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    Creating a Profile Job

    Profile Job Overview

    A profile defines a job that generates and delivers reports that you select according to a schedule that you define.

    You can use the Profile Manager to create, edit, copy, and delete profiles.

    Creating a New Profile

    To create a profile:

    1. In the toolbar, click the Profiles icon to display the Profile Manager.
    2. Click New Profile to display the first page of the New Profile wizard—the date range page.

      Figure 1: Profile: Date Range

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      Table 1 describes the settings on this page.

      Table 1: Profile Wizard: Date Range Page

      Setting

      Description

      Profile Name

      Specify a unique name (special characters are not permitted).

      Date Range

      All Dates–Include events from all dates in the current month.

      Specify Date–Use the controls to set a start date and end date.

      Range–Select one of the following predefined periods:

      • View quarter
      • Today
      • Yesterday
      • Last seven days
      • This week
      • Last 15 days
      • Last 30 days
      • Previous month
      • This month

      Complete the settings and click Next to continue to the Scheduler Tasks and Filter Template page.

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    3. Complete schedule details (required) and filter details (optional):

      1. Under Scheduler Tasks, click the Add button to display the Scheduler dialog box.

        Figure 2: Profile: Scheduler Page

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        Complete the schedule frequency and execution time details.

      2. Under Filter Template, click the Add button to display the Filter Template dialog box.

        Figure 3: Filter Template Dialog Box

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        Complete filter settings (if any). For guidelines, see Applying Local Filters.

      Click Next to continue to the Report settings page.

      Figure 4: Profile Wizard: Report Style Page

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    4. Configure report style settings.Table 2 provides guidelines for completing report style settings.

      Table 2: Profile: Report Style Settings

      Setting

      Procedure

      Format

      Specify whether you want the report in HTML or PDF format.

      Template

      Select from a number of preconfigured report styles that have different fonts and colors or create and select a new template.

      Preconfigured styles include Cool, Vintage, Cascade, Serene Arcade, Sand Ribbon, Wise Monk, Capri Blue, Glass Block, Trendy, Standard, and Orange Spice. Template options are applicable for HTML reports only.

      Alternatively, click Create and use the resulting dialog box to define and save your own template.

      Organization

      Specify the organization or company name to appear in the report.

      Logo File

      Specify the absolute path to the logo file to be displayed in a report. The default path is /usr/idp/reporter. To display a different logo, specify a different absolute path.

      Click Next to continue to the Report Template page.

      Figure 5: Profile Wizard: Report Template Page

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    5. Configure report template settings. Table 3 provides guidelines for completing report template settings.

      Table 3: Profile: Report Template Settings

      Setting

      Procedure

      No. Records and Subrecords

      Specify a number of records and subrecords for report tables and graphs.

      Report Template

      Select a template from the report template list or click New to create one. A “report template” is a set of reports to include in the scheduled job. Figure 6 shows the New Report page.

      Figure 6: Profile Wizard: New Report Page

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      Click Next to continue to the Report Publication page.

      Figure 7: Profile Wizard: Report Publication Page

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    6. Complete publication settings. Table 4 provides procedures for alternative publication methods.

      Table 4: Profile: Report Publication Settings

      Destination

      Procedure

      Save As

      Configure a path-naming convention for generated report files:

      1. Click Grammar to display the Grammar dialog box.
      2. Use the browse button to set the report path. The path for the folder you select appears in the Report Path box.
      3. Specify a prefix for report filenames in the Prefix box.
      4. Follow the “Nomenclature for date format” shown in the dialog box to specify a date variable in the Date Format box.

        Note: Output files will be distinguished by the date format variable. For example, suppose you specify a prefix IDP and a date format %m%%d%%y%. Suppose further that the profile is scheduled to produce a daily report in HTML format. On December 22, 2010, IDP Reporter would generate a report with filename IDP122110.htm. On December 22, 2010, IDP Reporter would generate a report with filename IDP122210.htm.

      5. Click Set.

      E-mail Distribution

      To configure e-mail distribution for generated reports:

      1. Select Mail To.
      2. Address the mail:

        • Specify e-mail addresses for recipients (use commas to separate the e-mail addresses).
        • Optionally, specify a cc: list.
      3. Type a subject line and introductory message.

      Configure the SMTP server:

      1. Click Configure SMTP.
      2. Use the controls to configure the following SMTP settings:

        • Server—Specify the host and fully qualified domain name for the SMTP server.
        • UserID—Specify the user name of the SMTP administrative user.
        • SMTP Server requires authentication—If required, select this option and complete the resulting prompts for authentication information.
      3. Optionally, use the Test SMTP controls to send yourself a test message.
      4. Click Save.

      FTP Distribution

      To publish reports to an FTP server:

      1. Select the FTP check box and enter the host name, user name, and password. (The host machine must be running the FTP service.)
      2. Optionally, select secure FTP or passive mode options if they pertain to your FTP server configuration.
    7. Click Finish.

    Published: 2011-02-08