This section provides instructions on using the Calendar page.
This section provides instructions for viewing the calendar.
To display the calendar, click Calendar in the left navigation menu.
The Calendar page shows scheduled reports, as well as reports that have been initiated with the Run Now button. In addition, it shows finished reports, reports that are still in progress, and reports that failed during execution. Finished reports, reports that are still in progress, and failed reports are shown with a gray background, and reports that have not been executed yet appear with a white background. All days that have already passed are shown with a gray background.
The Calendar page presents a continuous view of the calendar, rather than a simple month-by-month view. This means that the data is not separated based on calendar months. Instead, it is presented in chunks of several weeks at a time, where each row corresponds to a week. You can adjust the number of weeks displayed by setting the Calendar Options for the page.
The Calendar page shows scheduled runs in the user’s time zone, not the server’s time zone. However, scheduled runs are executed according to the server’s time zone, and the time stamp on an executed report reflects the time on the server at the time of the run.
The scroll bar for the browser lets you scroll within the current view, but does not move forward to show additional weeks in the calendar.
To include an additional row (move forward one week) in the calendar view, press the down-arrow key.
To remove a row (go back one week) in the calendar view, press the up-arrow key.
To scroll down to the next set of weeks in the calendar view, press Ctrl+down-arrow.
You can also scroll down by clicking the Go forward icon.
Alternatively, you can use the mouse wheel to scroll weeks in the calendar view.
To scroll up to the next set of weeks in the calendar view, press Ctrl+up-arrow or click the Go back icon.
When you first display the Calendar page, today’s report runs are shown in the display. If you scroll away from today’s schedule, you might need to return to it later. If so, click the Today button.
To check the status of a particular schedule instance in the calendar:, mouse over the schedule name.
If the schedule instance is still running, the Calendar shows In Progress under the schedule name.
If the schedule instance has completed processing, the View and Delete links appear under the schedule name.
If the schedule instance has not run yet because it is scheduled for some time in the future, the Edit and Delete links appear under the schedule name.
If the report failed during execution, only the Delete link appears under the schedule name.
The Calendar page displays a pop-up window showing the description, status, and comments for the report, as well as the date and time on which it was run, and the name of the user who ran the report.
If the report failed during execution, the pop-up window indicates this in the status and also provides the reason for the failure.
To view a generated report, click View under the schedule name.
When you view a report, the generated report appears in a new window. The report is shown in PDF or CSV format, depending on how the report was defined.
To edit a schedule instance for a report that has not been run yet:
Click Edit under the schedule name.
You can also click the report schedule.
Identity Reporting displays a page that lets you edit the report definition and schedule. The page opens to the schedule instance you selected in the Calendar page. However, you can work on a different schedule instance, or create a new one from the editing page. In addition, you can make modifications to the report definition.
The report definition has a one-to-many relationship with schedules, which means that a report definition can have one or more schedules, but a schedule can only be associated with a single report definition.
To edit the settings for the schedule, scroll down to the Schedule section of the page and open the section for this scheduled run.
Make changes as necessary to the scheduled run.
|
Schedule Property |
Description |
|---|---|
|
Start date |
Specifies the date in the calendar on which you want to initiate the first run of the report. This property also determines the date for all subsequent runs. You can change the start date for a schedule after it has been created, even if the calendar already includes one or more scheduled runs. If you change the start date for a schedule, all of the runs for this schedule shift to the new date. |
|
Time of day |
Specifies the approximate time of day for each report run. The time of day is based on the clock on the server where the report is executed. The actual execution time depends on server activity. The run time specified for each schedule instance is set to the hour or the half hour (for example, 1:00 AM or 1:30 PM). You can change the time of day for a schedule after it has been created. If you change the time of day, all of the runs for this schedule execute at the new time. |
|
Frequency |
Specifies the repeat interval (a number that specifies how often the report will run) and the time period for report runs: (Month(s), Week(s), or Day(s). You cannot modify the frequency for a schedule after the schedule has been created. |
|
End date |
Specifies the date in the calendar after which no more runs should occur. Note that the last report run may not actually occur on this date. For example, if you choose October 15 as the start date, and specify a repeat interval of two weeks and an end date of November 1, the report will be run on October 15 and October 29. In this case, October 29 is the last run. You can change the end date for a schedule after it has been created. |
|
Use default notifications |
Specifies the e-mail settings associated with the schedule instance. |
Click Save.
To delete a particular scheduled instance, mouse over the scheduled instance and click Delete.
If you delete the first run in a schedule, the Start date for the schedule is changed to the next upcoming run date. If you delete the last run, the End date for the schedule is not modified.
The Calendar page allows you to move a single schedule instance by dragging and dropping the item from one date to another within the calendar. However, when you move a single schedule instance, the Calendar page automatically creates a new schedule with a new name and places the moved schedule instance on the new date that you selected as a the target for the move operation.
After you have moved a schedule instance, this run is effectively deleted from the original schedule definition, and is now added to the new schedule definition. All of the text-based attributes from the original schedule instance are copied to the new schedule instance.
The name you specify for the new schedule need not be unique across all of the report definitions within Identity Reporting. However, it does need to be unique within the list of schedules for the report definition.
You cannot move a schedule instance into the past (before the current date and time) or to a day that already has a run scheduled for the same report definition.
To move a single schedule instance to a new date:
Select the schedule instance you want to move and drag it to the desired date.
The Calendar page displays the Confirm Move Schedule dialog box.
Click Move This.
Specify a name for the new schedule and click Move This.
The Calendar page creates the new schedule, moves the scheduled instance, and displays a confirmation message.
The Calendar page also allows you to move all of the scheduled runs for a schedule simply by dragging and dropping a particular run within the schedule from one date to another within the calendar. When you move all schedule instances for a particular schedule, the Calendar page retains the original repeat pattern specified in the Frequency field, but updates the start date to reflect the new date for execution of the report.
The target date for the move need not be within the original start and end period dates specified for the schedule. If you move outside the original range of the schedule, the schedule start and end dates change accordingly.
To move all of the scheduled runs for a schedule:
Select the schedule instance you want to move and drag it to the desired date.
Click Move All.
The Calendar page shifts all of the scheduled runs to align with the new run date.