DocumentBursterâ„¢ User Guide

DocumentBursterâ„¢ trademark is property of SourceKraft Systems & Consulting Ltd.

All other marks and trademarks are properties of their respective owners.


Convention - Path Separator
I. Introduction
Overview
1. DocumentBurster
2. DocumentBurster Server
3. DocumentBurster Portal
II. DocumentBurster
1. Burst and Merge PDF Reports
1.1. Burst PDF Reports
1.1.1. Steps to Follow When Bursting a Report
1.1.2. Burst a Sample Report - Invoices-Oct.pdf
1.2. Merge PDF Reports
1.3. Configuration
1.3.1. Advanced Settings
2. Burst Excel Reports
2.1. Overview
2.2. Burst by Distinct Sheets
2.3. Burst by Distinct Column Values
2.3.1. How It Works
2.3.2. Steps to Follow When Bursting an Excel Report by Distinct Column Values
2.3.3. Sample - Customers-Distinct-Column-Values.xls
3. Distribute Reports
3.1. Overview
3.2. Enable Report Distribution
3.3. Distribute Reports by Email
3.3.1. Email Connection Settings
3.3.2. Dynamic Email Connection Settings
3.3.3. Email Each Report to One Recipient
3.3.4. Email Each Report to Multiple Recipients
3.3.5. Text Email Messages
3.3.6. HTML Email Messages
3.3.7. Beautiful Responsive HTML Emails
3.4. Attachments
3.4.1. Configure Attachments
3.5. Upload Reports
3.5.1. cURL Integration
3.5.2. FTP
3.5.3. File Share
3.5.4. FTPS
3.5.5. SFTP/SSH/SCP
3.5.6. HTTP/WebDAV
3.6. Send SMS Messages
3.6.1. Twilio
3.6.2. Text
4. Configuration Templates
4.1. Process PDF Reports Using a Custom Configuration File
4.2. Process Excel Reports Using a Custom Configuration File
4.3. Add, Edit and Delete Configuration Templates
4.3.1. Create Similar Configuration Templates
5. Variables
5.1. Example - Configure an Unique Output Folder
5.2. Built-In Variables
5.2.1. Sample - Payslips.pdf
5.3. User-Defined Variables
5.3.1. Sample Invoices-Oct.pdf - Customizable Burst File Name
5.3.2. Excel User-Defined Variables
6. Automatic Polling for Incoming Reports
6.1. Watch a Folder for Incoming Reports
7. Quality Assurance
7.1. Email Tester
7.1.1. Configuration
7.1.2. Run Test
7.2. Logging
7.3. Send Processing Errors by Email
7.4. Quarantine Reports Which Fail To Be Delivered
7.5. Error Handling
8. Command Line
8.1. Usage
8.2. Burst Reports
8.3. Merge Reports
8.4. Poll Folder for Incoming Reports
8.5. Quality Assurance
III. DocumentBurster Server
9. DocumentBurster Server
9.1. Installation
9.1.1. Prerequisites
9.1.2. Download DocumentBurster Server
9.2. Start and Stop
9.2.1. Server
9.2.2. Web Console
9.3. Web Console
9.3.1. User Authentication
9.3.2. Submit Bursting Jobs
9.3.3. Screenshots
9.4. Run DocumentBurster at System Startup
9.4.1. Windows Services
9.4.2. Windows Scheduling
9.5. Scheduling
9.5.1. Configuration
IV. DocumentBurster Portal
10. DocumentBurster Portal
10.1. Use Cases
10.2. 1 Minute Walk-Through
10.3. Test Drive DocumentBurster Portal
10.4. Screenshots
10.5. Accept Online Payments (Optional)
10.6. Document Analytics (Optional)
10.7. Customization
10.8. Contact Us
V. Appendices
A. DocumentBurster vs. DocumentBurster Server vs. DocumentBurster Portal
A.1. Which DocumentBurster Flavor to Choose?
A.2. DocumentBurster
A.3. DocumentBurster Server
A.4. DocumentBurster Portal
A.5. Contact Us
B. How to Do This and That
B.1. How To Distribute External Reports?
B.1.1. Configuration
B.1.2. Recipients List and Document(s) Paths
B.2. How To Implement Conditional Report Distribution?
B.2.1. skip_current_file_distribution_if.groovy
C. SharePoint Report Delivery
C.1. Distribute Reports to SharePoint by Email
C.1.1. SharePoint Configuration
C.1.2. Sample - Burst samples/Payslips.pdf Report to SharePoint 2007
D. Performance
D.1. Performance Guidelines - Getting the Most From Your DocumentBurster System
D.1.1. Minimize the network overhead
D.1.2. Minimize intermediate layers
D.1.3. Running DocumentBurster in a virtual machine
D.2. Performance Monitoring
D.2.1. Enable Performance Monitoring
D.2.2. Built-in DocumentBurster Performance Monitoring
D.2.3. Integration with Professional Third Party Monitoring Tools
D.3. Further Reading
E. Troubleshooting
E.1. Overview
E.1.1. Quick & Professional Support
E.2. Common Problems
E.2.1. I Get Only 25 Reports
E.2.2. Issues Running Basic Features?
E.2.3. UnsupportedClassVersionError Exception?
E.2.4. Mess With Multiple Java Installations
E.2.5. Windows - DocumentBurster.exe GUI is Failing to Start?
E.2.6. Windows - DocumentBurster.exe GUI Still Fails?
E.2.7. Windows - DocumentBurster.exe GUI Still Fails?
E.2.8. Windows - DocumentBurster.exe GUI Still Fails?
E.2.9. Windows - DocumentBurster.exe GUI Comes Up For a Second and Then Disappears?
E.2.10. Burst Issue 1
E.2.11. Burst Issue 2
E.2.12. Variable Values Are Not Parsed Correctly?
E.2.13. Windows - DocumentBurster Server Is Failing to Start?
E.2.14. Windows - DocumentBurster Server Is Not Processing the Web Console Jobs?
E.2.15. Windows - DocumentBurster Web Console Is Failing to Start?
E.2.16. Windows Service Stops on Windows Server 2003?
E.2.17. Email Is Failing?
E.2.18. Email Still Fails?
E.2.19. Email SMTP Error 421
E.2.20. Email SMTP Error 550 5.7.1 Unable to relay
E.2.21. Few Emails Are Going and Then Email Stops Working
E.2.22. Email Is Still Failing?
E.2.23. Upload Issue?
E.2.24. I messed up with the configuration and now the program is failing. Is it possible to restore the default configuration?

This document uses slash character (/) to display directory and file components of a path.

Microsoft Windows can accept either the backslash (\) or slash (/) characters to separate directory and file components of a path, while the Microsoft convention is to use a backslash (\). Since DocumentBursterâ„¢ is intended to work on multiple operating systems (e.g. Windows, Linux), the convention for this manual is to use the slash character (/) to display the components of a path.

Now let’s get started.

DocumentBursterâ„¢ is a powerful solution to schedule, break up (split), merge and distribute reports and can naturally complement any current business intelligence deployment by adding advanced report delivery capabilities.

DocumentBursterâ„¢ can process reports generated with an existing in-house reporting platform or with any of the well known leading report writers including Crystal Reports and Web Intelligence (Business Objects/SAP), IBM Cognos, Oracle Hyperion, Microsoft Reporting Services, Microsoft Access, QlikView, JasperReports, Eclipse BIRT, Pentaho, etc.

DocumentBursterâ„¢ software is currently used successfully together with business applications like Oracle PeopleSoft, SAP ERP, Oracle Applications, Sage Applications, Microsoft Dynamics, JD Edwards, MYOB and QuickBooks accounting software.

