Configure Scheduling

As an Admin, you can configure the settings necessary to enable the Scheduling feature to work on your system.

Schedule Publication Roles and Permissions

Before you begin scheduling your publication,, make sure that you've the necessary permission and that you've configured the scheduling options from System Administration.

You can create a schedule:
  • If you are a BI Admin or an Admin. By default, these roles come with the Schedule Publication permission.

  • If the Schedule Publication permission has been assigned to a custom role created.

  • If you have a Copy or Edit permission to a story once the Schedule Publication permission is given.

Caution

When a user is deleted, all schedules created and owned by the user will be deleted.

Scheduling-Related Permission

Permission Description
Create To create a schedule and view or edit the schedule you have created.
Manage To view and modify any schedule that is available in a tenant.
Note
As a prerequisite, the user should have Manage permission on Public and Private files.
Note

Typically, your schedule will run within 4 to 6 hours. For a story based on live data, the time to run a schedule varies based on the complexity of the query and the time it takes to run the query on the remote system. If you do not receive the publications within 24 hours, please contact SAP Product Support.

Assigning Schedule Publication Permission

To view or assign the schedule publication permission to a role, follow the steps below:

  1. From the (Main Menu), select Start of the navigation path Security Next navigation step  RolesEnd of the navigation path.

  2. Select the role to which you want to assign the scheduling permission.

  3. Navigate to the Schedule Publication permission or type in Schedule Publication in the search bar at the top right corner.

  4. Select the required permission and click (Save).

Note

You can also assign Schedule Publication permission to custom roles. To create custom roles, see Create Custom Roles.

Modifying Schedule Publication Settings

From the (Main Menu) Start of the navigation pathSystem Next navigation step Administration Next navigation step End of the navigation path, you can enable or disable the scheduling option completely, or enable or disable the option of scheduling and sharing publications with non-SAP Analytics Cloud users.

Note

Schedules of stories based on live connections will always run with the user credentials corresponding to the live connection.

Configuring Scheduling

  1. From Start of the navigation pathSystem Next navigation step AdministrationEnd of the navigation path, navigate to the System Configuration tab.

  2. Switch on the Allow Schedule Publication toggle.
Note

If you want to schedule and share your publications with non-SAP Analytics Cloud recipients, turn on the Allow Schedule Publication for non-SAC users.

Scheduling Publication Based on Imported Data Sources

Scheduling Publication Based on Live Connections

In addition to switching on the Allow Schedule Publication toggle, complete the configuration information provided in this section to schedule stories based on live connections.

  1. Enable the Allow live data to leave my network switch from Start of the navigation pathSystem Next navigation step Administration Next navigation step Data Source ConfigurationEnd of the navigation path. For details, see Configure System Settings.

  2. Edit the Connections set up for the corresponding story, and from the Advanced Features section, select the Let users set up a schedule for publishing stories option.

    For details on setting up live data connections, see Live Data Connections Advanced Features Using the SAPCP Cloud Connector.

Note

Typically, your schedule will run within 4 to 6 hours. For a story based on live data, the time to run a schedule varies based on the complexity of the query and the time it takes to run the query on the remote system. If you don't receive the publications within 24 hours, contact SAP Product Support.

Managing Schedules Within a Tenant

The Manage permission on Schedule Publication allows you to view, modify, and delete the schedules available in a tenant.

This means you can access their schedules from your Calendar and change the details as per your requirement.

Prerequisite

You should have the Manage permission on Public and Private files to view the schedules of public or private stories.

Caution

If an Admin role deletes a user, all schedules created and owned by the user will be deleted.

Context
In SAP Analytics Cloud, you can create a schedule for publishing a story to users and teams of your choice. You can manage the schedules you've created from your calendar. With Manage permission on Schedule Publication, you can view, manage, and delete the schedules available in a tenant.
Note
The Manage permission allows you to manage schedules of stories and analytical applications only.
Let's understand the following scenarios.
  • Who should be assigned with the Manage permission on Schedule Publication and what can the assigned user do with this permission?
  • What happens when the user doesn't have Manage permission on Public or Private files?
Schedule Manager or Schedule Administrator
A user who is assigned with the Manage permission on Schedule Publication is known as the Schedule Manager or Schedule Administrator. With this permission, a Schedule Manager or Schedule Administrator can view the schedules available in a tenant from their Calendar.
Tip
When you're the manager of schedules available in a tenant, the List view provides a better view of the schedules.
When the manager selects a schedule from the Calendar, the Details pane appears and mentions that you're the manager of the schedule. As a manager, you can view the details specific to the selected schedule, modify the content in a few fields, or delete the schedule. The manager can edit the following fields.
  • Subject
  • Message
  • Time
However, the Schedule Manager cannot modify the Distribution section, File Type, and the option Include link to story.
Schedule Manager with or without Manage permission on Public or Private files

Let's understand what happens when the Schedule Manager doesn't have Manage permission on either Public or Private files, or both but has Manage permission on Schedule Publication.

Scenario

Let's assume a scenario where the schedule manager, Smith, wants to view a schedule that was created by a user, Jane, and he wants to modify the message in the schedule.

Schedule Manager with manage permission on Public and Private files

In this scenario, Smith is able to view the schedules that Jane had created for the publication that is owned by her and the one which is residing in the teams folder.

Schedule Manager with manage permission on Public files

In this scenario, Smith has Manage permission on Public files but not on Private files and the scheduled publication resides in a private folder that is owned by Jane. When Smith opens his calendar in SAP Analytics Cloud, he won't be able to view the schedule that Jane had created because Smith would require Manage permission on Private files to view the schedule for a publication owned by Jane.

Schedule Manager with manage permission on Private files

In this scenario, Smith has Manage permission on Private files but not on Public files and the publication, which Jane has scheduled, resides in a folder that is accessible to only her team members and Smith is not part of her team.
Note
A folder that is accessible to the team members only is categorized as Public files.

Now, when Smith opens his calendar in SAP Analytics Cloud, he won't be able to view the schedule that Jane had created. This happens due to lack of permissions. A schedule manager would require Manage permission on Public files to view the schedule for a publication residing in public folders such as any team folder, Sample, or Public.

Schedule Manager without manage permission on Public and Private files

In this scenario, Smith won't be able to view any schedules that are available in the tenant except the ones which he owns.

Licensing Information

For every 20 licenses of SAP Analytics Cloud, users within a tenant can create one publication (PDF) per hour. Similarly, for every 100 licenses, users can create five publications (PDFs) per hour. Hourly slots would be based on the Coordinated Universal Time (UTC).

Note

You'll need a minimum of 25 licenses to be able to create a schedule.

The following licenses within a tenant can be considered to arrive at the number of publications you can create per hour:
  • Planning Standard

  • Planning Professional

  • BI Concurrent

  • BI User

Note
You can check the maximum number of publications per hour that you can schedule based on your license under Start of the navigation pathSystem Next navigation step Monitor Next navigation step Overview Next navigation step Maximum number of Publications every one hourEnd of the navigation path.

For example, if the total number of licenses you own are as follows:

  • Planning Standard: 10

  • Planning Professional: 10

  • BI Concurrent: 80

  • BI User: 17

  • Analytics Hub: 20 (excluded)

The total number of licenses will be 117 and thus the total number of publications that can be scheduled in an hour would be six.

You can share the publication with any number of SAP Analytics Cloud users within the tenant and a maximum of three non-SAP Analytics Cloud users.