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By the end of this chapter you will be able to:

  • Set up tasks and task plans
  • Schedule task plans

Task plans allow you to set up collections of components to run at the same time – and to schedule when analysis will run on these models. In this exercise you will set up a simple task plan to run your model, and schedule it.

Creating Tasks and Task Plans

  • In the repository browser find Task Plans
  • Right click on the heading Task Plans and select Add Task Plan
  • In the task plan details form:
    • Enter the Name: Run Customer Details Model
    • Tick the flag Enabled
    • Press  - Apply
    • In the Tasks section of the form, press 
    • From the drop-down menu choose Analysis Task
    • In the Analysis Task Details form that pops up:
      • Enter the Name: Run Customer Summary by Region
      • Press Apply
      • Go to the Streams section
      • Open the model Introduction to Modelling
      • Find the stream Customer Summary by Region
    • Press  - Show the list of Streams
    • Find the stream Customer Summary by Region and drag it into the list of streams to be run by the task
    • Press 
  • In the main task plan details form go to the Send By Email tab
  • Enter the following:
    • Email from: system@PhixFlow.com
    • Subject Expression:
"Result of Run Customer Details Model at " + now()
    • Message Expression:
"Result of Run Customer Details Model at " + now() + ": Messages: " + 
_messages + "; Warnings: " + _warnings + "; Errors: " + _errors
  • Go to the Notification section
    • Drag the user Train (the user you are currently logged in as) into the list of recipients
  • In the main task plan details form press 
  • Right-click on your task plan and select Start
  • You will receive another email from the export of the customer summary, and an email with the status of the task plan run

Scheduling Task Plans

  • Double-click your new task plan to open the details form
  • In the Basic Settings section, tick the flag Scheduled
  • A Schedule section will appear
  • Enter the values:
    • Seconds: 0
    • Minutes: (2 or 3 minutes from now)
    • Hours: (the current hour)
    • Day of Month: *
    • Month: *
    • Day of Week: ?
    • Year: *
  • Press 
  • Wait for your task plan to start under its schedule
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