Maintaining Schedules

Maintaining a schedule allows you to edit schedule properties or delete the schedule when it is no longer needed. If a schedule contains properties that you want to use in a new schedule, the duplicate or copy option creates a template with those properties for the new schedule. You can also check the status of a schedule and run a log report to obtain detailed information about the schedule.

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About Maintaining a Schedule in the Basic Scheduling Tool

As a user with the ability to access the Basic Scheduling tool, you can perform various maintenance functions on the schedules you are authorized to access.

If you right-click a schedule in the tree, the options shown in the following image are available.

Note: The options shown are dependent on your security effective policy.

repository

Edit

Allows you to open and edit an existing schedule.

Run

Runs the schedule.

View Log

Allows you to view a log report for one or more selected schedules.

Duplicate

Creates a new schedule with the same properties in the same folder. The new schedule is disabled automatically, because it is a duplicate of an existing schedule.

Cut

Allows you to move the schedule from the original folder to a target folder using the Paste operation.

Copy

Allows you to create a new schedule by copying an existing schedule.

Create Shortcut

Allows you to create a shortcut to the schedule.

Delete

Deletes the existing schedule.

Change Title

Allows you to rename the schedule.

Publish and Unpublish

An owner of a schedule can make a schedule available to other members of the top-level folder in which the schedule resides. The schedule owner remains the execution ID. The following table describes the shortcut menu options permitted to the different groups associated with a top-level folder.

 

Basic

Advanced

Developer

Group Administrator

Manager

Run

View Log

Edit

Publish/Unpublish

Security

Hide/Show

Copy/Duplicate

Properties

Change Title

Delete

Note: The default setting is Unpublish.

Hide and Show

Once an owner publishes a schedule, they can elect to Hide the schedule from groups not authorized to create content in the folder. To hide or show a schedule, right-click on a schedule and select the Hide or Show option.

Note: The default setting is Show.

Share

Allows you to share the selected schedule. You can subsequently Unshare the schedule via the same menu.

Share with

Allows you to specify the groups and users with whom you want to share the selected schedule.

Unshare

Allows you to remove sharing on a shared schedule. This option only displays if you have previously shared the schedule.

Security

Allows you to view and modify the ownership of the schedule. Options include: Rules, Rules on this Resource, and Effective Policy.

Properties

Allows you to view properties of the schedule, as well as modify title and summary information. You can also change the name of a schedule using the Properties dialog box. In addition, you can access Security features, including Owner and Sharing.

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Editing a Schedule in the Basic Scheduling Tool

How to:

From the tree, you can edit the schedules you are authorized to access.

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Procedure: How to Edit a Schedule in the Basic Scheduling Tool
  1. Right-click the schedule you want to edit and select Edit.
  2. Make the required changes to the schedule. For details on the Basic Scheduling tool options, see Creating a Schedule in the Basic Scheduling Tool.
  3. Click Save & Close.
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Reference: Considerations When Editing a Schedule in the Basic Scheduling Tool
  • When you open a schedule that uses unavailable options, such as a distribution method, information is displayed that describes the change or changes that you must make for the schedule to use available options. Changes to the schedule cannot be saved until the schedule uses available options.
  • If you selected Run once for the run interval, the schedule runs immediately unless you change the Start Time to a time later than the current time. All other run intervals run at the next primary run-time interval of the schedule.
  • You must save your changes in order to be able to run from within the scheduling tool.
  • If you want your selected schedule or schedules to run immediately, click Run.
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Copying a Schedule in the Basic Scheduling Tool

How to:

For your convenience, you can copy an existing schedule for use as a template to create a new schedule. The copied schedule is created disabled because it is a duplicate schedule.

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Procedure: How to Copy a Schedule in the Basic Scheduling Tool

Note: The cut, copy, and paste options display when you are authorized to use these options.

  1. From the tree, right-click the schedule you want to copy and select Copy.
  2. Right-click the folder you wish to copy the schedule into and select Paste.
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Deleting a Schedule in the Basic Scheduling Tool

How to:

From the tree, you can delete schedules using the following procedure.

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Procedure: How to Delete a Schedule in the Basic Scheduling Tool

Note that the Delete option displays when you are authorized to delete the selected schedule.

  1. Right-click the schedule you want to delete and select Delete.

    Note: To select multiple schedules, use the Shift key and Control (Ctrl) key as in a standard Windows interface. A message appears asking to confirm if you want to delete the selected schedules.

  2. Click OK to delete the schedule or schedules.
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Sharing Schedules

How to:

The owner of a schedule that is located in a My Content folder can share that schedule with other users.

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Procedure: How to Share Schedules

From the tree, you can share one or more schedules by performing the following steps.

  1. In the tree, select one or more Schedules that you want to share.
  2. Right-click the selected schedule or schedules and select Share.

    If you are a group administrator or user with the share schedule privilege, the schedule or schedules are shared. The Schedule icon changes to denote that it is shared.

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Procedure: How to Share Schedules With Specific Groups or Users

From the tree, you can specify the groups or users with whom you want to share the selected schedule or schedules.

  1. In the tree, select one or more schedules that you want to share.
  2. Right-click the selected schedule or schedules and select Share with.

    Set Sharing dialog box

  3. Use the left and right arrow buttons to select which Groups will have access to Schedules.
  4. Use the left and right arrow buttons to select which Users will have access to Schedules.
  5. Click OK.
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Publishing Schedules

How to:

A published schedule is visible to all users with access to the folder in which it resides. The shortcut menu options that appear on the schedule depend upon the privileges of the user that is signed in. For example, a user with the Run privilege is able to run the published schedule. When a published schedule runs, it runs as the creator of the schedule and not as the signed in user that initiated the run.

Note: A published schedule runs as the creator of the schedule. A user that is allowed to edit a published schedule may make a change to the schedule that the creator of the schedule is not permitted to make. In this case, the schedule will fail at run time. For example, a user may change the Distribution List used in the schedule to a private Distribution List that is not available to the creator of the schedule. When the changed schedule runs, it will fail due to inability of the creator to retrieve the Distribution List from the WebFOCUS Repository.

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Procedure: How to Publish a Schedule

From the tree, you can publish a schedule by performing the following steps.

  1. In the tree, select a schedule that you want to publish.
  2. Right-click the selected schedule and select Publish.

    The schedule is published.


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