Overview
Version
| Report Server Version | Functional Change |
|---|---|
11.0 | / |
11.0.5 | Supported the upload of only the individual report results (excluding general results) to the FTP server and the creation of separate folders for each user to store files if Default User Group is configured and Generate Result (Except for General Result) Separately Based on User in the Default User Group is selected in Schedule Result of a scheduled task. |
Application Scenario
After a scheduled task is finished, you may want to back up the generated files or upload them directly to an FTP server to prevent data loss.
To achieve this, you can set a scheduled task to upload the attachments to an FTP server.
Note: Example
In this example, a scheduled task is configured to upload the daily sales detail attachment to an FTP server every day at 6:00 PM.
FTP Server Configuration
You need to set up an FTP server to store files in advance. The FTP server used in this example runs on Windows.
Task Creation
Log in to the decision-making platform as the admin, choose System Management > Task Schedule > Task Management, and click Add Task to add a scheduled task, as shown in the following figure.
Basic Setting
1. Set Task Name to Daily Sales Detail Report.
2. The Default User Group setting is not required.
Click Next, as shown in the following figure.
Schedule Object
1. Set Object Type to Report Template, and select GettingStartedEN.cpt from the template drop-down list.
2. Set File Name to Sales Performance for ${now()}.
3. Select all options in Appendix Archive.
4. Select No Cleanup in File Processing.
Click Next, as shown in the following figure.
Note: 1. The file types selected in Appendix Archive are the types of files that will be uploaded to the FTP server.
2. Starting from FineReport projects of V11.05, if Default User Group is configured and Generate Result (Except for General Result) Separately Based on User in the Default User Group is selected in Schedule Result, only the individual report results (excluding general results) will be uploaded to the FTP server, and a separate folder will be created for each user to store their files.
Schedule Cycle
Select Detailed Frequency Setting in Frequency, and click Add.
Set Execution Time to 18 Hour 0 Minute, Execution Date to Every Day, and Execution Month to Select All, and click OK to add the frequency setting. Click Next, as shown in the following figure.
File Processing
1. Select Attachment Upload by FTP in Processing Method. Enter the server information, and select a transmission mode as needed, as shown in the following figure.
The following table describes the server information fields.
| Setting Item | Description |
|---|---|
Server Address | IP address of the server Enter XXX.X.XXX.XXX directly instead of ftp://XXX.X.XXX.XXX/; otherwise, the “invalid IPv6 address” error will occur. |
Port | Port number of the FTP server |
Save Path | Actual path to which files are uploaded The file storage path on the FTP server can be specified as /directory or directory. If the path is specified as /directory but no file is uploaded, you can remove the forward slash (/) from the path and re-upload the file. |
Username | Username of the FTP account |
Password | Password of the FTP account |
Transmission Mode | Available modes: Passive and Active For details, see Difference between Active and Passive FTP. |
2. Click Test Upload. A prompt will pop up, saying "Test Upload Successful" upon successful file upload. Click Save, as shown in the following figure.
Effect Preview
Since the task is scheduled to run at 6:00 PM, you cannot view the effect immediately.
To check the result right away, choose System Management > Task Schedule > Task Management, locate the task, and click the icon to run it immediately.
After the task runs once, go to the file storage path on the FTP server. You should see that the attachments have been uploaded successfully.
Note:
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