---
title: "Custom Scheduler"
slug: "custom-scheduler"
updated: 2026-05-06T11:21:41Z
published: 2026-05-06T11:21:41Z
canonical: "help.symphonysummitai.com/custom-scheduler"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Custom Scheduler

Using the Custom Scheduler you can enable or disable a specific job, which is defined to perform certain tasks. You can enable monitoring and execution of tasks without any human intervention at the scheduled date and time. For configuring Custom Scheduler, you need to add or modify the jobs.

### **Scheduled Job Limitation**

When trying to execute jobs such as “Push Report Job, User import Job, etc." the jobs fail occasionally. This is because of permission issue associated with the user executing the job. This limitation is applicable for all modules.

Workaround 1

When the jobs fail to execute using the **Scheduler** job using the Local System account an alternative workaround is to run the **Scheduler** job using the “service account”. Upon running the **Scheduler** job using the “service account” the failed jobs will be executed successfully.

To run the Scheduler using the service account, perform the following steps:

1. Press **Windows key + R**. Run window is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-custom-scheduler.doc-image-5axiagch.png) Figure: Run
2. In the run window enter **services.msc** and press **OK**.
3. Select **Scheduler** then right click and select **Properties**. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-custom-scheduler.doc-image-w1srgbda.png) Figure: Services
4. Select **Log On** tab and then select **This Account**.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-custom-scheduler.doc-image-o5ovp7kx.png) Figure: Service Properties

1. Click **Browse** and select service account then provide password.
2. Click **OK** and re-start **Scheduler** job.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-custom-scheduler.doc-image-crukul8x.png)Workaround 2

To run the job, you must run the corresponding .exe from Task Scheduler.

**Example**:

To schedule the Izenda scheduler job, perform the following steps:

1. Navigate to **Task Scheduler** > **Create Task** > Mention **Task Name** in the **General** Tab. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-custom-scheduler.doc-image-6po8bf2j.png) Figure: General Tab
2. Click **Triggers** tab and configure schedule.
3. Click **Actions** Tab and then **New**.
4. Select the path of Izenda scheduler.exe and configure command line arguments. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-custom-scheduler.doc-image-sjxgz9sb.png) Figure: Actions Tab ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-custom-scheduler.doc-image-yryaddr8.png) Figure: Actions Tab
5. Click **OK**.

Note:

For any issues reach to the Support Team.

#### **To add a job:**

1. Select **Admin > Infrastructure > Custom Scheduler**.
2. On the **Custom Scheduler** page, click **Add New** on the right action panel. Fill in the required details.
3. Click **Submit**. New job for the Custom Scheduler is configured. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-81166FFJ.png) Figure: CUSTOM SCHEDULER page

##### **Field Description**

The following table describes the fields on the **Custom Scheduler** page:

