Ad Hoc: Troubleshooting Scheduling Failure
Contents
1. Verify schedule execution When a scheduled report runs an XML log file is created Contained in the log file is a Result attribute that indicates either Success or Failure If the WTS is used the log file will be found in the ahScheduler Log folder of the instance If the Logi Ad Hoc Scheduler Service is used the log file will be found in the Log folder where the service was installed typically C Program Files LogiXML Ad Hoc 10 LogiXML Ad Hoc Scheduler Service If a log file cannot be found that indicates that the scheduled task did not run Any number of reasons could cause the problem including the service not being active at the scheduled time or the server not running at the time If the log file contains a Failure Result the log file should indicate the cause for the failure as well If the log file contains a Success Result the scheduled task ran properly Verify the Email address Scheduled reports are delivered via an SMTP server to the subscribers email address If the mail server is down configured improperly or is having issues with the users email address the report would not be delivered To test the SMTP server run the Management Console and click on the Instance Configuration Emailing action Click on the Edit Email Server Settings button to launch the Email Server Settings dialog Click on the Test SMTP Settings button and enter the email address of the user This test will verify that the SMTP server2. Link http www logianalytics com support
3. Yes Verify that the email address for the subscriber is correct Verify that the schedule executed successfully Verify that the email address works for the mail server Reschedule the report Verify that the service is active Verify the credentials for the scheduler Verify that the server is active Verify the email configuration for the database connection Verify the subscription Verify that the email address for the subscriber is correct Verify that the email address works for the mail server Verify the email destination Verify the roles permissions for the user Why can t I schedule reports Reported Condition For a single report For all reports For a single user Triage Logic Does the report run Do you have permission to schedule reports Is the report a dashboard Is scheduling enabled Is the scheduler service running Have the credentials changed Do you have permission to schedule reports Why can t I subscribe to scheduled reports Reported Condition For a single report For all reports For a single user Triage Logic Do you have permission to subscribe to reports Do you have permission to schedule reports Do you have an organization selected Do you have permission to subscribe to reports Do you have permission to schedule reports Do you have an organization selected Do you have permission to subscribe to reports Do you have permission to schedule rep
4. is active the SMTP attributes provide access to it and whether the email address is valid for the server If the test email cannot be delivered a message indicating that there is a problem will be displayed Reschedule the report When the scheduled report has been significantly modified particularly in the area of ask parameters the schedule may have to be resaved to record all of the changes and re establish the schedule As a general rule when a scheduled report has been modified it is a good practice to exercise the schedule and verify that it continues to behave normally To test the schedule find the report in the list of reports and click on the Schedule action A list of schedules for the report should be presented Click on the Run Now action and verify that the report ran successfully and was delivered to the intended subscribers Verify that the Scheduler Service is running Either the Logi Ad Hoc Scheduler Service or the Windows Task Scheduler must be running depending on which scheduler service is configured to service the scheduled tasks The state of both services can be verified by opening the Windows Control Panel and selecting the Administrative Tools option From the list of tools presented select Services From the list of services verify that the required task scheduler is Started as in the following images Logical Disk Manager Administrative Service Contigures hard disk drives and volumes The service o
5. Logi Ad Hoc Reporting Troubleshooting Scheduling Failure O d ANALYTICS Version 10 Last Updated April 2011 General Configuration Overview The execution and delivery of scheduled reports is one of the more complicated features of Ad Hoc due to the interaction and reliance on a variety of components The process of scheduled report execution emulates a user running the report at a predefined time The resultant report may be bundled into an email transmission and delivered to a list of users subscribed to receive the report and or the report may be stored in an archive The process demands the services of a task scheduler Ad Hoc may be configured to either use the Windows Task Scheduler or the Logi Ad Hoc Scheduler Service The Logi Ad Hoc Scheduler Service is included as an installation option in the distribution package of each version of Ad Hoc For the email delivery of reports an SMTP server must be identified to provide this service Both the scheduler service and the email server are configured for each instance of Ad Hoc via the Management Console Under the Instance Configuration action group are the Scheduling and Email actions used to identify the appropriate services In addition the scheduler service must be enabled for each reporting database connection via the Management Console for the option to schedule reports to be presented in the Ad Hoc interface of the instance E Logi Ad Hoc Management Console W
