Business Process Document myzou Enrollment: Print Class Roster

Transcription

1 Department Responsibility/Role File Name Version Document Generation Date 6/10/2007 Date Modified 6/10/2007 Last Changed by Status Print Class Roster_BUSPROC Print Class Roster Trigger: Field(s) Comments Output - Results Comments Additional Information Page 1

2 Procedure Process Scheduler is used to run myzou reports by retrieving data and generating a printable report, this process is called "running a report." More specific examples of Student Administration processes include running transcript reports, posting grades, and printing class rosters. Process Scheduler enables you to run reports one at a time per your request. For example, you may want to run a report that generates a class roster report. You might want to schedule that report to run daily at 6:00 PM. You might schedule it as a recurring report to run at specified recurring times, such as every Friday at 11:00 PM. Process Scheduler enables you to run reports easily and efficiently without interruption to your workstation. A report may be running at the same moment that you are entering personnel data into a database--whatever the case may be for your particular position. In short, you can continue your daily work routine while Process Scheduler takes care of running your reports and programs. Before beginning, it is important to understand a few basic Process Scheduler terms. Process Request: A single "run request," such as an SQR or Crystal report, or batch program. Run Control ID: A unique ID, associating each operator with his or her own run control table entries. Process Instance: A unique number that identifies each process request. This value is automatically incremented and assigned to each requested process when the process is submitted to run. Upon completion of this lesson, you will be able to run a report using Process Scheduler. Print Class Roster Run batch process to print class rosters. Home>Curriculum Management>Class Roster>Print Class Roster 1. Use the Run Control search page, in this example, the Academic Requirement Group run control search page, to enter a Run Control ID. A Run Control ID is an identifier that, when paired with your User ID, uniquely identifies the process you are running. The Run Control ID allows for important parameters to be available for a process when the process runs. This ensures that when a process runs in the background it does not have to prompt you for any additional values. All parameters are stored within the system and associated with Run Control IDs and User IDs. Page 2

3 2. You can run this report by searching for an existing Run Control ID or you can click Add a New Value to create a new Run Control ID. Creating a Run Control ID that is relevant to the process or that is based on your name may help you remember it for future use. 3. By creating your own Run Control ID, you can save it and all of the assigned parameters so that you can easily access this report again in the future. For this example, assume that your name is Quinn and you want to create a Run Control ID using your name. Click the Add a New Value tab. Page 3

4 4. Enter the desired information into the Run Control ID field. Enter "FS07_HIST_ROSTER". The run control id that you create cannot contain any spaces. 5. Add the new value and access the run control parameters page, for this example the Print Class Roster page. Click the Add button. 6. Use the run control parameters page, for this example the Print Class Roster page, to specify parameters for the process to use to generate the report. The following example willl print a class roster for all History classes for the 2007 Fall Semester. Page 4

5 7. Run control pages and their parameters will vary depending on the report that you are running. For example, other reports might have fields where you specify instructor name, campus, and to/from date values before running the report. Page 5

6 8. Enter parameters for generating a Print Class Roster report for the History academic organization for the 2007 Fall Semester. Enter the desired information into the *Term field. Enter "3543". When the magnifying glass icon is next to a field, this means that there is a list of values associated with the field. If the desired value is not known, click on the magnifying glass icon, this will display the List of Values page for the field. From this page you can perform a search to find the value and then select the value by clicking on it. 9. Enter the desired information into the Academic Organization field. Enter "C04050". 10. Access the Process Scheduler Request page to begin to run the process. Click the Run button. Page 6

