Scheduling Jobs

This section provides general instructions for scheduling a job.


When scheduling the Day of the Week option, it is calculated based on the server time.

  To schedule a job:

  1. Do one of the following:

    • From Explore, navigate to a job.

    • From Consolidated Job Status page, select a job.

  2. Right-click the job and select Add a Schedule.

  3. Fill in the properties.

    • Name—(Required) Ccontain letters, numbers, the space character, and the underscore character “_”.

    • Description—A meaningful description of the schedule. For example, Quarter end for all regions. The length is limited to 250 characters.

    • Priority—When jobs are scheduled to process at the same time, jobs with High priority are run first. Select High or Normal priority.

    • Active—Displayed when you modify a schedule only. A traffic light that indicates if the job is scheduled to run.

      • A green traffic light indicates that the job is scheduled to run.

      • A red traffic light indicates that the job is not scheduled to run.

    • Run this job—Infinitely or a specified number of times. The job automatically becomes inactive after it runs the indicated number of times.

    • Job outputs inherit time to live from the job properties—Enable to automatically delete job output.

    • Auto-delete job outputs after: Indicate when to delete by entering a number and selecting a time interval (minutes, hours, days, weeks, years) after the job is run. Default is minutes.

    • User name and Password—You are prompted for database authentication if it is required.

  4. Click Next.

  5. For Job Parameters, select one of the following options:

    • To create job parameters from scratch, select Define job parameters starting with and select New Values.

    • To create job parameters from existing job parameters, select Define job parameters starting with and select a job parameter. This enables you to quickly create a job which is similar to an existing job. Make changes to the parameters and save the completed job parameters using a different name.

    • To use or view job parameters, select Schedule this job with existing job parameters and select the parameters you want to use from the drop-down list. Click View if you want to see the parameters before you move on to the next screen.

      If the job has no parameters (no run time variables or limits), the job parameters section is not displayed.

      If there are no job parameters, you must create them.

  6. Click Next.

  7. For Set Values, select the cycles and actions for this Interactive Reporting job.

  8. Select Save if you want to save the parameters for another job as your own, Personal, or available to others as Public.

  9. From the Time Events page, indicate if you want to create an event or use an existing event using one of the following options:

    • To create a new event, select A New Recurring Time Event from the drop-down list. See Creating Personal Recurring Time Events.

    • A New Custom Time Event. You use a custom time event in order to create a one time schedule. The time cannot be changed by modifying event since you do not have access to the event properties.

  10. Click Next.

  11. If desired, configure notification options.

    • If you want to view your notifications in the Schedule module using the Job Notifiications panel, select Display notification in Schedule Module.

    • If you want to Email the notification, enter Email addresses. Separate Email addresses by semicolons, colons, space characters, commas, or new lines.

    • If you want to attach the latest job output to the Email, select Attach PDF outputs to email messages.

      For Production Reporting jobs, see additional notification options in Output Options for Scheduling Jobs.

  12. Complete Permissions step, see Setting Permissions.

  13. Click Finish to schedule the job.