Using Master Schedule Reports


Overview

Tasks

Included with

Tivoli Change Management administration

Overview

Using master schedule reports

Both predefined and statistical reports can be added as entries in the TCM Scheduler for processing at a scheduled time.

In addition, you can create master schedule reports to see when reports and changes are scheduled to occur.

Master schedule reports are useful to monitor how a change is progressing. For instance, master schedule reports list which changes are scheduled to be implemented or which reports are scheduled to be run.

You can also send master schedule report data to Microsoft Project if your organization uses it. You can also include the data in a Gantt chart that your company can use to monitor the change process.

Remember that a master schedule report lists complete changes, not the tasks that were scheduled during the change process.


Tasks

Running master schedule reports

You can run master schedule reports from Tivoli Change Management.

To run a master schedule report:

  1. From the Utilities menu, choose Master Scheduler Reports.
    Result: The Master Schedules dialog box appears.
    You can select data for one or more criteria for the master schedule report from the Master Schedules dialog box.
  2. Next to the Category box, choose the Browse button to select a change category for the report.
  3. Next to the Assigned To box, choose the Browse button to select the person assigned to the changes in the report.
  4. Next to the Cost Center box, choose the Browse button to select an organization that is financially responsible for implementing the changes in the report.
  5. Next to the Location box, choose the Browse button to select a physical location assigned to the changes in the report.
  6. Next to the Area box, choose the Browse button to select an organization responsible for implementing the request.
  7. Next to the Status box, choose the Browse button to select the status of the changes used for the report.
  8. Next to the Date From and Date To boxes, choose the Calendar button to select date ranges for the report.
  9. Select either the Requested By or Needed By date type for the change.
  10. Choose Destination.
    Result: The Destination dialog box appears.
  11. Choose the destination where you want to send the report output.
    If you choose File, you must specify a file name and location where the report can be saved.
  12. Do one of the following:
    • Choose Print to print the report.
    • Choose Close to return to the Tivoli Service Desk window.

Scheduling master schedule reports

You can set up reports to run automatically at specified intervals using the TCM Scheduler . Once you add a report to the TCM Scheduler and enable it, the report continues to run at the specified interval with no further intervention. For more information, see Using the TCM Scheduler.

To add a Master Schedule report to the TCM Scheduler:

  1. From the Utilities menu, choose Master Scheduler Reports.
    Result: The Master Schedules dialog box appears.
  2. Specify the selection criteria for the report.
  3. Choose Destination.
    Result: The Destination dialog box appears.
  4. Select the destination where you want report output sent.
    If you choose File, specify a file name and location where the report can be saved.
  5. Choose Schedule.
    Result: The report is run and an Information message appears.
  6. Choose OK.
    Result: The report is scheduled.
  7. In the TCM Scheduler, enable the report so that it runs automatically at the specified intervals.

Using the DDE link to Microsoft Project

Tivoli Change Management enables you to transfer data from master schedule reports and models into Microsoft Project.

To create a link and transfer the report data to Microsoft Project:

  • From the Master Schedules dialog box, choose MS Project.
  • Result: Microsoft Project creates the file named TCM_MST.MPP, then transfers the report data from Tivoli Change Management to the new file.

The Microsoft Project button is not available if Microsoft Project is not already running on your workstation. If this is the case, close the Master Schedules dialog box, start Microsoft Project, then choose Schedules from the Reports menu.

Note: Because the same file name is used the next time you choose the Microsoft Project button on the Master Schedules dialog box, you should save the file using a different name. Otherwise, the data in your TCM_MST.MPP file is overwritten.