Processing Reports Manually or Automatically

This topic covers:

• Processing Reports Manually

• Processing Reports Automatically

Note: To verify the accuracy of your blueprint settings, always perform a test run prior to scheduling your blueprint for automated processing.

Processing Reports Manually

To set up a blueprint to manually process your reports, perform these tasks:

1. Create a blueprint.

2. Verify that the report is, or will be, placed in the watched directory prior to the scheduled processing time. You can find this information in the Find Reports In field on the Scheduling/Indexing tab.

3. Select the Scheduling/Indexing tab from the Edit Blueprint screen.

4. Click Edit.

5. Set Run to On Demand.

Note: You can always perform the Run—Run Now and Run—Test Run commands on a selected blueprint, regardless of the value of Run.

6. Click OK on the Edit Scheduling/Indexing screen.

7. Click Save on the Edit Blueprint screen.

8. Select Run—Run Now on Report Parser: Blueprint Manager screen.

To verify that the report was successfully processed and checked into the content management system:

1. Check the log files. Report Parser's "top level" log file is typically <stellent_dir>/custom/reportparser/
   schedulerlog.txt. Entries are made in this log file whenever a blueprint is run, whether automatically or manually. The entries in schedulerlog.txt point to the path(s) of the detailed log file(s) for a particular run. These detailed log files are located in the <stellent_dir>/custom/reportparser/data/Log/ directory.

2. Access your content management system.

3. Search for the report by known Field Info criteria. For example, if you specified the literal string "My Published Report Title" for the Title Field Info item when you set up your blueprint, conduct a search within your content management system for files containing the title "My Published Report Title."

4. Verify that the file resides on the content server, and that the report has been formatted and indexed correctly according to the settings you specified when you configured the blueprint. You can do this either through the browser interface to Stellent Content Server, or through Repository Manager.

Processing Reports Automatically

To set up a blueprint to automatically process your reports, perform these tasks:

1. Create a blueprint.

2. Verify that the report is, or will be, placed in the watched directory prior to the scheduled processing time. You can find this information in the Find Reports In field on the Scheduling/Indexing tab.

3. Select the Scheduling/Indexing tab from the Edit Blueprint screen.

4. Click Edit.

5. Set Run to On a Fixed Schedule or At a Fixed Interval, and set the schedule or interval.

6. Click OK on the Edit Scheduling/Indexing screen.

7. Click Save on the Edit Blueprint screen.

To verify that the report was successfully processed and checked into your content management system after the specified scheduled time has passed:

1. Check the log files. Report Parser's "top level" log file is typically <stellent_dir>/custom/reportparser/
   schedulerlog.txt. Entries are made in this log file whenever a blueprint is run, whether automatically or manually. The entries in schedulerlog.txt point to the path(s) of the detailed log file(s) for a particular run. These detailed log files are located in the <stellent_dir>/custom/reportparser/data/Log/ directory.

2. Access your content management system.

3. Search for the report by known Field Info criteria. For example, if you specified the literal string "My Published Report Title" for the Title Field Info item when you set up your blueprint, conduct a search within your content management system for files containing the title "My Published Report Title."

4. Verify that the file resides on the content server, and that the report has been formatted and indexed correctly according to the settings you specified when you configured the blueprint. You can do this either through the browser interface to Stellent Content Server, or through Repository Manager.