Job Setup

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The Job Setup tab displays all of the settings for a selected job, and allows you to create, edit, or remove Scheduled jobs.

Click on the image below to learn more about the various sections of this dialog.

·        Enter filter text here - Enter a string to filter down the entire grid to only rows containing text matching the string entered. This filtering is dynamic and will update the grid as you type.

·        Drag a column header here to group by that column - See the topic Grid Controls for information on how to use the grouping and sorting options available in the Grid area.

·        Columns - The available columns can be used to sort and group the results of a search.

§        Field Chooser - To access any additional or removed columns, right click in the column header area and select Field Chooser. Drag the column names into position in the column header area and close the Field Chooser dialog.

Category

The Category defines what the job can be used for. The category selected dynamically determines what options are available in some of the other columns, as well as which Reports appear in the Managed Reports dialog. Categorize the job as one of the following three:

Timed

A Timed job will run at a specific time; daily, monthly, weekly, or yearly. Timed jobs can be run at intervals, such as every three weeks. Additional Timing options are set in the Type, Timing, and Timing Interval columns.

Dynamic

Dynamic Routine Managed Documents initiate jobs when DataSmith processes data, or completes processing a subgroup. Additional Dynamic options are set in the Type column.

Static

Static Routine Managed Documents initiate jobs when DataSmith processes data, or completes processing a subgroup. Additional Static options are set in the Type column.

Consolidate

When Static or Dynamic jobs are Consolidated, data files are sent to the Queue in groups specified by the number of Maximum Files set in DataSmith Batch Manager. When the Scheduler processes the jobs waiting in the queue, all entries that meet the following three requirements will be consolidated into one final job to be processed:

1.     All the samples in the data file must belong to the same Routine.

2.     All the samples in the data file must have identical Schedule ID's.

3.     All the samples in the data file must have the same Managed Document ID.

Enabled

A defined job can be set to Active or Suspended using the Enabled column. Only Active jobs will be processed by Scheduler. Any jobs that are Suspended will not be included in the error check job settings when the Save button is clicked.

Job Name

Define a name for your job using the Job Name field. Job names must always be unique.

Job User

Assign a Job User to run the job. Any available Job Users will appear in the drop down.

Last Queue Time

The Last Queue Time field is a read-only field that indicates when a job was previously placed in the Job Queue. This field is automatically updated each time Scheduler runs the job.

Managed Reports

All jobs require at least one Managed Report to run the job and generate the printed report. When scheduled jobs are executed, the Managed Documents for each Managed Report are opened in CM4D Classic and generate either a Report, an Event, or both.

The list of Managed Reports shown in the dialog will depend on your Site and what was selected in the Job Type column. Multiple Managed Reports only share job settings; all of the Managed Reports in a single Job will still be processed as individual printed reports.

Depository:(dropdown)

Enter filter text here

Select

Report

Depository (column)

 

 

1.     To add one or more Managed Reports to a job, you must first select a Job Type (Timed, Dynamic or Static).

2.     Then choose the Managed Report(s) that you want to use by double-clicking the Managed Reports field.

3.     In the Managed Reports dialog:

a.     Select a Depository from the dropdown to narrow down the list to a single Report Depository.

i.        Select All to show all available Managed Reports.

ii.      If your Report Type is set to Event, selecting All from the dropdown will also include Managed Reports without a Depository assigned.

b.     Select the check box(es) next to the Managed Report Name(s) to be added to the job.

4.     Click OK.

See also, Managed Reports in CM4D Web.

Next Queue Time

The Next Queue Time field is a read-only field which indicates when a job is scheduled to run next. This field is automatically updated periodically by Scheduler as needed.

Priority

A Priority can be set to Very Low, Low, Medium, High, or Very High. This priority will only be used when more than one job is waiting to be processed at the same time by the same process thread. The job with the highest priority will be processed first, but if all the Priority settings are the same (default is Medium), then jobs will be processed in the order they are entered into the Job Queue.

Report Type

Report Type determines the output of a processed job.

·        Report - Generates a PDF report, and if the Managed Report selected has a Thumbnail image, a PNG or GIF file will be created. GIFs will be only be created if the Thumbnail sheet includes an Animated Alignment.

·        Event - Generates an Event Notification email based on the Event settings configured for the Managed Report at the DataSet level of Managed Documents. In addition to selecting from the same list of Managed Reports as the Report type, Event only allows you to also select Managed Reports that do not have a Depository assigned. See here for more information on Events.

·        Both - Generates both an Event and a Report.

Sample Filter

The Sample Filter menu contains filters A through Z, along with an option for "No Filters". Only one filter and one value can be selected per job. Sample Filters are available for either Static or Dynamic jobs.

Sample Filter Value

The text field that corresponds with the Sample Filter allows you to key in the specific Sample Filter Value. You can also leave this field empty; blank or ~unassigned~ are valid values. Only one filter and one value can be selected per job.

