Scheduling

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The Scheduling page allows you to manage scheduled tasks in Server Manager. From this page, you can create, edit, enable or disable, and delete scheduled tasks that run procedures on the data server.

Note: The scheduling feature is available only to Longview Hosted customers.

To access Scheduling, open Server Manager and select Scheduling from the Functionality page.

Configuring credentials

Use the Credentials dialog to configure the authentication details required for scheduled tasks to connect to the target system.

To configure credentials:

1. On the Scheduling page, select Credentials.
2. Select an Authentication type.The available authentication types depend on the connected system:
   • For Platform systems: AAD, APIKEY, OPENID
   • For Non-Platform systems: Longview, SSO

3. Enter the required authentication details for the selected authentication type. The fields displayed depend on the selected authentication type.

   For Platform systems:

   Authentication type	Required fields
   AAD	Client ID/Secret, Tenant, Environment, Group
   OPENID	Client ID/Secret, Issuer, Environment, Group
   APIKEY	API Key, Environment, Group

   where:

   • ClientID/Secret is the application registered in the Azure Active Directory server that is used to request an access token.
   • Tenant is the name of the Azure Active Directory server that is used to populate the AAD URL to request access token.
   • Environment is the target B2C platform name that is used to populate the scope of the access token.
   • Group is the name of a user group.
   • Issuer is the external IDP issuer URI server that is used to request the access token.
   • APIKey is the organization API Key that was generated in the ISW platform.

   For Non-Platform systems:

   Authentication type	Required fields
   Longview	Username, Password
   SSO	Client ID/Secret, Scope

   where:

   • ClientID/Secret is the Client ID set in the OAuth flow of your IDP to create the Longview session with. The Client ID must exist in the Longview Database as a third-party user.
   • Scope is the value configured in the IDP application, if the IDP application and Longview SSO Service has been configured to use a scope. If the application does not use scope then use "''.
4. Select Save to store the credentials, or Cancel to discard your changes.

Note: If credentials are not configured, a warning is displayed on the Self-Service Scheduler page.

Creating a scheduled task

1. Select Add Task.

2. On the General tab:

   

   • Enter a Name for the task.

   • Select the Procedure to execute.

     Note: This list is populated from the procedures located in the CustomFolder/lv_af/scheduledtasks directory on the application server.

   • Parameters (optional) - When creating or editing a scheduled task, you can optionally define parameters to pass values to the procedure when the task runs. For each parameter, specify a parameter Key and value. A scheduled task can be configured with up to nine parameters.

   3. Select the Scheduling tab.

   

   4. From Schedule type, select the required scheduling option and configure the associated scheduling details. The available schedule types are:

• Daily
• Every N minutes
• Every N hours
• Specific weekdays
• Specific months

1. Daily - Specify the following: 
   • Hour – The hour of the day when the task will run
   • Minute – The minute within the selected hour when the task will run.
   • Time zone – The time zone used to determine the task execution time.
   • Repeat within the scheduled run (Optional) – Enables the task to run repeatedly within the same scheduled run based on the configured interval.
2. Every N minutes - Specify the interval value to define at what minute intervals the task runs. For example, an interval of 1 runs the task every minute (at :00, :01, :02, etc.). An interval of 3 runs the task at :03, :06, :09, and so on.
3. Every N hours - Specify the interval value to define at what hour intervals the task runs.
4. Specific weekdays - Configure the following:
   • Select one or more weekdays on which the task should run.
   • Specify the Hour and Minute for the scheduled run.
   • Select the required Time zone.
   • Select Repeat within the scheduled run (Optional) to configure additional recurring executions after the scheduled start time.
5. Specific months - Configure the following:
   • Select one or more months during which the task should run.

   • Choose one of the following scheduling options:

     • On day # – Specify the Day of the month on which the task should run.
     • On the Nth weekday – Specify the Week (for example, 1st, 2nd, 3rd, 4th, or Last) and the Weekday (for example, Monday, Tuesday, or Friday) on which the task should run.
   • Specify the Hour and Minute for the scheduled run.
   • Select the required Time zone.
   • Select Repeat within the scheduled run (Optional) to configure additional recurring executions after the scheduled start time.

5. Review the schedule summary displayed at the bottom of the dialog to verify the configured schedule before saving.

6. Select Save to create the scheduled task or select Cancel to discard the changes.

The new task is added to the scheduler and is available to run according to the configured schedule immediately.

Viewing scheduled tasks

The Scheduling page displays all configured scheduled tasks.

Search in Scheduling

Use the Search field to locate tasks by name.

Refresh button

Select Refresh to retrieve the latest task information from the server, including changes made by other users or external tools.

Editing a scheduled task

1. Locate the task in the Scheduling list.
2. Select Edit from the task's Actions menu.
3. Modify the task details.
4. Select Save.

The updated settings are applied to future executions of the task.

Enabling or disabling a scheduled task

You can temporarily prevent a scheduled task from running without deleting it.

1. Locate the task in the Scheduling list.
2. Select Enable or Disable from the task's Actions menu.

A disabled task remains in the scheduler and can be enabled again at any time.

Deleting scheduled tasks

You can delete a single task or multiple selected tasks.

• To delete a single task, locate it in the Scheduling list, select Delete from the Actions menu, and confirm the deletion.
• To delete multiple tasks, select the check boxes for the tasks you want to remove.
  • To select all tasks in the list, select the check box in the table header. After selecting one or more tasks, the Delete button becomes available in the toolbar. Select Delete, and then confirm the deletion.

  Deleted tasks are permanently removed from the scheduler.