How to schedule a document job

Running file jobs : Scheduling a file job : How to schedule a document job

How to schedule a document job

1

In view, select Categories, as shown in Figure 4-15.

Figure 4-15  Selecting the categories view

2

Navigate to the document file in Items You Can Run and choose Schedule.

3

On Schedule, provide scheduling information, as shown in Figure 4-16.

Figure 4-16  Scheduling a report

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Accept the default job name or type a new name. To distinguish multiple run schedules for the same report, assign a unique name for each job.

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To set the job priority, select Low, Medium, or High, or select Other and type a priority value.

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Select a scheduling option:

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To schedule the report to run immediately, select Right Now.

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To generate the report once on a specified day and time, select Once. Type the date-and-time value, or choose Calendar to select a date.

To generate the report repeatedly, select Recurring, as shown in Figure 4-17.

Figure 4-17  Scheduling options

Select an interval, such as the first day of every month, and a time to run the report. Optionally, select a start and end date during which the run job repeats.

4

Choose Next. If the file job requires parameters, Parameters appears, as shown in Figure 4-18. Otherwise Save as appears.

Figure 4-18  Selecting parameters

5

Select or type values for required parameters. Use the Query by Example syntax if the parameter is an ad hoc parameter, as explained later in this section. Choose Next to specify output settings. Save As appears, as shown in Figure 4-19.

Figure 4-19  Specifying Save As settings

6

On Save As, provide the information necessary to save the scheduled file.

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In Headline, type a description of the file job. This description is included in any channel notifications and is saved with the job report.

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In Output location, select a location to save the document or select the Home folder location. Other locations are available by typing a new location, navigating to a new save location or by using a date-and-time expression as explained later in this section.

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In Document name, accept the default or type a new name.

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In Version name, optionally type a unique version name. When you schedule a file job to run on a recurring basis, adding a date-and-time expression creates unique document, directory, or version names, as explained later in this section.

7

Select the document format to generate. Each output type has various conversion options, as shown in Figure 4-20. Additional conversion options appear depending on the selected document format.

Figure 4-20  Selecting output conversion options

8

Optionally receive an e-mail notification when the file job runs, select Send me an email notification. Select the attachment format to attach a copy of the file job output to the email notification. The user’s email address as configured from the Information Console’s user options is used to send the email. If the email notification option is not available, contact the administrator.

9

Specify a resolution if the file name already exists in the selected location. Select Create a new version to create a new version of the report and retain existing versions. Optionally choose how many previous versions to retain by selecting Keep only the latest. Type the number of versions to keep.

Choose Finish. Confirmation of the job submission appears, as shown in Figure 4-21.

Figure 4-21  Confirming submission of a scheduled job

Optionally, the user can schedule the document file by choosing Schedule, from the file icon’s hover menu. The hover menu appears in the Details, Icons, or List view when the mouse is over the file icon.