| **Fields** | **Description** |
| --- | --- |
| **DETAILS** |
| Monitoring Source | Select the monitoring source type. - Summit Server: It refers to the machine, where Summit Suite is installed. It is also referred as Summit Centralized Server. Select this option to execute the monitoring operations from the Summit Server. - Proxy Server: This is an alternative server. Select this option to execute the monitoring operations from the Proxy Server. Based on the selected option, the Job Options are displayed in the list. |
| Run at Proxy | If **Monitoring Source** is selected as Proxy Server, this field is displayed. Lists the Proxy Server names that are configured in the Proxy Agent tool. Select a Proxy Server from which you want to execute the monitoring operations. |
| Job Name | Type in a job name. |
| Job Options | Select a job type from the list. Note: Based on the selected monitoring source type, a set of job options are displayed in this field. |
| Schedule Type | Select a schedule type from the list. - Recurring: If selected, the job is scheduled to repeat at the specified date, time, and frequency. - One time: If selected, the job is scheduled to run at the specified date and time, and frequency. The job runs only once. |
| User ID | Type in the configured Summit Server or Proxy Server User ID using which you want to execute the job. If the User ID is not specified, the job is executed with the system default User ID. |
| Password | Type in the password of the specified user. |
| Stop the job if it runs more than | If this option is selected, the selected job comes to a halt after the scheduled time elapses. Even if the job is not completely executed, the job stops. Type in the duration after which the job execution should come to a halt. |
| **FREQUENCY** |
| Occurs | - If you select Daily, select a value for the **Recurs Every** list. This indicates the interval at which the job is executed every day. For example, the job can be scheduled to run every 4 hours every day. - If you select Weekly, type in a value in the Recurs Every text box and select the days when the job is executed. For example, the job can be scheduled to run every 3 weeks on Sunday. - If you select Monthly and select The from the list, indicate which day of the month. For example, the job can be scheduled to run First Sunday of every 2 months. If you select Monthly and select Day from the list, indicate which day of the month. For example, the job can be scheduled to run 5th of every 2 months. |
| Daily Frequency | Select a value from the list. - Occurs Once At: Select this option to execute the job at the specified time. Select the time from the list. - Occurs Every: Select this option to repeat the execution of job at the specified time. Specify the time, **Starting At**, and **Ending At** values. |
| Start Date | Type in the start date for running the job. You can also use the **Calendar** icon to select an appropriate date. |
| End Date | If you select **End** **Date**, specify the date when the job should stop executing. |
| No End Date | If you select **No End Date**, the job continues to execute. |
| Time Zone | Select a Time Zone from the list. |

##### **ACTIONS**

This section explains all the icons displayed on the **ACTIONS** panel of the **CUSTOM SCHEDULER** page.

**Filters**

Click the Filters icon to specify a particular filter criteria to display the jobs. On clicking the **Filters** icon, the **FILTERS** pop up page is displayed. Specify the filter criteria and click **SEARCH.**

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-G8QAGPXA.png) Figure: FILTERS pop-up page

The following table describes the fields on the **FILTERS** page:

| **Fields** | **Description** |
| --- | --- |
| Monitoring Source | Select a monitoring source from the list as Summit Server or Proxy Server. Based on the option selected the other fields are displayed on the FILTERS pop-up page. |
| Run at Proxy | Select a Proxy Server from the list. |
| Job Options | Select a job option from the list. |
| Job Name | Select a job name from the list. |

> [!NOTE]
> Note
> 
> The **Im Approval** job is removed from the **Filter** and **Add New** options.

**SHOW LIST**

Click **Show List** to display the **List** table showing all the jobs configured in the application.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-JNLGM6AM.png) Figure: CUSTOM SCHEDULER page: List of jobs for Custom Scheduler

- To edit a job details, click the **Job Name**. Make appropriate changes and click **SUBMIT**.

Note:

When the jobs are displayed under the **List** table, the **Add New** action is displayed on the right action panel. Click **Add New** to add a new job.

**History** Click **History** to view job details, such as **Job Name**, **Job Status**, **Job Initiator**, **Message,** **Duration**, and so on. On clicking the **History** icon, the **Job History** pop up page is displayed. Specify the filter criteria and click **Search** button to view job details. The following table describes the fields on the **Job History** page:

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-5TJGC4HG.png) Figure: JOB HISTORY page

The following table describes the fields on the **Job History** pop-up page:

| **Fields** | **Description** |
| --- | --- |
| **DETAILS** |
| Job Name | Select the job name from the list. |
| From Date | Specify the date range for search criteria. You can also click the **Calendar** icon to select an appropriate date. |
| To Date | Specify the date range for search criteria. You can also click the **Calendar** icon to select an appropriate date. |
| Job Status | Displays the status of the job. |
| Last Run Date | Displays the last date and time on which the job was executed. |
| Job Initiator | Displays the Job Initiator name. |
| Message | Displays the message of a job. |
| Duration | Displays the duration taken to execute the scheduled job. |

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