder. It is normal for there to be no files until schedules or other configuration parameters have been set up.
The Scheduling service is set up to use Windows Integrated authentication by default. To use Basic authentication instead, edit the XLCubed.Scheduling.Service.exe.config file, changing the AuthenticationType line to Basic and fill in the user name and password below it (XLCubed Web Edition v6.5.014 and higher). This account should have permission to access the XLCubed Web Edition instance, as well as any repository folders required for scheduling.
Using the Role Selector
When configuring schedules and distribution groups, the Scheduling configuration screens can offer a list of relevant roles available on the server. In order for this to work, Microsoft's Analysis Management Objects must be installed. This can be found here, included in Microsoft SQL Server 2005 Management Objects Collection: Feature Pack for Microsoft SQL Server 2005 SP4
Configuring the Windows Service
The Service Identity
By default, the Scheduling Service runs under the Local System account. This allows it to have access to the necessary files, webservices and resources it needs to run reports and send emails. However, to use the Roles feature, a new identity must be chosen that is allowed to use all the roles that will be used. For simplicity, this can be an OLAP Administrator. In this case, you must give write access to the service identity user to the Repository folder.
Starting the Windows Service
The Scheduling Service can be managed just like any other Windows Service. You can start it by running the StartService.cmd batch file located in the Scheduler directory of your XLCubed Web Edition installation or by using the Services control panel.
Configuration with a SQL Repository
See SQL Repository#Scheduling for detailed instructions on additional required steps.
Other considerations and Troubleshooting
See Scheduling Troubleshooting for help with problems configuring the server.