Skip to main content
Documentation
Documentation
Adaptive Planning
Last Updated: 2023-06-23
Create Integration Tasks

Create Integration Tasks

Daily use of integration often involves tasks or predefined sets of actions you can create to:
  • Extract information from data sources and load into Adaptive Planning.
  • Build import processes and filters using loaders and other tasks.
  • Combine various operations into a single contiguous operation.
  • Share the tasks with others who can use them.
You can schedule tasks to run automatically, or users can run them on-demand as needed.

  • Required Permissions:
    Integration Management
    >
    Data Designer
  • Requires Integration

Navigation

Create a New Task

  1. Access the Data Designer by going to
    Integration > Design Integrations
    .
  2. Expand
    Tasks
     in the Component Library.
  3. Select
    Create New Task
    .
  4. Select
    Integration Task
     and enter a meaningful name describing what the task does.
  5. Select
    Create
    .
  6. Select a
    log level
    :
    • Error:
       Only logs serious errors.
    • Info:
       Logs all basic information, such as when the data source was updated.
    • Verbose:
       Provides detailed information about all phases and actions. (This level is used primarily for debugging or auditing, as it may produce more log information than is practical for typical use.)
  7. Select
    Save
    .

Add Task Schedule and Loader Details

After creating the new integration task, add schedule and loader details to set when and what it runs.
  1. Drag an hourly, daily, weekly, or monthly schedule item from the Data Components pane to the
    Schedule Settings
     table.
  2. Fill in the
    Edit Schedule
     fields:
    • Name:
       Enter the name for the schedule.
    • Run:
       Select the frequency from the drop-down. Frequencies other than the default change the other fields accordingly.
    • Schedule information:
       Depending on the schedule frequency, integration shows different schedule options:
      • Hourly
         lets you select the minute of the hour using a slider bar.
      • Weekly
         lets you select the day or days you want to run the task and the time.
      • Monthly
         lets you select the day of the month and the time of day.
    • Time Zone:
       Select the time zone of the time to run the task.
    • Local Time:
       Display-only for reference.
    • Active:
       Uses this schedule information to run the task. If unchecked, the schedule saves in the Data Components menu, but the task does not schedule. Add multiple schedules to a task if for multiple scheduling scenarios. Only one schedule can be active at a time.
    • Run as me:
       View only.
  3. Select
    Save.
  4. Drag loaders and tasks from the Data Components pane to the
    Tasks and Loaders
     table.
    • Add a loader to extract data, perform data manipulation, and load the information into .
    • Add other tasks to create smaller subtasks as building blocks that combine into larger tasks.
    When Integration runs a task, it takes a collection of loaders and tasks and builds a single list of loaders. Integration then refreshes all needed data sources. The loaders then execute in these groups, in this order:
    • Planning Metadata loaders
    • Planning Data loaders
    • Scripted loaders
    • Custom Cloud loaders
    Within the groups, tasks execute in the order that they were added to the task.
  5. Select
    Save
    .
By reorganizing items in subtasks of a larger task, you can run the same operations in a different order depending on the time of day or month.