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Sharperlight – Scheduler

This video covers the basics of using Sharperlight Scheduler. It starts with scheduling Reports generated based on Page Designer, Excel and Word. These reports are then emailed out to various email addresses associated with a Query of Companies. Other tasks show how to export data from an Application database to CSV files and also the reserve, where CSV and Excel files are imported into a database with validation. The is also an example of how to pass parameters and trigger a Task from an Web Page using some simple Javascript.

Training Examples

  1. Save a Published Report as PDF and Email
  2. Use Query Combinations to create multiple PDF, Excel and Word files and Email
  3. Create multiple CSV files, Zip Compress and copy to OneDrive or Dropbox
  4. Read multiple CSV files and writeback the data into a Database with clear down procedure call and error handling
  5. Merge Multiple PDF files into one PDF file with bookmarks
  6. Trigger Scheduled Task from a HTML Web Page with Log History
  7. How to setup Excel and Word for Scheduling
  8. Security options and setup

Functionality

Excel

  • Recalculate workbook with parameters like Department or Period
  • Detach Sharperlight Formulas
  • Save as xlsx, xlsm, xls, PDF, XPS, HTML
  • Save All Sheets, Active Sheet or listed Sheets

Word

  • Pass parameters into bookmarks
  • When Excel objects links are present these can be refreshed by an Excel Action
  • Save as docx, doc, PDF , HTML

Publisher Reports

  • Recalculate with parameters
  • Save as PDF, Excel, Word, HTML or CSV

Email

  • Supports SMTP with built in auto setup for 30 of most popular Services
  • Email to, from and cc can all be parametrized and based on Query
  • Subject and Message body can accept parameters along with external HTML template files
  • Multiple file attachments (Files or Folders can also be zipped)

Files and Folders

  • Copy, Delete, Exists and Zip Compression
  • Query the File System to get a process list (Query Combinations)
  • PDF Merge – Combine multiple PDF files into one PDF (Protection supported)
  • Works with OneDrive, Dropbox client applications

Materialized Queries

  • Refresh Table or whole Database

Workflow

  • Supports multiple Query Combination Loops that pass parameters to each Action
  • Tasks can call other Tasks with parameters
  • Conditional actions based on Expressions with support for continue and exit
  • Message Logging with support for custom Logs
  • Execution of Task on Error

Task Triggers

  • Multiple triggers supported
  • Calendar and Time based triggers, daily, weekly, monthly, time etc.
  • Windows Event Log triggers
  • Web Channel web pages can trigger Schedule Tasks with parameters
  • Command Lines can trigger Schedule Tasks with parameters
  • If setup correctly, supports execution while user is logged off

Security

  • User access to Scheduling can be controlled in Site Setup
  • Scheduling on the Application Server can be controlled and work folder location locked down
  • Supports run as user

Miscellaneous

  • Local and Centralized Scheduling on the Application Server supported
  • Command Lines (Batch File)
  • PDF File Merging
  • Execute Datamodel Processes (Stored Procedures) with parameters
  • Sharperlight backup
  • Word documents save as word, PDF and HTML
  • Supports relative folder locations
  • All parameters accept various system parameter and can also be expressions
  • Execution and Error logging

Excel and Word Setup on App Server

  • Use Network Drives so App Server and Client can see the same file paths
  • Set the Sharperlight Windows Service to Run As a specified Windows User
  • Remote Desktop into the App Server as the specified Windows User and setup the Excel add-in
  • Disconnect from the Remote Desktop Session leaving the User logged on (Important as Excel needs an Active Desktop)
  • Create a Scheduled Excel Task on a Client Computer
    • Set the Location to [Server]
    • Use the Current User
    • Do not turn on “Run whether user is logged on or not” as Excel needs a logon
    • Create an Action to Save Excel to the network drive location
    • Set logging History to All
    • Set the Trigger time for a few minutes in the future
    • Click the Apply button to save the Task
  • At the Scheduled time check the network path to see if the Excel workbook has been saved
  • Check the Task History Log see the details on executed Task

 

Published: 31/10/2017 10:35PM

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