Creating a new scheduled cleanup task

Last Updated : Dec 17, 2019 |

About this task

Create a scheduled cleanup task to clear contacts from the Omnichannel contact database. A scheduled task uses a single cleanup rule to select the contacts to clear. Scheduled tasks clear only closed contacts that are already copied to the OFFLINE database. If a contact is not previously copied to the OFFLINE database, the scheduled task copies it before clearing it.

You can select only a single rule for each scheduled task. You can choose to run a scheduled task once, weekly, or monthly. If you select to run a scheduled task weekly or monthly, you can optionally set an end date after which the scheduled task does not run.

Procedure

  1. Log in to the Omnichannel Database server.
  2. Start the Oceana Data Management utility.
  3. Create a new rule to select the contacts that you want to clear.
  4. In the Oceana Data Management utility, click Cleanup.
  5. In the navigation pane, click Cleanup Schedule.
  6. In the schedule calendar, select the date on which you want to schedule a cleanup task.

    You can use the Day, Week, Month, Timeline, Back, Calendar, and Forward controls in the Top Bar to browse to a date if it is not currently visible.

  7. Double-click the date on which you want to create the scheduled task.

    The Oceana Data Management utility displays the Schedule Cleanup dialog box.

  8. In the Name field, enter a display name for the scheduled task.
  9. In the Description field, enter a description for the scheduled task.
  10. In the Select Type field, select the type of cleanup rule for the scheduled task.
  11. In the Select Rule field, select an existing cleanup rule that the scheduled task uses to identify the contacts to clear.
  12. In the Schedule section, select the frequency with which you want this task to run. The options are:

    • Run Once

    • Weekly

    • Monthly

  13. If you select the Run Once option, do the following:
    1. In the Start Date fields, select the date and time on which you want the task to run.
  14. If you select the Weekly option, do the following:
    1. In the Start Date fields, select the first date and time on which you want the task to run.
    2. Select the days of the week on which you want the task to run.
    3. If you want the scheduled task to stop running after a date in the future, select End on and select a date after which this task does not run.
  15. If you select the Monthly option, do the following:
    1. In the Start Date fields, select the first date and time on which you want the task to run.
    2. In the Day field, enter the day of the month on which you want the task to run.
    3. In the of every field, enter the frequency of this monthly task.

      For example, enter 1 to run the task every month, enter 2 to run the task every second month, or enter 12 to run the task once a year.

    4. If you want the scheduled task to stop running after a date in the future, select End on and select a date after which this task does not run.
  16. Click Save.
Related information
Cleanup and purging overview