The software has three flavors

  • DocumentBursterâ„¢ has very good report bursting and report distribution capabilities. DocumentBursterâ„¢ has a desktop based GUI interface which can be used by a single user.
  • DocumentBursterâ„¢ Server has all the capabilities of DocumentBursterâ„¢ and some additional advanced features like scheduling, capability to run as windows services and a browser based web interface which can be accessed simultaneously by multiple people.
  • DocumentBursterâ„¢ Portal is our DocumentBursterâ„¢ cloud-based managed services solution.

DocumentBursterâ„¢ Server has all the features of DocumentBursterâ„¢ and some additional advanced capabilities like scheduled report distribution and unattended report delivery in order to achieve the most complex report delivery scenarios.

DocumentBursterâ„¢ Server can be executed like a long-running Windows service in order to perform report distribution with minimum or no user intervention. DocumentBursterâ„¢ Server services can be configured to start when Windows is booted (and run in the background as long as Windows is running), or they can be started manually, when required.

DocumentBursterâ„¢ Server is a fully fledged report distribution solution which can be tailored with advanced features to perfectly meet the most complex report bursting and report distribution requirements.

Following capabilities are all achievable with DocumentBursterâ„¢ Server, either as out of the box features, either through the tailoring of the software

The sections in Part II present how to configure DocumentBursterâ„¢ in order to burst and merge reports, distribute reports through personalized messages, automate report processing through report polling and through the command line interface or how to check the status of the processed reports through auditing and tracing.

Table of Contents

1. Burst and Merge PDF Reports
1.1. Burst PDF Reports
1.1.1. Steps to Follow When Bursting a Report
1.1.2. Burst a Sample Report - Invoices-Oct.pdf
1.2. Merge PDF Reports
1.3. Configuration
1.3.1. Advanced Settings
2. Burst Excel Reports
2.1. Overview
2.2. Burst by Distinct Sheets
2.3. Burst by Distinct Column Values
2.3.1. How It Works
2.3.2. Steps to Follow When Bursting an Excel Report by Distinct Column Values
2.3.3. Sample - Customers-Distinct-Column-Values.xls
3. Distribute Reports
3.1. Overview
3.2. Enable Report Distribution
3.3. Distribute Reports by Email
3.3.1. Email Connection Settings
3.3.2. Dynamic Email Connection Settings
3.3.3. Email Each Report to One Recipient
3.3.4. Email Each Report to Multiple Recipients
3.3.5. Text Email Messages
3.3.6. HTML Email Messages
3.3.7. Beautiful Responsive HTML Emails
3.4. Attachments
3.4.1. Configure Attachments
3.5. Upload Reports
3.5.1. cURL Integration
3.5.2. FTP
3.5.3. File Share
3.5.4. FTPS
3.5.5. SFTP/SSH/SCP
3.5.6. HTTP/WebDAV
3.6. Send SMS Messages
3.6.1. Twilio
3.6.2. Text
4. Configuration Templates
4.1. Process PDF Reports Using a Custom Configuration File
4.2. Process Excel Reports Using a Custom Configuration File
4.3. Add, Edit and Delete Configuration Templates
4.3.1. Create Similar Configuration Templates
5. Variables
5.1. Example - Configure an Unique Output Folder
5.2. Built-In Variables
5.2.1. Sample - Payslips.pdf
5.3. User-Defined Variables
5.3.1. Sample Invoices-Oct.pdf - Customizable Burst File Name
5.3.2. Excel User-Defined Variables
6. Automatic Polling for Incoming Reports
6.1. Watch a Folder for Incoming Reports
7. Quality Assurance
7.1. Email Tester
7.1.1. Configuration
7.1.2. Run Test
7.2. Logging
7.3. Send Processing Errors by Email
7.4. Quarantine Reports Which Fail To Be Delivered
7.5. Error Handling
8. Command Line
8.1. Usage
8.2. Burst Reports
8.3. Merge Reports
8.4. Poll Folder for Incoming Reports
8.5. Quality Assurance

DocumentBursterâ„¢ is splitting the reports with the help of burst tokens. A burst token can be anything which is uniquely identifying the document to be extracted such as the invoice ID, customer number or the email address where the document should be distributed.

A burst token is simply any string that is delimited by curly brackets, { and }. The burst tokens must be inserted into the report pages before feeding the PDF report to DocumentBursterâ„¢ for processing. DocumentBursterâ„¢ screens the document for burst tokens, and whenever it finds a new/different burst token it breaks the document.

An example of such token might be {alfreda.waldback@northridgehealth.org}. If a page from the report needs to be extracted in a separate document then DocumentBursterâ„¢ will be informed about this by using burst tokens. Please take a look at Payslips.pdf report which is available in samples folder. Bursting this report will generate three output files alfreda.waldback@northridgehealth.org, clyde.grew@northridgehealth.org and kyle.butford@northridgehealth.org - for the three distinct employees which are found in the input document.

In DocumentBursterâ„¢ main window select Actions , Merge, Burst and Trace... , Burst

After bursting is finished, in the output folder, following new files will be created

The previous steps will be exemplified when bursting the existing samples/Invoices-Oct.pdf.

  1. Identify the appropriate burst token.

    Since we are bursting an invoice report, the burst token is identified as being Invoice number. Invoice number is uniquely identifying each separate invoice.

  2. Modify the input report to include the curly brackets, { and }, around the previously identified burst token (invoice number).

    The report generation software should properly fill the burst tokens into the pages of the reports. Please check samples/Invoices-Oct.pdf to see how it was modified to include the curly brackets, { and }, around invoice number/burst token report field.

  3. Configure DocumentBursterâ„¢ to generate custom output burst file names.

    By default DocumentBursterâ„¢ is generating the output file names using the $burst_token$.$input_document_extension$ configuration. For example, for the previous burst token/invoice number {0011}, the generated file name will be 0011.pdf.

    The requirement is to customize the output file names to be similar with Invoice-0011.pdf, for the previous burst token/invoice number {0011}.

    In DocumentBursterâ„¢ main window select Actions , Configure , General

    Change the value of the Burst File Name configuration to be Invoice-$burst_token$.$input_document_extension$

    Please see Section 1.3, �Configuration� for detailed description of DocumentBurster™ configurations.

  4. Burst the report and check the output files.

    In DocumentBursterâ„¢ main window select Actions , Merge, Burst and Trace... , Burst

    After bursting is finished, in the output folder, following new files will be created

Important

Depending on the business requirements, the report generation software should properly fill the burst tokens into the pages of the reports.

Note

Use a white font color for the burst tokens (or curly brackets, { and }) so that the visual appearance and the layout of the report will not be affected.

Note

Out of the box DocumentBursterâ„¢ supports bursting of PDF and Microsoft Excel reports. If there is a need to burst other report formats such as Word reports, Open Office reports, Microsoft PowerPoint presentations (or any other document type) than DocumentBursterâ„¢ software can be tailored to achieve the bursting and distribution of such report types.

Sometimes, prior to bursting, it might be required to merge few reports together and burst the merged result; or you might as well just want to merge few reports or documents.

DocumentBursterâ„¢ can merge reports through both the command line interface and through the GUI.

In DocumentBursterâ„¢ main window select Actions , Merge, Burst and Trace... , Merge -> Burst

Following properties can be configured in DocumentBursterâ„¢ configuration screen.

Following settings can be configured in regards with merging and bursting of the reports in DocumentBursterâ„¢ .

In DocumentBursterâ„¢ main window select Actions , Configure , General

Following advanced settings can be further configured in order to allow greater control over how DocumentBursterâ„¢ works.

