3.3.5 Adding DMI Tasks in Scheduler Service

The Data maintenance Interface is now integrated with the Scheduler services and you can use Scheduler services, to process form definitions created using Data Exporter.

By using Scheduler Services for DMI automation, you can automate and streamline the data processing for form definitions created using the Data Exporter options.

Ensure that you have the assigned roles to perform automated data exporter form download.

To schedule a DMI task for form definitions created using Data Exporter:

1. Log in to your Cloud services and access Scheduler Services.
2. Select Define Batch, to view the list of existing batches.
3. In the Define Batch page, click Create, to access the Create Batch page.
4. Enter the generic Batch information (Code, Batch Name, Batch Description, and Batch Parameters), and click Save to create a new Batch and proceed with creating a new Task.
5. In the Left Navigation list, select Define Tasks, to access the list of existing tasks.
6. In the Define Task page, select the DMI Batch to associate the new task
7. Click Add, to Create a new task.
8. Enter the generic Task details (Task Code, Task Name and Task Description ), and the following DMI specific details:
   • Component - Select Data Maintenance Interface, to assign this as a DMI specific task.
   • Report Template - Select Pre-defined template, to access the following DMI specific template parameters.
     • App ID - The unique application ID of the application utilizing the Scheduler services for task automation.
     • Module Name - Select the module required for the DMI tasks, from the list of Seeded modules.
     • Report Code - Select the Report code to be added to the generated report.
     • Report Type - Set the report type to CSV/JSON.
     • Available Place holders - (Optional). Select the placeholder required for the report.
     • Placeholder Values - (Optional). Enter the placeholder values to be included in the generated report.
     • Additional Filters - (Optional). Enter the filters to be applied to the data, to generate reports with specific information. For details, see Dynamically export relevant records.
     • Report Name Prefix - (Optional). Enter the unique prefix to be added to the report name for easy identification of the report.
     • Report Name - (Optional). Provide a name for the report to be generated.

   Note:

   If the export definition was created before 24D release, you must recreate it. This is required because an enhancement in Scheduler Services now captures the base URL as part of the definition.
9. Click Save to create a new DMI specific task, and proceed with scheduling the batch.
10. In the Left Navigation list, select Schedule Batch, to access the list of batches.
11. Select the DMI batch for execution and click Execute.
12. During batch execution, click Monitor Batch, to check the progress.
13. Select the Batch and the Run ID to access the required task, and click Start Monitor to view the task execution progress in the Visualizations tab.
14. Click List View to view the task execution details of all the executed tasks.
    After the task execution is complete, the generated report is saved to the object store.
15. Click View Execution Logs corresponding to the DMI task, to view the execution log information.
16. Scroll to the required Batch Run Id and copy the log details to clipboard.
17. Paste the copied log information to a notepad, to get the PAR URL for downloading the report.
18. Paste the PAR URL in a Web browser, to download the report to the local directory.

• Dynamically export relevant records
  When creating a DMI task, you can use filters to dynamically export only the relevant records.