Configure Data Management agents and tasks

IMPORTANT    Calabrio Data Management has been declared End of Sale as of November 1st, 2023 and is no longer available for purchase.

The Data Task Management page enables you to configure and maintain Data Management agents and the tasks that use those agents. You can also view task history.

  • The Agents tab lists the installed agents and their status, along with other details such as version and owner. When you select a listed agent, its associated tasks are listed in the lower panel. From here you can add, edit, and delete agents.
  • The Tasks tab lists all tasks. Each task listed shows its status as well as details about its schedule and when it was last run. You can view all tasks, or filter the list by agent. From here you can add, edit, and delete tasks.
  • The History tab is a log of agent task activity.


  • Data Task Administration permission

Page location

Application Management > Data Management > Data Task Management

Manage agents

The agents managed on the Agents tab are not people. These agents are controllers that manage the data. you use in reports. Agents work only with connectors, getting data from source systems and loading it into a data library.

  • Cloud agents push data from cloud to cloud (for example, from or FTP/SFTP to the Calabrio ONE database).
  • Ground agents pull data from on-premise to cloud (for example, from MSSQL, MySQL, ODBC/JDBC, or file transfer to the Calabrio ONE database). Ground agents are configured from the cloud and are then deployed to an on-premise server.

The BI Cloud Agent is the default agent in Calabrio ONE and can be used for all tasks. As the default agent, it cannot be edited or deleted.

IMPORTANT   In order for the BI Cloud Agent to be available for use, it must be enabled. To do this, the indicee.agent.administration.enabled attribute must be configured for the user or users who will be creating tasks.


Manage tasks

A task is a process that manages agents. A task’s primary function is to acquire data from a source and load it into a data library. These types of agents are called “data connectors”. However, tasks can also perform other functions, such as:

  • Extending data by reading new data and calculating some additional properties
  • Truncating data by summarizing details and recording a simple aggregate
  • Synchronizing the system state with some external system

Data sets are created and added to through the use of tasks. Tasks can be one-time events or on a recurring schedule. You configure the task to control how and when data is imported.