Working with Report Jobs :: SAS(R) IT Resource Management 3.21: Reporting Guide

Create a Report Job

Although the Adapter Setup wizard creates report jobs for several adapters and domain categories, you might need to create or modify your own report job. For example, you might want to create batch reports for a domain category for which SAS IT Resource Management does not already provide reports.

Creating a report job requires that you first create a job and then add a Gallery transformations to the job. To do so, perform the following steps:

In the SAS IT Resource Management client, open a job. If you want to work with an existing job, double-click on that job to open it on the Diagram tab of the Job Editor window of SAS IT Resource Management.

If you need to create a new job, you can invoke the New Object wizard from the File menu of SAS IT Resource Management. For information about how to perform this task, see the “Create a Job” topic in the SAS IT Resource Management: Administrator's Guide.

The new job opens on the Diagram tab of the Job Editor window.
Navigate to the ITRM Transformations folder of the Transformations tree of SAS IT Resource Management.
Drag the Gallery transformation onto the job in the Diagram tab of the Job Editor window.

Note: A Gallery transformation does not have an input or output object in the process flow diagram of a report job. Thus, a report job can include one Gallery transformation as the only object in the process flow diagram of the job and still be valid.
Modify the Gallery transformation parameters as needed to meet the reporting needs of your organization. For more information, see Add a Gallery Transformation to a Report Job. Then save the job.
Deploy and run the report job. For more information, see Deploying and Running Report Jobs.

Note: You can deploy and run report jobs to create reports, remove the reports that are expired from the SAS Content Server, and load the new reports onto the SAS Content Server for the Gallery Manager to access.

Modify a Report Job

To edit an existing report job, perform the following steps:

In the IT Data Marts tree of SAS IT Resource Management, double-click the report job that you want to edit.
Edit the report job.
To Edit the Properties of the Report Job
1. Right-click the report job in the IT Data Marts tree.
2. To rename the report job, select Rename.
3. To view and modify the properties of the report job, select Properties. For more information about the properties for a report job, see the Help for SAS IT Resource Management.
4. Click OK. Save the job.
To Edit the Properties of a Gallery Transformation in the Report Job
1. Right-click the Gallery transformation in the process flow diagram and select Properties. A Properties dialog box displays and enables you to modify the various parameters that are specified for the Gallery transformation and the code that it generates. For more information, see Edit a Gallery Transformation.
2. Click OK. Save the job.
For more information about the specific parameters that are available for configuration in the Gallery transformation, see the detailed steps in Add a Gallery Transformation to a Report Job.
Deploy and run the report job. For more information, see Deploying and Running Report Jobs.

Copy a Report Job

To copy a report job, perform the following steps:

Navigate to the location of the job in the IT Data Marts tree.
Right-click the job.
Select Copy.
Right-click the folder where you want the copy of the job to reside.
Select Paste. A copy of the report job is saved in the folder and is assigned the default name Copy of <original job name>.
Double-click the new job to open it in the Diagram tab of the Job Editor.
Right-click the Gallery transformation in the process flow and select the Server tab.
Specify the name and location of the SAS Content Server for the Gallery transformation.
Click OK. Save the job.

Delete a Report Job

To delete a report job, perform the following steps:

Navigate to the location of the job in the IT Data Marts tree.
Right-click the job.
From the menu that is displayed, select Delete.
In the confirmation box, click Yes to delete the job.

If you delete a report job that has already run, then the reports that the job created will remain on the SAS Content Server until you delete them manually. The only way that a report is programmatically deleted from the SAS Content Server is when the report has expired and its report job is rerun to remove and replace the report. For more information, see Working with the SAS Content Server.

Note: If you delete a report job in an IT data mart but the report job has already been deployed, then the deployed job can still be run in batch.

Deploying and Running Report Jobs

About Deploying and Running Report Jobs

After you create or modify a report job, you can deploy and run the job to create reports, delete and replace expired reports, and save reports on the SAS Content Server where the Gallery Manager can access them. Report jobs are the last step in the batch reporting process flow and thus rely on all of the jobs and components that precede it in the data extraction, transformation, loading, and reporting process.

Deploying a job enables you to execute the job outside of SAS IT Resource Management, such as when scheduling a job to run at a specified time. SAS IT Resource Management enables you to deploy as well as run jobs. For more information about how to deploy and run jobs, see the “Jobs” chapter in the SAS IT Resource Management: Administrator's Guide.

Deploy and Run Report Jobs That the Adapter Setup Wizard Creates

The Adapter Setup wizard creates a set of jobs that compartmentalize each step of the extract, transform, load, and reporting process for IT data. These jobs depend on one another to process the raw data for reporting. For example, aggregation jobs include aggregations that rely on the staged tables that are generated when the staging job is run. As a result, each job should be run only after the jobs that it depends on have been run. The following list shows the types of jobs that the Adapter Setup wizard creates and the dependencies of each. Each job type in the list is dependent on the job type that precedes it.

staging job
aggregation job
information map job
reporting job

For more information, see Working with the Adapter Setup Wizard.

Deploy and Run Your Own Report Jobs

You can create, deploy, and run your own report jobs manually, without using the Adapter Setup wizard. However, like the report jobs that the Adapter Setup wizard creates, your report jobs must also rely on other processing components that extract, transform, and load your IT data. For consistency and efficiency, use the same naming conventions and job structure that the Adapter Setup wizard uses when you create your own jobs and components for this process. For information about what the Adapter Setup wizard creates, see the “Adapter Setup Wizard” chapter in the SAS IT Resource Management: Administrator's Guide.

After you confirm that all of the extract, transform, and load components for your report job are prepared and executed, then you can deploy and run your report job.