Managing Schedules

Introduction

Once a Schedule has been created using the Importing Activity, it can be managed in the Schedule Management Activity.

A schedule represents an importing or reporting configuration that has previously been setup to run either as a single instance or on an ongoing periodic basis.

All schedules will show in the list, and they will either be to import consumption data (e.g. half hourly profiles) or to run a report.

The Activity has three sections:

  • Schedule List - a list of all the schedules that exist
  • Schedule Log - a log in time and date order which shows the latest activity relating to each of the schedules
  • Running Schedules - a view of the schedules that are currently in progress

For each Schedule in the list, you can:

  • Edit
  • Delete
  • View Schedule
  • Run
  • View the Run History

Opening Schedule Management

To open the Activity:

  • Click on the Schedule Management Activity

         


         

Schedule List section

This section shows a series of information in the columns on the screen:

  • The name of the Schedule
  • The date the schedule last ran
  • The date the schedule is due to run next 
  • The type which represents how frequently the schedule has been configured to run, e.g. Daily or Monthly
  • The status of the last Run
  • Whether the Schedule is Active
  • Whether the Schedule has an end date at which point it will stop running

        


There are 7 columns available.  These can be added/hidden by clicking on the downward arrow on the Column Header > clicking Columns and ticking or unticking


List Options

There are three options at the top of the Activity:

  • Include run once?  -  tick to include Schedules there were only set to run once (for instance, when running a Report to the Document Library as a one of action)
  • Include inactive? - tick to include Schedules that have been disabled (for instance, a Report that is no longer required)
  • Run History - Highlight a schedule to view the run history which shows information about the last 6 months of processing completed by the schedule. It will show each of times/dates the schedule has run and details of any failures to help diagnose any problems where the schedule has not run successfully.


Right Click Options

Right click on a Schedule, and you have the following options:

  • Edit
  • Delete Item
  • Show Schedule
  • Run Now
  • Run History

         

Each of these options are explained in more detail below:

Edit

  • Right click
  • Click Edit

This allows you to view/edit the details of the Schedule such as  the Name, Description, Configuration, Email Address, File Format, etc. 

  • If any changes are made, click OK

alternatively

  • Click Cancel to return to the Schedule Management Activity

Delete

  • Right click
  • Click Delete

This will delete the Schedule are remove it from the list.

Please note that deleting a Schedule will also remove all run history information. If you want to maintain a history of information for a period of time, set the status to "Inactive".

View Schedule

  • Right click
  • Click Show Schedule

This will show the next 25 occurrences that are due to be triggered for the schedule - it will show the date and time of each one.

  • Click OK to return to the Schedule Management Activity

Run Now

  • Right click
  • Click Run Now

This is a manual override to run the Schedule (ahead of the next date and time it is automatically due to run).  For example, you may have a Schedule to import your Half Hourly data.  The schedule is set to collect the data on the 1st of the month, but the data hadn't wasn't sent to the email account until the 2nd.  Instead of waiting for Sigma to import it the following month, click Run Now and the Schedule will be run immediately.

View the Run History

  • Right click
  • Click Run History

This will open the Run History for Schedule Editor showing a list of each time the Schedule has run in the last six months.

         

See below for more details.

Available Columns

There are 16 columns available. 

These can be added/hidden by clicking on the downward arrow on the Column Header > clicking Columns and ticking or unticking

  • Importer
  • Run Start Date
  • Run End Date
  • Duration
  • Error Log
  • Schedule Status
  • Item Type
  • File Transfer Duration
  • File Transfer End Time
  • Data Store Duration
  • Total Files
  • Failed Files
  • Successfully Loaded Files
  • Partially Loaded Files
  • Duplicate Files
  • Total File Size

Run History

Once you have opened the Run History for Schedule Editor, you have 5 options:

  • Filter
  • Refresh
  • Run Details
  • Download Error 
  • Log
  • Export

         

Filter  

  • Click Filter to show filter boxes at the top of columns on the screen
  • Start to type a word and the filter will start working.  For example, if you put an Y in the Error Log filter, you will only see Runs that have had an error

        

Refresh 

  • Click Refresh to refresh the popup

Run Details  

If the Schedule has been successful:

  • Select a line and click Run Details to show the Run Details pop up

        


Again, there is a Filter and a Refresh button.

Diagnostics  

This will give you detailed information about the execution of the schedule showing you the content of the import file and if there were any issues encountered, an explanation of what hasn't worked and why.

There are four status options:

  • Success  -  if all data in the file loaded as expected
  • Failed  -  if no data could be loaded
  • Partial  -  if some, but not all of the data was imported
  • Duplicate  -  if exactly the same file has already been loaded (same name and contents)


  • Highlight the line
  • Click Diagnostics to see a breakdown of the content of the file

         

Each line details the:

  • Item Name (for example the Channel name)
  • Item Type (e.g. PeriodicHFDChannel)
  • Earliest Datetime - the earliest date and time for any data relating to the applicable item in the file
  • Latest Datetime - the latest date and time for any data relating to the applicable item in the file
  • Site Name that the applicable Item is associated with 
  • Status of the schedule processing for the particular item


  • Click  to open the Item Editor for the applicable item (e.g. the Channel Editor)
  • Click  to export the data
  • Click Cancel, and Cancel again  to return to the Run History

Download Error Log  

If a Schedule has not been successful, i.e. in the Schedule Status it shows as Failure, you can see the details of the failure by clicking on Download Error Log.

  • Highlight the line
  • Click Download Error Log

A text file will be downloaded via the browser which will show the reason for the error.

For example, where the authentication credentials setup against the schedule, an error message like the following might be dispayed:

If it is not clear what has caused the failure, then please contact the Sigma Support Helpdesk, who will be happy to help you further with the investigation.

Export 

  • Click Export to export the list to Excel

Schedule Log section

The Schedule Log section will show details of the last Schedules run, giving the time, and message details

         

Running Schedules section

The Running Schedules section will show any Schedules that are currently running.