Adding or Editing Tasks for Analysis Automation Procedures

Use tasks to analyze data with analysis automation procedures.

1. In Analysis Automation, click Instance on the dashboard.
2. Click Tasks and select the task type. Refer to the following table to determine the task type you need to use.

   Task Type	Description
   Manual Tasks	User starts analysis automation tasks manually.
   Triggered Tasks	Analysis automation tasks start automatically when new or changed files become available. The DataFinder instance defined as data source for a task notifies Analysis Automation about new or changed files. SystemLink automatically enables the checkbox Notify Analysis Automation about new or changed files on the Index tab in Data Indexing when you select a data source.
   Scheduled Tasks	Analysis automation procedures start according to the configured schedule.

3. Click Add. On the General tab, specify a task name, and select a data source and the analysis automation procedure you want to use.
4. On the Access Control tab, specify who can work with tasks. This is the user context Analysis Automation uses to execute the query, upload results to the file service, or update tags. The search results depend on the privileges the user has in one or more workspaces, as the workspaces determine the data pool.

   User Context	Description
   Super User Account	SystemLink executes the task with all privileges.
   Logged-in user	SystemLink executes the task with the privileges assigned to the logged-in user.
   Role	SystemLink executes the task with the privileges assigned to the service role you choose from the dropdown menu. In addition, the service role can only access the data within the workspace you configure in the next step.

5. Choose a workspace to determine which users can execute this task and the privileges with which Analysis Automation executes the task. If you are working within the Role user context, the workspace determines which data the service role can access.
6. If you are configuring a scheduled task, select the Scheduler tab to configure when and how often the task runs.
7. Click OK.
8. Click Apply to accept the settings.
9. To edit a task, choose a task and select »Edit.