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Adaptive Insights
Knowledge @ Adaptive Insights LLC, a Workday company.

Create a Task

Tasks in Integration let you build and refine the importing and filtering processes, then let users run the specific tasks they need to perform their jobs. You can run tasks manually on demand or schedule tasks to run automatically at a specific time or day.

Most day-to-day use of Adaptive Integration involves tasks.

To create a new task:

  1. Access the Data Designer by going to Integration > Data Designer.

  2. In the Tasks folder in the Component Library on the right side of the screen, click Create New Task.
    The Create New dialog box appears.

  3. Select Integration Task and enter a name for the task.

  4. Click Create.
    The center area of the screen displays your new task’s settings and other informa­tion:

  5. Select a log level from the drop-down list to specify the detail for the logging for this data source. Your options are:

  • Error: Only logs serious errors.
  • Info: Logs all basic information, such as when the data source was updated.
  • Verbose: Provides very detailed information about all phases and actions. (This level is used primarily for debugging or auditing, as it may produce more log information than is practical for typical use.)
  1. Click Save in the Actions menu.

When you have saved the basic configuration of the task, you need to add schedule, loader, and task information.

To add schedule information for the task, follow these steps:

  1. Drag a scheduling option (hourly, daily, weekly, or monthly) from the Data Compo­nents menu to the Schedule Settings table.
    The Edit Schedule dialog box appears:

  2. Enter information in the fields as described below. Fill in the Edit Schedule dialog. The fields are:

  • Name: Enter the name for the schedule.
  • Run: Select the frequency from the drop-down. (If you select a frequency other than the default frequency, the fields on the Edit Schedule dialog box change accordingly.)
  • Schedule information: Depending on the schedule frequency, Adaptive Integra­tion displays different schedule options. For example, the image above shows the daily schedule, which contains the time. The hourly schedule lets you select the minute of the hour using a slider bar, the weekly schedule lets you select the day(s) you want to run the task and the time of time, and the monthly schedule lets you specify the day of the month and the time of day.
  • Time Zone: Select the time zone of the time to run the task.
  • Local Time: This display-only field is for reference.
  • Active: Check this box to use this schedule information to run the task. If the box is not checked, the schedule is saved in the Data Components menu, but the task is not scheduled. You can add multiple schedules to a task if you have a variety of scheduling scenarios, but only one schedule can be active at a time.
  • Run as me: This option is not currently available.
  1. Click Save.

The final step in creating a task is to add loaders and tasks so that the task does some­thing. Adding a loader lets you extract data, perform data manipulation, and load the infor­mation into Adaptive Insights. Adding other tasks lets you optionally create smaller, subtasks as building blocks that you then can combine into larger custom tasks.

For example, you might have individual tasks that extract data using one data source and use a loader to perform a specific operation for that data source. You can then combine these individual tasks into a larger task that performs each of the individual tasks to suc­cessively get data from multiple data sources, each of which requires a different set of operations, and load the data into Adaptive Insights. Depending on the time of day or month, you might perform the individual tasks in a different order or use a different set of tasks.

To add loaders and tasks to the task

  1. Drag a loader or task from the Data Components menu to the Tasks and Loaders table. The loader or task appears in the table.

  2. Continue dragging loaders and tasks to the Tasks and Loaders table.
    Loaders and tasks are performed in the order they appear in the table.

  3. Click Save on the Actions menu.

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