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Table Import Scheduling

Distributor steps for scheduling a table import to run automatically in Encompass using Import Projects and the Table Import Wizard's Import Scheduling tab. Import must use a report, mailbox or EDBL client.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Pre-Conditions

  • The Table Import will need to be based on a Report, Mailbox, or EDBL Client.
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Steps

How to Schedule an Import
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Import Routines are scheduled through an Import Project. An Import Project can hold multiple Import Routines. Use an existing Import Project and Schedule or create a new one.
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1. Navigate to the Import Projects Table
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2. Click Add Import Projects
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3. Name the Import Project
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4. Click Add Record
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5. Navigate to you Import Routine and open the Table Import Wizard
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6. Select the Import Scheduling tab
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7. Select an ImportProject
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8. Choose an existing schedule or click New Schedule
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9. Enter values to all required and applicable optional fields displayed under the Settings form
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10. Click Save Changes

Fields And Definitions

  • *Schedule Name - Descriptive name of the frequency, reason for import, etc.
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  • *Frequency - How often the Import Routine will run (Daily, Weekly, Monthly)
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  • Repeat Every Minutes - How many minutes the Import Routine will attempt to run within the set run times (For example: If set to 15 minutes and run time is 1 hour, the import routine will run 4 times)
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  • Start Time - When the Import Routine will run for the first time
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  • End Time - When the Import Routine will stop running (If the Repeat Every Minutes is longer than the duration between the Start and End Time, the Import Routine will only run once)
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  • *Next Run Time - The date the Import Project/Routine will run
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  • *Run Permission - The permission required to manually run the import outside of the schedule

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