Automation tasks
Here you can schedule automated datastores or program/script files to run at a designated time/event. The datastores or program/script files are defined as a series of actions which in turn are linked to a task.
Your user privileges determine which functionality is available to you:
You have the
manage_system
privilege:Create, edit, execute, and delete all automation tasks.
Add, edit, execute, and delete actions.
Change the approval state of any task or action.
Change the Run as user of any task or action.
Schedule Angles from the Web Client.
You have the
schedule_angles
privilege and you own the task:Create, edit, delete, and execute tasks that you own.
Add, edit, delete, and execute all actions in that task.
Schedule Angles from the Web Client.
You have the
schedule_angles
privilege but you do not own the task:Create, edit, execute, and delete your own actions in any automation task.
Execute actions in which you are the Run as user.
Schedule Angles from the Web Client.
Automation Tasks
The Automation tasks overview gives information on all current automation tasks. Click any column header to sort the contents alphabetically.
Name - task name
Run as user - shows the user that is assigned to the task. You can only perform actions on tasks that are assigned to you.
Note
If a user with the manage_system privilege creates a task or action, the Run as user field is empty by default.
Enabled - indicates whether the task is active or not
Type - schedule, external or event
Actions - the number of actions defined for the task
Day - what day should the task run, if the task is a scheduled task
Start time - scheduled starting time, if the task is a scheduled task
Maximum run time - maximum time a task is allowed to complete (00:00 means no limit), if the task is a scheduled task
Status - not started; planned; finished; failed
Action - edit; copy; execute now; copy command; abort; delete
Tasks history
The Tasks history overview shows the results of executed tasks.
Adding a task
Click Add task.
The Create task screen appears.
Enter the following information:
Task fields
Name
Task name.
Run as user
Enter the username of the user who is the owner of this task. The owner of a task can edit and delete the task.
Note
The task is owned by the Run as user, but it is available in the Web Client to any user with the
schedule_angles
privilege, and they can add actions to it.Note
If a user with the manage_system privilege creates a task or action, the Run as user field is empty by default.
Enabled
Enable or disable the task.
Maximum run time
The maximum time within a task is allowed to complete (00:00 means no limit).
Type
Select Schedule:
Day - day(s) on which the task should run.
Start time - scheduled starting time to start the task. Note that the time is local time, taking into account Daylight Saving Time (DST) changes.
or External:
Enable an external scheduling tool to trigger this task. After saving this task, the Action menu contains the Copy command option, which enables you to retrieve a command line that can be used in the external scheduler.
or Event:
When new model available - select one of the available events.
[Model name] - select one of the available models.
Add one or more actions to the task, as described in Adding an action.
Click Create and Save.
You will return to the Tasks screen where the new task is shown in the overview.
Click
in the first column.
Drag the row to the desired position.
Note
Use the Copy option from the Action menu to create a new task based on an existing one.
Adding an action
An action specifies the datastore or program/script file that will be triggered by the task.
Click Add action.
The Add Action window appears.
In the Action field, select Datastore or Program/script.
For Datastore enter the following information:
Datastore fields
Model
Automatically filled when the Angle is selected and checked.
Angle
This is the URI of the Angle you want to use for the export.
Execute the Angle in the Web Client.
Copy the last part of the address in the address bar (for example:
models/1/angles/455/displays/2492
).Click Check Angle to import the Angle details.
Angle name
Automatically filled when the Angle is selected and checked.
Display
You can select a different Display from the available Displays in the Angle display.
Approval state
Only users with manage_system privilege can change the Approval state of a task.
If users with manage_system privilege do not have permission to change the Approval state of a task, the Approval state dropdown is disabled.
The following Approval states are available:
approved: The action will be executed as scheduled.
disabled: The action will not be executed.
requested: Request administrator to approve the request. (The actions will not be executed until an administrator approves the request).
rejected: The administrator has reviewed and rejected the action.
Note
The default value is set to requested, so admins can control whether newly added actions should run or not.
