CRM Jobs on SQL Server

A number of Jobs related to CampusNexus CRM are created on the SQL Server on which CampusNexus CRM is installed.

Interaction-related Jobs

Interaction-related Jobs
Job Name File Name Steps Type Frequency Purpose

Talisma-Threader

sproc_
addjob_Threader

sproc_threader

DB-specific

Every 15 minutes

Main threading task

Talisma-AutoAssignAllTeams

sproc_
CreateAutoAssign
JobAllTeams

Exec sproc_Auto
AssignAllTeams

-

Every 15 minutes

Load balances all open Interactions belonging to the current Team in the mailbox. This is for users who are currently logged on

Talisma-AutoAssign-RoundRobin

sproc_Create
AutoAssignJobRR

Exec sproc_Auto
AssignRR

-

Every 15 minutes (starts at 0005 hrs)

Load balances all open Interactions belonging to the current Team in the mailbox. This is for users who are currently logged on

Talisma-AutoSuggest
GUIDTeam#TeamID

Team wise: Talisma-AutoSuggestAllTeams

sproc_Create
AutoSuggestJob

sproc_Create
AutoSuggest
JobAllTeams

Exec sproc_Auto
Suggest nTeamID

Exec sproc_Auto
Suggest

Team specific

Every 15 minutes

Updates the Canned Responses applicable to an Interaction based on the team to which it belongs, and on the Canned Responses belonging to the Team.

Additional Information

Common job that performs this operation for all Teams added - either Team-specific, or common jobs can be enabled.

Default: allteam job enabled

Talisma-PrioritizeGUID
Team#TeamID

Team wise: Talisma-PrioritizeAllTeams

sproc_Create
AutoSuggest
JobAllTeams

Exec sproc_
Prioritize 0
(from trigger = false),
nTeamID

Exec sproc_
Prioritize
AllTeams

Team-specific

Every 15 minutes

Updates the Canned Responses applicable to an Interaction based on the Team to which it belongs, and on the Canned Responses belonging to the Team.

Additional Information

Common job which will perform this operation for all Teams added - either Team specific, or common job can be enabled.

Default: allteam job enabled

Auto Response

sproc_addjob_
AutoResponse

exec [Talisma020209].
dbo.sproc_Start
AutoResponse

DB-specific

Once daily

Handles AutoResponses instead of the Threader. Not in use now.

Auto Age

sproc_
addjob_AutoAge

exec sproc_
AutoAge

DB-specific

Once daily

Ages the Interactions by a day

Report-related Jobs

Report-related Jobs
Job Name File Name Steps Type Frequency Purpose

Talisma Report Schedule

sproc_CreateJob
ForSchedule

Exec sproc_RunScheduled
Report nScheduleID

-

As specified by the user

-

Run Queued Reports Jobs

sproc_AddJob_
RunQueuedReports

Exec sproc_RunBkGround
RptsForUserSet 10,4

Only on the Reports server. Uses the Analytics DB. Number of jobs is configurable through tblGlobalInfo. The default number is 10.

Every 10 minutes

Run reports that are requested to be run in the background by users.

Maintenance Jobs

Maintenance Jobs
Job Name File Name Steps Type Frequency Purpose

Stop Licensing

sproc_
addJob
StopLicence

exec sproc_
TrialExpire

DB-specific

Every 6 hours

On a trial license, this will disable all CampusNexus CRM Jobs, and users will not be able to work with CampusNexus CRM after this.

Talisma-PurgeOldNotfns

sproc_AddJob_
PurgeOldNotfns

exec sproc_
PurgeOldNotfns

exec sproc_
PurgeOldChatNotfns

DB-specific

Once daily

Deletes notifications that are older than 15 days. The default value 15 is stored in the PurgeNotificationsOlderThanXDays parameter in the tblGlobalInfo table.

Purge Deleted

sproc_addjob_
PurgeDeleted

exec sproc_
PurgeTalismaObjects

DB-specific

Every 6 hours

Purges deleted Objects (Interactions, Orders, and Opportunities) from CampusNexus CRM.

Talisma-Maint

sproc_addjob_
Maintenance

exec sproc_
Maintenance

DB specific

Once a week (Sunday, 0105 hrs)

Reindexes tables

Clean-up of Rule logs

Deletes a configured count of phone sessions which do not have associated interactions and that are older than a configured number of days.

