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.

To create a task:

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

   

2. Click Task.

   

3. Enter the following details:

   1. A task name and description.

   2. 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.

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

      

   4. 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:

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

   2. Select Minutes to recurringly 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:.

      For 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.

   3. Daily you can choose how many times it recurs.

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

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

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

   7. Enabled if checked to run.

   8. 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.