Jobs Configuration: Quick Steps

Welcome to the comprehensive guide on configuring jobs for seamless automation using Infoveave. Automation plays a critical role in making effective decision-making within organizations by automating key tasks and workflows. This guide will walk you through the step-by-step process of configuring jobs for automation :

1. Prepare Infoveave Tasks
   • Begin by defining the tasks that contribute to the job’s workflow.
   • Access Automation  Tasks from the Infoveave Main Menu.
   • Create a new task and configure its settings.
2. Configure the Job
   • Once the tasks are set up, proceed with creating the job within Infoveave.
   • Refer to the comprehensive ‘Jobs’ section for detailed instructions on structuring a job effectively.
   • Access Automation  Jobs to create a new job.
   • Provide a meaningful name for the job to clearly identify its purpose.
   • Drag and drop the relevant tasks onto the canvas and establish logical connections between them.
   • Utilize the scheduling functionality to set up the job’s execution timeline.
   • Save the job configuration to preserve your settings.
   • Initiate immediate execution of the job by clicking the “Run Now” button.
3. Define Targets and Thresholds
   • After successfully creating the job, you may need to define specific targets and thresholds.
   • For comprehensive guidance on creating targets and thresholds, consult the dedicated ‘Targets and Thresholds’ documentation.
   • Access Automation  Targets and Thresholds to manage this configuration.
   • Create new targets and thresholds by following the provided instructions.
   • Specify the target name, select the relevant datasource, define the appropriate date dimension, and choose the desired measures and dimensions.
   • Save your targets and thresholds configuration to apply them effectively.
4. Set Alerts
   • Fine-tune the alert settings for your job to receive timely notifications and updates.
   • Access the ‘Change Status’ feature to enable or disable the alert functionality.
   • For a detailed understanding of alerts and their configuration, refer to the relevant documentation.

For a deeper understanding of job configuration, scheduling, execution, and advanced features, we recommend consulting the comprehensive documentation provided by Infoveave.