Creating Multiple Scheduler Jobs Using Bulk Creation

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Overview

This document outlines the process for importing a CSV (delimited) file into VDM, validating the data, and configuring scheduled jobs to automatically export results. It guides users through setting up the necessary database table, creating and testing a view, and using the Scheduler module to generate and manage bulk execution jobs. The document also covers configuring export settings, verifying results in the detail grid, and ensuring the automated jobs run successfully.

Prerequisites

• VDM application installed and accessible

• User has permissions to create database files, views, and scheduler jobs

• Valid database connection profile configured (including database name)

• CSV or delimited data file prepared with correct structure and delimiter

• CSV file stored in an accessible directory

• User has read access to the import file location

• User has write access to the export directory for scheduled jobs

• A VDM view created and tested using the imported table

• Scheduler module access enabled for the user

• Export settings prepared (file location, filename, format, date format)

Step 1 - Prepare the CSV file

Create a CSV file defining each job. Each row represents a job, and columns define job settings such as client information, export location, and email recipients. 

Important Note: Your database file must include the database name, export location, export name, and any other required data otherwise the connection profile will not appear in the dropdown.

Step 2 - Importing a Delimited Text File in VDM

Add the Text File

In the Tables and Fields panel:

1. Right-click Database Files

2. Select Add From Text File

3. Click Delimited

(This option is highlighted in the first screenshot.)

Configure File Options

In the import window, configure the following settings:

File Options

• File – Browse to the CSV file location
  Example:
  C:\Temp\BulkImport.csv

• File Selection –
  Single if importing one file.

• Fields Enclosed in Quotes –
  Set to True if values are wrapped in quotes.

• Delimiter –
  Enter the character separating fields.
  Example: , for Comma.

• Include Headers –
  Set to True if the first row contains column names.

Table Options

• Add Import Date –
  Adds a column storing the date the file was imported.

• Add File Name –
  Adds a column containing the name of the imported file.

• Name –
  Enter the name for the table created in VDM.
  Example: TestFile.

Search Options

• Refresh on View Search –
  When True, VDM will refresh the data if the CSV file changes before running a search.

(These settings appear in the second screenshot.)

Finish the Import

1. Click Preview to view the data.

2. Adjust data types if necessary
   (VDM determines types based on the first record.)

3. Click Test Import.

4. Confirm the message “Import Successful.”

5. Click Finish.

Verify the Import

The file will now appear under Database Files and can be queried within VDM. 🔎

(Third screenshot.)

Figure 1

Figure 2

Figure 3

Step 3 - Verify and Save the Data in VDM

Add the Database Table to the View

After the import is complete:

1. Open or create a View in VDM.

2. Locate the imported table under Database Files.

3. Drag the table into the View.

Run the View

Click Run View to execute the query and load the data.

This will display the results in the Detail Grid.

Check the Detail Grid

Review the Detail Grid to verify:

• All rows imported correctly

• Column names appear properly

• Data values look correct

• Data types (dates, numbers, text) appear as expected

This confirms the import worked correctly.

Save the View

Once everything looks correct:

1. Click Save View

2. Give the view a name if prompted

The view is now saved and can be reused for future analysis.

Step 4 - Creating Scheduled Jobs in VDM Scheduler

Open the Scheduler

1. Launch the application.

2. Navigate to the Scheduler module.

3. Select the Jobs tab.

This tab allows you to view existing scheduled jobs or create new ones.

Add the View

1. In the View menu, click Add.

2. Select the view you want to run.

Choose the CSV file view that contains the job definitions.

This view will determine which jobs are created and executed.

Add Executions

1. Click Bulk Creation.

2. This opens the Create Job Wizard.

The wizard will generate multiple scheduled jobs based on the selected view.

Create the Job

Configure the following settings:

Execution Name

Enter a name for the execution job.

Example:

Daily_Import_Job
Customer_Data_Export

Connection Profile

Select the connection profile from the drop-down menu.

Important Note: Your database file must include the database name, export location, export name, and any other required data otherwise the connection profile will not appear in the dropdown.

Configure Export Options

For exporting the Detail Grid results, configure the following:

Export Location

Choose the folder where the exported file will be saved.

Example:

C:\Exports\

Export Filename

Enter the name for the exported file.

Example:

CustomerData
SalesReport

Date Format

Select the date format to append to the filename.

Example:

YYYYMMDD
MMDDYYYY

File Type

Select the export format:

• CSV

• Excel

Finish the Bulk Job Creation

After completing the wizard:

• The bulk jobs will appear in the Execution screen.

• Each job represents a scheduled execution of the selected view.

Edit Jobs (Optional)

If adjustments are required:

1. Select a job from the Execution list.

2. Open the job settings.

3. Modify parameters such as:

   • Schedule time

   • Export location

   • File name

   • Connection profile

Jobs can be edited individually as needed.