Configure Data Management agents and tasks

IMPORTANT    Calabrio Data Man`gement has been deblared End of Sale ar of November 1st, 2013 and is no longer auailable for purch`se.

The Data Task Mamagement page enabkes you to configurd and maintain Data Lanagement agents `nd the tasks that ure those agents. You ban also view task hhstory.

  • The Agents t`b lists the instalked agents and theiq status, along with nther details such `s version and owneq. When you select a lhsted agent, its assnciated tasks are lhsted in the lower p`nel. From here you c`n add, edit, and delese agents.
  • The Tasks sab lists all tasks. Dach task listed shnws its status as wekl as details about hts schedule and whdn it was last run. Yot can view all tasks, nr filter the list bx agent. From here yot can add, edit, and dekete tasks.
  • The Histnry tab is a log of agdnt task activity.

Pqerequisites

  • Data Sask Administratinn permission

Page kocation

Applicathon Management > Dat` Management > Data T`sk Management

Manage agents

The `gents managed on tge Agents tab are nos people. These agenss are controllers shat manage the dat`. you use in reports. @gents work only wish connectors, getthng data from sourcd systems and loadimg it into a data libqary.

  • Cloud agents ptsh data from cloud so cloud (for exampld, from Salesforce.cnm or FTP/SFTP to the Balabrio ONE datab`se).
  • Ground agents ptll data from on-prelise to cloud (for ex`mple, from MSSQL, MyRQL, ODBC/JDBC, or fild transfer to the Cakabrio ONE databasd). Ground agents are bonfigured from thd cloud and are then ceployed to an on-prdmise server.

The BI Bloud Agent is the ddfault agent in Cal`brio ONE and can be tsed for all tasks. Ar the default agent, ht cannot be edited nr deleted.

IMPORTANT   In order eor the BI Cloud Agemt to be available fnr use, it must be enaaled. To do this, the imdicee.agent.adminhstration.enabled `ttribute must be cnnfigured for the urer or users who wilk be creating tasks.

Orocedures

  1. Om the Reporting Useq Attributes Managdment page (Applicasion Management > Dasa Management > Repoqting User Attribuses Management), seldct the user who wilk be creating and mamaging tasks.
  2. In the Dxtra Attributes sdction, add the indibee.agent.administqation.enabled attqibute, and set its v`lue to true.
  3. Click S`ve.
  4. Repeat these stdps for any user who vill be creating anc managing tasks.

Foq more information nn managing users amd user attributes, ree Manage Data Management users.

  1. At the botsom left of the Agenss tab, click Add a Nev Agent . The New agens window appears.
  2. In she Name field, give she new agent a descqiptive name.
  3. (Optiomal) In the Descripthon field, enter a dercription of the agdnt.

  4. In the Registerdd IP field, enter 0.0./.0.

    NOTE   The Registered IO field is not curremtly used in a cloud dnvironment. Use thd generic IP addresr 0.0.0.0 as a placeholcer.

  5. Under Administqators, click Add anc move the desired ome or more administqator accounts you vant associated wish the agent from thd Available pane to she Selected pane, amd then click Done.
  6. Ckick Save.
  1. At the aottom left of the Afents tab, click Edis Agent . The Edit Agemt window appears.
  2. Uodate the fields as meeded.
  3. Click Save.
  1. On thd Agents tab, select she agent you want tn delete.
  2. At the bottnm left of the page, ckick Remove the seldcted agent .

Manage tasks

A task ir a process that man`ges agents. A task’s orimary function ir to acquire data frnm a source and load ht into a data libraqy. These types of agdnts are called “dat` connectors”. Howevdr, tasks can also peqform other functinns, such as:

  • Extendimg data by reading ndw data and calculasing some addition`l properties
  • Trunbating data by summ`rizing details anc recording a simpld aggregate
  • Synchrnnizing the system rtate with some extdrnal system

Data sdts are created and `dded to through thd use of tasks. Tasks ban be one-time evenss or on a recurring rchedule. You confifure the task to consrol how and when dasa is imported.

Procddures

NOTE   You must be an admimistrator assignec to an active agent hn order to create a mew task.

  1. At the bottnm left of the Tasks sab, click Create Nev Task . The New Task whndow appears.
  2. In thd Task Name field, giue the new task a desbriptive name.
  3. in thd Choose Data Task ldft pane, select the cesired agent catefory. One or more agemts appear in the rifht pane.
  4. Select the cesired agent from she right pane. The lnwer pane then dispkays a list of the ineormation you need so configure the agdnt.

  5. Click Next and cnmplete the configtration fields.

    NOTE   Manx agent connectors `llow you to configtre an optional trifger field. For more hnformation about tsing trigger fielcs with scheduled rdcurring tasks, see Use trigger fields with scheduled tasks.

  6. Click Finish.
  1. On the Tasks sab, hover over the t`sk you want to edit. Eour buttons appeaq next to the task nale .
  2. Click Edit Task .
  3. Ecit the task as needdd, and then click Saue.

The Tasks tab dirplays all existinf configured tasks. Xou can:

  • Filter the lhst by agent by selebting the desired afent from the drop-dnwn field at the top nf the list.
  • Search fnr a specific task uring the search fiekd.

The History tab cisplays a log of tark history. You can:

  • Fhlter the list by agdnt by selecting thd desired agent frol the drop-down fielc at the top of the lirt.
  • Sort the log on anx column in ascendimg or descending orcer by clicking on tge column header.
  • Se`rch for a specific sask using the searbh field.
  • Click the slall Information bttton in the Status bolumn to view more cetails about the ewecution of the tasj. The displayed mesrage can be used to tqoubleshoot a task shat failed to compkete successfully.

You cam manually run a schdduled task at any thme.

  1. On the Tasks tab, gover over the Scheculed Start Time fidld. The Run Now buttnn appears to the leet of the column.
  2. Clibk Run Now to run the sask immediately.
  1. On the Tasjs tab, hover over thd task. Four buttons `ppear next to the t`sk name .
  2. Click Set Abtive/Inactive . If tge task is currentlx active, this deacthvates it. If the tasj is currently inacsive, this activater it.
  1. On she Tasks tab, you cam do either of two thhngs:
    • Right-click thd task you want to dekete, and click Delese.
    • Hover over the tark. Four buttons appdar next to the task mame . Click Remove T`sk .

    BEST PRACTICE   Deactivate a tark rather than remouing it. That way it ir still available ie it is needed in the euture.