Scheduling imports

You can select the Helix ALM projects and Surround SCM mainline branches to import data from to populate ALM Data Warehouse. You can also set the import frequency.

Note:  You cannot schedule imports for the Helix ALM License Server. License server data is imported before other imports start or you can manually import data. See Manually importing data.

1. Click Configure and choose Imports.

The Import Schedule page opens.

2. Click Schedule imports for the product server to schedule imports for.

The product Import Schedule page opens.

Tip:  To sort data by a specific value, click a column heading. Click the heading again to switch the sort order.

3. To change an import schedule, select the item to change and click Edit. To change multiple items to use the same import schedule, select each item to edit. To change all items to use the same schedule, select the check box in the column heading row.

The Edit Schedule dialog box opens.

4. Select the Frequency and Settings for importing data.

  • To import data on demand, select Manually. See Manually importing data.
  • To schedule imports, select DailyWeekly, or Monthly and select when to perform the import.

Tip:  Import data during periods of low activity, such as overnight, to avoid impacting application performance.

5. Click Save to save the schedule changes.

6. To stop imports for a project, mainline branch, or server, clear the corresponding check box in the Enabled column. Select the check box to resume imports.

7. Click Save and Close.

The settings are saved.