Control Room – Schedule Manager

The Schedule Manager page lets you control, create, and modify all the schedules for your connected environment. These are the same schedules that you see in the Blue Prism interactive client Control Room.

Overview of the Schedules Manager page

The Schedule Manager page consists of a schedule list, schedule actions, and schedule activity for the selected schedule. Schedules are shown as a nested list, you can view the associated tasks and sessions by expanding a schedule. It provides you with the following information and functions:

Schedule list

  1. Filter by schedule name – Search for specific schedules. Filters are retained when you navigate away from the page, refresh the browser window, or log out.

  2. Include retired schedules – Display retired schedules in the schedule list.
  3. Clear field (cross icon) – Clear the Filter by schedule name field.

Schedule actions

  1. Run (play icon)Run the selected schedule.
  2. Refresh (refresh icon) – Refresh the activity for the currently selected schedule. This icon replaces the schedule activity icon when a schedule is selected.
  3. Additional actions (ellipsis icon) – Perform additional actions on the schedule, such as, editing, deleting, cloning, and retiring.
  4. Expand (arrow icon) – Expand the schedule list to display the schedule's tasks, which can be further expanded to view associated sessions.
  5. Number of child items – Indicates how many child items the card has. For schedules, this shows the number of tasks. For tasks, this shows the number of sessions.
  6. Schedule activity (line icon) – View the schedule activity for the selected schedule in the pane to the right.

Schedule activity

  1. Edit view – Define the columns that are displayed. You can then show or hide the columns using the toggle switches. You can also change the grid to display in a compact format, change the numbers of rows displayed, and sort by a table column. You can apply any changes and save them for the current view, or as a new view. For more information, see Customized table views.

  2. Filter – Filter the information that is displayed. You can turn on the required filters and enter or select the appropriate information for display, for example, you could turn on the Status filter and select Completed.
  3. Load view – Load a saved view, or a preset view. For more information, see Customized table views.

  4. Auto refresh – Define how often the table contents will automatically refresh. By default it is disabled, but can be set to every minute, five minutes, 10 minutes, or 30 minutes.
  5. Refresh now – Refresh the table contents. If operating with auto refresh configured, using this option will reset the timer.
  6. Last updated – The date and time the table data was last refreshed.
  7. Rows per page – Enter a number, or use the up and down arrows, to change the number of rows seen on a page.

  8. Previous and Next – Click Previous or Next to move through the pages of schedules.

Find a specific schedule

  1. On the Schedules page, start typing in the Filter by schedule name field.

    The list of schedules reduces to only those that match the text entered in the field.

  2. To view all the schedules again, clear the text in the Filter by schedule name field.

Run a schedule

You can manually run a schedule rather than wait for it to be triggered at the scheduled time. Manually running the schedule does not impact the schedule that has been configured, it will still be triggered to run at the scheduled time.

If a schedule is already running, another run cannot be manually triggered.

  1. On the Schedules page, click the run icon Run icon for the required schedule.

    A message displays asking you to confirm that you want to run the schedule now.

  2. Click Run to run the schedule.

    A message displays confirming the schedule is set to run.

View schedule activity

To view the activity for a specific schedule:

  1. Click the schedule activity icon Schedule history icon for the required schedule.

    The schedule activity is shown in the pane and the icon changes to a refresh icon.

  2. If required, click the refresh icon Refresh icon to update the schedule activity.

Additional actions

You can perform additional tasks to manage your schedules by clicking the ellipsis icon (...) on a schedule and selecting from the following actions:

The additional options are available by clicking the ellipsis icon (...) on tasks and sessions:

The above actions will only display if you have the correct user permissions assigned to your account. For more details, see User permissions.

View details

To view schedule details:

  1. Click the ellipsis icon (...) on the relevant schedule, and select View details.

    The Details page displays in the right-hand pane, containing the schedule's configuration details. You can also access the Edit schedule page by selecting the Edit button.

  2. To return to the Schedule Manager page, select another schedule.

Add task

To add a task:

  1. Click the ellipsis icon (...) on the relevant schedule, and select Add task.

    The Add task page displays in the right-hand pane, where you can configure the relevant task details.

