How do I use "General" Custom Tasks in PBRS?

With General Tasks, you can perform basic tasks such as printing documents, waiting, or executing other schedules.

Custom Task - General

  • In the Schedule Wizard, go to Custom Tasks.
Power BI and SSRS. Custom Task Wizard in PBRS

General Tasks

Power BI and SSRS. General section Custom Task Wizard in PBRS
  • With General Tasks, you can perform basic tasks such as printing documents, waiting, or executing other schedules.

Run Program/Open Document

General

Power BI and SSRS. Run Program/Open Document Custom Task Wizard in PBRS
  • Use this task to open a document or run a program or batch file.
  • Task Name: Enter a name for the task
  • Program/Document Path: Browse to find the path of the program or document
  • Working Folder: Browse to find the path of the working folder.
  • Optional Parameter: Enter any arguments or parameters
  • Windows Style: Choose from Normal, Minimized, Maximized or Hidden.
  • You can further instruct PBRS to wait for the program to exit or to stop waiting for the program after a specified amount of time.

Options

Power BI and SSRS. Option section Custom Task Wizard in PBRS
  • In this section, you have the option to run this task before, after or you can choose both the schedules executes.

Print Document

General

Power BI and SSRS. Print Document Custom Task Wizard in PBRS
  • Use this task to print documents to a specified printer.
  • Task Name: Enter a name for the task.
  • Printer Name: Select a printer or print driver from the list.
  • Click (+) button to browse for files to add to the printing list.
Power BI and SSRS. Print Document Custom Task Wizard in PBRS
  • Printer Name: Select a printer or print driver from the list.
  • Files: Use the (…) to browse for the file(s) to be printed
  • Recursive: Print all folder and/or documents in that path.

Options

Power BI and SSRS. Options section Custom Task Wizard in PBRS
  • In this section, you have the option to run this task before, after or you can choose both the schedules executes.

Print PDF (Acrobat)

To use this task you must set up the path to Adobe Reader in Options. This Print PDF task is only used for Virtual Print Queue.

General

Power BI and SSRS. Print PDF Custom Task Wizard in PBRS

  • Use this task to print documents to a specified printer.
  • Task Name: Enter a name for the task.
  • Printer Name: Select a printer or print driver from the list.
  • Print to virtual print queue: Check this option if you want to print your reports using Virtual Print Queue.
  • Driver (Optional): Enter the driver. 
  • Port (Optional): Enter the port of the printer.
  • Print Timeout: Enter the timeout (secs) print.
  • # of Copies: Enter the number of copies.
  • Click (+) button to browse for files to add to the printing list.

Advanced

Power BI and SSRS. Print PDF Custom Task Wizard in PBRS

  • Printer Name: Select a printer or print driver from the list.
  • Files: Use the (…) to browse for the file(s) to be printed
  • Recursive: Print all folder and/or documents in that path.
  • Print using a specific Windows account: Check this option to print the report using a Windows account.
  • Page Rage: Enter the page range for the print task.
  • Fit to Page: Check this option if you want to fit page your report. 

Wait/Pause

General

Power BI and SSRS. Wait/Pause Custom Task Wizard in PBRS
  • Use this task to create pauses between tasks to ensure that one task is fully complete before the next task in the list is started.
  • Task Name: Enter a name for the task.
  • Select the pause interval to suit your requirements.

Options

Power BI and SSRS. Options section Custom Task Wizard in PBRS
  • In this section, you have the option to run this task before, after or you can choose both the schedules executes.

Execute Schedule

General

Power BI and SSRS. Execute Schedule Custom Task Wizard in PBRS
  • This is a useful facility for "chaining" schedules together. Simply select the schedule you want to run from the list and click OK.
  • Task Name: Enter a name for the task.
  • Wait for schedule completion: Check this option to wait for the selected schedule completion.

Options

Power BI and SSRS. Options section Custom Task Wizard in PBRS
  • In this section, you have the option to run this task before, after or you can choose both the schedules executes.

Send SMS

General

Power BI and SSRS. Send SMS Custom Task Wizard in PBRS

Options

Power BI and SSRS. Options section Custom Task Wizard in PBRS
  • In this section, you have the option to run this task before, after or you can choose both the schedules executes.

Create Exchange Appointment

General

Power BI and SSRS. Create Exchange Appointment Custom Task Wizard in PBRS
  • Use this task to send a meeting request to one person or a group of people.
  • Task Name: Give the task a name.
  • Subject: Give the meeting request a title.
  • Location: Where is the meeting going to be.
  • Attendees: Enter the email address of required attendees, use inserts to enter email addresses or click on Attendees to being up different Address book options.
  • Start Time: Start time of the meeting.
  • End Time: End time of the meeting.
  • All Day Event: Check this if the meeting is to last all day.
  • Blank Space: Free type any additional information about the meeting here. You can use inserts to help compose the meeting request.
  • Reminder: Set a meeting reminder.
  • Importance: set an importance level to the meeting if required.
  • Files: Attach any files required for the meeting here, this may be reports etc.

Exchange Details

Power BI and SSRS. Create Exchange Appointment Custom Task Wizard in PBRS
  • You have the option to use the same email address as the one who is connected to the PBRS.

Options

Power BI and SSRS. Options section Custom Task Wizard in PBRS
  • In this section, you have the option to run this task before, after or you can choose both the schedules executes.

Refresh PowerBI Datasets

General

Power BI and SSRS. Refresh Power BI Datasets Custom Task Wizard in PBRS

Use this task to refresh your Power BI Dataset after executing your report.

  • Task Name: Enter a name for the task.
  • Power BI Account: Select the account to refresh datasets.
  • Workspace: The path to the required report.
  • Dataset: Select the dataset.
  • Notification Options: Receive a notification after the report is executed, the report failed to execute, or do not receive a notification.
  • After refreshing the datasets above, wait 'X' seconds before running the report.

Options

Power BI and SSRS. Options section Custom Task Wizard in PBRS
  • In this section, you have the option to run this task before, after or you can choose both the schedules executes.

Show Message

General

Power BI and SSRS: Show Message custom task in PBRS.

Use this task to show a pop-up message after or before running a schedule.

  • Task Name: Enter a name for the task.
  • Message: Enter the message.

Options

Power BI and SSRS. Options section Custom Task Wizard in PBRS
  • In this section, you have the option to run this task before, after or you can choose both the schedules executes.