Talisma-ChatDB-Maint

sproc_ChatDB
Maintenance

exec sproc_
ChatDBMaintenance

-

Once a week (Sunday, 0333 hrs)

-

Talisma-ReportDB-Maint

sproc_Report_
Maintenance

exec sproc_
Report_Maintenance

-

Once a week

-

Talisma-WebtrackDB-Maint

sproc_WebDB
Maintenance

exec sproc_
WebDBMaintenance

-

Once a week

-

Talisma Replication

sproc_addjob_
Replicate

exec sproc_
ReplicateObjects

-

Automatic (when SQL Server Agents starts)

-

Watchdog Job

Talisma-MainDB-Watchdog

Talisma-ReportDB-Watchdog

Talisma-ChatDB-Watchdog

Talisma-WebTrackDB-Watchdog

sproc_addjob_
Watchdog

exec [Talisma020211].
dbo.sproc_
Watchdog 1 (Main DB)

exec [TalismaChat020211].
dbo.sproc_
Watchdog 2

exec [TalReport020211].
dbo.sproc_
Watchdog 3

exec [Talisma
Web020211].
dbo.sproc_
Watchdog 4

DB-specific

Every 10 minutes (starts at 0003 hrs)

Checks the health of running jobs and verifies whether they are actually running.

Log Backup

Talisma-MainDB-LogBackup

Talisma-ChatDB-LogBackup

Talisma-ReportDB-LogBackup

Talisma-WebTrackDB-LogBackup

sproc_
AddBackupJob

Exec sproc_Backup 2,
'Talisma020208',
'Backup Talisma
Transaction Log', 1 2)

Exec sproc_Backup 2, '
TalismaChat020208', 'Backup
Talisma
Transaction Log', 2

Exec sproc_Backup 2, 'TalReport020208',
'Backup Talisma Transaction Log', 3

Exec sproc_Backup 2,
'Talisma
Web020208',
'Backup Talisma Transaction Log', 4

DB-specific

Every 30 minutes

Takes an incremental backup of the DB based on the Transaction Log.

Additional Information

Runs every 30 minutes by default, and can be scheduled.

Full Backup

Talisma-MainDB-FullBackup

Talisma-ChatDB-FullBackup

Talisma-ReportDB-FullBackup

Talisma-WebTrackDB-FullBackup

sproc_
AddBackupJob

Exec sproc_Backup 1,
'Talisma020208',
'Backup TalismaTalisma
Talisma
Talisma
Talisma
Database', 1

Exec sproc_Backup 1, 'TalismaChat020208',
'Backup Talisma Database', 2

Exec sproc_Backup 1, 'TalReport020208',
'Backup Talisma Database', 3

Exec sproc_Backup 1,
'Talisma
Web020208', 'Backup
Talisma
Database', 4

DB specific

Once a week (Sunday, 1500 hrs)

Takes a full backup of the DB

Additional Information

Runs every Sunday. Can be changed using the schedule backup.

Talisma Trace

sproc_addjob_
Trace

exec master.dbo.xp_
sqlagent_
monitor “START”

DB specific

Automatic (when SQL Server Agents starts)

Monitors the SQL Agent service.

Talisma-CheckSpace

sproc_addjob_
CheckSpace

exec sproc_CheckSpace

DB specific

Every 6 hours

Checks free space available on all the servers.

Talisma Refrag Job

sproc_addjob_
Refrag

exec sproc_Refrag

On failure of first step,
exec sproc_ToggleJobs 1

Only on the Main server. DB specific.

Once a month (first Sunday, 0333 hrs)

If installed on SQL:

•   Several tables are reindexed.

•   Indexes of all CampusNexus CRM tables are defragmented.

Job Talisma toggle jobs

sproc_addjob_
ToggleJobs

exec sproc_Job
ToToggleJobs

Only on the Main server. DB specific.

Once a month (first Sunday, 0400 hrs)

If commented jobs remain commented, this job uncomments such jobs.

Talisma-CreateView

sproc_addjob_
CreateView

Exec sproc_
Recreate
IdentityColumnPostSetup

Exec sproc_
CreateViewsEx

DB-Specific

Every 15 minutes

If archive is installed, create the identity column if it's not created.

If archive is installed, it recreates the views to include data from Archive database for filters.

