OrgChart Now Help Guide

Chart Settings: Refresh

Audience

Audience: Administrators Edition: Enterprise & Premium

Overview

OrgChart can be set to automatically synchronize a master chart with source data.

Accessing Refresh Settings

Select More > Chart Settings and then select the Refresh option.

Refresh Settings
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Data Refresh Options

Frequency

Set the frequency that scheduled refreshes occur.

Options are:

  • Daily

  • Weekly – Specify the day of the week on which a refresh should occur.

  • Monthly –Specify when the refresh should occur (1st of the month, 15th of the month or last of the month).

  • Off

Time

Set the time (GMT) that scheduled refreshes occur.

Note

Note: The refresh will occur at approximately the specified time. If flat files are pushed to OrgChart (as a data source), make sure that the files are pushed at least one hour prior to the scheduled refresh time.

Email Notifications

Email notifications will be sent to all recipients when a data refresh fails.

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Add an email to the email notification list.

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Receive an email after each successful refresh.

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Receive an email only after a failed refresh.

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Delete an email from the email notification list.

General Options

Delete source after refresh

If a flat file is used a data source, the flat file will be deleted after a successful refresh. This option is not available for connectors that query a source system.

Allow this chart to be refreshed manually

If this checkbox is unchecked, then the Refresh Data menu will not be available to end users. The option is often used when a data source query takes a long time to execute (for example, end user must wait 20 minutes for query to execute).