Collect

Refresh Tables

If a table has schedule set to a value other than NULL, that schedule is used in calculating the next run date time. Tables can be manually refreshed or set to refresh on a schedule.

NOTE: To receive a workflow email that a table download has failed in Collect, a user must be assigned to a security role that has the Collect WebApp group WorkFlowFailureAll or WorkFlowFaiureByTargetAccess assigned. Refer to Set Security in System Administration for more information.

Manually Refresh Table

To manually refresh a table:

  1. Verify the table is active.
  2. Click Tables in Navigation pane to view a list of all tables for all sources.
  3. Select the Table.
  4. Click Build And Refresh on Page Toolbar to build package and download table from source; a confirmation message displays.
  5. Click Ok.

NOTE: If the package for the table already exists, it is only refreshed (i.e., data is pulled from the Source database). If the package for the table does not exist, the package is built and the table is refreshed. 

Schedule Table Refresh

To refresh a table on a schedule:

  1. Verify the table is active.
  2. Click Tables in Navigation pane to view a list of all tables for all sources.
  3. Click Vertical View for the Table.
  4. Click Advanced Settings tab.

  5. Click Edit.

    View the field descriptions for the Tables page's Vertical View

  1. Update Schedule ID list box if default value is not applicable.

    NOTE: The Schedule ID field determines when the tables are scheduled to be refreshed. The source schedule option applies to all tables where the Schedule field at the table level is set to NULL. Any schedule at the table level overrides the schedule set for the source.. Schedules are created and maintained in Common. Refer to Create Schedules for detailed information.

  1. Click Save.