Exercise 8: Create a Batch Job

As an administrator you need to create a batch job, which is a group of tasks that are submitted to an Application Object Server (AOS) instance for automatic processing.

Task 1: Create the batch job

1. Select Modules from the left navigation bar.

2. In the System administration module, go to Inquiries > Batch jobs.

3. Select +New.

   • In the Job description field, enter My Batch Job

   • In the Scheduled start date/time field, enter today’s date.

4. Select Save.

Task 2: Create a recurrence

1. In the menu bar pane, select Batch job > Recurrence in the legacy form, or Recurrence in the enhanced form.

   • Use these options to enter a range and pattern for the recurrence desired. For example, select daily by choosing a pattern of Days and an interval of 1.

2. Select OK.

Task 3: Add alerts

1. In the action pane, select Batch job > Alerts in the legacy form, or Alerts in the enhanced form.

   • Indicate if you want alert messages sent when the batch job ends, has an error, or is canceled. Specify if you want the alerts to be displayed as pop-up messages or emailed.

2. Select OK.

Task 4: Copy a batch job

1. Select Modules from the left navigation bar.

2. In the System administration module, go to Inquiries > Batch jobs.

3. Select the job that you want to copy, and in the action pane, select Batch Job > Copy batch job in the legacy form, or Copy batch job in the enhanced form.

4. Enter or add any changes. If you set View tasks to Yes, when you select OK you will go directly to the Batch tasks page for the copied job.

   • The copied batch job will be created with a Withhold status, so you will need to enable it. The Run by user can also be set to give this user the privilege to run the job without being a system administrator.

Task 5: Enable the batch job

1. On the Batch job page, in the action pane, select Batch job > Change status in the legacy form, or Change status in the enhanced form.

2. Select the Waiting status, and then select OK.

Task 6: Set up active periods for batch jobs

1. Select Modules from the left navigation bar.

2. In the System administration module, go to Setup > Active periods for batch jobs.

3. Select + New.

4. Enter a new period code, for example Night, the name of the period, and specify start and end times that the batch period is active.

5. Select Save.

Task 7: Assign active periods to batch jobs

1. Select Modules from the left navigation bar.

2. In the System administration module, go to Inquiries > Batch jobs.

3. Select the batch job that you want to assign a period to and select Edit.

4. In the Active period field, select the active period that you want to assign, and then select Save.

Task 8: Assign the Batch manager role to a user

1. Select Modules from the left navigation bar.

2. In the System administration module, go to Security > Assign users to roles.

3. Select Batch Job Manager and under Users assigned to role, select Manually assign / exclude users.

4. Choose a user from the list, and then select Assign to role.

5. Close the page.