Creating Policies

Create policies to run transforms against your data sets on the Policies page.

To create a policy:
  1. Go to the Policies page.
  2. Click Create Policy.
    The Create Policy dialog appears.
  3. In the Name field, enter an alphanumeric title for your policy. This is a required field.
  4. In the Description field, describe the purpose of this policy.
  5. In the Email Notification drop-down list, select from one of the following choices:
    • None: You won’t receive any email notifications.
    • Start and End: You’ll receive two emails, one notifying you when the scheduled policy has started and the other when it has ended.
    • Verbose: You’ll receive an email notifying you when each engine in the transform process has started and completed its task. This is a sample notification:
      BDP Notification at Jun 26 00:04:11 UTC 2015
      
       Job Name: LR0625TESTEMAILNOTIFICATIONS1  Job Id: 3496
       Schedule: luistestemailnotification1
       Transform: LR0625TESTEMAILNOTIFICATIONS1
      
      Schedule execution started	Fri Jun 26 00:01:26 UTC 2015
      Ingest started			Fri Jun 26 00:01:26 UTC 2015
      Ingest completed		Fri Jun 26 00:01:50 UTC 2015
      Preparation started		Fri Jun 26 00:01:50 UTC 2015
      Preparation completed		Fri Jun 26 00:02:10 UTC 2015
      CopyMerge completed		Fri Jun 26 00:02:10 UTC 2015
      Transformation started		Fri Jun 26 00:02:10 UTC 2015
      Transformation completed	Fri Jun 26 00:03:53 UTC 2015
      Publishing started		Fri Jun 26 00:03:53 UTC 2015
      Publishing completed		Fri Jun 26 00:04:11 UTC 2015
      Schedule execution completed	Fri Jun 26 00:04:11 UTC 2015
      
      Processed data file /demodata/AccountInfo_15Koow_NoHeaders.xls of the total size 6335 Kb (15000 rows)
  6. Optionally, select the Active check box to ensure that your policy runs as scheduled.
  7. From the Transform drop-down list, select the transform script that you want to run against your data source.
  8. From the Source drop-down list, select a data source and file for which a transform will be scheduled.
    If you only select a folder, the system will process all the files placed in it. You can also process multiple files compressed within a zip file. The result of a multi-file transform is a single repaired file.
  9. From the Target drop-down list, select the data source where your enriched data set will be published.
  10. Optionally, select the Generate unique file name by appending run Id check box to ensure that your policy produces a unique output file name for your processed data set.
  11. In the Execute drop-down list, select the frequency at which your policy will run. Select from one of the following choices:
    • Once or Daily: Select the time and start/end dates for the policy from the Time, Start Date, and End Date fields.
    • Weekly: Select the day of the week on which the policy will run from the Day drop-down list, and select the time and start/end dates for the policy from the Time, Start Date, and End Date fields.
    • Monthly: Enter the numbered day of the month on which the policy will run in the Month Date field, and select the time and start/end dates for the policy from the Time, Start Date, and End Date fields.
  12. Click Save.
    A new policy is listed on the Policies page.