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Q: What’s in the ReportSCHEDULER Guide?
Q: Which databases can I use for ReportSCHEDULER?
Q: Do I need Crystal Reports installed on my computer?
Q: What version of Crystal Reports can I use with ReportSCHEDULER?
Q: Does ReportSCHEDULER work on Vista or Windows 7?
Q: Is there a more affordable way to use ReportSCHEDULER, to help my cash flow?

Q: Why not just use the Windows task scheduler?
Q: Does ActivitySCHEDULER work on Vista or Windows 7?
Q: What is a policy?
Q: What is an activity?
Q: What is an activity set?
Q: Can I schedule and automate GUI applications?
Q: How do I schedule interactive applications?
Q: How do I implement event driven scheduling?
Q: How do I automate my regular reports?

Q: What’s in the ReportSCHEDULER Guide
A: This guide contains the following:
- An overview of ReportSCHEDULER and its uses.
- How to install the software on your computer.
- How to install the run-time version of Crystal Reports (version 10) on your computer.
- How to set up email facilities to allow you to send reports, and also how to configure the Web interface to the product
- How to generate and prepare reports ready for scheduling.
- How to schedule and run your automated reports.
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Q: Which databases can I use for ReportSCHEDULER?
A: Here we're talking about the small database required by
ReportSCHEDULER itself, not the database(s) you are reporting on.
We recommend Microsoft Access (no extra software required), which can be set up automatically during the installation.
However you can use Oracle or Microsoft SQL Server (including Express edition) if necessary,
in which case you must create the database and ODBC connection before you install ReportSCHEDULER.
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Q: Do I need Crystal Reports installed on my computer?
A: To automate and run your reports using ReportSCHEDULER, you need to install the
supplied run time version of Crystal Reports on your computer.
If you already have Crystal Reports installed on the same computer, the run time installation
will simply configure it for use with ReportSCHEDULER.
You will, of course, need your development version of Crystal Reports installed somewhere
to create your report definitions, but you don't need to install ReportSCHEDULER on the same computer.
In fact it's often best to keep your production reports separate from your development reports.
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Q: What version of Crystal Reports can I use with ReportSCHEDULER?
A: The supplied run time version of Crystal Reports (v10) works with report definitions
created with Crystal 8.5 and above.
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Q: Does ReportSCHEDULER work on Vista or Windows 7?
A: Yes, both these operating systems are now supported in v4.2.
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Q: Is there a more affordable way to use ReportSCHEDULER, to help my cash flow?
A: Yes, you can now use ReportSCHEDULER on a monthly rental, which you can cancel at any time.
You will still get the first month free, for evaluation.
Rent now.
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Q: Why not just use the Windows task scheduler?
A: Windows has a built in task scheduling capability that allows applications to be run
at specifiable times and intervals; however there are limitations in what it can achieve.
ActivitySCHEDULER from BadgerNT allows jobs to be linked together so that
the completion status of a job can determine which job will be started next. Multiple jobs can be
started when one completes, and not necessarily on the same computer.
ActivitySCHEDULER has multiple notification methods to inform you if a job does not complete as
expected. For example, an email message could be sent if the overnight system backup fails, giving the
reason.
Another major benefit of ActivitySCHEDULER is the ease with which you can track each job that has run,
and know its completion status.
ActivitySCHEDULER allows jobs to be grouped together so that can they can be re-used and nested
to any level.
The interface used to define jobs is very intuitive and allows you to define jobs by browsing for
applications and setting any required command line parameters. Once a job is defined it can be
incorporated into one or more groups, or used as-is.
ActivitySCHEDULER has a full API that allows software developers to add scheduling capabilities
to their products very easily. The API is very easy to use from Visual Basic and C/C++.
We are constantly developing new sample schedules for handling problems such as the build up of files
in temporary directories and the running of system backups.
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Q: Does ActivitySCHEDULER work on Vista or Windows 7?
A: Yes, both these operating systems are now supported in v4.2.
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Q: What is a policy?
A: A policy is a collection of activities that have been combined into a single entity that can be scheduled, for example every 2 hours, once a week, on the last Friday of each month, or just on demand.
A policy may contain just a single activity, or it may be a complex structure of many related activities and activity sets. Activities and activity sets within a policy (its children) are linked together according to their dependencies. For example, activities A and B run concurrently at the start of the policy, then activity C only runs if A completes with status "Ok".
Notification messages can be sent at any point in a policy, by a variety of methods. A policy has its own starting conditions (Resources), for example, file F must exist but the policy should wait for up to 2 hours if it doesn't. A maximum execution time can also be defined for each policy.
