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Uniphore Customer Portal

Create Schedules

Use Schedules to determine when your Storage Policies are applied, multiple Schedules and Storage Policies can be configured to provide fine control of your data storage, this topic details how to create a new schedule for your U-Capture system. To view your existing Schedules, see View and Update Schedules.

Tip

Before Creating a new Schedule, it's worth reviewing your existing Schedules - to save time you can clone an existing Schedule to start the Create Schedule process with matching details to an existing Schedule.

Find the existing Schedule that you want to clone (Configure > Schedules) and click the three dots menu > Clone, this will open the Create Schedule page wih the existing Schedule's configuration, make any changes and then click the Create button to confirm and create a new Schedule.

To Create a New Schedule:

  1. Go to Configure > under the U-Capture Application click configure > Schedules, and click + Create.

  2. Under Name enter a useful name for the Schedule.

  3. Under Description enter a useful description for the Schedule.

  4. Under Schedule Type determine the frequency of the Schedule, this is how often the affected Policies will be applied. Choose either Minutes, Hourly, Daily, Weekly, Monthly, or Yearly.

  5. Determine the value for the frequency using the drop down menu adjacent to Repeats Every, for example if Hourly is the frequency you can set the value to 3 in order to apply the affected Policies every 3 hours.

  6. If Schedule Type is set to either Weekly, Monthly, or Yearly, set the Days of the Week, Day of the Month, or Day and Month respectively to determine the days to apply the affected Policies.

    Caution

    If Day of the Month is set to a value that not every month has, then the Schedule will not be triggered on that month, for example a Schedule set to trigger on the 30th of every month will not be triggered in February.

  7. Set the Time and Time Zone for the Schedule frequency, this determines exactly when the affected Policies are applied.

  8. Review the summary at the bottom of the Create Schedule page, when you are happy with the settings, click Create.

Once a new Schedule has been created a Schedule Created pop up will display in the bottom right of the screen with the name of the new Schedule. You can now view and update the Schedule as needed, see View and Update Schedules for further details.

NGSchedulesCreate.png
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