About Scheduling Batches

Batches are used to group and process sets of documents, reports, or books.

Batches are created, edited, and saved in the Explore Repository using the Batch Editor. You must have a proper role assignment in order to perform these tasks.

You can export batches as HTML or PDF files to an Planning Inbox/Scheduler Output folder, and you can email users the exported output in PDF format.

You can schedule batches to run immediately or at a later date. During batch scheduling, you select the batch POV, set up email notifications, and select the destinations of the generated output when the batch is run. Destination types can include saving a Snapshot to a designated repository folder, exporting a PDF file to a Planning Inbox/Scheduler Output folder or attached to an email, and exporting an HTML file to a designated Planning Inbox/Scheduler Output folder. (Batch Bursting does not support HTML.) After selecting scheduled batch options, the batch is added to the batch queue from the Batch Scheduler after a successful run.

The scheduler's batch bursting feature can run a batch for more than one member of a single dimension in the batch POV for one data source, email the PDFs generated to a recipient list, and save the output to the file system or to the repository. For example, a batch scheduled to run for New York and Houston can send the output for New York to [e-mail] and the output for Houston to [e-mail]. With batch bursting, you can use predefined text functions for report labels and folder labels. You can create a Bursting Destination file (see Specifying the Batch Destination) to override default settings assigned to the batch.