Vault Tracking Report - How To

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Create a Vault Tracking Report

Save a Report Template

Schedule a Report

Modify a Scheduled Report

Customizing Vault Tracking Reports Using Style Sheets

Create a Vault Tracking Report

Required Capability: See Capabilities and Permitted Actions

To create a Vault Tracking report:

1. From the CommCell Browser, click the Reports icon.

2. Select Tracking from the Reports pane of the Report Selection dialog box.
3. Select the filter criteria to include in the Vault Tracking Report from the following tabs:
   • General
   • Libraries
   • Media Repository
   • Location
   • Tracking Policy
   • Time Range
4. From the Output tab, select the output format and/or save options for the report.

5. Click one of the following: Run to generate the report immediately, Schedule to schedule the reports for specific times, Save Template to save the report filter options into the My Reports node, or Close to exit the window.

Save a Report Template

Required Capability: See Capabilities and Permitted Actions

To save a report template:

1. From the CommCell Console, click the Reports icon or right-click the My Reports node and select New Report.
2. From the Report Selection dialog box, click a report from the Reports pane.
3. From the report, select the appropriate filter options, and then click Save Template. The Report Name dialog box is displayed.
4. Enter the name of the report and click OK to exit the screen.
5. A popup confirmation message appears.

   Click OK to continue. The report template name displays in the My Reports node of the CommCell Browser.

Required Capability: See Capabilities and Permitted Actions

To save a report template from the My Reports node:

1. From the CommCell Browser, right-click a report from the My Reports node and select Edit to display the report template for the selected report.
2. Modify the report's filter options as necessary and click Save.
3. From the Report Name dialog box, enter the name of the report and click OK. If you enter the same name as the existing report, the system prompts with an overwrite warning.

   Click Yes to overwrite the existing report.

   Click No to enter a new name.

4. Click OK to exit the screen.
5. A popup confirmation message appears.

   Click OK to continue.

Required Capability: See Capabilities and Permitted Actions

To save a report template from the Other Reports node:

1. From the CommCell Browser, right-click a report from the Other Reports node and select View to display the report template for the selected report.
2. Modify the report's filter options as necessary and click Save As.
3. From the Report Name dialog box, enter the new name of the report and click OK to exit the screen.
4. A popup confirmation message appears.

   Click OK to continue. The report name displays in the My Reports node of the CommCell Browser.

Schedule a Report

Required Capability: See Capabilities and Permitted Actions

Before you Begin

• Before scheduling a report, in the E-Mail Server tab of the E-Mail & IIS Configuration dialog box:
  • Specify a valid Mail Server. The Mail Server must support SMTP messages.
  • Select the port number in the Mail Server Port box. The default Mail Server port number is 25.
  • Specify the Mail Server Size Limit per e-mail.
  • Specify a valid e-mail address in the Senders Address box.
• Ensure that the users who are to receive the report have a CommCell user account with a valid email address. Alternatively, any valid email address can also entered in Email to Recipients.
• When scheduling more that one report, it is recommended that you select a different Time of Day to start each report. This will enhance performance.
• Text-formatted reports scheduled as email attachments are delivered in Excel format. Those scheduled as embedded are delivered as plain text files.

To schedule a report:

1. From the CommCell Console, click the Reports icon.
2. Click a report from the Reports pane of the Report Selection dialog box.
3. From the report, select the appropriate filter options, and then click Schedule. The Select Users and Name dialog box is displayed.
4. If necessary, type a schedule name for the report in the Schedule Name field. Select the Embedded option if this report should be included in the body of the e-mail, or select the Attachment option if this report should be sent as an e-mail attachment. Select Compress if you want the report to be compressed to reduce the file size as an e-mail attachment. You can also move users and user groups from the Available Users list to the Users to be Notified list or specify any valid email address in Email to Recipients. note the following:

   • A scheduled report can be configured to be sent via e-mail to user groups created from within the CommCell Console as well as external domain user groups. However, individual external domain users will not receive the report via e-mail if they have not previously logged on to the CommCell Console. Users (from the user groups created from within the CommCell Console) will receive the report e-mail regardless of their login status.

