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BROWSER SCHEDULER OVERVIEW

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This guide explains the different tabs and functions of the Version 8 Tomcat-based browser scheduler.
This overview is a general review of how to use the new scheduler & recommended settings; if you have detailed questions or would like to customize
your scheduled reports structure, please contact us
in order to arrange personalized training: Support@compusoftdevelopment.com
This guide is available for download at the bottom of this page.

REPORTS TAB
The Reports tab is used to quickly run a report, and view a list of recently run reports. Reports will appear in the “Recent Reports” column based on what has been run lately in the scheduler and the client. This list will vary from user to user, based on the reports individuals have been running most recently.
The full hierarchy of folders and reports is available in the Report List column. Folders can be expanded to view their contents, and you can also perform a search for a particular report name that you would like to run.
If you would like to run a report and open it in a new tab, ensure the checkbox above “Recent Reports” is selected. In order for the report to open in a new browser window, pop-up blocker settings may need to be adjusted.
--In Google Chrome, you can add a pop-up blocker exception under settings > advanced > privacy > pop-ups. Clicking “manage exceptions” will allow you to add the scheduler site.
--In Internet Explorer, navigate to tools > internet options > privacy > pop-up blocker settings, to add an exception for your scheduler browser.
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You can create a shortcut on your desktop to link to individual reports run from the scheduler. To do this, once you run a report from the Reports tab, right click
the “Run” button and select “Create shortcut” from the menu. This will add a shortcut to your desktop using the name of this report. When you click this shortcut it will
launch the scheduler browser and take you directly to the run screen for this particular report. Please note that unless you have Single Sign On configured, it will prompt you for login credentials when you first launch
the browser.
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SCHEDULER TAB

● The Scheduler tab is where reports can be scheduled to be delivered to users on a regular basis. In order to have access to the Scheduler tab,
a user must have “modify” rights selected within their user permissions; these rights may be found in the Synoptix client under Admin Setup >
User Setup. By default, users who have been given admin rights will be able to see and schedule all reports in the scheduler.
● Within the Scheduler tab, information is divided into three columns.
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--The Report Tree column contains the full hierarchy of folders and reports. You may select a report here to
build a scheduled instance around it.
--The Schedules column, in the center of the screen, is where you can search for scheduled reports, view lists
of scheduled reports and their last run information and current status, as well as disable or delete individually
scheduled report instances.
--The Schedule Detail column contains settings for individually scheduled instances. This is where you can
amend the name of the scheduled report, how often it is scheduled to automatically run, the filter structure, and
what users the report should be distributed to.
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Filters
● In order to use filters on a scheduled report, you will click “Filter Structure” within the Schedule Detail column.
This will open your filter structure and allow you to add filters and determine if you would like to apply the Filter Tree, or Maintain Tree Hierarchy. Maintaining the hierarchy organizes filters with tree headers that can be
condensed; if the hierarchy is maintained users will receive the email of this scheduled report with a PDF that lists each filter as an individual page.
● Our Services team can provide training on filters and address questions particular to your unique organization. To learn more about training options, please contact us.
Support@compusoftdevelopment.com

SETUP TAB

● Users with admin rights will have access to the Setup tab in the browser scheduler, enabling them to make changes, including adjustments to the
memory settings and the databases that the scheduler connects to. They will also have access to apply updates to the scheduler, amend calendar user periods, view filters and filter permissions, and use an import tool for adding
users to Synoptix.
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● Under the Admin Setup, administrators will see a list of items on the left allowing them to adjust the scheduler configuration.
--The Email tab is where you can connect the scheduler to your outgoing
mail server. For more guidance on configuring your email, please see our Scheduler Email Configuration Guide.
--The Server tab is where the location of Apache Tomcat server can be adjusted. This will change the IP and port information used to launch the browser scheduler.
--The Save Path tab contains the location of the folder on the Apache Tomcat server where report information is stored prior to being emailed out by the scheduler. This save path should only exist on the Tomcat machine. 0 This is where it may be viewed or
changed.
--The Database tab is where the location of the CompuSoft database is listed. Should your database location change, it can be amended in this screen. Please note that SQL user credentials will be required to do so.
--The Report tab allows you to adjust the number of simultaneous report threads that can run. This ties to the Memory tab in determining how much available memory the
browser scheduler uses when running scheduled reports. Each filter applied to a report is considered a separate simultaneous thread in the Report tab.
You can calculate the memory scheduled reports use by multiplying the amount in the Memory tab by the simultaneous number in the Report tab.
For more info on this, please view the Tomcat Memory Allocations resource.
--The Single Sign On tab allows you to configure SSO for the browser scheduler. For a guide on this, please see the Single Sign On article.

WHAT TRAINING CAN OFFER
● The Synoptix Team is happy to answer questions relating to your custom environment and how to tailor your
scheduled reports. Please contact us for more information: Support@compusoftdevelopment.com
● Popular browser scheduler training topics include:
○ Using filter trees and applying filter security to reports
○ Using our new graph creation tool within the scheduler
○ Building custom dashboards
○ How to create multiple scheduled instances of a report; this allows distribution to multiple users across
varying timeframes, and with customized filters


Download a 3 page PDF of this guide here:
Attachment:
Version 8 Scheduler Overview.pdf [219.95 KiB]
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For a list of common errors you may experience in the scheduler, and how to resolve them, please see our article here

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