In DocumentBursterâ„¢ main window select Actions , Configure , Advanced

When bursting Excel reports using this method, DocumentBursterâ„¢ will generate a separate output file for each Excel sheet which is found in the input report.

The best way to describe this bursting method is by looking at samples/Payslips-Distinct-Sheets.xls sample report. This report is provided with DocumentBursterâ„¢ and contains monthly income data for three fictional employees. The data for each employee is found on a separate sheet and the name of the sheet is the employee's email address.

The input report has the following three distinct sheets cgrew@northridgehealth.org, kbutford@northridgehealth.org and awaldback@northridgehealth.org which, after bursting, will generate the following three distinct files

Using email addresses as sheet names for the input report can help when distributing the generated output files by email (if the respective email addresses would actually be valid and existing email addresses). For more details about distributing the generated output reports by email please check Chapter 3, Distribute Reports .

This bursting method is straightforward and there is not much more to discuss about it. Following paragraph will present a more complex report bursting method which can generate a separate output file for each distinct value found in a specified column from a specified sheet.

Note

By default, DocumentBursterâ„¢ will burst Excel reports by distinct sheets and the names of the sheets will be used as burst tokens.

Note

Beside payslips, DocumentBursterâ„¢ can be configured to break up and distribute any other Excel report types such as invoices, statements, purchase orders, commissions reports or dunning letters.

When bursting Excel reports using this method, DocumentBursterâ„¢ will generate a separate output file for each distinct value found in a specified column from a specified sheet.

Please check the existing sample report samples/Customers-Distinct-Column-Values.xls which can be found in samples folder. Customers-Distinct-Column-Values.xls report contains a list of customers from various countries which, after bursting, DocumentBursterâ„¢ will generate a separate file with each file containing the customers for the relevant country.

Each configured burst token will generate a different output file.

The last sheet of the input report samples/Customers-Distinct-Column-Values.xls is called burst and contains the metadata required for bursting the report.

Important - Replace All Excel Formulas With the Corresponding Calculated Values

In order to burst by distinct column values all the formulas (if the report contains formulas) should be pre-calculated before the report is sent for processing to DocumentBursterâ„¢ .

Microsoft Excel documentation - Replace a formula with its result

Following screenshot shows how the (meta)information burst sheet should look.

(*)burstMethod : (distinct-sheets|distinct-column-values) - Required information which specifies the bursting method to be used. Following two valid values are possible

  • distinct-column-values – should be used when splitting the report by the distinct values found in a column
  • distinct-sheets – should be used when splitting the input report by each distinct sheet

Default value is distinct-column-values.

(*)burstMethod is an information which is mandatory to be provided.

burstSheetIndex - 0 (zero) based index of the sheet which needs to be split. For example, if it is required to split the first sheet then the index should be 0, if second sheet should be split then the index should be 1 and so on.

-1 is an allowed conventional value which means to split the first sheet of the Excel report.

Default value is -1.

burstColumnIndex - 0 (zero) based index of the column to be used when splitting the report. If it is required to split using the first column then burstColumnIndex should be defined as 0, if second column is required for splitting then burstColumnIndex should be defined as 1 and so on.

Usually the splitting column will be the last column from the splitting sheet. -1 is an allowed conventional value which means to split using the last column from the splitting sheet.

Default value is -1.

(*)burstTokens - required information which specifies the list of distinct burst tokens for which DocumentBursterâ„¢ should generate a separate output file. For example, in the above screenshot the list of burst tokens contains the set of distinct countries for which DocumentBursterâ„¢ should generate an output file.

(*)burstTokens is an information which is mandatory to be provided.

userVariables - information to be provided in case there is a need to specify custom user variables for each distinct burst token. For more details on how to define user variables when bursting Excel reports please read Chapter 5, Variables .

configFile - information to be provided in case there is a need to process distinct Excel report types by using a different set of program configurations. By default, if no custom configFile is provided, DocumentBurster™ is processing all Excel reports using the default configuration file ./config/burst/settings.xml. This should be fine in most situations, however there are cases when different reports will require different sets of configurations. For more details about how to process Excel reports using a custom configuration file please read Section 4.2, �Process Excel Reports Using a Custom Configuration File � .

Next screenshot shows how the report samples/Customers-Distinct-Column-Values.xls was configured in order to be processed by DocumentBursterâ„¢ . For reasons of better visualization, the last column which is only used in this sample report for the purpose of report bursting, it is highlighted with the yellow color. It is not mandatory that the bursting column should have a specific color. Usually the burst column will be a hidden Excel column which will not be visible to the normal report users but only defined for the purpose of bursting the report.

(1) - DocumentBursterâ„¢ will keep the "empty rows" in the output reports. This is useful for keeping in the output files various headers and/or footers which a report might have.

(2) - Last column contains the values from which DocumentBursterâ„¢ will decide which Excel row goes to which output file. It can have any color and will usually be a hidden Excel column.

The previous steps will be exemplified when bursting the same samples/Customers-Distinct-Column-Values.xls.

  1. Identify the appropriate burst token.

    The report to be burst contains a list of customers and each customer has a country of origin. The requirement is to break the report by country and each output file should contain the customers from the relevant country.

    The burst token is identified as being the Country column.

  2. Configure and prepare the input Excel report to include the (meta)information required for bursting the document.

    In order to burst by distinct column values it is mandatory that the last sheet of the input report will be called burst and this sheet should contain the proper (meta)information required for bursting the report.

    The last column from the splitting sheet is yellow (for better visualization) and is added only for the purpose of bursting the report. The bursting column doesn't need to have a specific color and will usually be an invisible Excel column (so that the normal report user will not see it).

    (1) - Extra column which is added for the purpose of splitting the report. It can be defined as a hidden Excel column so that it will be invisible to the normal report users.

  3. Calculate and replace Excel formulas with the corresponding values

    Customers-Distinct-Column-Values.xls sample report doesn't contain any Excel formula, so there is nothing to do for this report in regards with that.

  4. Burst the report and check the output files.

    Burst samples/Customers-Distinct-Column-Values.xls report and check the list of output files, one Excel file for each country with each output file containing the list of customers from the specific country.

DocumentBursterâ„¢ can distribute reports using a Microsoft Exchange email server or using any other SMTP compliant email server. For testing purposes it's possible to configure DocumentBursterâ„¢ to send emails through free (SMTP) email providers like Hotmail , Yahoo! Mail , Gmail , etc.

In order to distribute reports by email, the email server connection settings should be properly configured.

In DocumentBursterâ„¢ main window select Actions , Configure , Email , Connection Settings

The email configuration is straightforward. The most important settings are the host, the user name, the password and the port. If an email server with SSL or TLS support (e.g. Gmail , etc.) is used then the appropriate checkboxes need to be selected.

Send Test Email can be used to test that the provided email settings are correct.

Note

If required, a network or IT administrator from your organization should be able to give further help in configuring the email server settings.

Important

If there is a firewall or anti-virus software which is enabled in-between DocumentBursterâ„¢ and the email server, in such case, the protecting software might need to be configured and allow DocumentBursterâ„¢ to send emails as a good and trustable citizen.

If required, using variables, the email connection settings can be dynamically filled at run-time when the reports are being distributed.

For example, your organization might have few departments (e.g. human resources/payroll, financial/accounting, travel department, etc.) and each department will need to distribute their own set of reports. Payslip reports (which are being distributed by the human resources/payroll department) should be sent using the payroll@yourcompany.com email account, invoices should be sent using finance@yourcompany.com and so on.

