Scheduled Update

Version 

Application Scenario

When updating a large volume of data, you often need to repeatedly schedule the data update at a fixed time to ensure that the latest database data can be displayed.

After the update, you need to know the reasons for the failure if the dataset update fails. You need to be notified the update results so that you can know if your data has been successfully updated.

Function Description

FineBI supports the Scheduled Update function. With the preset time, you can schedule your update more reasonably.

The Scheduled Update function supports Global Scheduled Update, Folder Scheduled Update, and Single Table Scheduled Update.

Besides, the Scheduled Update function also supports Result Notice so that you can stay noticed of the update results promptly.

Notes

Before performing the data update, you need to log in as an admin, or you have the management permission for the data you intend to update.

You are not advised to set the frequency of your update too high. If the update frequency is set too high, the system may start the next update before the current one is completed, increasing the risk of a system crash.

Creating a Scheduled Update Task

Only the super admin can perform global update.

1. Choose Public Data and click Global Update in the upper-right corner, as shown in the following figure.

2. Click Schedule Setting, as shown in the following figure.

Setting the Scheduled Update

1. The Scheduled Update setting page will appear after you click Schedule Setting, and now you can make specific settings for your scheduled update.

Task Name: Click the box on the right, and you can rename the scheduled update task.

Start Time and End Time: The two functions refer to the start time and end time of your update task, not the duration. The granularity of the start and end time can be refined down to hours, minutes, and seconds. Click  to select the start time.

Execution Frequency: Click the box on the right, and you can select four methods of execution frequency from the drop-down list, and the four methods are Only Execute Once, Execute Repeatedly, Set Detailed Frequency, and Set Expression.

Result Notice: Toggle the button on, and you can set Notification Time, Notification Recipient and Notification Method.

The following figure shows the example of the setting.

The setting items of Execution Frequency and its corresponding End Time are as follows.

Execution Frequency	Description	Corresponding End Time
Only Execute Once	The scheduled update task will only be executed once after the set start time starts.	There is no need to set the end time.
Execute Repeatedly	Four types of time granularity can be set:  Minute(s), Hour(s), Day(s), and Week(s).  Simple interval time setting is available.  For example, Every 1 Day(s) Execute Once  can be set.	Three options for the end time are available  if Execute Repeatedly is selected. Unlimited: With no end time, your scheduled update task will continue to be executed as  scheduled. Set End Time: The setting method of the  end time is consistent with that of the start  time.  Once the end time you have set stops, your  scheduled update task will no longer be  executed. Extra Repeated Execution Times: Once  your scheduled update task is executed at the  start time you have set, the task will be executed extra times after the interval time  reaches. The execution times can be set  manually.
Set Detailed Frequency	The setting for interval time can be refined. Execution Time: The execution time can be  refined down to minutes. Hour(s) needs to be  entered as integers between 0 and 23. Minute(s) needs to be entered as integers  between 0 and 59. Execution Day: Every Day, Every Week,  and Every Month can be selected. Single or  multiple selections can be determined between Monday and Sunday in Every Week. Single or multiple selections can be determined between 1st and 31st in Every Month. Execution Month: Single or multiple selections can be determined between January to  December in a year.	Two options for the end time are available if  Set Detailed Frequency is selected. Unlimited: With no end time, your scheduled  update task will continue to be executed as  scheduled. Set End Time: The setting method of the end  time is consistent with that of the start time. Once the end time you have set stops, your scheduled update task will no longer be executed.
Set Expression	The update frequency for some specific time  can be set. Five preset expressions are included in the  system.  Customized expressions can be entered to set  the update frequency. The Cron expression for the time frequency can be entered. The scheduled update task can be  executed only by entering the correct  expression.	Two options for the end time are available if  Set Expression is selected: Unlimited or  Set End Time. For details, you can refer to  Set Detailed Frequency. Note: For details about the usage of  Cron expression, you can refer to  section "Cron Expression".

The following are the options for the notification content.

Notification Content	Description
Notification Time	The checkbox for Notify Only When Task Error Occurs can be ticked, and if ticked,   you will be noticed only when there occurs some update failures.
Notification Recipient	Dept., Role, User are supported in Notification Recipient. Note: You can be notified as long as you are selected to any one of Dept., Role,  User.
Notification Method	Platform Notification, Email Notification and SMS Notification are supported. Note: Email Notification and SMS Notification needs to be configured in System Management. For details, you can refer to Mailbox and SMS.

2. Click OK, and now you can see your scheduled update tasks in the update task box. Besides, multiple scheduled tasks can be created, edited and deleted.

Viewing Update Results

According to the settings in the example, Anna from the technical support department can log in to FineBI system, click Message in the upper-right corner, and click View Message. Now you can see Update task execution result details, as shown in the following figure.

Folder Scheduled Update

1. Choose Public Data, select the folder you want to update, and click Folder Update.

2. Click Schedule Setting, as shown in the following figure.

3. After you click Schedule Setting, the Scheduled Update setting page will appear. The setting method and page of Folder Scheduled Update are consistent with that of Global Scheduled Update (You can refer to section "Global Scheduled Update"). Set Notification Recipient as Sales department and Notification Method as Platform Notification, as shown in the following figure.

4. Click OK, and now you have successfully set the folder scheduled update.

Single Table Scheduled Update

1. Select the dataset you want to update, click Update Information, and click Single Table Update.

2. Click Schedule Setting, as shown in the following figure.

3. After you click Schedule Setting, the Scheduled Update setting page will appear. The setting method and page of Single Table Scheduled Update are consistent with those of Global Scheduled Update, but Single Table Update supports the two update methods of Full-Volume Update and Incremental Update, as shown in the following figure. 

Once you have configured Incremental Update, you can select the update method of Incremental Update. For details, you can refer to Incremental Update Overview.

Cron Expression

For details, you can refer to Cron Expression Example.

Scheduled Update Restriction and Prompts

For details, you can refer to Update Restriction and Prompts.