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Scheduling an Integration Process

  1. On the Options list on the left side of the window click Process Scheduling to open the Integration Schedules window.
  2. Click on the Add new Schedule button.
  3. This will open the window where the user can create the integration schedules.
  4. Integration – dropdown list with the Integration Processes available to be scheduled.
  5. Schedule Type – dropdown list with the four available schedule types:
    • Daily
    • Weekly
    • Monthly
    • Once
  6. Schedule Enabled – checkbox to enable or disable the selected schedule.
  7. Next Run – this field indicates the next date/time the schedule will run.
  8. Start Time – the time the schedule will run for the first time.

NOTE:  The section in the lower left hand corner of the window that defaults as Daily Schedule will change based on the Schedule type selected.

 

  • Daily Schedule
  1. Schedule Type = Daily.
    • The user can have the schedule run every x number of days by entering a number in the field. The default is 1.
  • Weekly Schedule
  1. Schedule Type = Weekly.
    • The user can have the schedule run every x number of weeks by entering a number in the field. The default is 1.
    • The user can select which day(s) of the week the schedule runs by marking the checkboxes for those day(s).
  • Monthly Schedule
  1. Schedule Type = Monthly.
    • Top radio button.
      • The user can have the schedule run every x number of weeks by entering a number in the field. The default is 1.
    • Second radio button.
      • The first drop down list options:
        • First
        • Second
        • Third
        • Fourth
        • Last
      • The second drop down list options allows the user to select the day of the week.
    • The user can select which month(s) the schedule runs by marking the checkboxes for those month(s).
  • Once
  1. Schedule Type = Once.
    • Enter the date the Schedule should be run.
  • Repeat section
  1. The Repeat section in the lower right hand corner will be available for the Daily, Weekly, and Monthly schedule types.
  2. The schedule will only repeat if the Repeat Every checkbox is marked.
  3. Repeat Every
    • marking this checkbox enables the text field where the user can indicate the schedule will repeat every x number of minutes in 5-minute increments.
    • This will also enable the ‘For the duration of’ and ‘End Time’ fields.
  1. For the duration of – when the Repeat Every checkbox is marked and this radio button is selected, the value entered in the field indicates the duration that the schedule will be repeated in minutes.
  2. End Time – when the Repeat Every checkbox is marked and this radio button is selected, the user can enter the date and time for the repeated schedule to end.
  3. Save button saves the schedule and returns the user to the list of schedules. Schedules may be modified or deleted from this page.