In SQL-RD, you have the option to configure many different aspects of how the software performs. You can access these configuration options by clicking the Options button at the top of SQL-RD. The first tab is labeled "General".
Options - General
- Go to Options.
- Select General.
In SQL-RD, you have the option to configure many different aspects of how the software performs. You can access the configuration options by clicking the Options button at the top of SQL-RD. This will bring up an Options window. The first tab, the General tab, is broken down into four sections: User Experience, Error Handling, Misc. & Reports. Below, we will take a closer look at each of these sections.
- Customer #: The value that should be listed here is your individual customer number, which is provided by ChristianSteven when you purchase SQL-RD. It identifies you in our billing and tech support system and allows you to log support tickets through SQL-RD itself. Once you receive your customer number from ChristianSteven, you should input it here (if it is not already listed).
If you are using the free trial version of SQL-RD, no value will be listed here and this field will be left blank until you purchase SQL-RD. If you are experiencing issues with SQL-RD during your free trial, contact your Sales Manager. You will be unable to log a support ticket through SQL-RD.
- Automatically Refresh Desktop: When viewing the SQL-RD desktop (especially when using Detail option), this option will refresh the screen at the interval of seconds you specify. This will allow you to see an up to date status of your schedules at a glance without having to refresh the system manually.
- Only convert remote paths to UNC: This setting instructs SQL-RD only to convert remote paths to UNC. This option helps prevent any path resolution problems you may otherwise have. Local paths are not affected if you are a system administrator. (network or shared paths)
- Use Relative time: This setting lets you select whether timings should be displayed and saved in the time zone of the scheduler or the time zone of the user(if they are different).
The Error Handling section tells SQL-RD what to do when SQL-RD encounters a problem. You can choose between the following options:
- Send an Email: Choose to be notified by email if a report fails to run successfully. You can specify any email address in this field as long as it is valid.
- Send an SMS: Choose to receive an SMS text message on your cellphone if a report fails to run successfully. This can be any phone number as long as it is valid.
- Close Oops Messages after X Seconds: Automatically close any error messages after a specified amount of time.
An error log file is stored in the installation folder (typically, Program Files\Christiansteven\SQL-RD). You can also view the log file from the System Monitor.
- Sync User Defaults across all clients: If you have multiple installations of SQL-RD and all of them are connected to the same database, you can select this checkbox to sync the User Defaults on this installation of SQL-RD with the other installations.
- Automatically check for updates: Checking this option will ensure that SQL-RD automatically checks for and alerts you when an update is available. If you do not have this option checked in SQL-RD, you will need to manually check for updates to SQL-RD by following our Product Info & Updates blog.
- Load SSRS cascading parameters automatically: If you are using Microsoft SQL Server Reporting Services, click on this option to display cascading parameters.
- Show hidden report parameters: Click on this option to display any hidden parameters contained in SSRS reports.
- Enable system verbose logging: Verbose logging allows SQL-RD to record more details regarding schedules, outputs, files, errors, etc. It is especially helpful should SQL-RD experience issues where technical support or Development would need to troubleshoot. Having this enabled does not impact user functionality in any way. Unless otherwise advised, please leave this option checked.
- Use "ReportExecution" Endpoint for Report Execution: When scheduling reports for SSRS, it will tell SQL-RD to use a different API endpoint for rendering the reports.