Tip
With sufficient privileges, you can define a standard approval state for new items in
→Condition
Use this setting to export only when a certain number of entries (objects) is reached.
Fail task if this action fails
When checked, the Task will fail when this action fails.
When unchecked, the Task will continue running even though this action fails.
Datastore
Select the datastore you want to add. The following Connection settings are available:
Datastore folder
This is the path that is connected to a specific datastore.
You can edit this path at
→ .Action subfolder
This is an optional subfolder to extend the Datastore path, where you want to save the output of this action. Consequently, you can use different subfolders for different actions while reusing the same datastore.
Output folder
This field shows a preview of the full path of the location, where the output of this action will be saved. To test if the location is accessible, click Test connection.
For the remaining description of the fields of the Data settings and Format options, see Datastores.
Send a notification after the task has finished
Select this check box to specify the notification recipients.
Click Add recipient.
Enter the recipient's name and indicate whether the notification should be sent: on Result, Success and/or Failure.
Check Attach result to include the results in the notification (only for Export to CSV).
Enter the notification text (macro's are available).
For Program/script enter the following information:
Program or script file fields
Program/script
Select the program or script file you want to use in the action.
You can only select .cmd, .exe, .ps1 and .bat files that are located in the designated folder. The location of this folder can be configured under system settings.
Add arguments (optional)
Add arguments to pass to the script. The syntax depends on the type of script that is used in this action.
Username
The username of the Run user for the program/script. This must be a valid Windows user with sufficient permissions.
To use a domain user, prefix the username with "domain\". Without this prefix, a local user is used.
Password
The password of the Run user for the program/script. For security reasons, the password must always be re-entered before saving the action.
Fail task if this action fails
When checked, the Task will fail when this action fails.
When unchecked, the Task will continue running even though this action fails.
Approval state
Only users with manage_system privilege can change the Approval state of a task.
If users with manage_system privilege do not have permission to change the Approval state of a task, the Approval state dropdown is disabled.
The following Approval states are available:
approved: The action will be executed as scheduled.
disabled: The action will not be executed.
requested: Request administrator to approve the request. (The actions will not be executed until an administrator approves the request).
rejected: The administrator has reviewed and rejected the action.
Note
The default value is set to requested, so admins can control whether newly added actions should run or not.
Tip
With sufficient privileges, you can define a standard approval state for new items in
→ .Send a notification after the task has finished
Select this check box to specify the notification recipients.
Click Add recipient.
Enter the recipient's name and indicate whether the notification should be sent: on Success and/or Failure.
Enter the notification text (macro's are available).
Note
The Check action button is only enabled when editing an existing action.
Click OK.
You will return to the Create task screen where the new action is shown.
Executing a single action from a task
In some cases, you might want to only execute a single action from a task. For example, if you have added a new action to the task, you might want to test if it works without having to execute the entire task. In that case, you can execute the single action as an ad hoc task.
Navigate to
+ .Click
next to the automation task that contains the action that you want to test. The Edit tasks screen is displayed.
Find the action that you want to test in the list.
Click
next to the action and select Execute now.
After the task is finished, the results are displayed.
The task history will contain the results of the ad hoc task. You can recognize an ad hoc task by the [Single Action]
prefix.
Copying a task
On the Tasks screen, select Copy from the Action menu.
The Copy task dialog appears.
Enter the name for the new task and click OK.
Select Edit from the Action menu to edit the task settings and/or the actions, as described above.
Copying an action to a task
To copy an existing action to the same or another task
Choose the task from which you want to copy an existing action and select Edit from the Action menu.
On the Edit task screen, select Copy from the dropdown
.
The Copy action to task dialog appears.
The current task is selected by default.
Select the name of the task where you want to copy the action and click OK.
Note
Once you copy an action to the current task, save the task by clicking Save .
To modify a copied action, select Edit from the dropdown
.
Note
Editing a copied action will not change the original action.