Variables, which are described with more details in Chapter 5, Variables , can be used to achieve such a requirement. Instead of hard-coding the sender email account as being payroll@yourcompany.com or finance@yourcompany.com, using variables, it is possible to dynamically fill the email connection details when the reports are being distributed (at that time the sender is known).

When sending the reports, the dynamic variables $var0$, $var1, etc. will be appropriately evaluated with the configuration settings for either payroll@yourcompany.com or finance@yourcompany.com. For more details about Variables please check Chapter 5, Variables .

DocumentBursterâ„¢ can be configured to send rich HTML formatted email messages in order to add color, images, headings, bulleted lists, emphasized text, underline key points, or to make some of the words bold.

Configuration

Select the HTML email checkbox and define the HTML message with valid HTML code containing the message which needs to be distributed.

Image Paths

DocumentBursterâ„¢ resolves all image paths used in the HTML code starting from ./templates parent directory.

For instance, the image logo.png is defined in the invoice.html having the relative path src="html-basic-example/images/logo.png", starting from the ./templates parent directory.

Mobile, WebMail and Desktop Trends

We tracked nearly 1 billion emails every month throughout 2015.

In the second half of 2015, opens made on mobile devices surged, going from 49% in June to 54% in November—a 10% increase. This matches trends we’ve seen in prior years where consumers are more likely to rely on portable devices. Webmail and desktop opens have also steadily declined throughout 2015, each dropping 13% since January.

https://litmus.com/blog/top-10-most-popular-email-clients-of-2015

Responsive Email Templates

Designing responsive HTML emails can be hard. DocumentBursterâ„¢ makes it easy.

DocumentBursterâ„¢ comes with Foundation for Emails which is a simple framework to quickly create responsive HTML emails that work on any device and any client.

http://foundation.zurb.com/emails.html

There are four responsive email templates available in ./templates/html-mobile-responsive-emails/templates/base

All four email templates have been tested across 40+ email clients and devices.

1. Basic - View Demo - https://litmus.com/pub/85a1b19

This template is perfect for sending a basic but nice looking responsive email.

2. Hero - View Demo - https://litmus.com/pub/6d34a4c

Want to include a snazzy hero image in your responsive email? This template is for you!

3. Sidebar - View Demo - https://litmus.com/checklist/public/f6f3c9d

This template includes a sidebar area for a list of links, perfect for linking to additional content.

4. Sidebar Hero - View Demo - https://litmus.com/checklist/public/c00b7d3

Want a sidebar and a hero image? Let's go crazy! This template combines the Sidebar and Hero templates.

Resources

Out of the box DocumentBursterâ„¢ attaches to each email message the file which is extracted for the corresponding burst token. This is the most common scenario and it is supported using the default program configuration.

Sometimes a different situation might be required

Use case example

The requirement is to send electronic invoices via email. The invoice is formed by a PDF which is the graphical form of the invoice, and an XML file which contains the details of the invoice.

By some countries law, it is required to send both files in order to consider this as a valid invoice.

The above requirement can be achieved by defining both files as an attachment for the output emails

Furthermore, the files can be archived and sent together as a single zip file.

In DocumentBursterâ„¢ main window select Actions , Configure , Attachments

Archive Attachments

  • Archive all attachments together - If selected, DocumentBursterâ„¢ will archive (zip) all the attachments together. If configured to distribute reports, DocumentBursterâ„¢ will deliver to the relevant recipients the archived (zip) file containing all the corresponding files. Default value is unchecked.
  • Archive File Name – Name for the archive file. Default value is reports-$burst_token$.zip.

DocumentBursterâ„¢ software can upload business reports through most of the existing network protocols including FTP, Windows File Share, FTPS, SFTP/SCP/SSH, TFTP, HTTP, HTTPs and WebDAV. WebDAV is an extension of HTTP protocol and DocumentBursterâ„¢ can be used to upload reports to any web server which has WebDAV support.

DocumentBursterâ„¢ closely integrates with cURL , a Swiss-army knife for doing data transfer. Through cURL, DocumentBursterâ„¢ can distribute reports via HTTP or FTP with or without authentication, it works over SSL, and it works without interaction. Actually cURL (and thus DocumentBursterâ„¢ ) supports distributing files and data to a various range of common Internet protocols, currently including HTTP, HTTPS, FTP, FTPS, SCP, SFTP, TFTP, LDAP, LDAPS, DICT, TELNET, FILE, IMAP, POP3, SMTP and RTSP.

cURL - http://curl.haxx.se/

Cross platform

cURL is portable and works on many platforms, including Windows, Linux, Mac OS X, MS-DOS and more.

On Windows, DocumentBursterâ„¢ package distribution is bundling together a recent version of cURL. So, if your organization is running DocumentBursterâ„¢ under Windows, there is nothing more to download or install in regards with cURL.

For other UNIX like systems, such as Linux and Mac OS X, the appropriate cURL binaries distribution should be properly downloaded and installed. In addition, the cURL groovy scripts which are bundled together with DocumentBursterâ„¢ are written for Windows usage and should support small adjustments to be made ready for usage under Linux/UNIX.

Further cURL resources

cURL is a tool for getting or sending files using URL syntax. The URL syntax is protocol-dependent. Along with the URL for the required protocol, cURL can take some additional options in the command line.

For complete cURL documentation you can follow

People use DocumentBursterâ„¢ to email invoices, payslips or other financial reports to customers and employees. In addition to an email your customers can also get an SMS message like:

With an average SMS open rate of 99% you can see why sending SMS messages to your customers is useful.

DocumentBursterâ„¢ can be configured to send SMS text messages through Twilio.

Twilio (pronounced TWILL-e-o) is a cloud communications (IaaS) company based in San Francisco, California. Twilio allows sending text messages using its services. Twilio's services are billed based on usage.

Configuration

First step is to register an account with Twilio. It's fast and free to get started. You can use your existing Twilio account if you already have one. Follow this link to register your new Twilio account.

https://www.twilio.com/try-twilio

Twilio requires two credentials for sending SMS messages. The Account SID , which acts as a username, and the Auth Token which acts as a password. Follow this link to learn more about your Twilio Account SID and Auth Token .

What is the Auth Token, and how can I change it?

If required, DocumentBursterâ„¢ has support to use a different set of configuration settings for each separate report type. For example, using this capability, it is possible to use a different email subject, text or burst file name for invoices report type and a different email subject, text or burst file name when processing payslips report type.

By default, if no custom configuration file is provided, DocumentBursterâ„¢ will process all the reports using the default configuration settings which are saved in ./config/burst/settings.xml configuration file. This should be fine in most of the situations, however there are cases when it is required to process a different report type using its own set of configuration settings.

Use case example

The requirement is to burst and email to customers several different types of financial documents, specifically

  • invoices
  • statements
  • dunning letters

Each of the above report types should be delivered to customers using an email subject and text which is specific to the report type which is being distributed (i.e. invoices, statements or dunning letters).

The requirement can be achieved by defining

  • invoices email subject and text in a configuration file such as ./config/burst/invoices.xml
  • statements email subject and text in a different ./config/burst/statements.xml
  • and dunning letters email subject and text in its own configuration file ./config/burst/dunning-letters.xml.

DocumentBursterâ„¢ will process and email each different report type by using its own distinct set of configuration settings.

DocumentBursterâ„¢ variables are pieces of information from the input report, evaluated and processed individually for each output report.

Variables can be used to define dynamic configurations as well as data to be included in the delivery of documents. For example, using an email message template together with variables it is possible to define a personalized email subject/message for each individual recipient.

