# 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:&#x20;

   * If you are using the **Modern Design**, in the menu on the left side of the page, click **Scheduler**.&#x20;
   * 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**.&#x20;

   **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.

   <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p><strong>Note:</strong> You can use filters and sorting to help you find a specific schedule. For details, see <a href="/pages/W2SDpg6lQgX67jg8xVbr">Find schedules to manage</a>.</p></div>

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:&#x20;
   1. Click **Select Project**.

      <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p><strong>Note:</strong> 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.</p></div>
   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:&#x20;

   | 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. &#x20;

11. (Optional) To email a file generated when the schedule runs, turn on the **Send schedule copy by Email** toggle.&#x20;

    <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p><strong>Note:</strong> The <strong>Send schedule copy by Email</strong> option is available only for reports, not transformations and jobs, and must be configured in the Classic Design interface of PUC. </p></div>

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:&#x20;

   * If you are using the **Modern Design**, in the menu on the left side of the page, click **Scheduler**.&#x20;
   * 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**.&#x20;

   **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.

   <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p><strong>Note:</strong> You can use filters and sorting to help you find a specific schedule. For details, see <a href="/pages/W2SDpg6lQgX67jg8xVbr">Find schedules to manage</a>.</p></div>
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:&#x20;
   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:&#x20;
   1. Click **Select Project**.

      <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p><strong>Note:</strong> 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.</p></div>
   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:&#x20;
    * 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:&#x20;
      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:&#x20;
         * **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**:&#x20;
           * In **On the**, select the ordinal day.

             <div data-gb-custom-block data-tag="hint" data-style="warning" class="hint hint-warning"><p><strong>Important</strong>: 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.</p></div>
           * 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**          | <p>If the report generates a file, specifies the location where the file is stored. </p><div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>The <strong>Generate content location</strong> option is disabled for transformations and jobs in the Modern Design of PUC. </p></div> |
    | **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. &#x20;
15. (Optional) To email the file generated when the schedule runs, turn on the **Send schedule copy by Email** toggle.&#x20;

    <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p><strong>Note:</strong> The <strong>Send schedule copy by Email</strong> option is available only for reports, not transformations and jobs, and must be configured in the Classic Design interface of PUC. </p></div>
16. Click **Schedule**. The schedule is created.
17. Click **Okay** to view your list of schedules.


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