Tutorial V2.41 (Lightning)

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14. How to use Batch Control Board

 

Learning Objectives

After completing this unit, you’ll be able to:

  • Describe what the batch control board is.
  • Comfortably use the batch control board.

Introduction

 

1. What is Batch Control Board?

Batch Control Board is a place where you can monitor Inbound Processing, Interfaces, Queues and Schedulers. Each tabs hold a different function. The board is offering to make you easily monitor the batch processing. This document will guide you how to use Batch Control board in detail. Batch Control Board is using for mass data which is more than 5000.

2. How to use Batch Control Board

Batch Control Board is located in Integration page detail and exist in Custom links section. We use Batch Control Board to store data temporary. If you want to know how to use this board please see the following:

2.1  Finding Batch Control Board

In order to find Batch Control Board please follow the steps below:

  • Login to Salesforce and select Integration tab then click on Integration Detail page as the screenshot show below:

  • Select on Batch Control Board which is on Custom Links section

          

This is how Batch Control Board look like as the screenshot shown above

2.2  Monitoring Batch Control Board

When you open the Batch Control board you will find four tabs available which are Inbound Processing, Interfaces, Queues and Scheduler. Each tabs have different functions and display things relatable with Batch processing. The following steps will show you how to monitor each tabs:

2.2.1 Inbound Processing

Inbound Processing is a tab which store baskets that have inbound direction. There are three sections available in this tabs. Those section includes Filter, Working Baskets and History Basket. All the incoming basket will store in Working Basket until you set the schedule to run or manually process them. When the baskets are done processing they will move to History Basket section automatically.

Filter

Filter is a screen where you can search the baskets. You can filter the baskets base on

Created Date and Modified Date. As you can see the results are shown as below:

 Working Baskets

Working Baskets section is a place where all the inbound processing baskets will store here and waiting to process. This section contains some buttons such are Select All, Deselect All, Delete, Delete All, Cancel, Delete All Cancelled, Reprocess and Refresh. Likewise, this section also displays the different status of attachments which is very easy for you to monitor the processing of the attachments. Those status includes:

–         Init: Attachment is created.

–         Worker: Attachment is pass to the worker.

–         Processing: Attachment currently process by the worker.

–         Failed: Attachment processing get failed.

–         Cancelled: Attachment was cancel by the Administrator.

This section also contains 8 buttons. If you want to do manually processing, please click on Reprocess button.

 History Basket

History Basket section is a place to store the processed baskets which are move from Working Baskets. If you want to clean up all the history baskets you can click on Delete or Delete All buttons. You can also use Do maintenance (Scheduler) to perform the cleanup operation.

 

2.2.2 Interface

This tab display the interfaces that store in an Integration. You can easily check or monitor them. If you land on Batch Control board, just simply click on interface tab then you will see all the interfaces. However this tab is not editable like Interface tab in Integration detail page.

2.2.3 Queues

This tab use to check how the queues work. You can filter queues base on Interface Group, Interface Name and Status.

Filter by Interface Group, Interface Name and Status Ready

2.2.4 Scheduler

There are two schedulers available in Scheduler tab which are Attachment Process and Attachment Reprocess (reprocess the fail attachment). These schedules are for specific integration. You can set the time and start the schedule or refresh it.

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