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New Release Notification
Company Code Selection
User Profile
Excel Not Ready Error
Add-In Load Error
Multiple Instances
License Key Errors
Snapshot
Shared Templates Drive
Drive Types
File Server
SAP Database
Dropbox
Navigator
Create a File
Delete a File
Edit a File
Open a File
Common Options
Combine Text
Last Refreshed By
Last Refreshed Time
Split Text
System Administrator Options
System Administrator Licence Key
System Administrator User Permissions
System Administrator User Options
System Administrator Server Information
System Administrator Delimiter Options
System Administrator Configuration Options
Expand and Explode Level
Discover FICO Object Values
Expand and Explode
Expand FICO Object Values
Explode FICO Object Values
Explode FICO Object Value Hierarchy
Expand FICO Object Value Hierarchy
List of Values – Create
Previous FICO Object
Next FICO Object
Get Balance
Get CCA Balance
Get New GL Balance
Get Classic GL Balance
Get PCA Balance
Company Code Name
Alternative GL Account
FICO Object Description
Drill Criteria Sheets
Drill Criteria – Classic GL Balance
Drill Criteria – New GL Balance
Drill Criteria – PCA Balance
Drill Criteria – CCA Balance
Drill Using a Saved Template
Drill to Document
Drill to Line Item
Template Layout
Save Template Layout
Manage Templates
Other Tools
Hide Zeros
Clean Template
Configuration Sheet
GL Wand User Options
Load CCA
Create Schedule
Running the Scheduler
SMTP Email Settings
Source Report
Named Ranges
Parameters
Drilldowns
Email
Advanced Options
Load and Validation
Execution

Create Schedule

To schedule a RDM template, navigate to RDM | Scheduler | Create. You will be presented with a form to help create the template.

RDM Template

Select the RDM Template you would like to schedule by clicking on the file navigation   or Shared Templates Drive  icon.

Your RDM template must have valid RDM data on each sheet in the workbook otherwise an error will occur when the scheduler runs.

Schedule Pattern

You can choose to schedule the RDM Template one time, or on an Hourly, daily, weekly, or monthly schedule:

  • If you select the One time radio button, you choose a date and time to run the RDM Template.
  • If you select the Hourly radio button, you choose the recurrence interval for the job and the date and time to start the RDM Template. An interval of 1 produces an hourly schedule and an interval of 2 produces an every other hour schedule. The task will start at the specified time according to the increments of recurring hours.
  • If you select the Daily radio button, you choose the recurrence interval for the job and the date and time to start the RDM Template. An interval of 1 produces a daily schedule and an interval of 2 produces an every other day schedule. The task will start at the specified time each day.
  • If you select the Weekly radio button, you choose the recurrence interval for the task, the date and time to start the task, and the days of the week in which to start the RDM Template. An interval of 1 produces a weekly schedule and an interval of 2 produces an every other week schedule. The task will start at the specified time on each of the specified days.
  • If you select the Monthly radio button, you choose the months in which you want to start the task and the days of the months and the days of the week for each month in which you want to start the RDM Template. You can also specify that you want to start the RDM Template on the last day of each month.

Recurrence

Set the start date and time for the task, you can optionally set an end date for your schedule that will cause the schedule to expire, when a job is expired, the RDM Template will not run.

Task Status Notification

You can choose to receive an email notification on the completion of a scheduled task, enter multiple email addresses separated by a “;” or a “,”. If you wish to only be notified when a task completes with an error, set the “Notify on error only” check box.

The Task Status Notification requires that the user has completed the RDM User Options email settings. Please confirm your settings by selecting the Options menu from the RDM Tools ribbon.

You can now click Create and a new workbook containing the RDM Scheduler template will be created.

RDM Scheduler Template

This is a normal Excel workbook. However the structure must not be changed. The only changes that you may make to this workbook are to insert more lines. Any other changes will most likely corrupt the definition and Report Distribution Manager will give an error when you try to run the scheduler.

The RDM Scheduler template has three visible columns, RDM Template, Schedule and Enabled:

  • The RDM Template column displays the absolute path and name or the link (if RDM Template is selected from Shared Template Drive) of the RDM Template associated with the schedule job.
  • The Schedule column holds only a text description of the schedule and will change in accordance with modifications to the schedule.
  • The Enabled column allows you to enable or disable the schedule job. A job that is enabled can run, a job that is disabled will not be scheduled and cannot run until it is enabled.

Edit Schedule

You can modify a schedule by double clicking the row or by selecting the row you wish to edit, then navigate to RDM | Scheduler  and select the Edit icon.

Run The Scheduler


Once you have created your schedule your are ready to run the scheduler.