Scheduling Tasks in Dataedo Portal

This guide outlines how to manage task scheduling using the Scheduler, Connections, and Credentials views available under the Connectors section in the Portal.

Note that only users with the Connection Manager role can access the Connectors section and perform actions described here.

Connectors Overview

Under the Connectors section in the Portal, you can manage:

• Connections – connection configurations for Data Sources
• Credentials – reusable authentication details shared across Connections
• Schedule – task scheduling interface with logs and calendar

Connections

Each Connection is linked to exactly one Data Source. Connections group shared configuration settings like Credentials, host, and port, making it easier to manage and reuse across environments.

While currently each Connection maps to a single Data Source, future versions will allow sharing Connections across multiple sources.

Accessing Connections

Navigate to Connectors > Connections to see all configured Connections. You can:

• View Connections as tiles or in a grid
• Filter by connector type, category, or Connection/Data Source name
• Search for specific Connections
• Check scheduled tasks in the Scheduled tasks column
• Select a Connection name to view more details

Connection Details

When you select a Connection, you can access two tabs:

• Task Planner – manage tasks for that Connection (same interface as in Scheduler)
• Settings – view/edit Connection details and manage Credentials

In the Settings tab, you can:

• Update Connection parameters
• Assign or create Credentials
• Test the Connection to verify access

Scheduler

The Scheduler is available under Connectors > Schedule and consists of two main tabs:

• Task Planner – create and manage scheduled tasks.
• Calendar – view task execution history and upcoming executions.

Task Planner

Use the Task Planner tab to schedule, edit, delete, or run tasks for your Data Sources.

Features

• Tasks are grouped by Data Source.
• Filter tasks by connector or task type.
• Use the search bar to find tasks.

Task Status

• Active – the task will be executed according to its schedule.
• Draft – the task will not be executed until manually activated.

To Schedule a Task

1. Select the Data Source.
2. Click the scheduling button on the right.

You can specify:

• Task type (for example, Import, Data Quality, Profiling).
• Execution frequency:
  • Daily at a specific time.
  • Specific days of the week.
  • Specific days of the month.
• Status: Draft or Active.

Note: Tasks use the creator’s local time zone for scheduling, but are displayed in UTC in the interface.

Limitation: Tasks requiring Browser login cannot be scheduled.

To schedule multiple tasks

You can also schedule tasks for multiple sources at a time. Use checkboxes to select all the sources you want to schedule. A Schedule button will appear above your Data Sources grid.

Once you click it, a popup appears. You have to select what type of tasks you want to schedule. Displayed options depend on tasks that are supported for your selected Data Sources. If only one type of task is possible for your selected source, this step is skipped.

Next, a task scheduling setter is displayed. The number of steps depends on the number of tasks selected in the previous step. You can schedule all the task's details and parameters as you would normally.

One thing to keep in mind is timing. You are asked to select the date and time when task executions will run. If scheduling multiple tasks for the same time, they will run subsequently, not consecutively.

To Edit a Task

1. Locate the task.
2. Click the Edit icon in the task row.
3. Modify task settings and save.

To Immediately Execute a Task

1. Find the task.
2. Click the Trigger now icon.

Note: The task will be added to the queue immediately, but actual execution may be delayed. The Agent can only process one task at a time and must finish the current task before starting a new one.

To Remove a Task

1. Find the task.
2. Click the Remove icon.

Warning: Not all Data Sources support Data Quality or Data Profiling tasks. These task types will not be available for unsupported sources.

Metadata Import Timeline

Metadata Imports are divided into 7 steps, giving you better insights regarding which process is actually taking place. This can also help with troubleshooting. If your Import fails, you can check at which step the crash happened.

These steps are:

• Schema Extraction
• Schema Loading
• SQL Parsing
• Lineage Extraction
• Building Lineage
• Extracting Tables Statistics
• Finalizing

Each step provides an overview of statistics — current level of completion, time elapsed on the current step, and number of scanned objects.

Schema Extraction and Loading, as well as Finalizing cannot be interrupted, as they are necessary for the Metadata to appear in your repository.

All other steps can be cancelled. Use the skip button to cancel a step in the future, or cancel to terminate a currently executed one. The step's status will change to cancelled. After that, the Import simply goes to the next stage. Metadata will still be extracted, but features related to the cancelled step will not be extracted or updated.

When an error happens, you can click the Error status in the correct import stage, or the check error message button, to see more details.

Calendar

The Calendar tab displays task execution logs, including:

• Past executions.
• Ongoing executions.
• Future (planned) executions.

Search and Filter

You can filter executions by:

• Progress status: Past, In Progress, Upcoming.
• Execution status: All, Failed.
• Connector.
• Task type.

Tasks are grouped by execution ID. You can also search by Data Source name.

Note: Future tasks are based on estimated execution time. Actual times may vary depending on system load and Agent capacity.

Execution History

Each execution includes a log history. If an error occurs, detailed information and a stack trace are available to help with troubleshooting.

To view details for a failed task, click the error icon in the Calendar tab. A popup will show the error message and stack trace, which can be sent to support if needed.

Scheduled tasks notifications

useful tip

Enabling notifications from the scheduler simply serves as a shortcut. Following the object normally will still subscribe you to notifications regarding its task, provided your account settings allow for that.

You can enable notifications for your scheduled tasks directly from the Scheduler's level. Simply press on the bell icon next to an object for which a task was scheduled. If your notification settings allow that, you will receive notifications regarding that tasks errors or failures via e-mail and the Portal.

The notification system and configuring your notifications is explained in more depth in our dedicated article.

Agent Status Indicators

Banners may appear in the Scheduler or Calendar views to indicate issues with the Agent:

• Agent not installed.
• Agent version mismatch.
• Agent cannot connect to the repository (for example, due to firewall or configuration issues).