Administration of the Job Scheduler is enabled by a Management Tools: Job Scheduler role permission and configured from Admin > Job Scheduler.

Before the Job Scheduler can be used the service needs to be setup.  You can tell if this is working by checking there is a recent update in the Log Entries.  The Job Scheduler Service should be setup by your Sysero support contact.

To setup your first Job follow these steps:

1. From Schedules section create a new schedule.  This is how often it will be run.  Note if you set the Repeater interval as once per day, the job will execute at the start time, the end time is not relevant.  It is recommended you name the schedule based on when it will run not what it will run e.g. Morning every week day.
2. From Jobs section click Add Job.
3. In most cases the name of the Job will reflect which action needs to run, but there are scenarios where multiple actions will share a job.  In this example we are only adding one action to the job, so in this case an example would be e.g. Process List Sharing Users by Active Directory groups.
4. Select the schedule this needs to run by.  You may want to leave this as manual initially and run it manually to test when setup is complete.
5. Click Add Action and select the action you require, fill out any parameters it requires and save it.
6. Some of the actions use Alerts to send individual user e-mails based on the result, others just confirm if the job has succedded.  So for example if using Process List Sharing Users by Active Directory groups action you only want to add the people that need to confirm that job is running successfully.
7. Select the Alert template as created in Admin > Email Templates.  Note use the Psuedo code tag of [Actions] or [Action:name of action] to format the e-mail as required.
8. Save the job and from the Job list test it and click the play icon.
9. Go to Log Entries and click Refresh, confirm that job is running as expected.

Job Action Help

• Job Scheduler - Auto archive items based on field values in an data room
• Job Scheduler - Current Awareness News Harvest
• Job Scheduler - Current Awareness Send Newsletters
• Job Scheduler - Decision Reminders
• Job Scheduler - Execute Data Action
• Job Scheduler - Import LDAP attributes into Data Room (PeopleSearch)
• Job Scheduler - Initiate Workflow by Date (primarily used with review workflow)
• Job Scheduler - Pre Cache XML Sources
• Job Scheduler - Process DataRoom Security Users by Active Directory Groups
• Job Scheduler - Process Index Queue
• Job Scheduler - Process List Sharing Users by Active Directory Groups
• Job Scheduler - Process Menu Visibility
• Job Scheduler - Process Signature Routing Queue
• Job Scheduler - Process Sysero Background Tasks
• Job Scheduler - Re-index a DataRoom
• Job Scheduler - Send Emails on a Scheduled Basis
• Job Scheduler - Sync DataRoom Automation Security
• Job Scheduler - Sync Users from Active Directory
• Job Scheduler - Task Reminders Based on Dates in Workflow
• Job Scheduler - Timed Notifications
• Job Scheduler - Update User Role based on Active Directory Groups