Microsoft Dynamics® CRM Training
Managing System Jobs
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Managing System Jobs
Hi, and welcome to the Success Portal by xRM.com.
System Jobs are processes that perform independently or in the background as you use CRM Online. Examples of System Jobs include workflows and duplicate detections. You can check the System Job list to view the Status Reason of each System Job. There, you have the option to cancel, postpone, pause, and resume any System Job.
In this tutorial, we will demonstrate how review the Status Reason of System Jobs, and how to manually change the Status Reason of one.
The task of pausing, postponing, resuming, and viewing the status reason of a System Job that you own requires privileges found in all default Security Roles. Canceling a System Job requires a Security Role of System Administrator or equivalent privileges.
We begin by navigating to Settings > System > System Jobs.
Here, we see a View of System Jobs that includes information about each job, such as System Job Type, Status Reason, Owner, and Started On.
This is where we can see if a System Job is in progress, succeeded or failed. Note that even though these are called System Jobs, they are not necessarily owned by “SYSTEM”. Notice that “xRM Boss” is the owner of a System Job called “SampleData UnInstall”.
In this View, we can see that the last System Job performed is “SampleData UnInstall”, which has a Status Reason of “Succeeded”. Since the default sample data has been successfully uninstalled, let’s install it so that we can verify its Status Reason in the View called System Jobs.
Navigate to Settings > System > Data Management. Click Sample Data.
When the Sample Data window opens, click Install Sample Data, and then click OK to close the window.
Quickly navigate back to Settings > System > System Jobs so we can catch it in action.
We can see our System Job, named “Sample Data”, at the top of the list. Notice that its Status Reason is “In Progress”, meaning that the sample data is currently being installed, and we can continue working while the installation takes place.
Let’s cover the actions we can take with System Jobs.
First, we will pause this System Job before its Status Reason changes to “Succeeded”. Select “Sample Data” in the View by checking its box. Click More Actions in the toolbar and choose “Pause”. The Status Reason is now changed to “Pausing”.
Pausing a System Job is a temporary action that allows us to resume it manually by clicking Resume, as opposed to postponing it, which resumes it automatically.
Now, open the “Sample Data” System Job. When the System Job form opens, let’s click Actions in the toolbar.
Notice that we can Pause, Resume, Postpone, and Cancel this System Job.
Canceling a System Job is a permanent action. A canceled System Job cannot be resumed.
Postponing a System Job stops any actions that CRM Online was performing, and any subsequent actions that the System Job would have performed. Select Postpone.
The Postpone Confirmation dialog opens. Here, we can designate a date and time when the System Job will resume automatically. Click Cancel to close the dialog.
Let’s resume this System Job by clicking Actions and Resume.
The Resume Confirmation dialog opens. Click OK to resume the System Job and close the dialog.
Now, close the System Job form.
At the View, notice that the Status Reason of our System Job now says “Succeeded”. The System Job has completed successfully.
It’s important to note that we cannot perform actions on a System Job whose Status Reason is "Succeeded" or "Canceled".
That's how you manage System Jobs.
Thanks for watching.