Automating Tasks

You can scheduling recurring tasks to automate updating data, running mastering flows, and exporting mastered datasets.

In Admin > Scheduler, you can schedule the following recurring tasks:

  • Refresh Source: This task refreshes the data in Tamr Cloud for a selected source dataset. For example, you might schedule a recurring task to refresh the data stored in a specific Snowflake table each Monday morning.
  • Update Data: This task runs the mastering flow for a selected data product, and delivers updated data to Tamr Cloud. For example, you might schedule a recurring task to run the mastering flow each Monday afternoon.
    All records are processed when mastering flow runs. For data that has not changed since the previous flow run, the existing Tamr ID is retained.
  • Publish Data Product: This task exports data to a configured destination for a selected data product. For example, you might schedule a recurring task to export data each Monday evening.

When scheduling a task, you select the frequency with which to run the task. You can set one of the following frequencies for each task:

  • Every minute
  • Hourly
  • Daily
  • Weekly
  • Monthly
    Note: If you select a day that is not in every month, like the 31st, the task will not run in months that do not have that number of days.

You can edit and delete scheduled tasks, as well as pause and resume scheduled tasks.

Only admin users have access to Admin > Scheduler.

Scheduling a New Task

To schedule a new task:

  1. Navigate to Admin > Scheduler.
  2. Select Add Task.
  3. Select the task type to schedule: Refresh Source, Update Data, or Publish Data Product.
  4. In the Task Information section, provide a name and optional description for this task.
  5. Also in the Task Information section, provide the following information for the type of task you are scheduling:
    1. For Refresh Source, select the source to refresh from the Source dropdown.
    2. For Update Data, select the data product for which to run this task from the Data Product dropdown.
    3. For Publish Data Product, select:
      1. The data product for which to run this task from the Data Product dropdown.
      2. The export destination from the Destination dropdown.
  6. In the Schedule section:
    1. From the Repeat every dropdown, select the frequency with which to run the task. Then select the time to run the task:
      1. Minute: Select minute interval to run the task.
      2. Hour: Select hour interval to run the task, and number of minutes past the hour to run it.
      3. Day: Select time to run the task every day.
      4. Week: Select time and which days of the week to run the task.
    2. In the Timezones dropdown, select the time zone in which you want your automated task to run according to the set frequency.
  7. Select Add to schedule the task.
    This task appears in the Scheduler table.

Editing a Scheduled Task

To edit a scheduled task:

  1. Navigate to Admin > Scheduler.
  2. In the Scheduler table row for the task, at right, select Edit edit icon.
  3. Update the task settings as needed and select Update.

Pausing or Resuming a Task

To pause or resume a scheduled task:

  1. Navigate to Admin > Scheduler.
  2. Select the checkbox for the task in the table row for the task.
  3. Select either Pause or Resume. The task's status updates to reflect your choice.

Deleting a Scheduled Task

To delete a scheduled task:

  1. Navigate to Admin > Scheduler.
  2. Select the checkbox for the task in the table row for the task.
  3. Select Delete and confirm the deletion.