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. You can also 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

1. In the repository, find Task Plans. Right-click on Task Plans to display the pop-up menu.
2. Select  Add. PhixFlow opens a new task plan settings.
3. In Basic Settings, set:
   • Name: Run Customer Details Model
   • Enabled: tick
   • In the toolbar, click  Save.
4. In Tasks, click  Add and from the drop-down men, select Analysis Task. PhixFlow opens a new Analysis Task Details settings tab on the left of the task plan settings tab. 
   1. In the  Basic Settings section, set:
      • Name: Run Customer Summary by Region
      • Click  Save.
   2. In the Streams section, click  Streams to list the 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.
        
   3. Click  OK to save and close the analysis task details settings.
5. Back in the task plan settings, in the Send By Email section, set:
   
   • Email from: training@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

6. In the  Notification section, drag the user Train (the user you are currently logged in as) into the list of recipients.
7. In the settings toolbar, click  OK.
8. Right-click on your task plan and select Start. PhixFlow runs the task plan and sends an email to the selected user.
9. 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

1. Double-click your new task plan to open its settings.
2. In the Basic Settings section, set Scheduled: tick. PhixFlow displays a Schedule section. 
3. 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: *
4. Click  OK.
5. Wait for your task plan to start under its schedule.
6. In the task plan settings, remember to deselect "Enable" after it has run to avoid getting an email every day.