Using the Schedule Option

This option enables you to process the synchronization at a specified date and time in the future.

  To schedule the synchronization of the metadata:

  1. In EPM Workspace, perform an action:

    • Import files into EPM Workspace to harvest the metadata

    • Access files already imported into EPM Workspace

  2. Select Navigate, then Impact Manager, and then Synchronize Metadata.

    Synchronize Metadata is displayed.

  3. Select Schedule.

    The date and time drop-down lists are displayed.

  4. Select a date.

    A calendar control is displayed.

  5. Select a time.

  6. Click Submit.

    A confirmation dialog box is displayed with a task request number.

  7. Click OK to close the dialog box.

  8. To monitor the status of the task request, select Navigate, then Impact Manager, and then Show Task Status.

  9. Optional: To refine the monitoring process, set a filter:

    1. Select Task Number, enter the task request number, and select Harvester.

    2. Click Process to monitor the status of the synchronize operation.

Whether the metadata is run immediately or scheduled for the future, clicking Submit causes Impact Management Assessment Services to receive the request and return a numeric request identifier. The identifier is used to filter the Impact Management Assessment Services task log. See Using Show Task Status Interactive Report.

When Impact Management Assessment Services synchronize the metadata, only documents that have changed since the last synchronization or have no metadata are harvested.