MicroStrategy ONE

Managing Schedules

You can add, remove, or modify schedules through the Schedule Manager. You can modify the events that trigger event-triggered schedules through the Event Manager. For instructions on using the Event Manager, see About Events and Event-Triggered Schedules.

You can also specify that certain schedules can execute subscriptions relating only to certain projects. For instructions, see Restricting Schedules.

To Manage Your Schedules in the Schedule Manager

  1. In Developer, log in to a project source.
  2. Expand Administration, then expand Configuration Managers, and then select Schedules. The list of schedules for the project source displays on the right-hand side.
  3. To manage your schedules, select from the tasks below:
    • To create a new schedule, see Creating Schedules.
    • To modify a schedule, right-click the schedule and select Edit. The Schedule Wizard opens with that schedule's information. Step through the wizard and make any changes.
    • To delete a schedule, right-click the schedule and select Delete.
    • To find all subscriptions that use one of the schedules, right-click the schedule and select Search for dependent subscriptions.

Restricting Schedules

You may want to restrict some schedules so that they can be used only by subscriptions in specific projects. For example, your On Sales Database Load schedule may not be relevant to your Human Resources project. You can configure the Human Resources project so that the On Sales Database Load schedule is not listed as an option for subscriptions in that project.

You may also want to restrict schedules so that they cannot be used to subscribe to certain reports. For example, your very large All Worldwide Sales Data document should not be subscribed to using the Every Morning schedule. You can configure the All Worldwide Sales Data document so that the Every Morning schedule is not listed as an option for subscriptions to that document.

To Restrict Schedules for a Project

  1. In MicroStrategy Web, log in to the project you are restricting schedules for. You must log in as a user with administrative access to the MicroStrategy Web preferences.
  2. Click the MicroStrategy icon, then click Preferences.
  3. In the left column, click Project Defaults, and then click Schedule.
  4. Select Only allow users to subscribe to the schedules below.
  5. The left column lists schedules that users are not allowed to subscribe to. The right column lists schedules that users are allowed to subscribe to.

    When you first select this option, no schedules are allowed. All schedules are listed by default in the left column, and the right column is empty.

  6. To allow users to subscribe to a schedule, select the schedule and click the right arrow. The schedule moves to the right column.
  7. When you are finished selecting the schedules that users are allowed to subscribe to in this project, click Save.

To Restrict Schedules for a Report or Document

  1. In MicroStrategy Web, log in to the project you are restricting schedules for. You must log in as a user with administrative access to the MicroStrategy Web preferences.
  2. Execute the report or document.
  3. From the Tools menu, select Report Options.
  4. Select the Advanced tab.
  5. Select Only allow users to subscribe to the schedules below.
  6. The left column lists schedules that users are not allowed to subscribe to. The right column lists schedules that users are allowed to subscribe to.

    When you first select this option, no schedules are allowed. All schedules are listed by default in the left column, and the right column is empty.

  7. To allow users to subscribe to a schedule, select the schedule and click the right arrow. The schedule moves to the right column.
  8. When you are finished selecting the schedules that users are allowed to subscribe to in this project, click OK.