UAConnect: Schedule a Query

This document provides instructions to schedule an existing query to run at a specific day and time. Additionally, instructions on how to cancel, hold and restart a scheduled query.

Create a Schedule

  1. Log into Query Manager.
    Navigation: Main Menu > Reporting Tools > Query > UA Reporting Site

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  2. There are two ways to access the schedule feature. Both ways open to the Run Control creation page.
      • Click the Schedule link in the Query grid for the query you wish to schedule, OR

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      • Click Schedule Query in the Query breadcrumb navigation path.

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  3. If you have already created the Run Control ID, select it from the list that appears in Search Results.

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    If not, create a Run Control ID by typing the name for your Run Control ID in that field. Check with your supervisor to see if there are established naming conventions.

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  4. Click Add.

  5. If your selected query contains one or more Run-Time Prompts, you must provide the value for that prompt field.

  6. Click OK when complete.

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    Note: Click the Update Parameters link to select or change the value that is required for each available prompt. When values have been selected, they appear in the Prompt Name and Value fields. If the query does not contain aprompt, the Update Parameters link does not appear. In addition, you will not be able to open or schedule a query that has been disabled.

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  7. Enter the Description. Check with your supervisor to determine if there are established naming conventions.

  8. Click the OK button to submit the query process request. The Process Scheduler Request page opens.

  9. Click the Recurrence drop-down menu and select the recurring time intervals for the process to run. 
    • For example, to run a process every weekday at 5:00 p.m., select the predefined recurrence definition M-F at 5pm.

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  10. Click the Type drop-down menu and select the type of report you wish to receive

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    Email

    Sends the report by email. To distribute a report to an email list, enter the appropriate information on the Distribution Detail page by clicking the Distribution link. By default, the output is sent by email to the person running the process. If the Email option is selected, the Format and Distribution drop-down lists appear.

    Feed

    If the Feed option is selected, the Format, Distribution and Feed Title drop-down lists appear, and the only available format is ATOM.

    File

    Writes the output to the file that you indicate in the Output Destination field. The report is sent to an established gizmo/prodcontrol/DataExchange site. If the File option is selected, the Format and Distribution drop-down lists appear.

    IB Node

    The IB Node option is used to generate the custom output. The selected Integration Broker node will define the destination of the output. If the IB Node option is selected, the Format list, Node list, Approval Required check box, and Transformation list appear, and the only available format is XFORM.

    Web

    If the Web option is selected, the Format and Distribution drop-down lists appear. Sends all output of the process to the report repository, including log and trace files. The format of the report is specified by the format list.

  11. Click the Format drop-down menu to select the format of the report.

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  12. Click the Distribution link to set up the report distribution. The distribution detail automatically includes the query owner. To add additional users, click the Plus + button and enter in the UARK Username for each person added to the distribution list. The email can be set up with a Subject and a Message Text.

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  13. Click OK if all entries appear correct. 
    • This example shows the scheduled request as an email output Type with an Excel spreadsheet (XLS) as the Format.

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    • If you selected Email as your output type and XLS as the format, you will receive an email in your account with an Excel attachment.

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  14. Open the attachment to view the report. 

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Cancel a Scheduled Query

Note: If you need to modify the query, you should cancel the scheduled reoccurrence, modify your query, then restart the occurrence.

Navigation: Main Menu > PeopleTools > Process Scheduler > Process Monitor 

  1. Click the check box in the Select column for the query you wish to cancel.

  2. Click the Details link for the selected query.

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  3. From the Process Detail page, click the Cancel Request radio button in the Update Process section.

  4. Click OK.

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  5. You are returned to the Process List page. The selected query now shows the new Run Status.

  6. Click Save to complete the process. 

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The actions that are available in the Update Process group box depend on your user authorizations and the current status of the request. This group box is available only if you have the security to update the selected request.

The option that you select depends on the current run status of the process request. For instance, you cannot cancel a job that has already completed, and you cannot hold a request that is currently processing.

The valid actions based on the current status of each process request appear in the following table: 

Current Status          Valid Actions   

Blocked

Hold, Cancel

Cancelled

Delete 

Error 

Delete 

Hold 

Delete, Cancel, Restart

Initiated 

Cancel

No Success 

Delete 

Pending 

Hold, Cancel 

Processing 

Cancel 

Queued 

Hold, Cancel 

Restart 

Hold, Cancel 

Success 

Delete 

Warning 

Delete  

Updated 09/07/2016


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