  2. Click Create. The task is created and you are returned to Schedule Manager.

For more details on configuring tasks and sessions, see Tasks and sessions.

Edit

To edit a schedule:

  1. Click the ellipsis icon (...) on the relevant schedule, and select Edit.

    The Edit schedule page displays in the right-hand pane.

  2. Configure any details as required.

  3. Click Save.

For more details on configuring schedules, see Update schedule configuration.

Clone

To clone a schedule:

  1. Click the ellipsis icon (...) on the relevant schedule, and select Clone.

    The Clone schedule page displays in the right-hand pane, and is automatically populated with all details of the existing schedule.

  2. Configure the details as required. As part of the cloning process, you can choose to retire the existing schedule by selecting the Would you like to retire <schedule name>? check box.

  3. Click Save.

    The Schedule Manager page displays, filtered by the cloned schedule name.

Stop

To stop a currently running schedule:

  1. Click the ellipsis icon (...) on the relevant schedule, and select Stop.

    A message displays containing the name of the schedule and asks you to confirm the action.

  2. Click Yes, stop now.

Retire

To retire a schedule:

  1. Click the ellipsis icon (...) on the relevant schedule, and select Retire.

    A message displays containing the name of the schedule and asks you to confirm the action. Retired schedules can be restored, whereas deleted schedules are unrecoverable.

  2. Click Retire.

    The schedule is marked as retired on the schedule card, and will only display in the Schedules list if the Include retired schedules check box is enabled. To restore a schedule, click the ellipsis icon on the relevant schedule, and select Unretire.

Delete

To delete a schedule:

  1. Click the ellipsis icon (...) on the relevant schedule, and select Delete.

    A message displays containing the name of the schedule and asks you to confirm the action.

    Once deleted, schedules cannot be restored.

  2. Click Delete schedule.

View task

To view a task:

  1. Click the ellipsis icon (...) on the relevant task, and select View task.

    The Details page displays in the right-hand pane, containing the task's configuration details. You can also access the Edit task page by clicking the Edit button.

  2. To return to the Schedule Manager page, select another schedule.

Add session

To add a session:

  1. Click the ellipsis icon (...) on the relevant task, and select Add session.

    The Add session page displays in the right-hand pane, where you configure the relevant session details.

  2. Click Save. The session is created and you are returned to Schedule Manager.

For more details on configuring tasks and sessions, see Tasks and sessions.

View session

To view a session:

  1. Click the ellipsis icon (...) on the relevant session, and select View session.

    The Details page displays in the right-hand pane, containing the session's configuration details. You can also access the Edit session page by clicking the Edit button.

  2. To return to the Schedule Manager page, select another schedule.

Use the filters

The filters enable you to easily find schedule activity based on the selected criteria. Alternatively, click a column to sort in ascending or descending order based on the column value.

  1. On the Schedules Manager page, click Filter to open the Filter panel.
  2. Use the toggle to turn on the required filter and complete the information to find the schedule. You can apply multiple filters at the same time.

    The available filters are:

    Filter

    Description

    Status

    Select the status of the schedule from the following options:

    • Completed – Displays schedules that have run successfully and completed.
    • Terminated – Displays schedules that have terminated and not completed.
    • Part exceptioned – Displays schedules where some tasks have resulted in exceptions.
    • Running – Displays schedules that are currently running.
    • Pending – Displays schedules that are due to run.

    You can filter on more than one status at the same time.

    Server name

    Enter the full or partial name for the schedule server.

    Start time

    Select the required time period that the start time falls within from the drop‑down list. If you select A given range, enter the date range and times in the fields provided.

    End time

    Select the required time period that the end time falls within from the drop‑down list. If you select A given range, enter the date range and times in the fields provided.

    Duration

    Enter the required schedule duration time period in the Duration from and Duration to fields.

    The information on the Schedules Manager page is immediately filtered, displaying any matches that contain the text and criteria configured in the filters.

    If you have set the filters but want to view the unfiltered information again, either click Reset filters in the panel, or turn off the required filters, or remove any settings within the filter so that it is blank.

  3. Click Close drawer to close the filter panel.