Schedule the Data Load Process

If you want the data load process to run automatically on a set schedule, use the QlikView Management Console to set up the schedule.

When you install Costpoint Analytics, the install process automatically sets up a QlikView Publisher job—Load Deltek Costpoint Analytics—to run a full Costpoint Analytics data load nightly at 11:00 p.m. Use the procedure below to review that Publisher job after the installation and modify the settings to fit your needs.

Costpoint Analytics SaaS: If you have a Costpoint Analytics SaaS Subscription, the option to load data using a scheduled Publisher task is not available. However, Deltek Cloud Operations will run the Full_CpA_Data_Load.bat file nightly to load your data. When you have completed your configuration of Costpoint Analytics, send an email to CCOps@deltek.com and ask Cloud Operations to begin the nightly data load processes. Do not make this request before you have completed the configuration. If configuration is not complete, the data load may not run successfully.

To run the full data load process on a set schedule...

  1. Run QlikView Management Console in one of the following ways:

Click Start » Programs » Deltek Costpoint Analytics » QlikView Management Console.

Run Internet Explorer and go to http://localhost:4780/qemc/default.htm.

  1. Click the Supporting Tasks subtab on the System tab.

  2. Expand QDS@<server name> and External programs.

  3. Click Load Deltek Costpoint Analytics and click the Triggers tab.

  4. Click to open the Configure Trigger dialog box.

  5. Specify the schedule you want and click OK. Example

  6. Click Apply on the System tab.

You can also use the Scheduled Task feature in Microsoft Windows to set up scheduled tasks for the .bat files that you use.

If You Have Capture Analytics

If your firm has both Capture Analytics and Costpoint Analytics, it is recommended that you schedule the Load Deltek CRM Analytics Publisher task to start 10 minutes before the Load Deltek Costpoint Analytics task. Load Deltek Costpoint Analytics does a data load for the Summary Dashboard, so this sequence ensures that the Summary Dashboard reflects the latest Capture Analytics data.