Configure Recurring Services

Select the Recurring Services tab on the Manage Services page to configure recurring services that need to run at regular intervals for schedule, level, and risk analysis. You can configure schedule recurring services and level and risk analysis services for projects. You can define the frequency of the service and view the run history and log on this page.

You can also view recurring service details for measures on the Recurring Services tab, including general service information and job history. The configuration of measure recurring services must be done in the workspace Measures dictionary.

To configure a recurring service:

1. Navigate to the Manage Services page
   1. In the header, select your username.
   2. On the User menu, select Manage Services.
2. Select the Recurring Services tab.
3. Select Add.
4. In the Add Recurring Service wizard, complete the following steps:
   1. In the General step, enter general information for the service type, such as name and frequency, including the day and time of recurrence, and then select Next.
   2. In the Assign Projects step, select the projects on which the service is scheduled to run, and then select Next.
   3. In the Options step:
      • For schedule service type, specify the following settings, and then select Add:

        Schedule Settings: Select schedule options for your projects.

        • Use each project's schedule settings: This option allows each project to use its own schedule settings when multiple projects in a program are selected.
        • Use only this project's schedule settings: This option allows you to select a project from the list and applies its schedule settings to all projects in the program.

        Data Date:

        • Use the service run date: This option applies the date on which the service runs.
        • Use each selected project's data date: (Default) This option allows you to apply the data date selections from each project when you've selected multiple projects.
      • For level service type, specify the Schedule Settings, and then select Add.

        Note: The Options step is only available for schedule and level service types.

Tips

• Use the preview panel to view the details for the selected recurring service. The following tabs are available:
  • General: Use this tab to view general information about the service, such as its schedule and recurrence settings.
  • Projects: Use this tab to view the project on which the service type is scheduled to run.
  • Service Details: Use this tab to view the service details, such as the Schedule Settings and the Data Date of the scheduled service type.
  • Job History: Use this tab to view the run history and log of the service type.
• When multiple risk analyses as recurring services are triggered simultaneously for a large number of projects, the analysis may fail and need to be retried. If the risk analysis failed but is being automatically retried, the job will display RETRIED status.
• To terminate a recurring service while it is still running, navigate to the Job History tab of the preview panel, select the Context menu for a service that is in progress, select Terminate, and then select Yes in the confirmation dialog box. You can terminate the following services: import, export, level, risk analysis, and schedule.
• You can apply filters to reduce the number of recurring services displayed on the page. For more information, see Manage Services Filters.