Scheduler Overview

CM4D Scheduler automates the process of generating PDF reports inside of user-defined templates on a scheduled or event-triggered basis.

Services

Scheduler Users

Scheduler Folders

Scheduler DataSource

User Interface

Managed Reports

Report Record Depository

Getting Started

A Server installation of CM4D and a Server License are required to use CM4D Scheduler. Please see your system administrator if you are unsure what type of installation or license you are running.

Required Components Checklist

Check to be sure you have all of the following components before running CM4D Scheduler Manager or either of the Services.

CM4D Server Installation

Accessible Databases

Site Database

CM4D Database

Site Manager

Site access

CM4D Database access

Users

Privileges

Data

Manually added to database or using DataSmith Batch Processing

Managed Reports

Services

CM4D Scheduler (started first)

CM4D Launcher (started second)