You schedule batches to run immediately or at a later date. During batch scheduling, you can define the batch POV, set up e-mail notifications, and select the destinations of the generated output when the batch is run. Destination types can include Print to a designated printer, Snapshot to a designated repository folder, PDF to an external directory or attached to an e-mail, and HTML to a designated external directory (Batch Bursting does not support HTML). After selecting scheduled batch options, the batch is added to the batch queue from the Batch Scheduler after a successful run.
The scheduler's batch bursting feature can run a batch for more than one member of a single dimension on the batch POV for one data source, e-mail the PDFs generated to a recipient list, and save the output to the file system or to the repository. For example, a batch scheduled to run for New York and Houston can have the output for New York going to jones@cd.com and the output for Houston going to smith@cd.com. With batch bursting, you can use predefined text functions for report labels and folder labels. You can create a Bursting Destination File (see About the Bursting Destination File) to override default settings assigned to the batch.
About the Bursting Destination File
The Bursting Destination File contains the default settings for the scheduled batch. You can periodically view the default settings as you navigate through the batch wizard. You can export the Bursting File as a CSV file to specify output and permissions exceptions for a scheduled batch, thus overriding the default settings defined in the Batch Wizard. The member settings in the CSV Bursting Destination file can be appended to the member selections in the Batch Wizard. For example, you may want to specify a different sub-folder for some reports, based on selected members, or make some reports read-only. Only members that are valid for the selected dimension are appended to the bursted file.
To edit the Bursting Destination File for a current batch, the administrator or designer exports the file to a text editor or Excel, enters the members, if not already displayed, and edits any values in the table. The values for each member in the dimension are: Subfolder Name, Financial Reporting Object Name, E-mail Address, Group Name, Role Names, User Names, External Root Folder for PDF.
Upon completion, the file must be imported into the repository (File , then Import , then File) where it can be applied to a batch in the batch wizard. A sample Bursting Destination File is stored in the Sample folder of your Oracle's Hyperion Reporting and Analysis installation.
Note: | Member names in the CSV file are case-sensitive and must match that in the data source. If the member name case in the file differs from that in the data source, the burst generates no e_mail output. |
Batch scheduling tasks:
To schedule a batch to run:
Optional: To delete the batch from the scheduler after a successful run, select Delete Scheduled Batch Entry from Scheduler if Completed Successfully.
Select a batch and click Next. If required, Logon Credentials is displayed. Enter user names and passwords and click OK.
In the Frequency drop-down, select how routinely you want the batch to run. You can also select Perform Now or Perform on Demand.
If you selected a scheduled frequency, select a start date and time and end date and time.
Optional: If any of the reports and books in the batch have dimensions on the user POV, you can set the member for those dimensions in the Scheduled Batch Point of View area.
Optional: If you wish to use job bursting to run a batch for more than one member in a dimension on the Batch POV, you can do so in the Bursting Options area. See Scheduling Job Bursting.
Change the default settings for the Destination of the batch file that you are running (see Scheduling Batches to Run). Click Next
Optional. Specify whether to send an e-mail to recipients if the batch ran successfully or/and if unsuccessfully along with a brief message.
To save the batch job in the Batch Scheduler with the settings you selected for the destination, click Finish.