6. ch and their basic differences o Windows Task Scheduler WTS this is the typical default scheduler service It comes with its own interface that allows the System Administrator to review scheduled tasks An administrator password must be provided that allows schedules to be created modified and removed All of the scheduling attributes may be reviewed through the provided interface When using the WTS Ad Hoc creates an Igxtask XML file in the ahScheduler folder of the instance with the schedule attributes that serves as a type of backup if the schedules are lost in the WTS When a scheduled report is executed an XML log file is created in the ahScheduler Log folder of the instance o Logi Ad Hoc Scheduler this scheduler service was created to allow instances on different servers to be serviced by a central facility This is beneficial for load balanced configurations of the Ad Hoc instances All of the scheduling attributes are stored in a VistaDB Derby in the case of Java version database found in the root folder of the Logi Ad Hoc Scheduler Service by default the C Program Files LogiXML Ad Hoc 10 LogiXML Ad Hoc Scheduler Service folder as Schedules vdb3 LogiXML does not distribute tools to allow the System Administrator to review the contents of the database When a scheduled report is executed an XML log file is created in the Log folder of the scheduler service e Note As of this writing the Logi Ad Hoc Scheduler is not f
7. d that will become obvious at the same time Find the report in the list of reports and click on the report name Verify that the expected results are produced Verify that the schedule has not expired Schedules may have an expiration date which may have passed The schedule will not continue to run past the expiration date Find the report in the list of reports and click on the Schedule action A list of schedules for the report should be presented Click on the Modify Schedule action and verify that the End Date attribute has not been passed Verify the subscriber list Scheduled reports should be delivered to the list of subscribers A user is subscribed to a report when the Is Subscribed column contains Yes for the specific user Find the report in the list of reports and click on the Schedule action A list of schedules for the report should be presented Click on the Change Subscription action and find the user in the list Make sure that the Is Subscribed column has a Yes value for the user Verify the email address Every user subscribed to a scheduled report has an associated email address however the Ad Hoc interface does not verify that the email address is valid Find the report in the list of reports and click on the Schedule action A list of schedules for the report should be presented Click on the Change Subscription action and find the user in the list Make sure that the Email address for the user is accurate
8. databases objects and columns The user may have more than one role Since permissions are the sum of all the user s roles all of the users roles will have to be verified Verify the users configuration Access to certain features of Ad Hoc is controlled by a role based security model There are five specific rights that are directly related to scheduling Manage Scheduled Reports Schedule Reports from the All Personal Reports Area Schedule Reports from the My Personal Reports Area Schedule Reports from the Shared Reports and Subscribe to Scheduled Reports Verify the report content for external session parameters Reports may rely on session parameters that have their values set and passed into Ad Hoc on a user by user basis Consequently Ad Hoc must resolve the session parameters by each individual user No user including the System Administrator would know the values for an external session parameter When a report is scheduled all of the parameters used by the report must be known at the time of subscription This means that each individual user must subscribe to a scheduled report so that their session information can be resolved and recorded in the metadata database to allow the report to execute properly for the user Batch or remote subscribing of users to a scheduled report that relies on external session parameters is not possible Verify that scheduling is enabled Scheduling may be enabled by each reporting database c
9. ded in the verification column of the resolution table There may be other considerations that don t fall into the diagnostic logic These are briefly covered in the Other Diagnostic Tools section Of course there may be additional issue sources that aren t covered in this guide For these issues you should contact Logi Analytics Support After exhausting the diagnostics provided here you will have likely eliminated all of the obvious root causes for your scheduling or delivery problems Why wasn t my scheduled report delivered Reported Condition For a single report For all reports For a single user Triage Logic Does the report run Is the schedule still active Is the expected recipient subscribed to the scheduled report Is the email address correct Did the report run Were there any email issues Was the report modified after being scheduled Is the scheduler service running Have the credentials changed Is the SMTP server running Is the From address configured for the database Is the user subscribed to the report Is the email address correct Is the email deliverable Was the email routed to the Junk or Spam folders Have the users roles permissions changed Verification Verify that the report runs via the Ad Hoc interface Verify that the schedule has not expired Verify that the user is in the list of subscribers and the Is Subscribed column says
