Scheduling a data import from ADINTERFACE
Prerequisite
- Access to the Tool > Import > Scheduling (CM017) menu.
Introduction
The Configuration component provides a menu in which it is possible to schedule data imports into the SoftExpert Suite components.
The scheduling will only execute its actions on the data populated in the ADINTERFACE table.
• The ADINTERFACE table stores all import records for future use. It can be fed in different ways: directly through the database, in which information is inserted by third-party systems; through automatic imports from the "import" directory; or also through the import of XLS/XLSX files, which can be uploaded directly by the user through the Import > Tracking (CM015) menu.
• Refer to the Tracking data import article for more information on the precautions necessary to create the import spreadsheet.
• More details about import options can be found in the SoftExpert Suite - Integration guide document.
See how to schedule an import:
Scheduling a data import
Additonal scheduling information
General
Frequency: select how often the scheduling will be executed.
- No recurrence: the scheduling will be executed only once, that is, it will not repeat.
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Hour(s)/Minute(s): the scheduling will be executed at intervals of hours or minutes. Enter the desired interval in the every _ hh:mm field. For example: every 01:15, every 00:30, every 03:00, etc.
It is not possible to select a period shorter than 15 minutes for the scheduling.
- Daily: the scheduling will be executed at intervals of days. Enter the desired interval in the every _ day(s), field. For example: every 2 days, every 5 days, etc.
- Weekly: the scheduling will be executed on specific days of the week. In the Week days field, check the days on which the scheduling must be executed. For example: every Monday, Wednesday, and Friday.
- Monthly: the scheduling will be executed in certain months of the year. In the Months field, check the desired months in which the scheduling must be executed. For example: March, June, September, and November.
End of recurrence: select how the scheduling execution will end.
- No end date: the recurrence of the scheduling execution will have no defined end.
- Ends after: the scheduling execution ends after a certain number of occurrences. In the Occurrences field, enter the limit number of occurrences for the scheduling execution.
- Ends on: the scheduling execution ends on a certain date. In the Date field, select the day, month, and year when the scheduling execution will end.
If the Delete after finishing scheduling option is not checked, the scheduling record will not be deleted after its execution ends and will be shown on the list of records.
Import type
Refer to the Integration guide document to see a detailed description of each import template, its configurations, and the operation performed through it.
Check the Remove successfully executed imports option so that, if the import is successfully completed, its corresponding records are not shown in the Import > Tracking (CM015), Import > Scheduling (CM017), and Monitoring > Scheduling (CM019) menus. If this option is not selected, the records will remain visible, even after a successful import.
The file to be imported must be located in the SE_SUITE_HOME > Web > Import directory. For customers using SoftExpert Hosting, refer to the Configuring Amazon Console Home section.
Notified user
Notify: select one of the options to define the e-mail addressees.
- Department: users from a certain department of the organization will be the addressees.
- Position: users holding a certain position in the organization will be the addressees.
- Department/Position: users from a certain department of the organization and holding a specific position will be the addressees.
- User: a specific user will be the addressee.
- Team: the members of a team created in the system will be the e-mail addressees.
History
This tab displays the scheduling execution log. Use the Status, Start date, and End date fields to filter the log records.
The execution follows the recurrence frequency configured in the General tab.
The side toolbar has the following buttons available:
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Click on this button to view the generated error log. Select the desired record before clicking on this button. |
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Click on this button to see the description of the possible situations for the execution referring to the sending of the report by e-mail. |
If the Request user countersign when performing critical operations in the components option is enabled in the Authentication (CM008) menu, when saving the scheduling configuration, the system will ask for the logged user's countersign.
Conclusion
All done! Now you know how to schedule data import into the system.