Tasks

Updated 2 months ago by Stephanie Krenz

You can create multiple tasks in a workspace to perform different analyses. You can schedule these tasks so that they are carried out automatically once, hourly, daily, weekly or monthly.

You have several options when adding a new task:

  • Click on Workspaces at the top and then directly in a workspace on the + Task in Workspace button
  • Click on Workspaces at the top and then on the + Task button at the top right
  • Click on Workspaces at the top, then on the name of the workspace -> in the subsequent list of tasks for this workspace, you can then click on + Task at the top right

Note
As of dab Nexus version 1.14, the difference between Analytic and Extraction is no longer made at workspace level but at task level. This means that different task types can be created in a workspace.
Analytic Task or Extraction Task

As soon as you want to create a task, you have to choose which type of task you want to create.

  • Analytic Task -> Automatically creates an extraction package based on the selected steps, extracts the data and then performs the analysis
  • Extraction Task -> Uses a Custom Package created via the Package Studio to perform the data extraction -> no analysis of the data is performed

In the next steps, you will now see which settings need to be set in the task.

Note
All settings that have an Asterisk * next to their name are mandatory and must therefore be defined.

Workspace & SAP-System

  • Workspace -> Here you can change the Workspace if you have created the task in the wrong workspace in the previous steps
  • SAP-System & Slots -> Determine from which SAP-system the data is to be extracted and how many tables can be extracted simultaneously (default: 2 slots)
  • Privacy Protection -> Here you can define whether sensitive data (e.g. usernames, personal names, etc.) should be encrypted (you can also enforce encryption in relation to an SAP system) -> To do this, activate the Force Privacy Protection option when creating the connection of the SAP-system in dab Nexus via Settings -> SAP Systems)
    • None -> No encryption
    • Pseudonymize -> Sensitive data is encrypted with the salt
    • Anonymize -> Sensitive data is replaced with the value XXXXXXXXXXXX
  • Pseudonymize Salt -> Definiere the Salt, with which the sensitive data is to be encrypted

Then click on Continue.

Data Strategy & SQL-Server

  • Data Strategy -> Choose the Data Strategy, which you created via Settings -> Data Strategies
  • SQL Server -> Determine the SQL server on which the extracted and analyzed data is to be stored (in this case also specifying the exact SQL database in which the data is to be stored). The two schemas are filled in automatically, depending on what you have entered in the Database Schema fields in Settings -> Data Strategies

Then click on Continue.

Use Primary Key Override

Note
As from version 1.13.1, the Enable Primary Key Override option can be activated.

You can enable the option Enable Primary Key Override with the following steps:

Check, if the option Enable Primary Key Override is activated. You can find more information in this article. The checkbox is only visible in the next screenshot if the option is activated.

Activating the setting in the task results in a new column with the name NEXUS_ID being added to each extracted table, which serves as the primary key and bypasses the system's own primary key fields.

Scheduling

In this section, you have the option of executing Tasks once or scheduling them repeatedly. The following steps explain all possible settings:

Slider

Interval

Possible Settings

Description

Once

no repeat

Start Time with Date and Time (including Time Zone)

or

Run immediately

Run is executed once either at the time entered or immediately after completion of the Task

Hourly

hourly

Start Time with Date and Time (including Time Zone)

1 to 23 Hours

Specify the hourly interval at which the Task should be executed repeatedly

Daily

daily

Start Time with Date and Time (including Time Zone)

1 to 6 Days

Specify the daily interval at which the Task should be executed repeatedly

Weekly

weekly

Weekday selection

Start Time with Date and Time (including Time Zone)

1 to 7 Days

Specify on which days of the week the Task should be executed repeatedly

Monthly

monthly

1 to 28 Days or last day

1 to 12 Months

Start Time with Date and Time (including Time Zone)

Specify on which days of the month the Task should be executed repeatedly (alternatively always on the last day of the month)

Click on Continue after setting up the schedule.

Parameter

Depending on the type of task (extraction or analytic), you can specify either an extraction package with variant or an analytic group at the top in the middle.

The listed parameters change depending on the selection of the task type and the extraction package or analytic group.

All parameters marked with * (asterisk) must also be filled in here, as this is mandatory information.

Then click on Continue.

Third-Party Services

Note
You don't have to add a Third-Party Service. If you want to continue without one, simply click Continue.
  • Third-Party Services -> With a click on the big + you can add a Third-Party Service if you want to export the extracted and analyzed data directly to Excel, for example

Excel

Select the Excel option in the pop-up and click on Choose & Configure.

The following settings can or must be specified:

  • Export Path (with subfolder if required) -> enter a path where the Excel file should be saved
  • Test Path -> with this button you can test whether the path you have specified is correct and can be reached
  • Copy Full Path -> with one click you can copy the file path to the clipboard so that you can then simply paste and search for it in the file browser
  • Export Mode
    • File per Result table -> One Excel file is exported and saved for each results table
    • Sheet per Result table in one File -> A new worksheet is opened in the Excel file for each results table, but all results tables from a run end up in a file that is exported and saved
  • Data Limit -> Specify the maximum number of entries to be saved in a file. If this number is exceeded, another Excel file is automatically created
  • Add Header -> If this option is activated, the column name is written to the first row of the Excel tables
  • Create Subfolder per Run -> If this option is activated and the task is executed repeatedly, the Excel files of each run are saved separately in their own subfolders
  • Result Table & Alias -> You can enter an alternative name for each results table here, e.g. to give the tables in the export files more descriptive names

Click on Add Excel Service at the bottom right to complete the settings for the third-party service.

You will now see in the overview that you have created an Excel export as a third-party service for this task. You also have the option of creating several third-party services here in order to export the results tables to CSV files in parallel, for example.

CSV-Export

The CSV export is integrated in the same way as the Excel export. Click on the big +, select CSV and click on Choose & Configure. If desired, you can also adjust the export path (with subfolder), the data limit, the column header in the first row, the storage types and the aliases for the results tables here.

You must also specify the delimiter for the CSV export -> The default setting is also read from the Settings -> Third-Party Services -> CSV export.

You have the following setting options here:

  • Comma ,
  • Semicolon ;
  • Hashtag #
  • Pipe |
  • Tab (like the Tab key on your keyboard)

Then click on Continue.

Completion

  • Name -> Enter a name for the Task
  • Description -> You can enter a description for the Task

Then click Finish at the bottom to complete the task creation.


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