Scheduling Saved Search Email Notifications


Concept


Steps:

  1. Begin by navigating to the Run Search Notification page.

     

    Click the Portal Administration link.

    Step 1
  2. Click the Run Search Notification link.

    Step 2
  3. You can run this report by searching for an existing run control ID or you can add a new value. Creating a run control ID that is relevant to the process may help you remember it for future use.

     

    Click the Add a New Value tab.

    Step 3
  4. Enter the desired information into the Run Control ID field. Enter

     a valid value
     e.g.
     "VP1"
    .

    Step 4
  5. Click the Add button.

    Step 5
  6. Use the Run Search Notification page to enter request parameters. These parameters will be used to define the processing rules and data to be included when the report or process is run.

     

    In this example, no additional request parameters are required to run this process so the page will be used to run the process.

     

    Step 6
  7. Click the Run button.

    Step 7
  8. Use the Process Scheduler Request page to enter or update parameters, such as server name and report or process output format.

     

    In this example, you will set process recurrence.

    Step 8
  9. Use the Recurrence field to specify the recurring time intervals for a process request to run. For instance, if you need to run the search notification process every weekday at 5 p.m., you would select the run recurrence definition of M-F at 5 pm to schedule this process to run at those times.

     

    Click the Recurrence list.

    Step 9
  10. Click the M-F at 5pm list item.

    Step 10
  11. Use the Type field to select the type of output you want to generate for this job. In this example, the default value is Web.

    Step 11
  12. Use the Format field to define the output format for the report. The values are dependent upon the process type you have selected. In this example, the default value is TXT.

    Step 12
  13. Click the OK button.

    Step 13
  14. The process is now running. Notice that your process has been assigned a process instance number. It is a good idea to make a note of the process instance number for future tracking.

    Step 14
  15. Now that you have used Process Scheduler to run your report, you will use Process Monitor to monitor the status of your report.

     

    You use Process Monitor to:

    • Check the status of your submitted process requests.

    • Cancel process requests that have been initiated or are currently processing.

    • Hold process requests that are queued, and queue process requests that you have put on hold.

     

    Click the Process Monitor link.

    Step 15
  16. Use the Process List page to view the status of submitted report and process requests.

    Step 16
  17. The current status of this process is queued. If you submitted this request before 5:00 p.m., then the process will remain queued until that time. In this example, the request was submitted after 5 p.m. and it will complete shortly.

     

    The process is finished running when it has a status of success. You will click the Refresh button after a few moments to update the run status. For processes that take longer to run, it is a good idea to continue other work while your process is being run in the background; there is no need to watch and wait.

    Step 17
  18. Click the Refresh button.

    Step 18
  19. This process has completed successfully.

     

    The next occurrence of this process will automatically be scheduled to occur at 5 p.m. on the next business day.

    Step 19

You have completed scheduling of saved search email notifications.

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