Channels 9.4 CUs and QFEs - Set up Scheduled Reporting Server

Channels Scheduled Reporting Server Setup

This article describes the steps to set up Scheduled Reporting Server for Channels supervisors. Prior to setting up Scheduled Reports ensure that the following are available:

• Two (2) Servers, Server-A and Server-B, both in the same domain.

• Server A with Channels Server.
• Server B to be set up as the Scheduled Report Server.

• Disable Windows Firewall for the domain, or
• Allow remote access in the Windows Firewall in the Scheduled Report Server.

Set Channels Service to run on Domain Account

Perform the following steps on Server A:

1. Start Server Manager > Local Server.
2. Click the “Computer Name” link.
3. In the “System Properties” panel click, “Remote” tab.
4. Click “Select Users”.
5. In the “Remote Desktop Users”, click “Add”.
6. Add a valid account to the Remote Desktop Users group.

   For example: <domain name>\testbuild

7. In “Server Manager”, click Tools > Computer Management.
8. In “Computer Management”, click System Tools > Local Users and Groups > Group
9. In the right panel, double-click “Administrators”.
10. In “Administrator Properties” add the valid account - <Domain Name>\testbuild.
11. In the “Services console” click Channels Service > Right-click > Properties.
12. Select “Log On” tab.
13. In “Select User”, click “Locations”.
14. If prompted for user name and password, enter account name as in step 10 and provide the password
15. Click “OK”.
16. In the location dialog, select the <Domain Name> and click “OK”.
17. In “Select User or Service Account”, type “testbuild” and click “OK”. The account name appears as “testbuild@<Domain Name>”.
18. In the “Password” and “Confirm Password” fields, type the password of the account and click “OK”.
19. Restart the Channels Service.

Configure Domain User Account on the Scheduled Report Server

Perform the following steps on Server B:

1. Log in to Server B.
2.  Repeat the above steps on Server B.

Note that the domain user must have full permission to manage scheduled tasks.  Ensure that user has full control for C:\Windows\tasks folder, and also has permission to create/view/run/stop modify scheduled tasks on the server.

Install Java Runtime Environment on the Scheduled Report Server

Perform the following steps on Server B:

1. If JRE1.8_u40 or higher is installed in the Scheduled Report Server, verify that javapath or path of the Java  bin folder as described below, are included in the system environmental variable Path.

    C:\ProgramData\Oracle\Java\javapath

    C:\Program Files(x86)\Java\jre1.8.0_141\bin

If not, append the path of the Java bin folder to system environmental variable Path as illustrated. Ensure that it is separated from the rest of the string by a semicolon.

Variable Path

Configure Scheduled Report Server in Channels Administrator

Perform the following steps on Server A:

1. Login to Channels Administrator as Super Admin.
2. Click System > Supervisor > Supervisor General.
3. Click the checkbox “Enable Scheduled Report”. This step requires a re-login.
4. In the field “Scheduled Report From Email Address”, type a valid email address.
   Scheduled reports will be sent to this address.
5. Click “Save”.
6. Click System > Supervisor > Scheduled Reports Address book.
7. Insert an email address to receive scheduled reports.
8. Click System > Supervisor > Scheduled Report Sever.
9. Click “Insert”.
10.  In the Add Scheduled Report Server page, type the following details.
    1. In “Server Name”, type the FQDN of Server B - the Scheduled Report Server.
    2. In “Run as”, type the domain account name used to login to both Server A and Server B.

For example, <Domain Name>\testbuild.

At this point, the Scheduled Report Server is configured successfully.

Reset Reporter password in Channels Administrator (note that this passwords should be reset every 90 days by default)

1. Navigate to Accounts > Special page.
2. Select Scheduled Reporter Account checkbox.
3. Type New Password: Xxxxxy (as desired)
4. Type Retype Password: Xxxxxy (as desired)
5. Click Update button.

Create Scheduled Report in the Agent Client

1. Login to Channels Agent Client as a Supervisor Agent.
2. Click Supervisor Workspace > Scheduled Reports panel.
3. Create a new Scheduled Report Test1.

Add Agent Client Java certificate to the Java console trusted certificates list

1. Log in to Server B (Scheduled Report Server) using domain account <Domain Name>\testbuild.
2. Click Sever Manager > Tools menu > Select Task Scheduler.
3. In the Task Scheduler, Select Task Scheduler Library. Select Agent_4_Test1 report. “Agent” is a prefix and “4” is the Agent ID of the creator of the report.
4. Right-click > Properties.
5. In the Properties window, select Actions tab and click Edit button.
6. From the Edit Action > Add arguments (optional) field, select all text, copy and paste into a notepad.

/c IF EXIST "%windir%\SysWOW64" (start "" "%windir%\SysWOW64\javaws.exe" "http://chanqa171.moxiesoft.corp:80/NetAgent/jac/JavaAgent.jnlp.aspx?username=Reporter&password=ZTQ959MlLGqqM0fS&connect=true&agenttype=3&schedreport=1") ELSE (start "" javaws.exe "http://chanqa171.moxiesoft.corp:80/NetAgent/jac/JavaAgent.jnlp.aspx?username=Reporter&password=ZTQ959MlLGqqM0fS&connect=true&agenttype=3&schedreport=1")

1. Start an Elevated Command Prompt.
2. Type cmd.exe.
3. Paste the copied text.
4. Click “Enter”.
5.  The Channels Agent client is downloaded and security dialog is displayed.
6. Click the checkbox “Do not Show this again for apps from the publisher and location above”.
7. Click Run.
8. Verify the report is received in the email address configured in the Scheduled Report.

Any new scheduled report created after this, runs successfully. Verify the report is received in the email address configured in the Scheduled Report. Any new scheduled report created after this, runs successfully.