Kofax Insight Studio > Execution Plans > Create an execution plan

Create an execution plan

An execution plan is an Insight document. You can run execution plans from the Data Loader application.

  1. In Studio, right-click Execution Plan and select New Execution Plan.

    The New Execution Plan window appears.

  2. In the Name field, enter a name for the execution plan and click OK.

    The execution plan editor opens.

  3. Click Schedule Options.

    The Scheduling Option window appears.

  4. In the Schedule section, select the frequency of the plan update schedule:

    • Manually

    • Daily

    • Incrementally

  5. If you select Every day, at specific times, click Add Add icon.

    The Execution time window appears.

  6. Click the calendar icon and slide the bars to set the hour and minute when you want the data to automatically update.

    Set time for Execution Plan

    The selected time appears in your Execution Plan.

    Note For more information about scheduling options, see the Kofax Insight Data Loader Help.

  7. Click OK.
  8. For a time interval update, select Every and select time interval settings, based on the preferred frequency for refreshing your data.
  9. To assign your Execution Plan to a specific record or metric group, add running an external program as a step, or more, in the Plan window, click AddAdd icon to open a menu of options.
  10. If you select Run External Program, you can select the template document created in Admin Console which contains the path. The list of available external program templates is available under the Program drop-down list. Use the Arguments field to manually enter program arguments. Select Wait for exit external program to wait until the external program is complete and then proceed with the data load. If you clear this check box, the external program is launched but the data load continues without pausing.
  11. Select an option to assign your Execution Plan, such as a specific group.
  12. To customize handling indexes during the data load, use the Rebuild Indexes Mode option on the to select one of the following:

    • Don't rebuild indexes

    • Rebuild all indexes

    • Use record settings: In this case, index handling is managed by the individual setting for the record, described in Customize index handling.

    This option is available for each step.

  13. Click Save Save icon.