Scheduling

Users can create and edit schedules for models and publications using the Schedule Manager.

The schedules for both Model and Publish are created within each app, when the relevant file is open in the App Tab interface. Schedules can also be created and managed from the relevant content item's Actions Panel.

Tip: Users can also build and edit Subscription Schedules for discoveries, tabulations, and presentations. Subscription schedules are typically used to auto-run and distribute reports to a static list of users through the bulletin board or using email. For more information, see Subscriptions for Analysts or Subscriptions for Pros.

Note: Scheduling of models is not available in the Community Edition. Scheduling of publications is only available in the Enterprise edition.

Opening the Schedules View

To access the schedules for both Publish and Model content (other than from inside each app), click Scheduling at the top of the item's Actions Panel or select the item and choose Actions > Schedule from its context menu.

Note: The schedule tools can only be viewed for one content item at a time. If multiple objects are selected in the content manager, the schedule options are unavailable.

Scheduling View

The following example view shows the Scheduling for a publication:

  • Schedules: The top panel, visible by default, displays all current schedules.
  • Job Executions: The middle panel appears when a schedule is selected in the top panel. It displays jobs that are created each time a schedule is run.
  • Output: The bottom panel shows output files (such as PDFs, Word documents, and so on) related to the selected job execution.

See below for more details.

Schedules

When you open the Schedules panel, you'll see a list of schedules associated with the selected content item. By default, only "live" schedules are shown. These include active recurring schedules and one-off schedules that are pending or completed within the last 24 hours.

Schedule Filters

Toggle the following options (green highlight above) to show and hide schedules based on their current status:

  • Expired one offs: Show or hide non-recurring schedules that have expired.
  • Inactive recurring: Show or hide recurring schedules that are no longer active.
  • Inactive on demand: Show or hide on demand schedules that are no longer active.
  • Deleted: Show or hide deleted schedules.

Note: All of the preceding filters are "hidden" by default.

New Schedule

Click New Schedule (purple arrow above) to create a new schedule for the content item you currently have selected in the CMS. For details of the schedule creation settings, see Scheduled Publishing in Publish Pro. Once you have completed all details, you will need to click Save & Close (orange arrow below) to create and launch your Schedule.

Tip: The same panel opens when you choose to Edit an existing schedule. Note that when you are editing a schedule, there is one additional button alongside Save and Close that allows you to toggle between basic and advanced settings.

Schedule Rows

The top panel displays a table of existing schedules for the selected item, you can:

  • Use the Action buttons to start, stop, edit, or delete the schedule.
  • Select the row to view its job executions in the Job Executions panel. Note that these are instances when the schedule was run in the past.

Job Executions

The Job Executions panel displays a list of jobs that were created each time a schedule was run. (The job executions are for the selected schedule.)

Each job execution has the following columns:

  • Actions: Option to re-run the entire job.
  • Progress: Shows the job's progress, including the percentage and status of individual tasks:
    • Blue: Tasks waiting in the queue. You may want to refresh the view when you see this status.
    • Red: Tasks that have failed.
    • Orange: Tasks currently processing.
    • Green: Tasks completed successfully.
  • Type: The file output type (relevant for publications only).
  • Run-Time: The date and time the job was executed.
  • Timezone: The timezone that the job was executed in.

Outputs

Each job produces one or more outputs, which are shown in the bottom panel:

  • For publications, the outputs are each of the rendered reports - and usually there are multiple rendered output types.
  • For models, the output is simply the result of the data flow and model processing - which is therefore only a single output.

You can view the output of a specific job execution by clicking on the job. This will open the Output panel for the selected job execution (blue arrow above). The output panel has slightly different functionality based on the content type.

Publications

Note: If you are creating a Subscription schedule, these details are also seen for tabulations, discoveries, and presentations.

The Output panel displays the results of job executions. (The outputs are for the selected job executions.) Each output entry includes the following columns:

  • Actions: Download the output file, view the Print & Export Summary, or re-run the specific task.
  • Status: Indicates the result of the output task:
    • Red: Task failed.
    • Orange: Task partially failed.
    • Green: Task completed successfully.
  • Type: The output file format (for example, PDF, Word, or Excel).
  • Description: The name of the scheduled job.
  • Start Date: The date and time the output task began running.

Above the list, there are buttons in the header to rerun all tasks (which is the same as rerunning the entire job as described above) or rerun only those tasks that failed.

Models

The Output list for model schedules displays the similar columns as listed above. However, the Actions column presents two options:

  • ETL Progress: open the ETL Progress dialog to see details of the status of each component of the ETL that was run.
  • Re-run: re-run the model task.