Document Scheduling

You can schedule all segment documents for processing using the Schedule options in the Document Information window. The options enable you to specify the date and time at which you want the segment document to be processed, and to recur at specified intervals.

This functionality would typically be used in conjunction with export tools like Export to File, Export Grids to Excel, and Export to File so that you can effectively batch process the output of segment document to the Document Store, FTP server, or to database file at a convenient time. For example, you might want to schedule this for the early hours of the morning when it is unlikely that there will be users logged into the system.

Procedure

1. Click the Document Information Symbol at the top of the segment document to display the Document Info window.
2. Select the Schedule tab.

The document scheduler window is displayed.

3. Check the Enable Schedule check box.
4. Enter a start date or select the required date using the calendar chooser.
5. Enter a start time or click the clock icon to select a time from a drop-down menu.
6. If you want the schedule to occur on a regular basis, do the following:
   1. Check the Reoccurs check box then select the rate at which you want the schedule to occur, for example Hourly, Daily, Weekly and so on.

      

   2. If you do not want to specify an end date for the schedule, check Recurrence has no end interval. Otherwise check End recurrence after then specify the number of occurrences after which you want the schedule to end in the field provided.
7. To save the results of your scheduled document check the Saved Results check box.

Checking this means that if the documents contains reports, for example a crosstabulation grid, that are used elsewhere, for example on a dashboard, the reports update with the result of the saved document. These documents can be scheduled to run, using the information above, immediately after the dataload, meaning that users will not have to recalculate the dashboard to see the updated results.

8. Click Apply Changes.

The specified schedule is applied and calendar icon is displayed in the document title bar, which you can hover the mouse over to view the schedule details.

When the document is saved, a icon will be displayed in the Schedule column of the Document Explorer to indicate that the document has been scheduled. If you click on the icon in the top right corner of the Document Explorer screen, the preview window will be displayed showing the scheduling information.

• Segments
  • Creating Segments
  • Document Scheduling
  • Scheduled Document Ownership
  • User Selection
  • Segmentation Tools
  • Sampling Tools
  • Sorting and Grouping tools