ManageEngine Reports

    Scheduling Imports Periodically

    ManageEngine Reports enables you to setup scheduled periodic import of data in CSV/TSV/XLS, JSON or HTML text format from a Web URL. This would be really useful in scenarios where you have new data being published or updated periodically and you would like to get those updates into ManageEngine Reports for reporting and analysis. Once you setup the schedule, then ManageEngine Reports will fetch the latest data without the need for manual intervention. 

    Setting up Scheduled Import

    You could setup scheduled imports for data that could be fetched from an Accessible Web URL. Also the data that is fetched has to be in any of CSV, TSV, XLS, HTML Text formats. When you import data from a web URL using Import wizard, you can schedule import using the Would you like to schedule this import periodically? link in the Import Data Details dialog. 

     

    You can also schedule the data import from a Web URL for an existing table by following the steps given below:

    • Open the required table.
    • Invoke Import > Refetch/Schedule Import.
    • In the Schedule Import Details dialog that opens, click Edit.

     

    Import Schedule Settings Dialog

    The Schedule Settings dialog enables you to schedule data imports from Web URL feeds periodically.

     

    This dialog provides the following options:

    • Table Name - Displays the table name for which you schedule the import. This is not editable.
    • File Type - Displays the file type from which the data is imported (e.g., CSV, XLS etc., ). This is not editable.
    • URL- Provide the Web URL from which the data is to be imported.
      • URL - Choose this to import data from a publicly accessible URL
      • URL With Authentication - Choose this to import data from URL with basic authentication. On choosing this, you need to provide username and password to access data from the URL. The user credentials will be encrypted and saved in the server to be used for each import. This will be deleted when the Import Schedule is removed.
    • How do you want to Import?- Choose how do you want to Import from the drop-down list. Available options are:
      • Add records at the end - Use this option to append imported records to the end of the table .
      • Delete existing records and add - Use this option to delete entire records in ManageEngine Reports table and add the new records into the table.
      • Add records and replace if already exists - Use this option to update the already existing records in the table with the new values and append the new records at the end of the table.
      • Add records, replace existing and delete missing record - Use this option to update the already existing records with the new values, append new records to the end of the table and delete records that are not available in the file but present only in the table.

    Note:

    When Add records and replace if already exists or Add records, replace existing and delete missing record is selected, it is mandatory to specify matching columns using the Select the column(s) to match existing records option. You can choose one or more columns as matching columns. ManageEngine Reports will use the values in these columns as the key to match the existing records with the new records being imported. Hence the matching column(s) combination should uniquely identify each record in the table. Once a match is identified, then ManageEngine Reports will update that existing record in the table with the new record values present in the data being Imported. In case there is no match found, those records will be appended to the end of the table.

    • Schedule Settings- This group box provides options to schedule the import.
      • Repeat- Specify the schedule interval from the drop-down list. Available options are.
        • Every 'N' hours - Choose this option to schedule the import every 'N' hours i.e., every 2 hour or 6 hours. On choosing this option, specify the time interval to import the data.
        • Every Day - Choose this option to schedule the import at a particular time everyday. On choosing this option, specify the time to import data.
        • Weekly Once - Choose this option to schedule the import once in a week on a particular day. On choosing this option, specify the day of the week and the time to import the data .
        • Monthly Once - Choose this option if you want to schedule the import once in a month on a particular day. On choosing this option, specify the day of the month and the time for scheduling.

    Note:

    Schedule time need to be specified in GMT +0:00 timezone.

    • Notify me after every - In case of import failure you will be notified. Specify after how many failures you need to be notified.

    Edit the Schedule Setting:

    ManageEngine Reports allows you to edit the scheduled import setup by following the steps given below.

    1. Open the required table.
    2. Invoke Import > Refetch/Schedule Import.

     

    • The Schedule Import Detailsdialog will open with the following information.
      • Data URL - Displays the Web URL from which the data was last fetched into this table.
      • Schedule - Displays the schedule setting, if a schedule import has been configured.
      • Next Fetch - Displays the time of the next data import from the provided URL.
      • Last Fetch - Displays the time of the last data import from the provided URL.

     

    Refetching the Data Now:

    There could be instances where you would like to fetch data from the scheduled URL just at that moment (just now). You could do that by invoking the menu item Import > Refetch/Schedule Import menu option in the toolbar of the respective table. In the Schedule Import Details dialog that opens click the Refetch Data Now button. This will trigger ManageEngine Reports to fetch the data at that instance from the Web URL provided.

     

    Couple of Points to Note on Schedule Import:.

    • You could setup scheduled imports only for data that could be fetched from a Accessible Web URL
    • The data that is fetched has to be in any of CSV, TSV, XLS, JSON or HTML Text formats
    • For a table you could setup schedule import only for one Web URL at a time
     

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