Tools → Scheduler

About the Scheduler

The Scheduler allows you to both manage the scheduled jobs for dashboard delivery and create and manage scheduled jobs for physical schema loads or load plans, data notifications, and schema notifications.

Incorta sends the scheduled dashboards, data notifications (dashboard alerts), or schema notifications in an email to the recipients you specify. You can also deliver a dashboard to a Data Destination.

Scheduler access rights

To access the Scheduler, in the Navigation bar, select Scheduler.

All Incorta Analytics users can access the Scheduler, but not all users can create or manage scheduled jobs. Only users who created or have edit rights to a dashboard can edit a scheduled job for a dashboard delivery. The users who create or have edit rights to a schema can create and manage a scheduled schema load or a load plan.

Scheduler Anatomy

The Scheduler consists of the following:

• Context bar
• Action bar
• Search bar
• List view

Context Bar

The context bar consists of the four tabs:

• Dashboards: contains a list of the scheduled dashboards deliverables.
• Load Plans: contains a list of scheduled load plans.
• Data Notifications: contains a list of the configured data notifications (dashboard alerts).
• Schema Notifications: contains a list of the configured schema notifications.

Action Bar

The action bar consists of:

• +New

The +New button opens the Add New menu, which is available when you open any tab except for the Dashboard tab.

Search Bar

The Search bar contains a search text box that is only available on the Schema Notifications and Load Plans tabs. For schema notifications, you can search for any part of a given job name. On the Load Plans tab, you can search by the schema name or the load plan name.

The Search bar shows:

• The number of items in the result list
• The number of selected items in the result list with the option (x) to deselect the items
• Delete icon, to delete all selected items
• Export icon, to export Data Notifications (only available on the Data Notifications tab)

List View

Dashboards list view

The Dashboards list view displays all of the scheduled delivery jobs that you created for a certain dashboard.

Load Plans list view

The Load Plans list view displays all scheduled load plans that you created from the Scheduler or Schema tab.

Data Notifications list view

The Data Notifications list view displays all scheduled data alerts. With the Alert Editor, you can define a data alert. A data alert is a scheduled job that evaluates an alert condition. An alert condition is an Aggregated Table or a Listing Table insight that you create using the Analyzer. If the alert condition evaluates to True, the scheduled job for a data alert sends an email data notification to one or more users, one or more group of users, or one or more email addresses.

Schema Notifications list view

The Schema Notifications list view displays all email alerts that you created for a schema.

Scheduler Actions

Using the Scheduler, you can perform the following actions:

• Edit scheduled Dashboards
• Create a scheduled load plan
• Edit a scheduled load plan
• Create scheduled Data Notifications
• Edit scheduled Data Notifications
• Export Data Notifications
• Import Data Notifications
• Create Schema Notifications
• Edit Schema Notifications
• Search the list of Schema Notifications
• Suspend and Activate scheduled jobs
• Delete scheduled jobs
• Filter scheduled jobs

Dashboard

Edit scheduled Dashboards

To schedule a dashboard for delivery, use the Content Manager. For more information, refer to Schedule Delivery of the Dashboard.

You can edit a scheduled dashboard delivery job through the Scheduler using the following steps:

• Select a scheduled Dashboard job.
• Edit the details of the scheduled job.
• Select Save changes.

Create a scheduled load plan

You can schedule a job to load one or more physical schema from the Schema Manager or the Schema Designer.

To be able to create a load plan with multiple schemas, the multi-schema loading feature must be enabled on your cluster.

You can also create a scheduled load plan from the Scheduler by applying the following steps:

• In the navigation bar, select Scheduler.
• Go to the Load Plans tab.
• From the Action bar, select + New → Add Load Plan. The Add Load Plan dialog opens.
• Fill in the following options in the dialog to schedule the load plan.

Edit a scheduled load plan

To edit a load plan, you have to own all schemas in the load plan or have edit access rights to them. You can’t edit a completed load plan.

You can edit a scheduled load plan through the Scheduler using the following steps:

• On the Load Plans tab, select a scheduled load plan. The Edit Load Plan dialog opens.
• Edit the details of the scheduled load plan.
• Select Save.

Data Notifications

A data notification is an email notification for a data alert. From the Scheduler, you can define and edit the properties of a data alert using the Alert Editor.

Create a data notification

From the Scheduler, you can create and edit the properties of a data alert using the Alert Editor. Here are the steps to open the Alert Editor from the Scheduler:

• In the Navigation bar, select Scheduler.
• In the Context bar, select the Data Notifications tab.
• In the Action bar, select +New → Create Notifications to open the Alert Editor.
• Define the properties of the data alert with the Alert Editor.

Edit a data notifications

You can edit a scheduled data notification (alert) through the Scheduler using the following steps:

• Select a scheduled alert job.
  • The Alert Editor dialog opens.
• Edit the details of the scheduled alert.
• Select Done.