Variables can be used to define custom dynamic values for the following configurations

  • Burst File Name
  • Output Folder
  • Backup Folder
  • Quarantine Folder
  • Upload (FTP, File Share, etc.) commands and URLs can be dynamically generated
  • Email To, CC and BCC fields can be dynamically generated
  • Email subject and message text can be personalized using variables
  • Email connection settings can be customized using variables. From Name, From Email Address, Host, User Name, User Password and Port settings are all configurable using variables.

Using variables, the values of the above configurations can be dynamically populated at run-time with information coming from the report which is being burst.

Built-In vs. User-Defined Variables

DocumentBursterâ„¢ has two types of variables

Built-in variables can be the name of the report to burst, the date (in various formats) when the bursting is happening or the current burst token.

Following built-in variables are available to be used within DocumentBursterâ„¢

Using built-in variables it is possible to build an advanced foldering and archiving solution for the output reports.

Following different foldering options are possible. Combinations of the following are also possible

  • Generate one different output folder per each input report

  • Generate one different output folder per each different burst token

  • Date related options - generate one output folder per year, financial quarter, month, week in month, day in week and up to the level of hours, minutes and seconds.

User defined variables can be any text from the report which is being burst or distributed.

User variables might be used for sending emails with a personalized subject and a personalized message text or for generating dynamic file names and folder names for the output burst reports.

DocumentBursterâ„¢ has support for up to 10 (ten) user defined variables $var0$, $var1$, $var2$, $var3$, $var4$, $var5$, $var6$, $var7$, $var8$ and $var9$. While the variable names are not impressive they are for sure handy to use.

The values for the user defined variables are being populated with text content from the report which is being burst. Usually the variables will have different values for each different burst token (or for each different recipient).

In order to populate the user defined variables with values, DocumentBursterâ„¢ engine is looking inside the report for patterns like the following

DocumentBursterâ„¢ engine supports up to 10 (ten) different variables, so the last variable will look like <9> any text which should be assigned as a value to the 10th variable </9>.

User defined variables can be used to dynamically generate any of the following Burst File Name, Output Folder, Backup Folder, Quarantine Folder, Upload(FTP, File Share, etc.) commands and URLs, Email To, CC and BCC fields, Email Subject, Email Message Text, From Name, From Email Address, Host, User Name, User Password and Email Server Port.

When dealing with reports and financial documents it is important to have a good quality assurance mechanism.

I'm concerned with sending misdirected mass email.

This is a legitimate concern which people might have before deciding to implement an automated report delivery system. DocumentBursterâ„¢'s quality assurance mechanism is the tool intended to address exactly this concern, thus greatly reducing the risk and increasing the confidence of doing mass report distribution.

Before going "live" quality assurance should be used for testing that everything is configured as it should be.

DocumentBursterâ„¢ integrates a Test Email Server which sits in the system tray and does not deliver the received messages. The received messages can be quickly viewed and inspected. Imagine you're just about to email 1000 invoices to your customers. You'll want to test your messages before emailing? Email Tester will help you do just that.

The emails that are routed to the Email Tester will include the document(s) as a PDF attachment and the body of the email messages will be the same which the actual recipients are going to receive. Once you are comfortable using DocumentBursterâ„¢ you can go "live" and distribute the reports to the actual recipients.

In DocumentBursterâ„¢ main window select Actions , Merge, Burst and Trace... , Quality Assurance

One of the following test modes can be selected:

Once the test is finished all the generated emails will be available for inspection in the Test Email Server which is started and waits in the Windows (bottom right) system tray.

It is crucial for the software to properly distribute all the documents to the correct destinations. However sometimes, because of various reasons, the distribution of the documents might fail. This might happen because the email server connection details are not correct or because the server itself is down or maybe the SSL settings are not accurate.

DocumentBursterâ„¢ has support for logging all activities and for tracing back the reports which fail to be distributed.

In DocumentBursterâ„¢ main window select Actions , Merge, Burst and Trace... , Logging, Tracing...

By default, in order to keep the log files simple and clear, the program is logging the errors and the minimum necessary number of informative events.

If required, DocumentBursterâ„¢ can be configured to generate detailed log files. To do this please edit the file log4j.xml and make the following change

Do the bold change

Save the configuration file and run the program again. Now DocumentBursterâ„¢ will generate detailed log files which can be used for tracing of possible problems.

By default DocumentBursterâ„¢ software is stopping the report distribution when an error is happening. DocumentBursterâ„¢ software will wait for the root cause of the problem to be fixed before triggering again the same report. The reason for this default behavior is that usually the problems are happening because of incorrect (or inconsistent) data and that all of these problems should be promptly fixed otherwise, when ignoring incorrect data (or misconfiguration), bigger problems will probably happen later.

Having said that, there are few legitimate situations in which the continuation of the report distribution might be the preferred choice. For example, you might be looking at distributing reports to 5000 customers out of which 3 customers have an incorrect email address in the database. Maybe the customer data was collected during a long period of time (and by many people) so few data problems are expected. In such a case you will not be willing to halt all the distribution and instead you will need to distribute the reports to all the correct addresses and, in the same time, to get a list with the incorrect email addresses which needs to be fixed afterwards.

In DocumentBursterâ„¢ main window select Actions , Configure , Advanced , Error Handling

If any recipient distribution fails...

DocumentBursterâ„¢ has a command line interface and can be integrated and executed from existing legacy software systems. All the features of the program are available through command line.

Important

Before running DocumentBursterâ„¢ in command line, the software should be properly configured.

For more details about configuring DocumentBurster™ please read Section 1.3, �Configuration�

A. Windows

1. Following is the syntax for testing all the burst tokens

documentburster.bat –f <pathOfTheFileToBurst> [-c <pathOfTheConfigurationFileToUse>] -ta

For example the command

documentburster.bat –f samples/Payslips.pdf -ta

will test all the burst tokens which are found in the Payslips.pdf file located in the samples folder using the default config/burst/settings.xml configuration file.

2. Following is the syntax for testing a comma separated list of tokens

documentburster.bat –f <pathOfTheFileToBurst> [-c <pathOfTheConfigurationFileToUse>] -tl <"token1,token2,...tokenN">

For example the command

documentburster.bat –f samples/Payslips.pdf -tl "clyde.grew@northridgehealth.org,alfreda.waldback@northridgehealth.org"

will test the tokens clyde.grew@northridgehealth.org and alfreda.waldback@northridgehealth.org which are found in the Payslips.pdf file located in the samples folder using the default config/burst/settings.xml configuration file.

3. Following is the syntax for testing random tokens

documentburster.bat –f <pathOfTheFileToBurst> [-c <pathOfTheConfigurationFileToUse>] -tr <N>

For example the command

documentburster.bat –f samples/Payslips.pdf -tr 2

will test two random tokens which are found in the Payslips.pdf file located in the samples folder using the default config/burst/settings.xml configuration file.

B. Unix/Linux

1. Following is the syntax for testing all the burst tokens

./documentburster.sh –f <pathOfTheFileToBurst> [-c <pathOfTheConfigurationFileToUse>] -ta

2. Following is the syntax for testing a comma separated list of tokens

./documentburster.sh –f <pathOfTheFileToBurst> [-c <pathOfTheConfigurationFileToUse>] -tl <"token1,token2,...tokenN">

3. Following is the syntax for testing random tokens

./documentburster.sh –f <pathOfTheFileToBurst> [-c <pathOfTheConfigurationFileToUse>] -tr <N>

DocumentBursterâ„¢ Server can be deployed as a central system to provide report bursting and report distribution services to multiple people or software applications from your organization.