10. e an organization selected Triage Logic Does the report have references to external session parameters Are there more potential subscribers than the list will display Do you have an organization selected Does the report have references to external session parameters Are there more potential subscribers than the list will display Do you have an organization selected Does the report have references to external session parameters Are there more potential subscribers than the list will display Do you have an organization selected Verification Verify the report content Verify that the user has the proper right to subscribe Verify that an organization has been selected Verify that the user has the proper right to subscribe Verify that an organization has been selected Verify that the user has the proper right to subscribe Verify that an organization has been selected Verification Verify the report content Manage the list of subscribers Verify that an organization has been selected Verify the report content Manage the list of subscribers Verify that an organization has been selected Verify the report content Manage the list of subscribers Verify that an organization has been selected Verify that the report runs via the Ad Hoc interface If the report does not properly run via the Ad Hoc interface or is broken it cannot possibly run as a scheduled task Also if the report has expire
11. elcome Active Instance C Program Files 10 0 80 URL http J LG 025 10 0 80 Status Getting Started Active Connection JIM Northwind Change Select or Create an Instance Configuration Wizard Instance Configuration KS Run a wizard that will walk you through the optimal steps to configure an Report Database Management instance of Ad Hoc Manage an Instance Metadata Connection Tooke Establish view or modify the metadata database connection Application Settings View or modify options and preference settings of the active instance Resources About the Management Console Report Database Connections Add Remove or Modify the Reporting Database s Connections Scheduling Select and Configure the Task Scheduler Emailing Configure the Email SMTP Connection Archiving Configure the Archive options b i Ad Hoc Event Logging Logi 10 a Configure the Event Logging Options Scheduler Service Under the Instance Configuration Scheduling action the System Administrator identifies and configures the scheduler service to be used for the Ad Hoc instance Each Ad Hoc instance may be connected to multiple reporting databases The ability to schedule reports must be enabled for each reporting database Just configuring the scheduler service is not sufficient Both scheduler service perform the same functions however there are significant differences in troubleshooting suspected scheduler issues Following is a brief description of ea
12. ined in their profile Normally with the proper permissions a user can subscribe other users to a scheduled report however in the event the report relies on externally defined session parameters the ability to remote subscribe users will not be available This is because the values of the session parameters must be known at the time of subscription for each subscriber The only method that guarantees the proper resolution of the external session parameter values is to have each user subscribe to the scheduled report individually e Note Beginning with Version 10 0 76 of Ad Hoc session parameters can be defined down to the user level These internal session parameters are resolvable for each user and are not an impediment to remote subscribing of users to a scheduled report Roles Permissions Ad Hoc s internal security model is role based A role is ultimately a collection of application rights that determine the Ad Hoc features exposed to the user A role may also restrict access to databases objects and columns A user must have at least one role assigned to them but may have multiple roles A user is afforded the sum of the rights and data access permitted by their assigned roles There are six rights built into Ad Hoc that directly impact the scheduling features available to users e Manage Scheduled Reports allows deletion of report schedules and shows the Configuration Report Configuration Scheduled Reports option e Sched
