Edit a schedule

Edit a schedule when you need to change how often the schedule runs, when the schedule runs, or details and parameters about the task or the files related to the task.

Edit a single schedule

To edit and schedule the runs one time and does not repeat, complete the following steps:

1. Log into the Pentaho User Console (PUC).

2. Open Scheduler:

   • If you are using the Modern Design, in the menu on the left side of the page, click Scheduler.

   • If you are using the Classic Design, click Switch to the Modern Design, and then in the menu on the left side of the page, click Scheduler.

   Scheduler opens with the Schedules tab selected.

3. In the Schedules table, select either the All, Active, or Paused tab.

4. Search for or browse to the schedule you want to edit.

   Note: You can use filters and sorting to help you find a specific schedule. For details, see Find schedules to manage.

5. In the rightmost column of the Schedules table, click the More Actions icon and select Edit. The Edit Schedule window opens.

6. In the Schedule Plan section, select Single Schedule.

7. In the Select Content to Schedule section, select the project context for running the schedule by taking the following actions:

   1. Click Select Project.

      Note: If you are scheduling a transformation or job that is already in a project folder, the path to the project folder is pre-populated and you do not need to select a project. However, you can select a different project in which to run the transformation or job.

   2. In the Select Project window, browse to or search for the project by name.

   3. Select the project and click Submit.

8. In the Start time section, specify when the schedule begins running by configuring the following options:

   • Timezone

   • Start date

   • Start time and AM or PM

9. In the Schedule Details section, add schedule details by configuring the following options:

   Option	Description
   Schedule name	Specifies the name of the schedule. If the transformation, job, or report generates a file, the schedule name is the file name.
   Append timestamp to content?	If the transformation, job, or report generates a file, specifies whether to append a timestamp to the file name.
   Timestamp Format	Specifies the format to use when the Append timestamp to content? toggle is turned on. You must select the format from the Timestamp Format list.
   Generated content location	If the transformation, job, or report generates a file, specifies the location where the file is stored.
   Overwrite files with the same name?	Specifies whether to overwrite files with the same name as the file generated by the transformation, job, or report.
   Change schedule ownership	Specifies the user that owns the schedule. By default, the user that creates a schedule is the owner.

10. (Optional) In the Parameters section, update parameters, variable, or arguments that you specified in the transformation, job, or report. Parameters are applied when the transformation, job, or report is run. Some parameters cannot be edited.

11. (Optional) To email a file generated when the schedule runs, turn on the Send schedule copy by Email toggle.

    Note: The Send schedule copy by Email option is available only for reports, not transformations and jobs, and must be configured in the Classic Design interface of PUC.

12. Click Schedule. The schedule is created.

13. Click Okay to view your list of schedules.

Edit a recurring schedule

To edit and schedule that is repeatedly run on a specified interval, complete the following steps:

1. Log into the Pentaho User Console (PUC).

2. Open Scheduler:

   • If you are using the Modern Design, in the menu on the left side of the page, click Scheduler.

   • If you are using the Classic Design, click Switch to the Modern Design, and then in the menu on the left side of the page, click Scheduler.

   Scheduler opens with the Schedules tab selected.

3. In the Schedules table, select either the All, Active, or Paused tab.

4. Search for or browse to the schedule you want to edit.

   Note: You can use filters and sorting to help you find a specific schedule. For details, see Find schedules to manage.

5. In the rightmost column of the Schedules table, click the More Actions icon and select Edit. The Edit Schedule window opens.

6. In the Schedule Plan section, select Recurring Schedule.

7. In the Recurrence Pattern section, select one of the following options:

   1. Simple Scheduler: Configure schedules at fixed intervals (example: every 10 seconds).

   2. Cron Scheduler: Define schedules with Quartz cron expressions.

8. In the Select Content to Schedule section, select the project context for running the job or transformation by taking the following actions:

   1. Click Select Project.

      Note: If you are scheduling a transformation or job that is already in a project folder, the path to the project folder is pre-populated and you do not need to select a project. However, you can select a different project in which to run the transformation or job.

   2. In the Select Project window, browse to or search for the project by name.

   3. Select the project and click Submit.

9. In the Start time section, specify when the transformation or job begins running by configuring the following options:

   • Timezone

   • Start date

   • Start time and AM or PM

10. In the End of recurrence section, choose one of the following options:

    • Never: Schedule never stops repeating.

    • On a specified end date: Schedule stops repeating on the End date that you specify.

11. In the Set Schedule Frequency section, take one of the following actions:

    • Select one of the following options from the quick set:

      • Every Weekday

      • Every Week

      • Every Month

      • Every Year

    • Specify how often the schedule should run by doing the following:

      1. In the Recurrence box, select the time unit that you want to use for configuring the recurrence. Additional options appear depending on the time unit you select.

      2. Configure the options for the time unit that you selected for the recurrence:

         • Seconds, Minutes, or Hours: In Repeats every, enter the number of seconds between each recurrence.

         • Daily: In Repeats every, enter the number of days between each recurrence and then do the following:

           • If 1 day, select Weekdays only or Includes weekends.

           • If more than 1 day and you want to ignore daylight saving time, select Ignore days saving adjustment (Use 24 hour interval).

         • Weekly: In Day of the Week select one or more days for the schedule.

         • Monthly:

           • In On the, select the ordinal day.

             Important: If you select a day that exceeds the number of days in a month, the schedule will not run in that month. For example, you select the 31st day, the schedule runs only in the seven months with 31 days. It will not run in the five months with 30 or fewer days.

           • If you selected day, specify the Day of the Month; otherwise, select the Day of the Week.

         • If you selected Yearly, do the following:

           • In On, select the month.

           • In On the, select the ordinal day.

           • If you selected day, specify the Day of the Month; otherwise, select the Day of the Week.

12. In the Schedule Details section, add schedule details by configuring the following options:

13. Option	Description
    Schedule name	Specifies the name of the schedule. If the transformation, job, or report generates a file, the schedule name is the file name.
    Append timestamp to content?	If the transformation, job, or report generates a file, specifies whether to append a timestamp to the file name.
    Timestamp Format	Specifies the format to use when the Append timestamp to content? toggle is turned on. You must select the format from the Timestamp Format list.
    Generated content location	If the report generates a file, specifies the location where the file is stored. The Generate content location option is disabled for transformations and jobs in the Modern Design of PUC.
    Overwrite files with the same name?	Specifies whether to overwrite files with the same name as the file generated by the transformation, job, or report.
    Change schedule ownership	Specifies the user that owns the schedule. By default, the user that creates a schedule is the owner.

14. (Optional) In the Parameters section, update parameters, variable, or arguments that you specified in the transformation, job, or report. Parameters are applied when the transformation, job, or report is run. Some parameters cannot be edited.

15. (Optional) To email the file generated when the schedule runs, turn on the Send schedule copy by Email toggle.

    Note: The Send schedule copy by Email option is available only for reports, not transformations and jobs, and must be configured in the Classic Design interface of PUC.

16. Click Schedule. The schedule is created.

17. Click Okay to view your list of schedules.