DocumentBursterâ„¢ Server has all the capabilities of DocumentBursterâ„¢ and some additional advanced features like

  • Server Architecture in order to support multiple people or applications from within your organization
  • Web Based User Interface which is compatible with all the major browsers - Internet Explorer, Firefox, Chrome, Opera and Safari
  • Windows Services support in order to achieve unattended report bursting and report distribution
  • Job Monitoring Console to see the currently executing jobs and trace the status for previously submitted jobs
  • Scheduling support which allows to define nightly, monthly or custom schedules for the report bursting and report distribution jobs

In addition, if required, DocumentBursterâ„¢ Server is a powerful platform which has the foundation to add and tailor other additional report distribution features which an organization might need, for example

  • Burst, split and merge any report format (out of the box DocumentBursterâ„¢ can process PDF and Excel reports)
  • Full indexing and search capabilities for the reports which are being burst and distributed. In simple words this feature allows to quickly find a report which was distributed one year ago - even if your company is distributing a big number of reports each month.

For evaluation purposes, DocumentBursterâ„¢ Server can be downloaded from this link - https://s3.amazonaws.com/documentburster/newest/documentburster-server.zip .

Extract the zip archive to a drive like C:/

Once the zip file is extracted, a new directory will be available (e.g. - C:/DocumentBurster-5.2.8) which will contain the following two sub-directories

  • server - contains the binaries and the scripts for starting and stopping the report bursting server
  • web-console - binaries and scripts for the DocumentBursterâ„¢ Web Console

1. Configuration

DocumentBurster™ Server is configured using the same GUI interface ( DocumentBurster.exe ) like DocumentBurster™ . DocumentBurster™ configuration was described in detail in Section 1.3, �Configuration� .

2. Starting and Stopping

  • Starting - once configured, the server can be started using server/startServer.bat (Windows) or server/startServer.sh (Linux) scripts.
  • Stopping - server/shutServer.bat (Windows) or server/shutServer.sh (Linux) scripts should be used to stop the server.

3. Automatic Polling

Once started the server is automatically checking for new reports to process in the server/poll directory. Any report which is dropped to server/poll folder is automatically picked up and processed by DocumentBursterâ„¢ Server.

DocumentBursterâ„¢ Server is coming with a web based interface which can be accessed from any major web browser (e.g. Mozilla Firefox, Internet Explorer, Google Chrome, etc.). The web interface can be used for triggering new ad hoc jobs, scheduling jobs for later execution or for viewing the status, history and detailed logs of the previously submitted jobs.

The web console needs the server to be started, so make sure it is so. After the server is started, in the folder where the software was extracted, please execute web-console/startConsole script to get the console started. After few seconds the application can be accessed by typing following URL in the browser

http://machine-name:8080/burst

for example

http://localhost:8080/burst

Being a server application, DocumentBursterâ„¢ can be configured to run in the background as long as the operating system is running.

Following paragraphs will detail how to configure DocumentBursterâ„¢ to run automatically when the system is starting. The screenshots are taken from Windows 7 and the same can be similarly achieved on any other Windows distribution.

DocumentBursterâ„¢ software can start when the Microsoft Windows operating systems is booted, either

The above options are two different ways for solving similar requirements. You are free to choose the option which is best fitting your needs.

Following is how to configure each option in detail.

Both the server and the web console components can be separately configured to be executed as Windows services.

The server is the mandatory component which is doing the report processing while the web console will be started as a web GUI interface for posting the reports to the server.

DocumentBursterâ„¢ Web Console depends on the server to be started and, as a result, the DocumentBursterâ„¢ Web Console Windows service will be automatically configured to depend on the DocumentBursterâ„¢ Server Windows service.

DocumentBursterâ„¢ Server can handle scheduled report bursting and report distribution jobs. By default the software can handle jobs scheduled for nightly (midnight) execution. If this is what it is required, then it is nothing more to be configured in regards with scheduling. On the other hand, it is possible to customize the scheduling - familiarity with other cron like schedulers will help in understanding better the scheduling mechanism implemented in DocumentBursterâ„¢ . Yearly, monthly, weekly, daily, hourly or any other custom report bursting schedule jobs are all possible to define.

While for executing ad hoc, immediate report bursting jobs, DocumentBursterâ„¢ Server is checking the server/poll folder, scheduled reports should be placed in the server/input-files/scheduled directory. DocumentBursterâ„¢ will properly trigger the report bursting and report distribution jobs to happen at the correct date and time, depending on how the scheduling is configured.

DocumentBursterâ„¢ Portal is our DocumentBursterâ„¢ cloud-based managed services solution.

DocumentBursterâ„¢ Portal allows our customers to focus on their business, instead of their report building, report generation, document distribution or how to build a mechanism to accept customer payments online. DocumentBursterâ„¢ Portal is a cloud-hosted web software which can be used to generate and send personalized documents to customers, manage and track documents sent to customers and to (optionally) accept payments online from your customers.

You can also take our live Customer Payment Portal demo and understand how DocumentBursterâ„¢ Portal can be used to send documents (i.e. invoices) to customers and manage documents sent to customers.

You can take the demo as

  • AdminLoginDemo - Login to manage invoices sent to customers and keep track which customers paid and which didn't pay yet their invoices (use demo/demo for user/password)
  • PayInvoiceDemo - Customer which is paying the invoice ( Demo Mode – No Real Money Involved )

Table of Contents

A. DocumentBurster vs. DocumentBurster Server vs. DocumentBurster Portal
A.1. Which DocumentBurster Flavor to Choose?
A.2. DocumentBurster
A.3. DocumentBurster Server
A.4. DocumentBurster Portal
A.5. Contact Us
B. How to Do This and That
B.1. How To Distribute External Reports?
B.1.1. Configuration
B.1.2. Recipients List and Document(s) Paths
B.2. How To Implement Conditional Report Distribution?
B.2.1. skip_current_file_distribution_if.groovy
C. SharePoint Report Delivery
C.1. Distribute Reports to SharePoint by Email
C.1.1. SharePoint Configuration
C.1.2. Sample - Burst samples/Payslips.pdf Report to SharePoint 2007
D. Performance
D.1. Performance Guidelines - Getting the Most From Your DocumentBurster System
D.1.1. Minimize the network overhead
D.1.2. Minimize intermediate layers
D.1.3. Running DocumentBurster in a virtual machine
D.2. Performance Monitoring
D.2.1. Enable Performance Monitoring
D.2.2. Built-in DocumentBurster Performance Monitoring
D.2.3. Integration with Professional Third Party Monitoring Tools
D.3. Further Reading
E. Troubleshooting
E.1. Overview
E.1.1. Quick & Professional Support
E.2. Common Problems
E.2.1. I Get Only 25 Reports
E.2.2. Issues Running Basic Features?
E.2.3. UnsupportedClassVersionError Exception?
E.2.4. Mess With Multiple Java Installations
E.2.5. Windows - DocumentBurster.exe GUI is Failing to Start?
E.2.6. Windows - DocumentBurster.exe GUI Still Fails?
E.2.7. Windows - DocumentBurster.exe GUI Still Fails?
E.2.8. Windows - DocumentBurster.exe GUI Still Fails?
E.2.9. Windows - DocumentBurster.exe GUI Comes Up For a Second and Then Disappears?
E.2.10. Burst Issue 1
E.2.11. Burst Issue 2
E.2.12. Variable Values Are Not Parsed Correctly?
E.2.13. Windows - DocumentBurster Server Is Failing to Start?
E.2.14. Windows - DocumentBurster Server Is Not Processing the Web Console Jobs?
E.2.15. Windows - DocumentBurster Web Console Is Failing to Start?
E.2.16. Windows Service Stops on Windows Server 2003?
E.2.17. Email Is Failing?
E.2.18. Email Still Fails?
E.2.19. Email SMTP Error 421
E.2.20. Email SMTP Error 550 5.7.1 Unable to relay
E.2.21. Few Emails Are Going and Then Email Stops Working
E.2.22. Email Is Still Failing?
E.2.23. Upload Issue?
E.2.24. I messed up with the configuration and now the program is failing. Is it possible to restore the default configuration?

