Generating a Configuration Report - Unity Scheduler - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Unity Scheduler
Platform
OnBase
Product
Unity Scheduler
Release
Foundation 24.1
License
Standard
Premier
Essential

Configuration reports include detailed information on task configuration. This includes all of the information configured within the Task Wizard.

A configuration report includes but is not exclusive to the following items:

  • Each relevant task

  • The task group each task belongs to

  • Assigned schedules for each task

  • Assigned execution windows for each task

  • Assigned User Groups for each task

To create a configuration report:

  1. From the Unity Management Console, do one of the following:

    • With the Tasks group or a specific task selected in the Console tree, select Action | Configuration Report.

    • Click the Configuration Report button from the Action pane.

    The Configuration Report dialog box is displayed.

  2. Select a task group from the Task Group drop-down list to restrict the report to a specific task group. By default, <All> is selected, indicating all task groups are included in the report.
  3. Select a task from the Task drop-down list to restrict the report to a specific task. By default, <All> is selected, indicating all tasks of the selected task group are included in the report.
  4. From the Output tab, select one or more of the following options to determine how the report is generated:

    Output Option

    Description

    Save Report to File

    Saves the report to the specified file location.

    Enter or browse to a file path for the report in the field.

    Archive Report (SYS Configuration Reports)

    Archives the report to the SYS Configuration Reports Document Type in OnBase.

    Enter a description for the report in the Description field. This value is assigned to the Description Keyword Type for the report.

    Display Generated Report

    Displays the report in a third-party text viewer.
  5. From the Options tab, select one or more of the following options to determine which details are included in the generated report:

    Option

    Description

    Include user group assignments

    Displays the assigned User Groups for each listed task, as determined by configuration performed in the Task Wizard.

    Include schedules

    Displays the assigned schedules for each listed task, as determined by configuration performed in the Task Wizard.

    Include execution windows

    Displays the assigned execution windows for each listed task, as determined by configuration performed in the Task Wizard.

    Include last/next execution

    Displays the last time a task was executed. This value is also displayed in the Last Run Time column for a task.
  6. Click OK to generate the report. Based on your selection, the report may be displayed.