Creating a Schedule in a Self-Service Installation

How to:

With a Self-Service installation in WebFOCUS 8, the schedules and distribution lists, access lists, and library content created by users are stored in the WebFOCUS repository. They are displayed in folders in the Resources tree when you sign in to WebFOCUS. The folders in the Resources tree are real folders that must be created before you can store content in them.

Once a folder is created, you can launch the Advanced Scheduling tool by right-clicking on the folder. Point to the New option and then click Schedule to launch the tool. Another way to launch the scheduler is through a schedule button on a report launch page.

The purpose of the following process is to define the steps that you will need to follow in order to create a schedule in a Self-Service installation.

Note: You will need access to a number of manuals to complete this process. These manuals include TIBCO WebFOCUS® Security and Administration and Business Intelligence Portal.

Procedure: How to Create a Schedule in a Self-Service Installation

  1. Sign in to WebFOCUS with an account that is authorized to create folders and schedules. For more information, see the TIBCO WebFOCUS® Security and Administration manual.
  2. Create a folder using the following steps:
    1. From the left navigation pane in the Resources tree, right-click Domains.
    2. Click New and then click Folder.
    3. Enter a Title and optionally a Summary.
  3. Right-click on the folder, click New, and then click Schedule.

    Note: The tools options on the context menu and the file types that can be created are based on the WebFOCUS Client license. The report development tool that is available from the context menu for a ReportCaster Self-Service license code is the Text Editor, which allows only the .HTM file type.

    Note: For customers using legacy licenses, the tools options on the context menu and the file types that can be created are based on the WebFOCUS Client license. For customers using the Golden Key license, all of the tools options on the context menu and file types that can be created are available. The report development tool that is available from the context menu for a ReportCaster Self-Service license code is the Text Editor, which allows only the .HTM file type.

    The Advanced Scheduling tool displays.

    Authorized users will be able to launch the scheduling tool from a folder to create a schedule. For more information on security, see the TIBCO WebFOCUS® Security and Administration manual.

Procedure: How to Save a Schedule Created From the Launch Page

  1. Launch the scheduling tool from your launch page or access the scheduling functionality in the Advanced Scheduling tool.
  2. Once you have defined the criteria for the schedule, click Save & Close to navigate to the folder where you would like to keep the schedule. If a folder does not exist, refer to Step 1 in Creating a Schedule in a Self-Service Installation.