13. me light on the issue The Event Viewer on the web server should be reviewed for problems time stamped around the scheduled time of the report execution Diagnostic Tool The Management Console provides a Diagnostic tool that scans an instance and reports inconsistencies To run the Diagnostic scan launch the Management Console and select the Ad Hoc instance that failed to deliver the scheduled report Click on the Tools action group and the Diagnostic action and complete the wizard process Review the resulting report for issues that might impact scheduling Error Logging The engine that renders the reports provides some error logging capability This can be enabled by editing the _Definitions _Settings gx file locating the lt General gt element and adding the LogErrors True attribute With this attribute enabled the engine will create a file in the rdErrorLog folder of the Ad Hoc instance for detected systemic problems Contact Us For more information about other Logi Analytics products or assistance beyond this user manual please contact Logi Analytics in the following ways Corporate Headquarters Phone 1 888 564 4965 703 752 9700 Fax 703 995 4811 Email info logianalytics com Address 7900 Westpark Drive Suite A200 McLean VA 22102 Web Site www logianalytics com Sales Department Phone 1 888 564 4965 703 752 9700 Email sales logianalytics com Customer Support Phone 1 888 564 4965 703 752 9700
14. nly runs Manual Sa LogixXML 4d Hoc Scheduler Service Launch reports and process based on schedules This services Started Automatic Sal anixMl Scheduler Servire Started Auitamatic SRy System Restore Service Performs system restore Functions To stop service turn off Sy Started Automatic Sa Task Scheduler Enables a user to configure and schedule automated tasks ont Started Automatic Sa TCPHP MetRIAS Helner Fnahles ciuinnnrt Far MeRTAS nwer TOPITP fMetRT cervice and Stared dnkamatir Logi Analytics was formerly known as LogiXML Verify the Scheduler Service credentials The credentials supplied during the configuration of the scheduler service must permit the creation modification and deletion of scheduled tasks Credentials and other attributes may be verified from the Management Console by clicking on Instance Configuration Scheduling and clicking on the Test Scheduler Settings button Verify the email notification configuration for the database connection Email delivery of scheduled reports must be configured for each database connection in the instance Most of the default attributes related to the email content are sufficient to complete the delivery process however the From address attribute does not have a default value and is a required attribute Verify the email notification configuration by clicking on the Instance Configuration Emailing action in the Management Console In the lower panel will be a list of da
15. onnection for an instance In order for the Schedule action to be displayed from the reports list scheduling must be enabled for the database used by the report To enable disable scheduling from the Management Console click on the Instance Configuration Scheduling action In the bottom panel of the dialog is a list of all of the reporting connections with an Enable checkbox associated with each connection All reporting connections may be enabled disabled by clicking on the Enable column header Click on the OK button to save the attributes Verify the report type Ad Hoc supports traditional reports as well as dashboard style reports Both show up in the report list but dashboards cannot be scheduled If the report icon looks like 55 in the report list this indicates the report is a dashboard and the Schedule action will not be presented Manage the subscriber list The subscriber list will contain all of the users in the same organization as the current user or in the case of the System Administrator all of the users in the selected organization If the list is larger than the current configuration permits for lists a paging control will be displayed to traverse the full list All lists in the Ad hoc interface are controlled by the Rows per Page attribute found in the Configuration Application Configuration Application Settings page Select an Organization If the Ad Hoc instance is configured to allow multiple o
16. orts Do you have an organization selected Verification Verify that the report runs via the Ad Hoc interface Verify that your role has the proper permissions Verify the report type Verify scheduling configuration Verify that the service is active Verify the credentials for the scheduler Verify that your role has the proper permissions Verification Verify that the user has the proper right to subscribe Verify that your role has the proper permissions Verify that an organization has been selected Verify that the user has the proper right to subscribe Verify that your role has the proper permissions Verify that an organization has been selected Verify that the user has the proper right to subscribe Verify that your role has the proper permissions Verify that an organization has been selected Why can t I subscribe others to a scheduled report Reported Condition For a single report For all reports For a single user Why can t I see all of my users in the subscriber selection dialog Reported Condition For a single report For all reports For a single user Triage Logic Does the report have references to external session parameters Do you have permission to subscribe to reports Do you have an organization selected Do you have permission to subscribe to reports Do you have an organization selected Do you have permission to subscribe to reports Do you hav