The completion status of a policy is defined in terms of how its child activities complete. For example, the above policy has a status "Ok" if its child activity C completed with status "Ok", otherwise it should have a status of "Failed".
Once you have designed a policy in the Policy Designer, you "enable" it so that its execution can be managed from the Policy Manager. When a policy runs, it automatically produces a log file and a customized report, which you can view from the Policy Manager. The design of a policy can incorporate customized messages for the report at any point in the policy. The completion status and severity are displayed on the main Policy Manager screen, so that you can see at a glance how successful your policies have been.
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Q: What is an activity?
A: Basically, an activity is any program that can be run from a command line on a specified computer, by a specified user.
But in ActivitySCHEDULER, an activity offers you so much more than that! An activity can have starting conditions (Resources) such as the existence of a file, or freespace on a disk, and if you wish, it can wait for these conditions before starting. You can also specify that files should be deleted or copied (across the network if necessary) both before and after running an activity.
An activity can have its own timing conditions, such as a delay before starting and a maximum execution time. For example, always wait for 10 minutes before starting, and abort if still running at 8:30 the next morning.
Of course, you can configure the status codes that you expect an activity to complete with, and give meaningful names to each combination of numeric values. But if the activity completes with an unexpected status, you can still deal with it in the policy, using the special "Undefined" status.
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Q: What is an activity set?
A: An activity set is a collection of related activities that you want to treat as a single entity in a policy. It has many of the attributes of an activity (e.g. starting conditions) but its constituent (child) activities are linked in the same way as those in a policy. Its completion status is also determined in the same way as for a policy, as a function of its child activities.
The greatest strength of activity sets is that they can be nested. In this way you can build up very complex policies in which each level is easy to understand and design.
Activity sets can be used to implement policies in which the next action to be performed depends on the outcome of a number of previous actions. For example, only run activity C if activities A and B both completed with status "Ok". In this case, you would put activities A and B into an activity set whose completion status is defined as "Ok" if both A and B complete with "Ok". The parent policy (or activity set) would then only contain the activity set and activity C, linked appropriately. Of course, the logic could be much more complex, with more activities and status codes involved.
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Q: Can I schedule and automate GUI applications?
A: There are many freeware and shareware products available that allow you to automate a sequence of menu options, button presses and text entry within any GUI application. One shareware product that we have successfully used with ActivitySCHEDULER is KeyText, available from http://www.mjmsoft.com/keytext.htm . There are certain restrictions with using this particular product:
- You must run activities with the Interactive option.
- You must predefine the "macros" you want to use on the activity node.
- A user must be interactively logged on with KeyText running
- It's possible for the logged-on user to "interfere" with the running of the macro, so they shouldn't be actively using the node while the activity runs.
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Q: How do I schedule interactive applications?
A: When creating the activity template for your application, simply check the Interactive box on the Execution tab. When the activity runs, the application window will appear on the screen. If no-one is currently logged on to the activity node when the activity runs, it will still run until any user interaction is required - the application will then appear on screen as soon as someone logs on. This facility should be used with care, as it allows anyone who can log on to interact with your application, which will be running with the privileges of the specified activity user.
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Q: How do I implement event driven scheduling?
A: There are a number of ways in which you can implement event-driven scheduling with ActivitySCHEDULER, depending on the type of event and how you want to deal with it.
- If you have an application that detects events, it can run the utility program StartPolicy to run a policy, or use the API (available with the SDK) to run a policy.
- If the event maps to a resource already supported by ActivitySCHEDULER (such as disk space, or presence of a file), then you can design a policy that checks that resource in its starting conditions. You can then schedule the policy to run at regular intervals, from once a minute to once a year. An example of this type of policy is supplied in the ActivitySCHEDULER samples, called 'Sample System Disk Space'.
- You can write an application, batch file or Perl script to check for the required condition and run this as an activity. When it returns the appropriate status, the policy can perform other activities, activity sets and/or notifications, as required. This policy could also be run at regular intervals.
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Q: How do I automate my regular reports?
A: ActivitySCHEDULER provides a run-time version of Crystal Reports v10
(at no extra cost). If you already have
the full Crystal Reports product, installing the run-time version will simply ensure that it
is configured for use with ActivitySCHEDULER. The Report Wizard allows you to generate any of the pre-defined
reports, as well as any of your own, and to automate them using ActivitySCHEDULER.
Each report can be saved to file (in many different formats), printed or emailed, and can be
generated on a different schedule as required - either on a calendar basis, at intervals
through the day, or on demand (via the Policy Manager).
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