Save Schedules
The eG administrative interface also provides a useful report scheduling capability that automates the process of printing and/or mailing specific reports (to specific individuals) at pre-defined intervals. This page appears when the 
icon in the auditlog reports of the eG administrative interface is clicked.
- First, specify the name of the schedule in the Schedule name text box.
- To indicate how often the report would have to be mailed to a specific recipient, select a frequency from the Mail list box. The options provided therein include: Daily, Day(s) of the week, Weekly, Monthly, Weekend, and Month-End. If you select the Day(s)of the week/Weekly option, you even get to select the exact day(s) of the week on which you want the report mailed/printed, from the Mail On list. If you select the Monthly option from the Mail list, you can select the exact date of the month on which you want the report to be mailed/printed, from the Mail On list.
Note:
You cannot SCHEDULE the automatic printing/mailing of reports with an Any timeline.
By default, WeekEnd reports are mailed every Sunday. This default setting can however, be modified by editing the eg_services.ini file (in the {EG_INSTALL_DIR}\manager\config directory). The ScheduleMailWeekend parameter in the [MISC_ARGS] section of this file is set to Sunday, by default. If you so wish, you can specify any other day of the week against this parameter, as shown below:
[MISC_ARGS]
ScheduleMailWeekend=Friday
Say, on March 24, 2021 (Wednesday), a report was generated with a Timeline of 2 weeks; later that day, the same report was scheduled to be mailed Weekly. This means that on the first day of the following week (which is Sunday - March 28, 2021), the report will be automatically generated based on the performance data collected during the last 2 weeks (i.e., for the period spanning March 8 to March 28), and mailed to the specified recipients. Note that, if a report is set to be mailed ‘Weekly’, such a setting only ensures that the report is mailed once a week; it does not alter the Timeline of the original report. The same applies to ‘Monthly’ schedules.
Now, let us take another example. Assume that on January 27, 2021 again, a report with a Timeline of 2 weeks was scheduled to be mailed every WeekEnd (which is say, Sunday). This means that on January 31, 2021 (Sunday), the report will be automatically generated for a Timeline of 1 week (spanning January 25 to January 31), and mailed to the specified recipients. Note that ‘WeekEnd’ schedules not only affect the frequency with which reports are mailed, but also override the ‘Timeline’ of the original report. The same philosophy applies to “MonthEnd” schedules.
By default, scheduled mails are sent before trend computation begins. However, if need be, you can push schedule execution below trend computations - i.e., you can instruct the eG Enterprise system to mail reports after trend calculations are done. To ensure this, you will have to edit the eg_services.ini file in the {EG_INSTALL_DIR}\manager\config directory. In the [MISC_ARGS] section of the file, a ScheduleReportsBeforeTrend flag exists that is set to yes, by default. Change this to no, so that schedules are implemented after trending is completed.
Summary reports will not be generated properly if this option is set. Reports with measure graph, zone reports, comparison reports, etc., will be unaffected.
You cannot SCHEDULE the automatic printing/mailing of reports with an Any timeline.
If you select the Weekly or Day(s) of the week option from the Mail list, you even get to select the exact day of the week on which you want the report mailed/printed, from the Mail On list.
If you select the Monthly option from the Mail list, you can select the exact date of the month on which you want the report to be mailed/printed, from the Mail On list.
If the report is to be mailed to a specific recipient, then mention the Mail ID of the recipient.
Note:
Before emailing reports, ensure that the SMTP mail host and eG Administrator mail ID are properly configured in the eG administrative interface (using the MAIL SERVER SETTINGS page which can be accessed through the Alerts -> Mail Settings -> Server Settings option).
By default, the Receiving Type list is set to Attachment indicating that the generated report would be sent as an attachment when the report is scheduled to be emailed. If you do not wish to view an attachment with the email, but instead want the report to be sent in HTML format in the body of the email, then select the Inline option.
Then, indicate the Schedule Type. You can indicate when report/booklet scheduling is to occur by picking an option from the Schedule Type list. To generate schedule reports/booklets at the end of every day, pick the Day-End option from this list. To generate schedule reports/booklets at a configured time every day, pick the Anytime option from this list, and then indicate the exact time of generation using the Schedule At time controls that then appear.
By default, eG administrative interface does not allow users to schedule the automatic printing of reports. If you want to schedule report printing, then set the EnableSchedulePrint parameter in the [MISC_ARGS] section of the eg_services.ini file (in the {EG_INSTALL_DIR}\manager\config directory) to true (default is false). Once this is done, then, a Print list will additionally appear in the SAVE SCHEDULES page. Indicate the frequency with which the report is to be printed by selecting an option from the Print list box. Here again, selecting None would ensure that the report is not printed. In order to print the report as well as email the report to the chosen recipients, then select an option from the Mail list and the Print list and specify the recipients in the Mail Id text box.
Note:
If a network printer is used for printing the reports, then ensure that the Tomcat service of the eG manager is configured to use a domain use's account. If only a local printer is used, then the Tomcat service can run using the default local system account.
Finally, click on the SAVE button to register the schedule.