Schedule a transformation or job

Schedule a transformation or job to ensure consistent and reliable execution, optimize performance during off-peak hours, and maintain centralized control with flexible scheduling and auditing.

You can schedule a transformation or job to run a single time or on a recurring schedule.

Schedule single time to run transformation or job

To schedule a transformation or job, complete the following steps:

Log into the Pentaho User Console (PUC).
Open the Browse Files component by taking one of the following actions:
1. If you are using the Modern Design of PUC, in the menu on the left side of the page, click Browse Files.
2. If you are using the Classic Design of PUC, click Switch to Modern Design, and then select Browse Files.
The Browse Files component opens.
In the Folders pane, expand folders to find the one that contains the transformation or job file that you want to schedule and then select that folder.
In the rightmost side of the transformation or job's row, click the More Actions icon, and select Schedule. The Create Schedule window opens.
In the Schedule Plan section, select Single Schedule.
(Optional) To run a schedule in the context of a project, in the Select Content to Schedule section, take the following actions:
1. Click Select Project. 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 to run the transformation or job in that context instead.
2. In the Select Project window, browse to or search for the project by name.
3. Select the project and click Submit.
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
In the Schedule Details section, add schedule details by configuring the following options:
Option
Description
Schedule name
Specifies the name of the schedule.
Append timestamp to content?
This option does not apply to transformations (.ktr) or jobs (.kjb).
Timestamp Format
This option does not apply to transformations (.ktr) or jobs (.kjb).
Generated content location
This option does not apply to transformations (.ktr) or jobs (.kjb).
Overwrite files with the same name?
This option does not apply to transformations (.ktr) or jobs (.kjb).
Change schedule ownership
Specifies the user that owns the schedule.
To select a user as the new owner, they must have the following permissions:
Schedule Content role
Access to the source file
By default, the user that creates a schedule is the owner.
(Optional) In the Parameters section, update parameters, variables, or arguments that you specified in the transformation or job. Parameters are applied when the transformation or job is run. Some parameters cannot be edited.
Note: If you have already configured email notifications in the Classic Design of PUC, the Send Schedule copy by Email toggle is turned on. You cannot edit this option.
Click Schedule. The schedule is created.
Click Okay to view your list of schedules.

Configure recurring schedule to run transformation or job

To schedule a transformation or job, complete the following steps:

Log into the Pentaho User Console (PUC).
Open the Browse Files component by taking one of the following actions:
1. If you are using the Modern Design of PUC, in the menu on the left side of the page, click Browse Files.
2. If you are using the Classic Design of PUC, click Switch to Modern Design, and then select Browse Files.
The Browse Files component opens.
In the Folders pane, expand folders to find the one that contains the transformation or job file that you want to schedule and then select that folder.
In the rightmost side of its row, click the More Actions icon, and select Schedule. The Create Schedule window opens.
In the Schedule Plan section, select Recurring Schedule.
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.
(Optional) To run a schedule in the context of a project, in the Select Content to Schedule section, take the following actions:
1. Click Select Project. 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 to run the transformation or job in that context instead.
2. In the Select Project window, browse to or search for the project by name.
3. Select the project and click Submit.
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
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.
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.
In the Schedule Details section, add schedule details by configuring the following options:
Option
Description
Schedule name
Specifies the name of the schedule.
Append timestamp to content?
This option does not apply to transformations (.ktr) or jobs (.kjb).
Timestamp Format
This option does not apply to transformations (.ktr) or jobs (.kjb).
Generated content location
This option does not apply to transformations (.ktr) or jobs (.kjb).
Overwrite files with the same name?
This option does not apply to transformations (.ktr) or jobs (.kjb).
Change schedule ownership
Specifies the user that owns the schedule.
To select a user as the new owner, they must have the following permissions:
Schedule Content role
Access to the source file
By default, the user that creates a schedule is the owner.
(Optional) In the Parameters section, update parameters, variables, or arguments that you specified in the transformation or job. Parameters are applied when the transformation or job is run. Some parameters cannot be edited.
Note: If you have already configured email notifications in the Classic Design of PUC, the Send Schedule copy by Email toggle is turned on. You cannot edit this option.
Click Schedule. The schedule is created.
Click Okay to view your list of schedules.

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Last updated 23 days ago

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