DocumentBursterâ„¢ Portal is our DocumentBursterâ„¢ cloud-based managed services solution.

DocumentBursterâ„¢ Portal allows our customers to focus on their business, instead of their report building, report generation, document distribution or how to build a mechanism to accept customer payments online. DocumentBursterâ„¢ Portal is a cloud-hosted web software which, for a fee, can be used to generate and send personalized documents to customers, manage and track documents sent to customers and to (optionally) accept payments online from your customers.

There is no software which you will have to install or configure on your computers in order to use DocumentBursterâ„¢ Portal. You will instead get a DocumentBursterâ„¢ Portal user/password account to login and track the distributed documents, check which customers paid and which customers didn't pay yet, send reminders for overdue payments, etc.

You will choose DocumentBursterâ„¢ Portal for any of the following reasons

Sometimes it might be required to distribute existing reports which are pre-generated and already contain (only) the relevant data for the intended recipient. Such reports don't require any further splitting but only to be distributed, without any modification, to the proper destination. This destination might be email or any other destination type which is currently supported by DocumentBursterâ„¢ (e.g. FTP, SFTP, etc.).

DocumentBursterâ„¢ can be configured to distribute external/existing documents which do not require splitting.

There are two different ways to configure the recipients list and the path to the document(s) to be distributed to each separate recipient.

When using Excel for configuration

Check the existing sample report samples/Distribute-External-Files.xls which can be found in samples folder. Distribute-External-Files.xls report contains a list of recipients together with the relevant report to be distributed to each one of them.

The document paths are dynamically mapped using the $var0$ user variable. In this sample

Using DocumentBursterâ„¢ it is possible to implement conditional report delivery . While bursting the reports, DocumentBursterâ„¢ can check and can distribute only those reports which fail to meet a specified user defined condition and can be configured to skip the delivery for the reports which meet the condition.

Use case example

DocumentBursterâ„¢ can be deployed and can be easily configured to act as a management by exception reporting system which will alert the management team only for the cases where the minimum performance levels are not met.

For example, the management of your organization might require for getting each morning only the reports for the sales with very low profit margins or for the transactions with deviations from the approved discounts.

Configuration

By default, if configured to distribute reports, DocumentBursterâ„¢ will deliver to the relevant recipients all reports which are being generated during the bursting process. The default behavior can be changed, and DocumentBursterâ„¢ can be configured to skip the report distribution, by placing a text which has the pattern similar with <skip>true</skip> in each of the output documents which should be skipped for report distribution.

If configured to distribute reports, DocumentBursterâ„¢ will distribute to the relevant recipients all the reports which are being generated during the bursting process and for which DocumentBursterâ„¢ :

This sample script can be used to achieve complex conditional report delivery scenarios.

DocumentBursterâ„¢ 's built-in capabilities (skip instruction) can be used to achieve many conditional distribution scenarios while this sample script (scripts/burst/samples/skip_current_file_distribution_if.groovy) should be used for achieving the remaining and more complex situations which cannot be easily implemented using the built-in skip instruction approach.

This sample script can be used to achieve conditional report distribution in situations similar with the following

  • The condition to skip the distribution cannot be achieved using a skip report formula (e.g. skip the delivery for files which are bigger than 20MB)
  • The condition to skip the distribution is too complex and it might be more convenient to describe this condition in scripting than with a skip report formula
  • The input report cannot be modified (for whatever reason) to accommodate any skip instruction

skip_current_file_distribution_if.groovy approach is described in detail in skip_current_file_distribution_if.groovy from DocumentBursterâ„¢ - Advanced Report Delivery Scenarios.

DocumentBursterâ„¢ can be used to deliver reports to Microsoft SharePoint portals.

Microsoft SharePoint is a good document management system which has the following document related capabilities:

DocumentBursterâ„¢ is usually used together with SharePoint in order to solve the following business situations:

Following paragraphs will describe how to configure DocumentBursterâ„¢ in order to burst and deliver reports to Microsoft SharePoint portal.

The simplest way to upload reports to SharePoint is through DocumentBurster™ 's email distribution capability. DocumentBurster™ email configuration is described in Section 3.3, �Distribute Reports by Email� .

From DocumentBursterâ„¢ 's point of view, email configuration is exactly the same regardless if the email destinations are normal email addresses or are SharePoint enabled email addresses.

Microsoft SharePoint should be properly configured (by a SharePoint administrator) in order to accept inbound emails.

This example shows how to distribute reports to a WSS3.0 - SharePoint 2007 portal which is installed on Windows Server 2003.

While bursting samples/Payslips.pdf report, DocumentBursterâ„¢ will generate three output reports

which will be delivered to SharePoint's 2007 default Shared Documents document library folder.

Following configuration steps are presented with the help of few screenshots

The first part of this chapter presents a general picture about report distribution performance and some high level performance guidelines for getting an increased throughput from the DocumentBursterâ„¢ software.

The last section shows a simple, yet powerful, DocumentBursterâ„¢ tool for monitoring various report bursting and report delivery performance metrics.

DocumentBursterâ„¢ hardware requirements will depend on the volume and the size of the reports which the system is expected to process and distribute. The system can scale in order to support the most demanding report distribution performance requirements.

In most of the situations, DocumentBursterâ„¢ should perform well enough on any low-end machine which can decently run Windows XP. However, if your enterprise organization is expected to process really huge reports, it is advisable to allocate a dedicated and powerful machine.

Following are the hardware devices which have an influence on the overall system throughput

DocumentBursterâ„¢ has a simple, yet powerful, mechanism to monitor various report bursting and report distribution performance metrics. This mechanism can be enabled for tracking, on an ongoing basis, the report bursting and report distribution performance during production.

DocumentBursterâ„¢ monitoring system displays the most relevant report bursting and report distribution performance indicators with the help of various graphs which are easy to understand and visualize.

Further more, DocumentBursterâ„¢ is publishing the performance metrics in two additional ways which can be used when integrating with professional monitoring tools

In the default installation, DocumentBursterâ„¢ does not gather any performance related data. If performance monitoring is required, then DocumentBursterâ„¢ should be configured to gather, calculate and publish the performance statistics.

Save the configuration file(s) and run DocumentBursterâ„¢ again. Now, everytime a report is being processed, performance metrics will be published in the following two files

If required, for more advanced monitoring scenarios, DocumentBursterâ„¢ has the technical premises to be integrated with other professional monitoring tools. Such an advanced monitoring tool will allow, for example, to define performance thresholds on DocumentBursterâ„¢ metrics and to raise an alert whenever the minimum performance thresholds are not met. Once raised, the alert can be either displayed in a monitoring dashboard using red color or can be sent by email to one or more configured email addresses.

While DocumentBursterâ„¢ 's monitoring system is not directly dependent on any, it can be integrated with most of the existing network monitoring platforms such as Nagios, Cacti, Hyperic, Zenoss, SpiceWorks, GroundWork, Zabbix or OpenNMS. If the IT department of your organization has already standardized on using an existing platform for doing system monitoring then it should be possible to add DocumentBursterâ„¢ to the list of applications which are closely monitored.

