CM4D Scheduler Overview

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  1. Getting Started
    1. Required Components Checklist
  2. Scheduled Reports in ATS Reporting

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 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.

In order for Scheduled jobs to be run successfully, CM4D Scheduler and CM4D Launcher Services need to be started.

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, and/or

DataSmith Batch Processing

Managed Reports

Services

CM4D Scheduler (started first)

CM4D Launcher (started second)

Scheduled Reports in ATS Reporting

The reports generated by Scheduler can be used as a Reporting Source for the ATS Reporting application.

See the ATS Reporting help documentation for details on configuring CM4D Reporting Sources.

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