Export Data Notifications

The Scheduler enables you to export Data Notifications you created to be able to import them later on.

You can export Data Notifications by applying the following steps:

• To export one scheduled job:

  • Hover on or select a scheduled data notification.

  • Select the Export button.

    The Scheduler downloads a .zip file to your machine.

• To export multiple scheduled jobs:

  • Select multiple scheduled data notifications.

  • Select the Export button.

    The Scheduler downloads a .zip file to your machine.

Import Data Notifications

The Scheduler enables you to import .zip files that contain Data Notifications. You can import Data Notifications by performing the following steps:

• From the Action bar, select + New → Import Data Notifications.
  • The Import Alerts window opens.
• Select Overwrite existing alerts option if you want to delete any alerts that you created before and create new ones.
• Browse to, or drag and drop, the .zip file that contains the notifications you want to import.

Schema Notifications

Create Schema Notifications

You can create an email alert for one or multiple certain schemas. The alert that you create is triggered upon the success or failure of a schema load.

Perform the following steps to create the data alert:

• Open the Scheduler.
• Go to the Schema Notifications tab.
• From the Action bar, select + New → Create Email Notifications. The Create Email Notification dialog opens.
• Fill in the following options in the dialog to create a schema notification job.
• Select Done to save the email notification.

Edit Schema Notifications

You can edit a scheduled schema notification (alert) through the Scheduler using the following steps:

• Select a scheduled alert job. The Edit Email Notification dialog opens.
• Edit the details of the scheduled alert.
• Select Done.

Search the list of Schema Notifications

The Scheduler enables you to search the list of Schema Notifications through the search bar available in the list view.

To search for a scheduled schema notification:

• Open the Scheduler, and go to the Schema Notifications tab.
• In the search bar, enter the schema notification job name.
  • The search result is displayed according to the keyword you entered.

General Scheduler Actions

Suspend and Activate scheduled jobs

When you suspend a scheduled job, the job will pause all future actions. You can resume the job's scheduled actions by returning the job to active. When you create a scheduled job, its status is Active by default.

You can activate or suspend a scheduled job for the following:

• Dashboards
• Load Plans
• Data Notifications

The following steps show how to suspend or activate a job:

• In the Scheduler, identify the desired scheduled job.
• In the status column, select the current status for the scheduled job (the status will be Active or Suspended).
  • Confirm Changing Status window will appear.
• Select Ok to confirm changing the status of the job.

Delete scheduled jobs

The Scheduler enables you to delete one or multiple scheduled jobs.

To delete one scheduled job:

• Select or hover on a scheduled job.
• Select the Delete button (bin icon).
  • The Delete this job? confirmation window appears.
• Confirm deleting the job by selecting Delete.

To delete multiple scheduled jobs:

• Select multiple scheduled jobs.
• Select the Delete button (bin icon).
  • The Delete these jobs? confirmation window appears.
• Confirm deleting the job by selecting Delete.

Filter scheduled jobs

You can filter the list of the scheduled jobs for the following according to their status:

• Dashboards
• Load Plans
• Data Notifications

A scheduled job can have one of three statuses:

• Active (default): Indicates that the job is active and will run according to schedule.
• Suspended: Indicates that the job is on hold and won't run.
• Completed: Indicates that the job was completed successfully and does have next runs.

To filter the list of scheduled jobs, do the following:

• Select the Status filter (funnel icon).
• Select the status(es) you want to filter the list with.
• Select OK.
  • The list will only display the jobs that have the status(es) you selected.

Create a Data Notification example

Assuming you created a Dashboard named Sales Insight for the SALES schema, the following is an example to create a data notification (alert) for this dashboard.

In this example, you will create an email alert for the Sales Insight dashboard to be sent daily to your email if the cost of the goods is less than 500.

• Open the Scheduler and go to the Data Notifications tab.
• Select + New → Create Notifications.
  • The Alert Editor window opens.
• Fill in the Name field to be: Sales Insight Alert.
• (Optional) Add a description to this alert in the Description field.
• Select the Type of the attachment to be HTML.
• In the Target field, select the pen icon, and then navigate to the Sales Insight dashboard.
• Select Tab1, and then select Add.
• For the Condition field, select the pen icon to open the Analyzer:
  • In Data, select Add Data Set, expand the SALES schema, and then select the SALES table.
  • Drag and drop the Sales Date column to the Grouping Dimension tray.
  • Drag and drop the Cost column to the Measure tray, and change the format to Dollar.
  • Drag and drop Add Formula to the Individual Filter tray.
  • Add the following formula in the Formula Builder: SALES.SALES.COST_OF_GOODS < 500
  • Select Validate & Save.
  • Change the Column Label to be Cost less than 500.
  • Select Save.
• Select the Start By field to be today’s date and the current time on your machine.
• Select the Recurrence to be Daily, Every 1 day, and No End for example purposes.
• In the Send To field, select +:
  • Add your email address.
  • Select Add.
• Select Done.