EOM Console
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Administrators can configure a recurring schedule for a task. Tasks can be created to run an ad hoc rule, create and save a report, or create and email a report.
Complete the following steps to create a schedule.
From the EOM Console menu bar select Tools | Schedule Manager. The Schedule Manager dialog box displays.
Click Add to create a schedule. The New Schedule dialog box is displayed.
From the Schedule tab, click Add.
Under Recurrence pattern, choose if you want to create a Simple, Daily, or Monthly recurrence pattern. Notice the recurrence options changed based on the type of pattern you want to create. Configure the options as necessary.
Under Range of recurrence, determine the Start and End date/time for the schedule. By default the schedule is configured with no end date. To configure an end date, select the End by check box and select the appropriate date and time in list boxes.
From the Tasks tab, you can create multiple tasks for the schedule. Use the following procedures to configure tasks as necessary.
Click Add | Perform Rule. The Task dialog box is displayed.
Enter a Name and Description for the task.
In the Choose the rule to perform list, select an existing ad hoc rule. To create a rule, click the Browse button and create a rule from the AdHoc Rules Manager dialog box. See the Working with ad hoc rules topic for instructions on creating rules.
Once the task is selected, click OK. The new task is listed in the grid on the Tasks tab.
Click Add | Create Report. The Task dialog box is displayed.
Enter a Name and Description for the task.
To save the report, select Save report as a PDF to. In the box, either type the folder path where the report will be saved, or click the Browse button to select the folder. If the EOM Database Manager is on a different machine, you must enter the full UNC path.
To email the report, select Email report as a PDF using profile. Either select an email profile from the list, or click the Browse button to create one from the Manage Outbound Email Profiles dialog box.
Configure the email messages that will be sent using the following options:
Set the Priority level of the email as normal, low, or high.
Enter the email addresses that will be sent messages in the To, CC, and Bcc boxes. You can enter multiple email addresses separated by a semicolon or comma.
In the Reply to box, enter an email address where replies will be routed. You can enter multiple email addresses separated by a semicolon or comma.
In the Report to generate list, select the report you want to create.
Under Report parameters, configure the parameters for the selected report. The parameters will change depending on the report selected.
Once the task is selected, click OK. The new task is listed in the grid on the Tasks tab.
Use the buttons below the task grid to add additional tasks to the schedule, modify existing tasks, or remove tasks from the schedule.
When your schedule is complete, click OK. The schedule summary and tasks are listed on the Schedule Manager dialog box.
Click OK.