Appendix 2: Create a Task With Task Scheduler

Document packages or package groups can be shipped on a scheduled basis using the OneStream Task Scheduler. See Task Scheduler.

To create a task:

1. Click Create Scheduled Task .The New Task dialog box opens.

   

2. Click Task.

   

3. Enter the following details:

   • A task name and description.

   • A Start Date/Time that specifies when to run the task. If you do not specify a time, the current date and time are used.

   • A data management sequence. Scroll the list or find the sequence by entering the name in Filter.

     

   • Any parameters assigned to a sequence display. Add and modify parameter settings as needed to ensure parameters are valid so the job will run.

     

4. Click Schedule and specify these details:

   • Select One Time to run the task once given the time specified in Start/Date Time.

   • Select Minutes to consecutively run the task from 5 – 180 minutes. Set tasks to run during predetermined times by typing the start time in Time From, then typing when to stop in To:.

     Example: If a task is set to run every 30 minutes, starting at 2:30 pm and ending at 5:30 pm, the task runs fist at 2:30 pm, then every 30 minutes until 5:30 pm.

     NOTE: Calendar entries are created in the Calendar view even if they are outside the selected run time frame.

   • Daily: you can choose how many times it recurs.

   • Weekly: you can choose how many times it recurs and the days that it runs.

   • Monthly: you can choose how many times it recurs and the days that it runs.

   • Expire Date/Time: when and what time it should end.

   • Enabled: if checked to run.

   • Administration Enabled: if checked to run.

5. Click Advanced to set the number of times to retry a failed task. The maximum is three.

   

6. Click OK to add the task to the Grid View and the Calendar View.