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
  • PhixFlow opens a new Analysis Task Details form on the left of the task plan form. 
    • Enter the Name: Run Customer Summary by Region
    • Press  Apply
    • Go to the Streams section and press  Show the list of Streams
    • On the right, PhixFlow displays the list of streams in the repository
    • Find the stream Customer Summary by Region and drag it into the list of streams in the form.
      
    • Press  to save and close the Analysis Task Details form
• 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
• PhixFlow displays a Schedule section.
  You need to enter values that will run the task plan 2 or 3 minutes from now.
  For day, month and year fields you will use wildcard characters * and ?. Enter:
  
  • Seconds: 0
  • Minutes: mm
    where mm is 2 or 3 minutes from now. For example, if the time is now 11:41 am, enter 43.
  • Hours: hh
    where hh is the current hour. For example, if the time is now 11:41 am, enter 11.
  • Day of Month: *
  • Month: *
  • Day of Week: ?
  • Year: *
• Press 
• Wait for your task plan to start under its schedule