Schedule a Publication

Publish reports directly to a web server from MCS on a schedule.

Overview

With the use of the Visualware Publication Satellite (PubSat), reports can be published directly to a web server from MCS. Whether it's an end-of-month report for private use or a weekly review for a customer, it can all be done from this page.

The sections below walk through each part of the Publish a Report page in MCS.

Choose a Report

Choose a report
Choose a Report

The Choose a Report to Publish drop-down menu lists any HTML reports found within MCS, including example reports and any user-created reports.

The as text field sets the file name when published. For example, if you enter endofmonth the published file will be endofmonth.html.

Choose a Source File

Choose a source file
Choose a source file

Source files (extension .ppf) define data-driven elements within the report.

In most cases a source file will be created to pair with the HTML portion of a report. The only exception is when data and widget definitions are set directly within the HTML.

Source files can contain tilde substitutions. If any are present, a section will appear below to allow you to select replacement text.

Tilde Substitutions

If tildes are present in the PPF or HTML files selected, they will appear as shown below.

Tilde substitutions
Tilde substitutions

Enter a value for a tilde in the adjacent text box. This value will be used in place of the tilde(s) in the report.

If a tilde has a global value (such as year and month in the image above), you can override the default value by clicking the override link to enable the text field.

Note: Overriding a tilde for a publication will not make the value permanent. The new value will only be used for the publication being created.

To Publication Satellite

Choose a PubSat
Choose a Publication Satellite

The default publication method is This Server. Reports are published to MCS itself and can be accessed via the MCS URL/IP.

A PubSat is a small program that sits on a web server, allowing reports to be sent from MCS directly to that server. This is a licensed extra — please contact sales for more information.

Once the PubSat is installed on the web server, it must be added to MCS. Click the Manage Publication Satellite link on the page.

Manage PubSats
Manage Publication Satellites

Adding a PubSat

Adding a PubSat requires the following information:

FieldDescription
NameThe name used within MCS to reference this PubSat.
IP/URLThe IP or domain the PubSat is listening on. Include the port number if it differs from 80 (e.g., 1.2.3.4:7980).
Alias NameSet during PubSat installation. An alias refers to a directory within the web server hierarchy. Multiple aliases can be set per PubSat for publishing to multiple sites.
PasswordEach alias has a password to prevent unauthorized publications. Must match the value set in pubsat.ini.
System FilesRequired for reports to load. The directory must be created at the remote end. Default: /vwpub/.
Root DirectoryThe alias root directory on the server. If an alias child directory should be treated as root, define it here.
Publish Files NowUncheck if the system file directory hasn't been created yet. System files can be published at any time by managing an existing alias.

Deleting a PubSat

Select the PubSat name from the drop-down menu. When a PubSat is deleted, all associated aliases are also deleted.

The checkbox determines whether associated reports in the publication queue will also be removed. If they aren't deleted, they will need to be updated with a valid PubSat for publication to succeed.

For Alias

Choose alias name
Alias Name

Once a PubSat has been added, the alias created with it will be selected by default. A PubSat can have multiple aliases. To add or delete an alias, click the Manage Alias link next to the drop-down list.

Manage aliases
Manage Aliases

Adding an Alias

FieldDescription
NameRefers to a directory within the web server hierarchy. Multiple aliases per PubSat allow publishing to multiple sites.
PasswordMust match the value set in pubsat.ini for this alias.
System FilesDirectory for system files. Must exist at the remote end. Default: /vwpub/.
Root DirectoryIf an alias child directory should be treated as root, define it here.
Publish Files NowUncheck if the system file directory hasn't been created yet.

Deleting an Alias

Choose an alias name to delete. If only one alias remains, the PubSat itself must be deleted instead — a PubSat must always have at least one configured alias.

Note: If reports exist in the publication queue that use the alias being deleted, they must be updated to use a valid alias or they will not publish.

Managing an Alias

Use the manage function to update settings (password, root directory, etc.) or to publish system files. Click Manage, check the publish system files box, and click Update Alias.

In Directory

Destination directory
Destination directory

Specify the directory to publish the report. This directory begins from the root defined by the alias. For example: /support/reports/

Show Title As

Show title as
Show Title As

The title set here is used when viewing the report from the master report portal page, where all reports are listed and filtered. This is not the title that appears on the actual report — that is defined directly in the report HTML.

Tags

Tags
Tags

Tags are used to filter reports on the master portal page. If hundreds of reports have been published, tags help quickly narrow down the required report. At least one tag is required.

Use a comma to specify more than one tag. Use hyphens for multi-word tags.

Add a tag
Add a Tag

Adding tags to the MCS database enables auto-complete when specifying tags for future reports. A comma-delimited string can be used to add multiple tags at once. To delete a tag, select it from the drop-down and click Delete.

When To Publish

When to publish
When to Publish

Choose when the report should publish. Wildcards can be used to set a report to publish periodically. For example, choosing Jan 1st but entering **** for the year will ensure the report publishes every year on Jan 1st.

Calendar Events

Calendar conditions
Calendar conditions

Calendar events can also drive report publishing. This involves adding date-associated keywords to MCS.

For example, setting a variable named ENDOFMONTH with a date of ** (month) 28 (day) **** (year) would become active on the 28th day of every month.

There are two inputs for calendar events, both treated as truth-sets. A report will be deemed eligible for publishing if either all variables in input one are true, or all variables in input two are true.

Add calendar event
Add Calendar Event