5. Click OK. The Schedule Details dialog box is displayed.
6. Make your selections in the Schedule Details (Schedule Details) dialog box.
7. To edit the report, from the Job Summary tab, click Edit.
8. From the Modifying Scheduled Report (General) dialog box, you can modify the schedule name of the report, modify the report mailing format such as embedded in an e-mail or as an e-mail attachment, and modify the users to be notified.
9. You can modify the report filter options, as necessary. From the Modifying Scheduled Report (Detail) tab, following the tabs and select the new filter options. Click OK.
10. Click OK to save your changes.
11. Click Close.

Modify a Scheduled Report

Required Capability: See Capabilities and Permitted Actions

To modify a scheduled report:

1. From the CommCell Browser, right click the CommServe icon, then select All Tasks -> Schedules.
2. From the Scheduled Jobs dialog box, select the report schedule you want to edit, then click Edit.
3. From the Job Summary tab of the Schedule Details dialog box, click Edit.
4. From the Modifying Scheduled Report (General) dialog box, modify the schedule name of the report in the Name field. you can modify the schedule name of the report, modify the report mailing format such as embedded in an e-mail or as an e-mail attachment, and modify the users and user groups to be notified.
5. You can modify the report filter options, as necessary. From the Modifying Scheduled Report (Detail) tab, following the tabs and select the new filter options, as necessary. Click OK.
6. Click OK to save your changes.
7. Click Close.

Customizing Vault Tracking Reports Using Style Sheets

Required Capability: None.

To customize a Vault Tracking Report using Style Sheets:

1. Navigate to the sample1.xsl style sheet provided with the VaultTracker Enterprise software.

   By default, the style sheet is located in following location within the root directory in which the software was installed:

   <software installation folder>\Reports\XSLs\4\VaultTracking\sample1.xsl

2. Right-click on the sample1.xsl style sheet, select Open with..., and then choose a text editor from the list of available applications.

   It is strongly recommended that you immediately save this file in the same location under a different file name prior to editing the file. Doing so will ensure that the sample1.xsl style sheet remains intact should you need to use or refer to it at a later time. It also allows you to build a selection of style sheets to choose from in the future. For example, if you are creating a style sheet for tracking reports which will only include bar code, library, and container information, you might resave sample1.xsl as barcode_library_container.xsl.

3. Edit the style sheet version, if necessary.

   By default, XSL version 1.0 is used by Vault Tracking reports.

4. Edit the style sheet code to add, remove, or rearrange the tracking information to be included the tracking report. You can also change the background colors and values of the tracking information to be included.

   For example:

   If you wish to include only the bar code, library, and container information in your report, you would remove the following lines from the style sheet:

   <th>$Action ID$</th>

   <th>$Tracking Policy$</th>

   <th>$Already updated$</th>

   <th>$Tracking Policy or Job ID$</th>

   <th>$Current Location$</th>

   <th>$Destination$</th>

   <th>$Start Time$</th>

   <th>$End Time$</th>

   <th>$Job Status$</th>

   <th>$Storage Policy$</th>

   <th>$Storage Policy Copy$</th>

   For more information on working with XML style sheet code, the following web sites are recommended:

   http://www.w3.org/Style/XSL/

   http://www.w3.org/TR/xml-stylesheet/

5. Click OK to save your changes.

6. From the CommCell Browser, click the Reports icon.

7. Select Tracking from the Reports pane of the Report Selection dialog box.
8. Select the filter criteria to include in the Vault Tracking Report from the following tabs:
   • General
   • Libraries
   • Media Repository
   • Location
   • Tracking Policy
   • Time Range
9. From the Output tab, select the Use Style Sheet option, and then navigate to the style sheet you wish to use in the Select Style... field.

10. Click one of the following: Run to generate the report immediately, Schedule to schedule the reports for specific times, Save Template to save the report filter options into the My Reports node, or Close to exit the window.

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