Scheduler

The Scheduler module lists all existing schedules and their current status. A schedule automates the execution of one or more extractions based on a defined frequency and action type. The extraction associated with a schedule must be active for the schedule to run successfully.

To refresh the schedule list, select Refresh in the upper-right corner of the page.

tip

Once the extraction is added, you can access the Scheduler page directly by selecting the hyperlink in the Next Run column of the Extractions page.

Schedule actions

Scheduler	Description
Truncate and Load	Replaces all data in the destination with the current data from the source.
Load	Loads all data from the source without truncating the destination (Migration extractions only).
Incremental Load	Retrieves only records that changed since the last run and updates their corresponding records in the destination.
Process Deleted Records	Deletes records from the destination if they no longer exist in the source. This is based on the maximum number of days defined in the validation logic.

Add a schedule

1. From the welcome screen or left navigation pane, select Scheduler.
2. Click New.
3. Enter a name and complete the Job Details settings.
4. Configure the schedule frequency.
5. (Optional) Set advanced expiration settings.
6. Click Save.

Job Details settings

Setting	Description
Description	Enter a name for the schedule.
Action	Select the operation to perform.
Extraction	Select the extractions to be executed by the schedule.
Quantity of Days	Specifies the number of days to consider when comparing records for deletion. This field is only available if the action is Process Deleted Records.
Active	Activate or deactivate the schedule. Inactive schedules will not run until reactivated.

Schedule frequency settings

Setting	Description
Once	Delivers the visualization once based on your settings. Start On – Choose the specific date for delivery. At / From – Choose a fixed time (At) or a time range (From…until) with defined delivery intervals (in minutes).
Daily	Delivers the visualization on a daily basis based on your settings. Start On – Choose the specific date for delivery. At / From – Choose a fixed time (At) or a time range (From…until) with defined delivery intervals (in minutes). Recur every X days – Set the number of days (1–31) between deliveries, for example, every 20th day.
Weekly	Delivers the visualization on a weekly basis based on your settings. Start On – Choose the specific date for delivery. At / From – Choose a fixed time (At) or a time range (From…until) with defined delivery intervals (in minutes). Recur every X weeks on – Choose how many weeks (1–52) between deliveries and the specific day(s) of the week to receive it. You can also enable the Everyday toggle for daily delivery.
Monthly	Delivers the visualization on a monthly basis based on your settings. Start On – Choose the specific date for delivery. At / From – Choose a fixed time (At) or a time range (From…until) with defined delivery intervals (in minutes). Months – Select specific months for delivery or enable the Every Month toggle. Days / On – Choose a specific day of the month for delivery or enable the Everyday toggle for daily delivery. Alternatively, you can use the On option to specify the First, Second, Third, Fourth, or Last occurrence of a particular weekday. Multiple occurrences can be selected.

Advanced settings

For the Daily, Weekly, and Monthly options, you can set an expiration date and time to stop receiving visualizations from this subscription.

Edit a schedule

1. In the Scheduler page, select a schedule from the list.
2. Click the pencil icon in the upper-right corner.
3. Make the required changes.
4. Click Save.

Delete a schedule

1. In the Scheduler page, select a schedule from the list.
2. Click the trash icon in the upper-right corner.
3. In the confirmation dialog, click Confirm.