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Background documentationField Help for Data Import Monitor Scheduled Task Locate this document in the navigation structure

 

Scheduled tasks are automatic tasks that the system runs at specified intervals. Scheduled task types are provided by default. You can edit these default types but you cannot create new types.

The Data Import Monitor scheduled task type monitors a directory for new data uploads (CSV files) and automatically imports them.

The following provides help for some fields on the Scheduled Task page for the Data Import Monitor scheduled task.

Features

Advanced Configuration

On the Creating: Scheduled Task page, choose the Edit icon for Advanced Configuration Properties to edit the following fields:

Data Storage

Function

Description

Data Location

Select the location where the data is stored, either in a Local Directory or FTP. We recommend FTP.

Upload Directory

Enter the name of the directory that is actively monitored by the import daemon. All files here are assumed to be valid import files.

Queue Directory

Enter the name of the directory to which the daemon will move the data while it is being processed. The contents of this directory should not be touched.

Archive Directory

Enter the name of the directory to which the data will be moved for archival. When the daemon is finished importing, it will compress the data and move it to this directory.
FTP Information

This set of fields is displayed if you select FTP for Data Location.

Field

Description

Requires Authentication

If selected, an FTP user name and password must be provided in the fields that appear. Otherwise, an anonymous login is used.

FTP Host

Enter the host name or IP address of the FTP server. (FTP URLs are not supported.)

FTP User

Enter an FTP user name for authentication. This field appears only if Requires Authentication is selected.

FTP Password

Enter an FTP password for authentication. This field appears only if Requires Authentication is selected.

Remote Directory

Enter the name of the directory on the FTP server where the data is stored. It is relative to the ftp root.

Duplicate Data Strategy

Select the strategy to be used to avoid importing the same data multiple times. Choose one of the following options:

  • Always import data that exist on ftp server:

    Any data found on the FTP server is imported. The import task will leave the data on the FTP server when it is complete. If the data is there during the next check, it will be imported again.

  • Delete data from ftp server after downloading:

    The importer will delete the data from the FTP server after it has been imported. The FTP administrator is responsible for granting delete permissions.

  • Keep track of ftp data and only download it once:

    The importer will keep a record of all data that is imported and only re-import data from the FTP server if its timestamp or file size changes.
Notification

Function

Description

Receipt Notice Type

Indicate whether and how a notification should be sent when new data arrives for processing. You can select None, Desktop Alert, or E-mail.

Completion Notice Type

Indicate whether and how notification should be sent when the import process completes. You can select None, Desktop Alert, or E-mail.

Notification User

Choose Lookup to select the user to send a receipt notice or completion notice.

Notification Email

Indicates the e-mail address of the user selected for the Notification User field.