Schedule Plan Publishes

ADM scheduler capability

A scheduler capability in Automated Data Management (ADM) is built to automate data sharing between Apptio Planning plans (budget and forecast) data into Apptio Costing

This capability will enable flexible options to schedule jobs to publish Plan data to Apptio Costing and a centralized place to manage data sharing between Apptio’s product portfolio.

Admin users can now create daily, weekly and monthly schedules using Automated Data Management integration to publish Plan Cloudability data from any active plan in New, Open or Final state to Apptio Costing (Cost Transparency). Additionally, they can also select the specific period in Apptio Costing for which the data should be published.

Prerequisite

• IT Planning, Automated Data Management, TBM Studio must be in the same environment.

  

• Ensure the permission DataOrchestrationServiceFeatureFullAccess is enabled on the role that will be managing Automated Data Management schedules. By default, Admin, Apptio Admin and Apptio Partner roles have this permission enabled.
• Connection to TBM Studio project established in Automated Data Management
• Automated Data Management flag must be enabled in Apptio Planning
• Apptio Planning entities are created and configured in Automated Data Management

  

  

Configuring Planning to Costing

Navigate to the Entity Schedule page to create, edit or delete schedules to publish a Plan to Costing. The schedule creation process generates multiple jobs based on the entities selected and applies the same schedule config for each Planning line item type/entity. However, the user has the flexibility to manage the publishes to Costing separately for each entity/line item type if needed.

Automated Data Management keeps the 1:1 mapping between Apptio Planning line item type to Automated Data Management entity to dataset name in Apptio Costing. The dataset name can be changed in Automated Data Management based on customers configuration.

Create Schedule for Planning

1. Go to Enhanced Access Administration and select Automated Data Management
2. Select Entity Schedule from the left-hand panel
3. Select Add Schedule (ApptioOne Planning is selected by default under Producer option)
4. Enter the Schedule Name in the Schedule Name field

   

5. Select the Plan Name from the dropdown to create schedule
6. Select the Entities you want to create schedule (depending on the selected budget or forecast plan, the available entities will be updated)

   

7. Set the time period in CT you want to publish
   • Current Month: This dynamic value will change as you move through time. Eg.when July month is selected, the Plan and Cloudability data will be published to July month in TBM Studio.
   • Previous Month: This dynamic value will change as you move through time. Eg. If this option is chosen, when the current month is July, the Plan and Cloudability data will be published to June month in TBM Studio.
   • Start Month of FY: This dynamic value will change as you move through time. Eg. when July is set as start of the fiscal year the Plan and Cloudability data will be published to the July month in TBM Studio.
   • Customize: The plan will be published in the month of the selected date. This option is used when the Plan start of fiscal year is different than the start of the fiscal year in TBM Studio
8. Select Next to setup the schedule cadence
9. Select the Schedule Type (daily or weekly or monthly)
10. Select the Start Date and End Date for the schedule. If No End Date is selected, End Date field will be disabled
11. Set the frequency to trigger the job
    • Select one or multiple times a day
    • Select one or multiple times a week
    • Select one or multiple days of the month
12. Select Time and Time Zone to trigger the job
13. Select Create Schedule

Edit Schedule

1. Go to Enhanced Access Administration and Automated Data Management
2. Select Entity Schedule menu from the left-hand panel
3. Select pencil icon() to edit schedule
4. Edit the plan and schedule details as required
5. Select Save Schedule

   

Delete Schedule

1. Go to Enhanced Access Administration and Automated Data Management
2. Select Entity Schedule menu from the left-hand panel
3. Select the pencil icon () to delete schedule
4. Select Delete icon () and then select Delete from the confirmation popup

Status Check

1. Go to Enhanced Access Administration and Automated Data Management
2. Select Entity Schedule menu from the left-hand panel
3. Select the notes icon () to see the details about Schedule status and Run History