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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 in version 25.2 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.
Connections

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.

Note that you cannot add new Connections in version 25.2. This means that the initial metadata import still needs to be done in Dataedo Desktop.

Credentials

Credentials store sensitive information like passwords, API keys, or tokens. These Credentials are grouped by connector type and can be reused across multiple Connections using the same connector.

A single Credentials entry can be used across multiple Connections of the same connector type. This allows for centralized credential management since if the password or token changes, you only need to update it once.

Managing Credentials

Go to Connectors > Credentials to:

  • View a list of existing Credentials.
  • Filter by credential name or connector type.
  • Add new Credentials.
  • Edit or delete existing Credentials.
Credentials

To add credentials:

  1. Select Add credentials.
  2. Choose a connector.
  3. Enter a title.
  4. Click Create credentials.

To edit or delete credentials:

  1. Use the three-dot menu in the Credentials list.
  2. Select Edit or Delete.
  3. If a Credential is used by any Connection, you’ll be prompted to reassign another Credential before deletion.

Important: You cannot view password-like values (for example., passwords, API tokens) after they are saved. The Portal does not function as a password manager, although non-sensitive fields like usernames remain visible.

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.
Scheduler in Portal

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.
Schedule task

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 Edit a Task

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

To Immediately Execute a Task

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

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.
Remove task

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

Calendar

The Calendar tab displays task execution logs, including:

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

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.

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).
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