How do I setup Event Based Packages in PBRS?

An Event Based Package Schedule allows you to run several Event Based schedules at the same time. It also allows you to determine the timing and order of execution of the Event Based schedules in the package.

How do I create Event Based Package in PBRS?

  • Go to Event Based Package.
pbrs eb package home
pbrs eb package general

General Wizard

  • Package Name: The name of the package.
  • Create In: The PBRS folder where the package is stored.
  • Description: A short description to help other users identify exactly what this schedule is and what it is expected to do.
  • Keyword: Enter some keywords which can be used later by Smart Folders to identify this schedule.

Click Next to continue to the next wizard section.

Schedule Wizard

pbrs eb package schedule

In this section, you will decide when the report will execute. There are a variety of options:

  • Daily: Run a report every day or at a frequency of days.
    • Sub options: Repeat every X Days.
Example: Run the schedule every 3 days.
pbrs schedule daily
  • Weekly: Run a report on a weekly time frame.
    • Sub options: Repeat every X weeks.
Example: Run the schedule every 2 Weeks.
  • On: Select the specific days of the week the schedule will run. If only once a week,select only the day of the week it will run.
Example: Run every Monday, Wednesday, and Friday.
pbrs schedule weekly
  • Week Days: Run the schedule Monday through Friday.
pbrs schedule week days
  • Working Day: Run the schedule starting on a specific day of the month. Indicate which day of the month the schedule will run. E.G. run the schedule on the 4th working day of the month.
pbrs schedule working day
  • Monthly: Run the schedule on a monthly time frame.
    • Use the following options: Checking this box will enable you to select frequency options such as the “last Thursday of the month.” Also you can include or exclude specific months from the schedule.
pbrs schedule monthly
  • Annual: Run the schedule every year at a specified time.
pbrs schedule annual
  • Custom Calendar: Select the custom Calendar you wish to use. You can create a new custom calendar from the menu as well. Please see Custom Calendars for more information.
pbrs schedule custom calendar
  • Other: Other scheduling options.
    • Run Schedule every X Minutes, hours, days, weeks, months, years.
pbrs schedule other
  • None: No scheduling is required for this item.
pbrs schedule none
  • Start Date: Enter the desired starting date for the schedule. This section can be the current date (providing schedule time has not already passed) or a date in the future.
  • End Date: If the schedule is due to end after a certain date enter that here. If the schedule is to run indefinitely, then leave it blank.
  • Schedule time: On the Next Run date, the package will run at this time.
  • Exception Calendar: Choose a calendar that will instruct the schedule to NOT run on those specified days. Please see Custom Calendars for more information.
  • Next to run on: The package will next run on this date.
  • Repeat Every: Rerun the package every x minutes from the scheduled time until your specified time.
For example, you can set up a daily package to run every day at 8 am, and to run every hour until 5 pm.
  • Until: After this date, there will be no automated scheduling of this package.
  • Enable this Schedule: Uncheck this option to Disable the package. Disabled packages are not deleted, but they do not execute automatically. You can re-start the automatic scheduling at a later date by checking this option again. Or right-clicking this schedule from the main screen and selecting Enable.

Click Next to continue to the next wizard section.

Schedules Wizard

pbrs eb package schedules
  • Click Add.

New Reports

  • Display a screen where you can create a new reports schedule.

Existing Schedules

  • Displays a list of existing schedules in PBRS for you to choose from.
Power BI and SSRS. Existing Schedules Wizard of Event Based Packages in PBRS.
  • Select the schedule and click OK.
  • Click Next to continue to the next wizard section.

Custom Tasks Wizard

pbrs eb package custom tasks
  • In the section you have the option of setting up custom tasks. Custom tasks are business process automation tools that can be auto triggered before or after a report runs.
  • For more information on Custom Tasks, click here.
  • If you have no desire to add a Custom Task, you can click next.

Click Next to continue to the next wizard section.

Execution Path Wizard

pbrs eb package execution path
  • If you have schedules AND tasks being executed as part of the event based schedule you can determine the order.
  • For Example:
Run Schedules then the Custom Actions
Run the Custom Actions first, then the schedules, the run the Custom Actions again.
  • Click Finish.

Event Based Package Schedule Context Menu

Power BI and SSRS. Event Based Packages Schedule Context Menu in PBRS.

Right-Click on a schedule to see the following actions:

  • Properties: Edit the schedule from here. Or you can just double click on the schedule.
  • Add Schedule: You may add new reports or existing.
  • Copy: Use this to copy an existing schedule. You can then paste it into another folder or the same folder. Simply open the folder you wish to paste to, right-click in the "white" space and select "Paste". Follow the on-screen instructions to complete the process.
  • Paste: Paste a previously copied schedule.
  • Rename: Rename a schedule.
  • Enabled: Schedules are enabled when there is a check beside this option. To stop a schedule from running, or to "pause" it for a while, select this option to remove the check. Disabled schedules will not run till they are enabled again.
  • Move: Use this option to move the report into an existing package.
  • Open: This will open the package and show its constituent reports.
  • Execute: This button will execute the schedule immediately. Note that the next run date and time is not moved on as a result of a manual execution. They only move on if the schedule is run automatically by one of the schedulers .
  • Delete: Selecting this option will delete the schedule.
  • Execute On: Use to option to execute the schedule to another collaboration server. 
  • Split Package: This will split all the constituent reports in the package.
This process will automatically delete the package once the splitting process is completed.
  • Create Shortcut: Use this option to create a shortcut you can save in any location on your PC. Execute the shortcut to execute the schedule in PBRS.

Event-Based Package Properties

Power BI and SSRS. Event Based Packages Schedule Context Menu in PBRS.
  • To access your schedule properties, right click on a schedule and select properties.
  • Similar to the schedule wizard, you adjust settings to your schedule such as timing, error handling, or custom tasks.
  • General
pbrs eb package general
  • Schedule
pbrs eb package schedule
  • Schedules
pbrs eb package schedules
  • Tasks
pbrs eb package custom tasks
  • Execution Path
pbrs eb package execution path
  • Sharing: Here you can share this schedule with multiples users. 

pbrs eb package sharing

  • History: Review the schedules history. Successes, failures, and other data is located here.
pbrs eb package history