Option Pack › Scheduled Tasks › Schedule a Task

Schedule a Task

Note: If you have multiple Identity Manager environments, a scheduled task created in a specific environment, such as neteauto, only triggers for that environment.

To schedule a task, go to Scheduled Tasks, Submit Scheduled Task, and define the following components:

• Scheduled Task Name

  Defines the name of the scheduled task. This name can be any name.

• Task to perform

  Specifies the task to perform. This task list includes all tasks in your system, except the following:

  • Tasks where the managed object is not a user (such as modify group)
  • Self-service tasks (such as Change My Password)
  • Tasks of type View or Create (such as View User and Create User)
  • Approval tasks
• Optional Attributes

  Defines a list of attributes and their set values, for any user that matches the search criteria. These optional attributes are useful when you select Modify User or Modify User through Approval. For example, you could select Department Name as the attribute and 'Sales' as the value, and for every user who matches the search criteria, their Department Name attribute is changed to Sales.

  Note: This attribute list contains all attributes in the system. Be sure that the attributes you chose are present in the selected task. Selecting attributes that are not present in the task causes the schedule task to fail.

• Search Filter

  Allows you to select the users for which the task applies. You can define multiple conditions to the filter by defining the following three fields:

  • Attribute
  • Operator
  • Value

    This filter can be used for date-based searches. For example, you can select the attribute Hire Date, set the operator to Before today (in days), and set the value to 5. The filter matches all users who have been hired in the last five days. Alternately, you can select Termination Date, set the operator to After today (in days), and set to the value to 20. The filter now matches all users whose termination date is in the next twenty days or less.

    Note: The date format is defined under Option Pack, System, Manage Global Settings, General.

• Define Schedule

  Defines the scheduled time, such as daily, monthly, or a specific date.

  Note: Any scheduled task can be submitted immediately by clicking Submit.