Tag

A Tag is a user-defined string that may be used for sorting or grouping jobs within the Scheduler Manager user interface. This is only used for managing jobs in Scheduler Manager, this is not the same as the Report Tags used by CM4D Web.

Time Delay

The Time Delay option applies only to jobs that are in the Category Dynamic or Static. When the Time Delay is set to True, the job will be delayed by the number of minutes set in the Timing Interval field of the grid, starting from the time it is placed in the Job Queue.

Timing

When a job is timed, the options in the Timing column can be used to determine when and how often a job is to be run. Depending on the type of Timed Job, when you double-click the Timing field a different popup will appear (either a Time selection dialog or a Calendar and Time selection dialog).

·        Hourly Jobs - Enter the minute of the hour the job will be run. For example, if this is set to 15, the job will run at a quarter past every hour.

·        Monthly Jobs - Select the date of the month the job will be run. It is highly recommended that you do not to schedule the report for the 29th, 30th or 31st day of the month, since not every month may contain these days. If the month does not contain the day the report was scheduled for, your scheduled report will not run until the next month that has the selected day.

Timing Interval

The Timing Interval is designates the recurrence of a Timed job or the delay, in the case of Data Processed jobs. The Interval is dependent on the Type that is selected. Double-click the field and enter the number in the field according to the following rules:

·       Daily - Number of Days. For example, if this is set to 2, the job will run every 2 days.

·       Hourly - Number of Hours. For example, if this is set to 2, the job will run every 2 hours on the minute specified in the Timing field.

·       Monthly - Number of months. For example, if this is set to 6, the job will run every 6 months, beginning with the first month after date set. For example, if on May 22nd a job was created to run every 3 months, the Next Run would be set to June 22nd. Once the job runs for the first time on June 22nd, the job will then only run every 3 months thereafter.

·       Weekly - Number of Weeks. For example, if this is set to 3, the job will run every 3 weeks on the day of week selected.

·       Yearly - Number of years. For example, if this is set to 1, the job will run once a year on the date set in the Date calendar.

·       DataProcessed - When a job is Dynamic or Static and the Time Delay is set to True, the number entered in this field will determine the length of delay (in minutes) from the time data is processed or an end of a subgroup is reached before the job is run. For example, if this is set to 30, the job will not begin processing until 30 minutes after the job was triggered.

Type

The options available in the Type column are dynamically dependent on which Category is selected.

Timed Types

If Timed is selected in the Category field, choose the interval at which you would like the job to be executed:

·        Daily - processed every day

·        Every Sunday - processed once a week, on Sunday

·        Every Monday -  processed once a week, on Monday

·        Every Tuesday - processed once a week, on Tuesday

·        Every Wednesday - processed once a week, on Wednesday

·        Every Thursday - processed once a week, on Thursday

·        Every Friday - processed once a week, on Friday

·        Every Saturday - processed once a week, on Saturday

·        Hourly - processed every hour, on the minute set in the Timing field

·        Monthly - processed once a month, on the day and time selected in the Timing field

·        Yearly - processed once a year, on the date and time selected in the Timing field

Dynamic or Static Types

If Dynamic or Static is selected in the Category field, choose whether or not the job will run when Data is Processed or at the End of a Subgroup.

The following settings are required when using either the Data Processed or End of Subgroup job types:

·        DataSmith Batch Manager - Event Data Processed or Event End of Subgroup check box in the Job Permissions field.

·        DataUtility - Data Processed Monitored or End of Subgroup Monitored check box must be set on each routine that you want to use.

§        DataProcessed - Whenever DataSmith Batch processes a file that uses a Routine with a monitor flag, monitor permissions in Batch, and a job defined in Scheduler, an entry will be placed in the Job Queue.

§        EndOfSubgroup - Whenever DataSmith Batch finishes processing a subgroup from a Routine which has a monitor flag, monitor permissions in Batch, and a job defined in Scheduler, an entry will be placed in the Job Queue.

Add

To create a new job, click the Add button.

Remove

To delete a job, select the job row in the Job Setup grid and click Remove. Click OK to confirm deletion of the job.

Copy

To copy a job and all associated property settings, select the job row in the grid and click Copy. The copied job will be duplicated and assigned a default name (Copy1 of..., Copy2 of..., etc.). The job name can then be modified in the Job Name column.

Test

Selecting a job row in the grid and clicking Test will immediately send the job to the Job Queue for a one-time run.

Revert

The Revert button will refresh all job settings to the last-saved state as retrieved from the Database. The Revert button can also be used to refresh Next and Last Run times after changing job settings.

Save

If you wish to make changes to an existing job, select the job row in the grid, make your changes, then click the Save button.

Exit

The Exit button will close the Scheduler Manager without saving any changes.

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