Everyday users like Susan can generate documents with minimal
steps without any knowledge of document design, templates, or data
source configurations. She uses the reports that Ryan the report designer
created to generate her documents.
About this task
Susan sees the reports that Ryan has made available and wants
to generate the Daily News report.
Procedure
- Susan opens the Generate page of the web app.
- She finds the report that she wants by entering news in
the search field.
- She clicks Generate Document
in
the Generate column.
- When prompted for the data source connection, she selects
the Jazz™.net RSS connection
that the report designer created.
- She adds tag news and clicks the Share
report results check box so that others on her team can
access the results of the document generation.
Note: The Closing Page
example template prompts for a value for the endingTitle variable.
Enter some text such as End of Document and
click Next.
- She clicks Generate.
- She clicks Download Documents
in
the Status column.
- Susan is prompted to open or save the .zip file.
She opens the .zip file and sees the generated Microsoft Word file, PDF file
and log.zip file.
- Susan opens the PDF file to verify that the document was
generated properly.
- Susan clicks Add Tags
in the Tags column
and enters jazz so that she can easily find
the report later.
- Susan's manager has requested that this document be run
every day at 10 AM. Susan schedules the document generation:
- Go to the Generate page and find the report that you
want.
- In the Generate column, click Generate Later
.
- Enter the name and description of the job schedule.
- Set the frequency to Daily and
use the calendar to select the start and end dates of the job.
- Click Schedule.
- The next day, Susan logs in to the web app. She sees a
notification in the product banner. When she clicks the link she sees
that a recent job failed.
- To see the high
level summary of the document generation job, she clicks the View
Job Details
icon.
- Now Susan wants to see the recent history of documents
that she generated. She opens the View page and sees that the most
recent job was successful.
Note: In the Download column,
Susan can also download individual files instead of the entire zip
file.
- Now that Susan has generated the daily digest document
that she needs, she can deliver the document to her manager. If her
manager has access to the web app, Susan can send him the link to
the document:
- To copy the URL of the item, in the Actions column for the item, click the
Show Link
icon.
- In the Resource Link URL window, copy the
URL for the resource.
- Susan copies the link into an email and sends to her
manager, for example https://rpe.myserver.net/rpeng/api/jobresults/58101. Susan's manager opens the link and is prompted to open
or save the document.
- One day Susan's manager tells her that today's daily digest
document is very important and the document must not be deleted. (The
default setting for document deletion is 30 days). Susan can promote
this document to preserve it so it does not get deleted.
- In the Actions column for the document, click the Promote
controls
icon.
- Click OK when prompted to avoid having the document
deleted during regular cleanup.
- The report name is now appended with (Promoted). The documents, logs, and job details associated
with the report are now promoted. Only
the owner of the document can promote or demote the files associated
with the document.
- One week later, Susan's team has been very busy generating
several documents from different reports for an upcoming deadline
and there are many documents listed on the View page. Susan wants
to see only the documents named Daily News. She
clicks . Now she can expand the document
name to see all of the documents with this name.
Note: Susan can also group
the reports by tag to narrow down the list of documents.
- A few days later Susan wants to clean up some of the old
documents that she generated. She selects the check boxes for the
documents that she wants to delete and clicks Delete Selected.
She clicks OK to confirm the deletion.