Introduction to CM4D Report Record

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  1. Step 1: Managed Document
  2. Step 2: CM4D Scheduler
  3. Step 3: CM4D Scheduler Services
  4. Step 4: Reports

CM4D Report Record is a database record that contains a history of Reports that have been generated by CM4D Scheduler. This record saves the name and location of a Report in the file system, as well as user-provided information about the intent and content of the report.

Information provided within the database record includes the following:

Filename of the Report

Location of the Report file (folder on the network)

Filename of the thumbnail image (PNG or GIF), if it exists

Date/time that the Report was generated

User-defined filter data (name/value pairs) for the purpose of searching and identifying Reports

Depository definition for the purpose of organizing and segregating Reports

The Report Record mechanism can be accessed by developing your own application (likely a web application) that would access the Report Record data via the CM4D Report Record API.

Step 1: Managed Document

Run CM4D Classic.

Create a CM4D document.

Create a SheetSet and enable Managed.

Click Setup to edit the properties of the Managed SheetSet.

Define the Report Thumbnail.

Define the Report Tags.

Save as a Managed Document.

Step 2: CM4D Scheduler

Run CM4D Scheduler Manager.

Go to the Report Depository tab.

Click Add to create a new Depository.

Enter a label and a network path to designate the folder into which the Scheduler Reports used with Report Record will be saved.

Go to the Job Setup tab.

Click Add to create a new Job.

Enter a label and any other job settings you need to run the job, including the Managed Document you created in Step 1.

In the Report Path field, enter the label of the Depository that you created.

Save your changes and click Exit.

Step 3: CM4D Scheduler Services

Run Windows Services.

Start the following services (in order):

CM4D Scheduler

CM4D Launcher

Close the Services dialog.

Step 4: Reports

Open the folder that was defined as the Report Record Depository in Step 2 to view any generated reports.

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