Scheduled Dashboard Report Prerequisites

This applies to: Visual Data Discovery

Before users can schedule and send dashboard reports, configure the mail server information and confirm memory settings in Symphony. Optionally, you can adjust the screenshot resolution based on your users' needs.

To schedule a dashboard report, you must be an administrator or assigned to a group with the Create Scheduled Reports or Administer Scheduled Reports privilege.

Configure Mail Server Settings

Add JavaMail API properties to the zoomdata.properties file to identify the mail server and other mail properties required to send the scheduled dashboard report. This can include mail.smtp.auth, mail.smtp.host, mail.smtp.port, mail.imap.host, and mail.imap.port). Symphony supports both IMAP and SMTP protocols. Complete descriptions of IMAP and SMTP protocol JavaMail properties can be found at these links:

• IMAP: https://javaee.github.io/javamail/docs/api/com/sun/mail/imap/package-summary.html
• SMTP: https://javaee.github.io/javamail/docs/api/com/sun/mail/smtp/package-summary.html

See zoomdata.properties Properties for information about the properties in the zoomdata.properties file.

Confirm Memory Settings

If you plan to schedule numerous concurrent dashboard reports, you may need to confirm the memory configuration settings for Symphony and the screenshot service pool configuration settings will meet your needs, or alter them if needed. See Configure Memory Settings and Set Up the Screenshot Microservice.

Log messages related to dashboard report scheduling are stored in the zoomdata.log log file.

Screenshot Resolution

Symphony's resolution for PNGs and PDFs created as scheduled reports is 1280 x 720. If your users require a higher resolution, adjust the height and width properties in zoomdata.properties: dashboard.scheduling.screenshot.png.height and dashboard.scheduling.screenshot.png.width. Restart the screenshot microservice after making changes to zoomdata.properties.

In environments where you distribute a high number of simultaneous reports (200 users or more), a higher screen resolution such as 4k or 2160p (3840 x 2160) can have peformance impacts. Balance the resolution of your scheduled dashboard reports with the frequency and recipient list size for your reports.

See zoomdata.properties Properties for information about the properties in the zoomdata.properties file. See Scheduled Data Discovery Dashboard Report Properties.