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− | When installed, [[Web Edition|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.
| + | Scheduling is available for both the file-based repository and the [[SQL Repository]]: |
− | | + | * [[Scheduling Installation with the File-based Repository]] |
− | ==Installation==
| + | * [[Scheduling Installation with the SQL Repository]] |
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− | ===Installing the Windows Service===
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− | If the installation hasn't already configured the Windows Service, run the {{Code|InstallService.cmd}} batch file located in the {{Code|Scheduler}} directory of your XLCubed Web Edition installation.
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− | ===Feature Permissions===
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− | As in [[XLCubed Web Edition Installation Guide#Functional User Permissions|the Web Edition installation guide]], permissions for access to the Scheduling feature can be set by granting or revoking access to the {{Code|Xml\Security\scheduling.xml}} file in the XLCubed Web installation folder.
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− | ===Configuration Files===
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− | There are two sets of configuration files for the Scheduling Service.
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− | * {{Code|XLCubed.Scheduling.Service.exe.config}} in the {{Code|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|Authentication mode]].
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− | * The schedules and other configuration files for the Scheduling Service in the XLCubed Web Repository folder, in the {{Code|__xlcubed__\__scheduling__}} subfolder. It is normal for there to be no files until schedules or other configuration parameters have been set up.
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− | ===Authentication Mode===
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− | The Scheduling service is set up to use Windows Integrated authentication by default. To use Basic authentication instead, edit the {{Code|XLCubed.Scheduling.Service.exe.config}} file, changing the {{Code|AuthenticationType}} line to {{Code|Basic}} and fill in the user name and password below it. (XLCubed Web Edition v6.5.014 and higher)
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− | ==Configuring the Windows Service==
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− | ===The Service Identity===
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− | By default, the Scheduling Service runs under the {{Code|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.
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− | ===Starting the Windows Service===
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− | The Scheduling Service can be managed just like any other Windows Service. You can start it by running the {{Code|StartService.cmd}} batch file located in the {{Code|Scheduler}} directory of your XLCubed Web Edition installation or by using the Services control panel.
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− | ==Other considerations==
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− | ===Virus and Malware Scanners===
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− | The Scheduling Service will need access to:
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− | * its configuration files, detailed above, | |
− | * the XLCubed Web Edition web services, via HTTP or HTTPS,
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− | * the SMTP server where emails are to be sent.
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− | ===PDF Problems===
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− | The scheduled reports may suffer from problems as described on [[XLCubed_Web_Edition_Installation_Guide/Version_6.1#PDF_Printing_-_Configuration|this page]], even when PDF printing works for normal users.
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− | ==See Also==
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− | * [[Scheduling]] | |
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− | [[Category:Web Edition]]
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− | [[Category:Installation]]
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− | [[Category:Scheduling]]
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