To configure the Process Scheduler:

1. Update the user's permission set to enable:
   • Page access to CRM PL3 Generic Page and Process Scheduler
   • Tab access to CRM Setup Tab Collection and Process Scheduler
2. Open the Process Scheduler and define an integration task for the modules that apply to your Org.

If the "Every N hour/day/week" value is 0, the next scheduled job does not run.

The StartTime Timezone is listed in the Running User's timezone. The job always runs in this timezone.

The following integration job types are supported:

• Vault Integration Processes
• Approved Email - runs the Approved Email content subscription
• CLM Processes - schedules the CLM-Vault integration sync
• Engage Reporting Processes - schedules the Engage meeting attendance data
• Event Registration & Sign In Process – Schedules creating QR codes used to sign into events

Email Status Reports and Alerts for Approved Email Processes

After each Approved Email Integration process runs, a maximum of two emails are now sent:

• Status Report - The Status report is sent after each process reports on some key metrics that correspond to that process
• Failure Alert - The Failure Alert is sent only in the event that a process encountered a failure. A failure ranges from login failures to the inability for the integration to properly process metadata.

The following users receive the emails:

• The email address assigned to the CRM Integration user who is assigned to run each process
• Vault Support
• Configurable set of recipients

A new section to the Process Scheduled page, Alerts/Status Report Administration, allows customers to enter custom email addresses for each process listed above.

To add recipient emails to receive alerts, click the Edit link next to the Process Name on the Process Administration page.