PackageManager
PackageManager gives the ability to run multiple tasks in a sequential order. Suppose it is necessary to run a TouchPoint and then immediately run an Analyzer report on the consumers selected in that TouchPoint. This is achieved efficiently in a package.
Simply create a package that has the TouchPoint report and the Analyzer report immediately following. You can manually run the package to execute your task in the order you entered them into the PackageManager or you can use the Scheduler to run the package at a future date.
Topics:
Getting Started with PackageManager
Running a group of tasks one by one can be a tedious process. PackageManager saves valuable time by giving the possibility to run multiple tasks as a solitary group. PackageManager starts by running the task at the top and then consecutively running through the list. TouchPoints, SendEx, Analyzer, Exports and External Processes can be added into the PackageManager.
To Use PackageManager
Drag and drop the Report node and select a task from the given list (Analyzer, Export, SendEx, TouchPoint, or an external process).
Repeat to select another task.
If you would like the package to continue to run regardless of whether it encounters an error, select the Continue on Error check box.
View the tasks by clicking "Open Query" on the bottom right of the desired task.
Swap a task with another task by clicking "Change Query" on the bottom left of the desired task.
To delete an item right-click and select remove.
Put the tasks in the order you would like them to run by both selecting the task and dragging it to the desired position or by selecting the task and using the up and down arrows to navigate it.
To submit the package, click the green submit button. ()
Note
PackageManager runs the task in the ordered listed, so placement of the tasks is important.
Item Properties Dialog
This dialog appears when a new task is added. The options may be different depending on the type of task. Below is a list of all the options along with their descriptions.
The PackageManager Menu and Toolbar
The toolbar provides quick access to commonly used commands in PackageManager. Click the icon once to carry out the action.
Icon | Description | Menu Equivalent |
|---|---|---|
 | Creates a new PackageManager. | File > New |
| Opens a saved PackageManager report. | File > Open |
| Saves your current PackageManager report. | File > Save |
– | Allows you to select how and where the report is saved. | File > Save As |
| Opens the saved report on your local machine. | File > Local > Open |
| Saves the open report to your local machine. | File > Local > Save |
| Prints the layout of all actions in the PackageManager. | File > Print |
| Submits a PackageManager. | File > Submit |
| Checks if the package is valid. | File > Validate |
| Schedules the package in the Scheduler. | File > Schedule |
| Opens the Properties for the currently selected item. | File > Properties |
-- | Exits out of PackageManager module. | File > Exit |
| Removes a selected item from the list. | Edit > Remove |
| Clears all the current tasks in the current package. | Edit > Clear |
| Moves the highlighted item up one spot in the list. | Edit > Move Item Up |
| Moves the highlighted item down one spot in the list. | Edit > Move Item Down |
– | Puts the PackageManager workflow in a horizontal view. | View > Orientation > Horizontal |
– | Puts the PackageManager workflow in a vertical view. | View > Orientation > Vertical |
| Zooms in on the PackageManager workflow. | View > Zoom > Zoom In |
| Zooms out on the PackageManager workflow. | View > Zoom > Zoom Out |
| Adjusts the current PackageManager workflow view to fit the screen. | View > Zoom > Zoom To Fit |
| Adjusts the current PackageManager workflow view to 100% aspect ratio on the screen. | View > Zoom > 100% |
– | Displays help information for the PackageManager program. | Help > Package Manager Help |