7 11. Use the Process Scheduler Request page to enter, update, or view general process parameters, such as server name and process output format. 12. Use the Recurrence field to specify the recurring time intervals for a process request to run. For instance, if you need to run a process every week day at 6 PM. that resolves all the transactions managed by your website, you could select the run recurrence definition of M-F at 6 PM. to schedule this process to run at the appropriate time. 13. Use the Time Zone field to select the time zone in which the process will run. For example, you might be in Eastern Standard Time (EST) and schedule a process to run in Pacific Standard Time (PST). 14. Use the Run Date field to view or specify the date when you want the process to run. This gives you the ability to set a report to run on a future date. 15. Use the Run Time field to view or specify the time you want the process to run. This gives you the ability to set a report to run at a future time. 16. se the Reset to Current Date/Time button to set the Run Date and Run Time to the present date and time. 17. The Description field helps to uniquely identify a process. You should be familiar enough with the processes that you run as part of your daily tasks to identify them by this description. 18. Use the Type field to select the type of output that you want the process to produce. The four output Types are: File: This enables you to write the output to a file that will appear in the Output Destination. Printer: You can enter a custom printer location if you have the appropriate security access. You can enter the destination information to send to a particular recipient(s) Note that is available only for SQR, PS/nVision, and Crystal. Web: Sends all output of the process to the report repository, including log and trace files. 19. Use the Format field to define the output format for the report. The values are dependent upon the Process Type that you select. For example, the default format for Web is PDF, and the default for Crystal and PS/nVision is HTML. Page 7

8 20. Accept the values you entered and navigate back to the run control page, for this example, the Class Roster Print run control page. Click the OK button. 21. Notice that your report has been assigned a Process Instance number. This indicates that the process has been submitted to Process Scheduler. It is a good idea to make a note of the Process Instance number for process monitoring. 22. After the process is submitted to Process Scheduler, use the Process Instance number and Process Monitor to monitor the process status. Page 8

9 23. Access the Process List page, which is the first page of Process Monitor. Click the Process Monitor link. 24. Use the Process List page to view the status of submitted process requests. 25. Use the fields in the View Process Request For section to display specific processes based on the criteria entered in these fields. 26. Use the Last fields to specify an interval of time by which to limit the process requests that appear in the list. Enter a custom numerical value in the field, and then select a unit type: Days, Hours, or Minutes. 27. Use the Instance fields if you want to display results for a range of process instance numbers. Leave the fields blank to view all processes run that day, regardless of Process Instance number. Page 9

10 28. The process Instance number helps you identify the process that you submitted, which is the process whose status you want to check. 29. The current status of this report is Initiated. The report is finished running when it has a status of Success. Page 10

11 30. You must click Refresh to update the Run Status for your process. How detailed a report is dictates how long it takes to obtain a status of Success. The report for this example is not long, so you will click Refresh only once to update the Run Status. You can continue with other work while your report is running in the background; there is no need to watch and wait. However, if you want to monitor the progress, can click Refresh as often as you want. Click the Refresh button. 31. The process is finished when the Run Status is Success. 32. Access the Process Detail page. Click the Process Detail link. Page 11

12 33. Use the Process Detail page to view such details as request parameters and message logs. 34. The Process group box contains general information to help you identify the process request. This is a display-only group, showing basic descriptive information about the process. 35. The Run group box shows specific run information, such as the Run Control ID and the run Location. 36. If the process runs on the server, the server name appears in the Server field and any run recurrence that you have selected appears in the Recurrence field. The Update Process group box displays the actions you can take for this field depend on your user authorizations and the current status of the request. If you are authorized, you have the following options for your request: Hold, Queue, Cancel, Delete, or Restart. 37. The s group box contains links to other pages that provide additional details about the process parameters. 38. Click the Parameters link to view additional information about the process parameters, such as runtime definition variables, the path and program used to run the process, the location of the completed output, and additional information about the process status. 39. Click the Message Log link to view messages that are inserted into the message log by the program that is running. 40. When you click the View Log/Trace link, a new browser window opens, displaying links that enable you to view the message log and trace file in a browser. The View Log/Trace link appears on the Process Detail page when at least one of the following conditions is met: The output destination for the process request is Web, and the report and log files were successfully posted to the Report Repository by the Distribution Agent. The process has a run status of Successful. Page 12

13 41. Click the View Log/Trace link. Page 13

14 42. The link for the report contains the process name followed by the process instance number. Access the report. Click the URL link. Page 14

15 43. The system opens a new browser window to display the report. (You might need to expand the browser window to view a report). Review the report, in this example the Advisement Requirement Group Summary Report. You can print the report by using the browser's print button. 44. Congratulations! You successfully set parameters to run a report, submitted the request to Process Scheduler, viewed the process status and viewed the report using Process Monitor. End of Procedure. Page 15