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Scheduling Actions

There can be any number of actions associated with a Schedule from storing, distributing, or notifying a user upon completion of a report.  Each action has its own custom configuration interface to make adding and editing Actions simple. The Actions you can perform following report generation are Print, FTP, Save, Email, and Run Script.  Here is an example of the an Email Action.  



Before we get started, here are a couple of functions common to all Actions. It is important to note, that before you add any Actions, you must first add a Schedule. 

 

FunctionsDescription
Select the Print Action.
 Run the selected Action immediately.
 Delete the selected Action.

 

Print Action

Print File is often used to create hard copies of reports automatically when the report is generated. Use the print option for a simple print job that is sent to a printer accessible from the computer Ignition is installed on. To configure the Print Action, select a schedule and set the following configuration settings as appropriate:

  • Add New Action - click the plus icon  and select New Print Action. (You can also select the double arrow icon  to run the selected action (i.e., Print Action) immediately).
  • Primary Printer - select your primary printer from the dropdown list.
  • Backup Printer - select a backup printer from the dropdown list (optional).
  • Print Mode - select from either Vector or Raster image.
    • Vector - uses math to draw shapes using points, lines, and curves.The most common types of vector graphics are fonts and logos.  PDF is a popular vector type. Vector based graphics like SVG image files show images with no pixelation when the size is changed. Common raster file format extensions are jpg, jpeg, png, tiff, bmp, and gif. 
    • Raster - are composed of thousands of pixels or dots. Set the dpi (dots per inch). 
  • Copies - number of copies to send to the printer.
  • Options - print options
    • Print on both sides of the sheet of paper.
    • Collate - order or arrange pages
    • Use AutoLandscape Mode - evaluates the page dimensions and determines portrait or landscape orientation.
    • Page Orientation - Portrait or Landscape 

FTP Action

FTP Action can be used to automatically upload your reports to a file server for backups or storage. To configure the FTP Action, select a schedule and set the following configuration settings as appropriate. 

With the FTP action you can specify the server address, what port to use, user credientials that Ignition should be using and select if you need to use SSL or not. Next you can specify a folder path, filename and what format you want to save the report in.  This is very similar to the Save File action. 

  • Add New Action - click the plus icon  and select New Print Action. (You can also select the double arrow icon  to run the selected action (i.e., FTP Action) immediately).
  • Server Address - specify the server address
  • Port - specify what port to use.
  • Folder Path - specify the folder path where the file should be uploaded to. 
  • Format - select the format that you want to save the report in from the dropdown list.
  • Username and Password - enter the user credentials that Ignition should be using to access the FTP server.
  • SSL - mark 'true' if using an encrypted link.
  • Filename - Enter 

You can have report run immediately if you like.  Go to the actions already created on this schedule, click on Save file and the little arrow icon will run the selected action immediately. so Save the file, 



 

Save Action

 

Save

Save your report to any folder the Ignition computer has access to. Same locally or on a network shared drive. Dynamically build the report filename and type.

If a report is saved as HTML, it will output both <report>.html and an images folder containing a .png of the report. Both parts need to be present to view the report properly.

 

the save file action will save a copy of the report locally. All you need to do is specify a folder path. select a format from the dropdown list. Next give it a file name. the expression is already built by default for the file, but you can change it. You can use any of your parameters or tags. There is even some built in parameters you can use such as Report Name. Now you can have multiple actions on the same schedule so in addition to Save File, click the plus icon again and select a new FTP action. 

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Scheduling Actions - Save

 

 

Email

The Scheduled Email Action will distribute a Report via email when it is finished.  Emails can be provided either by adding a list of emails in the Action interface, or by choosing from configured Rosters and User Roles.  The sending address, email subject, email body and file name are all configurable.  Subject, Filename and Body editors can utilize Expressions to dynamically add content or change names. 

Usage

Email Server settings must first be established in the Gateway by going to Configuration > Email Settings.  Once you created and saved an SMTP profile you can test your email settings on the Email settings page.  

With an SMTP profile functional, simply fill out the fields of your Email Action for scheduled reports to be emailed on completion.  

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Scheduling Actions - Email

 

 

Run Script

This actions is available for you to do anything else you can think of. Store your report in a database, provide special email code, or anything else. Run Script give you the report name and path, a mapping of the report parameters and datasets, and the bytes in whatever format you want.

 

 

 

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