The documentation of the selected monitoring vendor should be consulted in order to find details on how to define and monitor a new application. In general, such tools will allow to fetch the required DocumentBursterâ„¢ performance data by either

If on the console or log file there is an exception similar with

"java.lang.UnsupportedClassVersionError:test (unsupported major.minor version 49.0)

This is happening when the program runs with an ancient java version (<Java v1.6). Read DocumentBursterâ„¢ in 5 Minutes document and double check the version of java which is installed on your computer.

DocumentBursterâ„¢ requires Java v1.6 (or greater) version in order to run.

Sometimes the exception is still coming even after the latest Java is installed. This is happening because the old java is still installed and active on your computer.

The solution is to edit documentburster.bat and do the following change

java -Djava.endorsed.dirs=./lib/endorsed -cp ./lib/burst/ant-launcher.jar org.apache.tools.ant.launch.Launcher -buildfile ./config/burst/documentburster.xml -Darg1=%1 -Darg2=%2 -Darg3=%3 -Darg4=%4 -Darg5=%5 -Darg6=%6

Do the bold change

"C:/Program Files/Java/jre6/bin/java.exe" -Djava.endorsed.dirs=./lib/endorsed -cp ./lib/burst/ant-launcher.jar org.apache.tools.ant.launch.Launcher -buildfile ./config/burst/documentburster.xml -Darg1=%1 -Darg2=%2 -Darg3=%3 -Darg4=%4 -Darg5=%5 -Darg6=%6

The proper path to the location where the latest java is installed should be provided. This change will force DocumentBursterâ„¢ to run with the latest java.

Was GtkSharp prerequisite installed using the default values presented by the wizard, as per DocumentBursterâ„¢ in 5 Minutes guidelines?

GTK runtime should be properly exported and visible through the Windows %PATH% environment variable. If required, update %PATH% environment variable and change the position of GTK runtime location to be near the front.

Sometimes variables defined like <0>some value</0> and up to <9>some other value</9> might fail in getting parsed the proper values. Following is an example of the issue coming with Microsoft Access, while similar behavior might be observed with other report writers too.

The Problem - Example of the problem coming with Microsoft Access

I am using various MS Access reports to grab variable data using <0> text </0> . If I use a label for the text and key it into the text box as <0> report id 100 </0> it works fine but if I drop a field onto the report and then put the <0> and </0> in front and back of the field, it does not work.

The Solution - And here is the solution for the previous MS Access behavior

When you drop the fields into an MS Access report you need to define any field you use as a variable as a single field by concatenation. For example, let's say I have a field named "date" and place it on the report with a text box of <0> in front and then place a text box of </0> at the end. This will not work. You need to create one field (object) as follows: =" <0> "text" </0> ". Now it will work.

More Details

If the start and end tags (e.g. <0> and </0> ) are statically defined, while the content inside is a dynamic field /report formula (string value which can grow in length), the dynamic content will grow and will start to overlap with the static tags (e.g. <0> and </0>). This might cause problems when DocumentBursterâ„¢ is parsing the variable values. See the following screenshot in which "Tuesday" hidden text was generated by a date field/formula which expanded its length and started to overlap the start <1> tag. In this case the text which is extracted by DocumentBursterâ„¢ is a messy Tues<da1>y and as a result the variable value is not properly parsed. The solution to this problem was described in the previous paragraph.

When server/startServer.bat script is executed it is flashing up the cmd box and then it disappears.

Solution

  • Are all the prerequisites in place? Read DocumentBursterâ„¢ in 5 Minutes tutorial guide and check all the prerequisites required for running DocumentBursterâ„¢ .

  • DocumentBursterâ„¢ should run on Java version v1.6 or greater ( java -version MS-DOS command should return v1.6 or greater)
  • If required, start the server again. Did you shut the server properly from previous runs by using server/shutServer.bat script?

Solution

The link http://localhost:8080/burst is not working on the local machine. When web-console/startConsole.bat script is executed it is flashing up the cmd box then it disappears.

Solution

  • Are all the prerequisites in place? Read DocumentBursterâ„¢ in 5 Minutes tutorial guide and check all the required prerequisites.

  • DocumentBursterâ„¢ should run on Java version v1.6 or greater ( java -version MS-DOS command should return v1.6 or greater)
  • Was DocumentBursterâ„¢ Server console started before, using server/startServer.bat script? DocumentBursterâ„¢ Server console should be started before the web console is started.
  • Before starting the web console JRE_HOME environment variable should be properly defined on your system. The echo %JRE_HOME% command executed in the DOS command prompt should return an existing JRE 1.6 (or greater) installation path.

    If required, on Windows, JRE_HOME environment variable can be manually defined in Control Panel → System Properties (WinKey + Pause) → Advanced → Environment Variables i.e. C:/Program Files/Java/jre6

The following problem is happening only on Windows Server 2003.

The system was tested and everything works fine on Windows Server 2008 or Windows 7.

The Problem - DocumentBursterâ„¢ Server service always stops when the system is logged off.

Solution

This is required only for Windows Server 2003.

Before doing any change make sure that

-Xrs switch should be added in two (2) places

Change 1 server/startServer.bat

java -DDOCUMENTBURSTER_HOME=%CD% -Djava.endorsed.dirs=lib/endorsed -cp lib/batch/ant-launcher.jar org.apache.tools.ant.launch.Launcher -buildfile config/burst/internal/startServer.xml –emacs

Do the bold change

java -Xrs -DDOCUMENTBURSTER_HOME=%CD% -Djava.endorsed.dirs=lib/endorsed -cp lib/batch/ant-launcher.jar org.apache.tools.ant.launch.Launcher -buildfile config/burst/internal/startServer.xml –emacs

Save the file.

Change 2 server/config/burst/internal/documentburster.properties

SERVER_JVM_OPTS=-XX:MaxPermSize=256m -Xms512m -Xmx512m

Do the bold change

SERVER_JVM_OPTS= -Xrs -XX:MaxPermSize=256m -Xms512m -Xmx512m

Save the file.

Restart both DocumentBursterâ„¢ Windows services and check that DocumentBursterâ„¢ works properly when the machine is logged off.

If on the console or log file there is an exception similar with

Caused by: javax.mail.MessagingException: Could not connect to SMTP host: host-here, port: port-here, response: 421

This represents Email SMTP Error 421 (see the SMTP error code 421 in the exception) and you will need to work together with your IT Network or Microsoft Exchange administrator which should further read and interpret the email server log entries (e.g. Microsoft Exchange logs).

Possible ISP limitation

In addition, you might need to let your ISP know that you have a legitimate reason for sending many emails.

More details about Email SMTP Error 421

SMTP Error 421: The Mail transfer service is unavailable because of a transient event. SMTP reply 421 can be caused by many things but generally indicates that the mail server which returns this status code is currently unavailable but may be available later. For example, the server administrator may have stopped the mail service to troubleshoot a problem, or the mail server is right in the middle of rebooting, or the mail server is currently processing too many incoming messages or incoming requests, etc.... Note : Mail Server in this case can be any of the mail servers on the message’s route – the sending server (your server), the ISP SMTP server, or the recipient’s mail server. Clearly, if you repeatedly receive an SMTP status 421 then the problem is no longer of a transient nature and you need to investigate or inform the relevant network administrator, ISP tech support, or the recipient.

SMTP Response 421 can also be received as a result of your message server sending an email where the total number of TO, CC, and BCC users results in a number of simultaneous SMTP connections that is in excess of the number of connections your ISP or SMTP service allows. A typical error message for this situation would be : 421 Too many concurrent SMTP connections from this IP address; please try again later. Typically, when this happens your server will have sent some of the messages (note that for all servers, each email sent by a user always gets broken down into individual separate emails to each of the recipients in the TO, CC, and BCC fields), and will automatically retry a little later to send the remaining messages.