When installed, Anaplan XL Web Edition installs the Scheduling component. This is a Windows service that can be used to automatically deliver reports to users on a schedule, or when certain conditions are met.
Installing the Windows service
If the installation hasn't already configured the Windows service, run the InstallService.cmd batch file located in the Scheduler directory of your Anaplan XL Web Edition installation.
Feature Permissions
As on the Functional User Permissions for Anaplan XL Web Edition page, permissions for access to the Scheduling feature can be set by granting or revoking access to the Xml\Security\scheduling.xml file in the Anaplan XL Web installation folder.
Using the AnaplanXLWeb management console
You can find this configuration tool in the Start Menu of the server, called Configure Anaplan XL Web Edition. On the Scheduling tab, there are several options that can be used to customize your Scheduling installation.
| Option | Description |
| Web address | The internal web address that the Scheduling service can use to access Anaplan XL Web Edition. |
| Public web address | The external web address that Anaplan XL Web users use when accessing the application. This is used to generate report URLs for emailing to users. |
| Repository path | The physical path to the Anaplan XL Web Edition repository. |
| Webservice timeout | The length of time the scheduling service should wait before giving up when rendering reports, in minutes. The default value is 10 minutes. |
| Basic authentication | The credentials to use to connect to Anaplan XL Web Edition to render the reports when Basic authentication is being used. |
| Clean repository | Automatically remove previews and unused images. |
| Schedule domain update | Set the frequency in days to run a scheduled domain update. |
You may need to restart the Anaplan XL Scheduling Windows service after changing these properties.
Configuration files
There are two sets of configuration files for the Scheduling service.
- Anaplan XL: Scheduling.Service.exe.config in the Scheduler directory of your Anaplan XL Web Edition installation. This should be filled with the right values. You will only need to change it if you move the website or repository yourself, or if the Anaplan XL Web Edition server uses a different authentication mode.
- A limited number of files in the Anaplan XL Web Repository folder, in the __xlcubed__\__scheduling__ subfolder. These are in addition to the settings stored in the SQL Repository.
Authentication mode
The Scheduling service is set up to use Windows Integrated authentication by default. To use Basic authentication instead:
- Use the Management Console to set Authentication to Basic.
- Enter the user name and password on the Scheduling tab.
Alternatively, you may edit theAnaplan XL.Scheduling.Service.exe.configfile, changing the AuthenticationType line to Basic and fill in the user name and password below it. - This account should have permission to access the Anaplan XL Web Edition instance, as well as any repository folders required for scheduling.
Using the Role selector
When you set up schedules and distribution groups, the Scheduling settings screens can show a list of important roles on the server. For this to work, Microsoft's Analysis Management Objects must be installed.
Configuring the Windows service
The Service identity
By default, the Scheduling Service runs under the Local System account. This allows it to have access to the necessary files, web services, and resources it needs to run reports and send emails.
To use the Roles feature, you must select a new name that can use all the Analysis Services roles that'll be used. For simplicity, this can be an OLAP Administrator. In this case, you must give write access to the service identity user to the Repository folder.
Starting the Windows service
The Scheduling service can be managed like any other Windows service. You can start it by running the StartService.cmd batch file located in the Scheduler directory of your Anaplan XL Web Edition installation or by using the Services control panel.
Other considerations and Troubleshooting
Refer to Scheduling Troubleshooting for help with problems configuring the server.
