An Event Based Package Schedule allows you to run several Event Based schedules at the same time. It also allows you to determine the timing and order of execution of the Event Based packages in the package.
To start the Wizard, go to the Home Tab then select Event Based Package.
This will take you to the General section of the wizard.
General - Event Based Schedule
This Section determines the most basic properties of a schedule.
Schedule Name: The name of the schedule.
Create in: The CRD folder where the schedule is stored.
Description: A short description to help other users identify exactly what this schedule is and what it is expected to do
Keyword: Enter some keywords which can be used later by Smart Folders to identify this schedule.
Schedule - Event Based Package Schedule Properties
In this section, you will decide when the report will execute. There are a variety of options:
Daily: Run a report every day or at a frequency of days.
Repeat every X Days- EX. Run the schedule every 3 days.
Weekly: Run a report on a weekly time frame.
Repeat every X weeks- EX. Run the schedule every 2 Weeks.
On- Select the specific days of the week the schedule will run. If only once a week, select only the day of the week it will run. EX. Run every Monday, Wednesday, and Friday.
Weekdays: Run the schedule Monday through Friday.
Monthly: Run the schedule on a monthly time frame.
Use the following options- Checking this box will enable you to select frequency options such as the “last Thursday of the month.” Also you can include or exclude specific months from the schedule.
Annually: run the schedule every year at a specified time.
Custom Calendar: Select the custom Calendar you wish to use. You can create a new custom calendar from the menu as well. Please see Custom Calendars for a tutorial.
Other: Other scheduling options.
Run Schedule every X Minutes, hours, days, weeks, months, years
None: No scheduling is required for this item.
Next, you will specify the time that the schedule will run as well as repetition options.
Schedule time: Specify the exact time you want your schedule to run. *Tip: keeping in mind how long it takes for your report, time your schedules accordingly!
Exception Calendar: choose a calendar that will instruct the schedule to NOT run on those specified days. Please see Custom Calendars for a tutorial.
Next to run on: displays the next run date of your schedule.
Repeat ever X hours or minutes: run your reports on a reoccurring basis during a specific time frame. EX Repeat every .25 hours until 5PM.
Enable this schedule: to enable the schedule leave the box checked. To create this schedule disabled, deselect this box.
Once you have finished creating the timing for your schedule, click finish to proceed to the next stage.
Schedules - Event Based Package Schedule Properties
This is where you can Add, Edit and Delete Schedules that will be run by this schedule. Please note that these can only be Event based schedules.
In this section will add Event Based Schedules. You can either create a new event based schedule or add an already existing one.
Adding an Existing Event Based Schedule
Simply browse for the Event Based Schedule you desire. Click OK.
Creating a New Event Based Schedule
For a walkthrough on an event based schedule please review Event Based Schedules - General .
Tasks - Event Based Package Schedule Properties
Add, Edit, delete and change the order of tasks from this screen. For more information about the Custom Tasks module, click here.
Use to export a task list, or import a previously exported task list.
Execution Path - Event Based Package Schedule Properties
Determine the execution flow on this screen.
Choose to have your schedules execute prior to a custom task or vice versa.
Click Finish to complete the schedule.
Event Based Package Context Menu
Right-Click on a schedule to see the following actions.
Add Schedule: This allows you to add new or existing Event Based Schedules to the Event based Schedule package.
Copy: Use this to copy an existing schedule. You can then paste it into another folder or the same folder. Simply open the folder you wish to paste to, right-click in the "white" space and select "Paste". Follow the on-screen instructions to complete the process.
Paste: Paste a previously copied schedule
Rename: Rename a schedule
Enabled: Schedules are Enabled when there is a check beside this option. To stop a schedule from running, or to "pause" it for a while, select this option to remove the check. Disabled schedules will not run till they are enabled again.
Open: This opens the report in a new window enabling you to work with the Event Based schedules it contains.
Execute Schedule: This will execute the schedule immediately. Note that the next run date and time is not moved on as a result of a manual execution. They only move on if the schedule is run automatically by one of the schedulers.
Delete Schedule: Selecting this option will delete the schedule.
Properties: Selecting this option will bring up the "Properties" module containing configuration information for that schedule. For more information on Properties.
Split: This splits the schedule creating individual Event based schedules from the schedules that were contained in the package.
Create Shortcut: This creates a shortcut that you can place anywhere to execute the schedule.
Event Based Package Schedule - Properties
To Reach the Schedules Properties you can right click on the Package, then select properties.
Please see the links below for more information.
This screen shows you a history of the selected schedule. To see a history of all schedules, please use the System Monitor.