This week's topic in our 'Features Highlights' video series - in which we will explain a feature on the MyRapidi platform in more depth will be about the Schedules in MyRapidi.
Andreea Arseni, Data Integration Consultant here at Rapidi, will explain how to set up a Schedule in the video below.
Happy watching!
Schedules: How to set up a Schedule
Introduction to Schedule Setup in MyRapidi
Setting up Schedules effectively is a key step in managing data transfers seamlessly. In this guide, we walk through the process of configuring schedules, defining priorities, and ensuring smooth operations.
Options for Schedule Configuration
When creating a new schedule, follow these steps:
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Click on Schedules and then select New.
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Choose from the following configuration options:
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Tags: Assign a Schedule to a specific Tag - for example to a specific Company - or leave it without Tags for broader use.
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Transfer: Select a specific Transfer to operate independently.
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Group: Use Groups to combine multiple related Transfers (e.g., Customers, Items, Orders) for streamlined execution.
💡Pro Tip: Opt for Groups when dealing with related data sets to simplify management.
Defining Schedule Intervals
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Select the desired Group.
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Add a description if needed, or Rapidi will use the default naming convention.
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Set the interval for the Schedule:
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Options include every 10 minutes, hourly, daily, etc.
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Example: For daily updates, select "once per day."
Understanding Schedule Statuses
Schedules operate under one of four statuses:
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Ok: Running smoothly without errors.
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Processing: Currently transferring data; wait until completion to view results.
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Error: Execution failed. Review Logs to troubleshoot.
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Stopped: Inactive status; requires manual reactivation.
🎖️ Best Practice: Always verify the status after the first run to ensure smooth operation.
Setting Schedule Priority
Define priority levels to determine the execution order:
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High: Immediate execution.
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Normal: Balanced execution with standard precedence.
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Low: Lower priority execution.
Error Handling Strategies
Error handling ensures schedules behave predictably in case of failures. Options include:
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Skip: Schedule waits for the next scheduled time, notifying errors via email (recommended).
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Retry: Continuously retries until successful, potentially blocking other schedules.
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Stop: Deactivates the schedule, requiring manual intervention.
💡 Pro Tip: Use "Skip" for most scenarios to avoid disruptions to other schedules.
Configuring Schedule Timing
Set precise timing preferences to match operational needs:
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Next Date/Time: Specify the exact date and time for the Schedule.
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Error and Notify Intervals: Align notification intervals with schedule frequency for timely alerts.
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Days and Time Ranges:
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Select active days (e.g., Monday to Friday).
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Define time windows (e.g., 8 AM to 5 PM) for execution of the Schedule.
Advanced Schedule Settings
In addition to the basic setup, advanced configuration options allow further customization:
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Dependencies: If a Transfer depends on the completion of another, then they should be grouped under the same Schedule. Otherwise, they should be put separately.
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Execution History: View Logs and History of previous runs to monitor performance and identify patterns.
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Custom Notifications: Configure email alerts and error notifications based on severity.
Finalizing Schedule Details
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Confirm the schedule settings:
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Save the schedule.
Monitor future runs for status updates—either Ok (green) or Error (red).
Manual Schedule Control Options
Manual overrides provide flexibility:
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Start: Trigger the Schedule ahead of time for urgent updates.
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Stop: Pause execution to halt further data transfers.
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Delete: Remove the Schedule permanently if no longer needed.
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Edit: Modify settings anytime using the edit option.
Next Steps
You are now equipped to configure and manage schedules with ease. Go ahead and set up your schedules to streamline your data transfer processes. Enjoy the flexibility and control offered by this functionality
Read more about Schedules on our wiki and as always you can contact the Rapidi Support Team if you have any further questions or need assistance.
FAQ
