How to Schedule a Template Snapshot in Cloud Scheduler?

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Article Summary

This article provides a complete, step-by-step guide to scheduling template snapshots in Cloud Scheduler. It explains how to set up snapshot tasks, configure recurrence rules, and manage templates using process flows, scheduler settings, and job monitoring, helping administrators efficiently automate backups, preserve version history, and ensure template data integrity.

eddy_summary: Learn how to schedule template snapshots in Cloud Scheduler in the Structured Planning module.
eddy_keywords: template snapshot, Cloud Scheduler, automated backup, process flow, recurring snapshot, snapshot task, job manager, version history
eddy_intent: How-to
eddy_module: Structured Planning
eddy_synonyms:
template snapshot = recurring snapshot, backup version
Cloud Scheduler = automated scheduler, task scheduler
job manager = process monitor, snapshot log
eddy_questions:
- How do I schedule a template snapshot?
- What happens when the snapshot limit is reached?
- Where do I track snapshot schedules and run history?
- Can I automate template backups in Planful?

The Template Snapshot feature allows users to create a recurring schedule for the template snapshot creation. Once scheduled, the Cloud Scheduler will automatically create snapshots. This ensures the template is consistently backed up at the roll-up level without continuous user intervention. It also maintains the history of template versions, providing easy comparison, analysis, and recovery.

Note:

A maximum of 20 snapshots is allowed per template. When this limit is reached, the oldest snapshot is deleted automatically when a new one is created.

Snapshot_Cloud_Scheduler

Schedule a template snapshot in the cloud scheduler:

  1. Cloud Scheduler can be accessed either from Maintenance > Administration > Cloud Scheduler.


    Or Access the Cloud Scheduler directly from the Planning Control Panel when creating a snapshot at the leaf level.

    Note:

    Access to Cloud Scheduler is restricted to users with the inappropriate permissions. If access is disabled, contact your administrator for assistance in enabling access to Cloud Scheduler.

  2. Click Add from the Process Flow page.


    Three tabs are displayed on the Add Process Flow page: General Information, Tasks, and Scheduler.

  3. Fill in all the details in the General Information.

  4. Now, go to Tasks > Add Task, and on the New Task popup, select Template Snapshot from the Task Type.

  5. Enter the Task Name, Scenario, Entity, Template, and Dependencies (this is an optional field) and click Save.

  6. Use the Scheduler tab to run the process flow at a scheduled date, time, or a selected frequency.

  7. Click Save or Save & Schedule to save the task. Click Run to run the scheduler immediately.

  8. Go to the Job Manager to view the completed process and the status of each run.