17. rganizations there is a possibility that an Organizations drop down list is presented in the menu bar Subscriber lists are filtered by the current organization If the All option is selected in the Organizations list no subscribers will be shown Select an organization and navigate back to the schedule list and select the Change Subscription action A list of users belonging to the selected organization will be shown Other Diagnostic Tools There are quite a few other reasons why a scheduled report might not be delivered Examples include copying an instance to a different server changes in the SMTP or task scheduler services system upgrades and changes in the security model These and other possible scenarios are not covered in this document Usually the System Administrator can track the cause by walking through the process that a scheduled report traverses and confirming that each process is behaving normally The key questions that need to be answered are 1 Does the report run in Ad Hoc properly 2 Was the report launched by the scheduler 3 Was the report blocked from delivery by the mail server These core questions are answered above Sometimes more extended diagnosis may be necessary On those occasions one or more of the following diagnostics may provide a clue as to the underlying issue Event Viewer Checking the Event Viewer under the Applications area may have time stamped information that could shed so
18. tabases on the left and the email attributes on the right under the Email Messages tab Highlight each database in the list or locate the database that seems to have problems and verify that the From attribute has been specified and that the address conforms to a typical email address The address is not required to be valid but must conform to the format for an email address If a value is entered or changed in the From address click on the Apply Changes button to save the attribute value Click on the OK button to dismiss the dialog Check the Junk Spam folders Depending on the From and ether the SMTP configuration or users email client messages may be routed to the Spam or Junk email folders There may also be rules specified in the users email client that route messages to alternate folders If it appears that email delivery of reports are not being delivered check the users trash folders Verify Roles Permissions for the user A user must have access to all display elements and data used in a report in order to run or receive the report In some cases a report may have been modified after scheduling subscribing such that a user may no longer have access to the report This may be a complicated process Check the contents of the report and for the user verify that the user should have access to the current data and display elements Display elements include data tables crosstabs charts etc Data includes
19. ule Reports from the All Personal Reports Area allows scheduling of reports from the All Personal Reports list e Schedule Reports from the My Personal Reports Area allows scheduling of reports from the user s personal reports list e Schedule Reports from the Shared Reports Area allows scheduling of reports from the Shared Reports list e Subscribe to Scheduled Reports allows the user to subscribe to an existing schedule e Schedule reports from Global Reports area a recent addition for future Ad Hoc versions allows user to schedule reports residing in the Global Reports area Users are not permitted to run schedule or subscribe to reports that contain data or display elements that are restricted from the user Problem Diagnosis This paper provides guidance related to specific issues that might be encountered in the area of scheduling reports and their delivery The basic questions that are addressed are e Why wasn t my scheduled report delivered e Why can t I schedule reports e Why can t subscribe to scheduled reports e Why can t subscribe others to a scheduled report e Why can t see all of my users in the subscriber selection dialog For each question a logic and resolution table is presented Try to find your question the reported condition and review the questions that should be asked as part of the diagnosis The answers to the diagnostic questions can be found or verified using the link provi
20. ully internationalized regarding schedule dates It is recommended that the WTS is used as the scheduler service in non US culture implementations SMTP Server Under Instance Configuration Emailing action the System Administrator identifies and configures the SMTP server that will deliver reports to the subscribed recipients In addition the email format must be configured for each reporting database connected to the instance The most overlooked attribute in this process is the From address This is a required attribute for each reporting database It does not have to be a valid email address however it must conform to the format of an email address Ad Hoc In the Ad hoc interface scheduling a report for delivery is normally a two step process The first step is the creation of the schedule by clicking on the Schedule action from the report list entering the schedule attributes and saving the information The second step is identifying the subscribers for the report by clicking on the Schedule action from the report list clicking on the Change Subscription from the Schedule list and checking the expected recipients and clicking on the Subscribe button The list of potential subscribers will be a list of users that are members of the current Organization having access to the reporting database used by the report A checkbox allowing the user to be a designated subscriber will be presented for all users that have an email address def
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