As an admin at the Wyn Enterprise portal, you can create and manage scheduled tasks using Schedule Templates. Schedule templates allow you to specify a recurring interval at which to run the task. Each schedule has a name, an optional description, and a list of roles that defines which users have permission to assign reports to it.

Once you add a shared schedule, all users in each role with the schedule permission can assign tasks to run on it.

To Add a New Template

1. On the Admin Portal, navigate to Configuration Settings >> Schedule Templates and click Add Template.

   
   

   
   

   
   

   
   

2. Add a Template Name, select the Document Type (Datasource, Dataset, Cached Model, Report, or Dashboard), and describe the template. Click the Create Template button to create the template.

   
   

   
   

   
   

3. The new template is added to the Schedule Templates section where you can edit the basic information, recurrence, and delivery settings of the template.

To Edit a Schedule Template

1. On the Admin Portal, navigate to the Schedule Templates section and select a scheduled template to edit. The template editor will open on the right side of the page.

   
   

   
   

   
   

   Note: Schedule Template settings for Datasource, Dataset, and Cached Models (Data Models) vary from the settings for Reports and Dashboards.

2. Under the Basic Information tab, you can modify the following properties of the scheduled template.

   • Assign Permission: Select the checkbox next to each role to allow users to schedule tasks.

   • Task history expiration time - Set an expiration time for the history of the scheduled task.

   Note: Task history expiration time and Assign Permission options are available for the Schedule Templates of Reports and Dashboards only.

3. Under the Recurrence tab, you can schedule a task for reports, dashboards, data sources, datasets, and data models as described below,

   
   

   For Reports and Dashboards - In this instance, the Daily option is selected.

   (i) Select a daily or monthly frequency to repeat the task. For Daily, you can also select the weekdays to run the task on.

   (ii) To set the frequency of the scheduled task, select either At or Every (Hours or Minutes) option to run the task at a specified time or hourly intervals.

   Note: From Version 6.1 of Wyn enterprise application, the minimum recurrence frequency supported by scheduled tasks is 5 minutes instead of 1 second as it was in earlier versions. However, tasks created in versions before 6.1 with a recurrence frequency of less than 5 min will continue to work at the recurrence frequency set earlier.

   (iii) Set the Start and End time of the scheduled task.

   (iv) Click the Save button to save the changes.

   
   

   
   

   
   

   Add Execution Time Range option allows to specify the time range for daily recurring tasks within which the task should only execute. To select the time range:

• Select Daily for REPEAT and select Every hour(s) for the execution time.

• The Add Execution Time Range check box will appear.

  Select Add Execution Time Range, the Start Time and End Time selectors will appear to select the time range during which the task is executed in a day.

• The default value of Start Time is "12:00 AM".

• The default value of End Time is "11:59 PM"

• After adding the execution time range, the description of the execution time range will be displayed in the task description.

  
  

  
  

  
  

  There are two ways to modify the Start Time and End Time:

  • Selection box

  • Input text

    
    

    
    

    
    

    The Start Time and End Time must have a value.

    
    

    For Datasource, Datasets, and Cached Models - Scheduled tasks can run once or at hourly or 5-minute intervals.

    
    

    (i) Select a daily or monthly frequency to repeat the task. For Daily, you can select the weekdays to run the task on.

    (ii) To set the frequency of the scheduled task, select either At or Every (Hours or Minutes) option to run the task at a specified time or hourly intervals.

    (iii) Set the Start and End time of the scheduled task.

    (iv) Click the Save button to save the changes.

    
    

    
    

    
    

  Note: For the Monthly option, we can set the frequency of monthly repetition under the Every option and select one of the three ON options to set the day or date to repeat the scheduled task.

Add Execution Time Range option allows to specify the time range for daily recurring tasks within which the task should only execute. To select the time range:

Add Execution Time Range option allows to specify the time range for daily recurring tasks within which the task should only execute. To select the time range:

Add Execution Time Range option allows to specify the time range for daily recurring tasks within which the task should only execute. To select the time range:

Add Execution Time Range option allows to specify the time range for daily recurring tasks within which the task should only execute. To select the time range:

Add Execution Time Range option allows to specify the time range for daily recurring tasks within which the task should only execute. To select the time range:

Add Execution Time Range option allows to specify the time range for daily recurring tasks within which the task should only execute. To select the time range:

Add Execution Time Range option allows to specify the time range for daily recurring tasks within which the task should only execute. To select the time range:

• Select Daily for REPEAT and select Every hour(s) or **Every minute(s)**for the execution time.

• The Add Execution Time Range check box will appear.

  Select Add Execution Time Range, the Start Time and End Time selectors will appear to select the time range during which the task is executed in a day.

• The default value of Start Time is "12:00 AM".

• The default value of End Time is "11:59 PM"

• After adding the execution time range, the description of the execution time range will be displayed in the task description.

  
  

  
  

  
  

  There are two ways to modify the Start Time and End Time:

  • Selection box

  • Input text

    
    

    
    

    
    

    The Start Time and End Time must have a value.

Please note the following for Add Execution Time Range:

1. When the start time and end time are set incorrectly, the Create Task button cannot be clicked. Requirements for correct execution time range setting:

   • The start time and end time cannot be empty.

   • The time should be correct, and the format should be "hh: mm AM”.

   • The start time must be earlier than the end time.

2. If there is an Execution Time Range in the task template when creating the task by this template, the Execution Time Range information of the template will be displayed in the description of the task. The description is the same as the description of the Execution Time Range on the daily schedule task.

3. When creating tasks for reports, dashboards, cached models, cached datasets, data sources (Excel data source can support tasks), and creating schedule templates, if the user selects REPEAT as Daily, the user is allowed to add the Execution Time Range on the day.

4. Under the Delivery tab, modify the delivery options of the scheduled template. See various delivery options illustrated in this table.

   
   

   (i) Delivery: Select one of the following options from the drop-down list: Email, Local Storage, File Share, or External Storage.

   
   

   
   

   
   

   (ii) Export Format for the Report template: Select one of the following options from the drop-down list for the Report template: PDF, Excel, Word, CSV, HTML, Image, JSON, or TXT. You can set various parameters to the selected export file format.

   
   

   
   

   
   

   (iii) Export Format for the Dashboard template: Select one of the following options from the drop-down list: PDF, PNG, or PTT. You can configure the Security Settings when selecting the PDF Export Format.

   
   

   
   

   
   

   (iv) The Delivery tab is available for scheduled templates of Reports and Dashboards. For Dashboards, you can only use the Email delivery option.

   
   

   
   

   
   

5. The Referenced Documents tab shows the documents that are linked to the selected Schedule Template.

Delivery

For Dashboard Template

For Report Template