Talisma-ChatDB-Maint

sproc_addjob_
ChatDBMaintn

Exec [tlMedia].dbo.
sproc_
ChatDBMaintenance

DB-Specific

Occurs every week on Sunday at 03:33:00 AM

Performs basic maintenance activity:

•   Shrinks the database files

•   Recreates the index

•   Clears the rule logs

Talisma-ReportDB-Maint

sproc_addjob_
ReportMaintn

Exec [tlAnalytics].dbo.
sproc_
Report_Maintenance

DB-Specific

Every week on Sunday at 03:33:00 AM

Performs basic maintenance activity

•   Shrinks the database files

•   Recreates the index

Import Jobs

Import Jobs
Job Name File Name Steps Type Frequency Purpose

Import Threader

sproc_addjob_
ImportThreader

exec sproc_ImportThreader

-

Once daily (0000 hrs)

Imports mail from any PST file/mail storehouse to CampusNexus CRM.

Import Contact

sproc_addjob_
ImportContact

exec sproc_UpdateCustDetails

update tblImportContactJobDetails set tStepText = N'Completed'

update tblImportContactJobDetails set tStepText = N'Failed'

DB specific

Once daily (0000 hrs)

Imports Contacts to CampusNexus CRM.

Talisma-ProcessImportTable

sproc_addjob_
ProcessImportTable

exec [Talisma020209].
dbo.sproc_CheckImportTasks

DB specific

Automatic (when SQL Server Agents starts)

Updates the records in ImportTables and starts ImportThreader job.

Campaign-related Jobs

Campaign-related Jobs
Job Name File Name Steps Type Frequency Purpose

Talisma-Campaign
Communication-ProcessTempRecords

sproc_
CreateComm
HistoryProcess
TempRecordsJob

EXEC sproc_ProcessComm
HistoryTempRecords

DB specific

Every day at 00:00:00 hours

This job creates campaign communication records.

Talisma-Check
CampaignDispatcher
ServiceStatus

sproc_
AddJob_
CheckCampaign
DispatcherServiceStatus

Exec sproc_CheckCampaign
Dispatcher
ServiceStatus

DB specific

Every 30 minutes

Runs the Job for 30 minutes to restart the campaign dispatcher if valid targets are stuck in the table tbloutgoingobms for more than 30 minutes.

Talisma OBM Error Notification

sproc_
CreateOBM
NotificationJob

Exec sproc_Send
NotificationForOBMs

DB specific

Every 2 hours

Sends notifications associated with errors in outbound Mailers

Talisma-Campaign-ProcessAllCampaigns

sproc_
CreateProcess
AllCampaignsJob

Exec sproc_
ProcessAllCampaigns

DB specific

Every hour (starts at 0007 hrs)

Processes the activated Campaigns and moves the Targets to the next step in the associated Campaign after the Targets have been processed in that step.

Talisma-Campaign-ProcessExportRecords

sproc_
CreateCampaign
ExportRecordsJob

Exec sproc_
CreateCampaign
ExportRecordsJob

DB specific

Every 30 minutes (starts at 0015 hrs)

After the Targets have been processed, Targets are exported to the file and path specified in the Bulk Export Configuration.

Note: It is recommended to schedule this job 2 hours after the Talisma-Campaign-ProcessAllCampaigns is processed to ensure all processed Targets are available for export.

Talisma-Campaign-
StartUnScheduled

sproc_
CreateStartAll
Unscheduled
CampaignsJob

Exec sproc_
StartAll
Unscheduled
Campaigns

DB specific

Every 6 hours (starts at 0200 hrs)

Creates the Targets from Mailing Lists for non-recursive Campaigns.

Additional Information

Also starts when a Campaign is activated, and at the exact time when a Mailing List is scheduled.

Talisma-Campaign-
ProcessReplys

sproc_
CreateProcess
ReplyJob

Exec sproc_
ProcessReply

DB specific

Every 30 minutes (starts at 0012 hrs)

Process replies sent for Campaigns.

Talisma-
Purge-Campaign
Communication

sproc_
AddJob_Purge
Campaign
Communication

EXEC sproc_
Purge
Campaign
Communications

DB specific

Every Sunday at 00:00:00 hours

This job purges campaign communication records that are older than the count of days specified in the Purge Campaign Communication data older than n days option in Business Administrator. Orphaned campaign communication records are also purged regardless of whether they are older than the specified count of days.

Not applicable

sproc_
Debug
SingleCampaign

Exec sproc_
Debug
SingleCampaign

DB Specific

As specified by the user

Displays the following details in the tblProcessSingleCampaign table:

•   The ID of the campaign

•   The date and time before which the campaign returned from running the sproc_DebugSingleCampaign stored procedure can be processed.

Health Check Jobs

Health Check Job
Job Name File Name Steps Type Frequency Purpose

Talisma-Health Check

sproc_HealthCheck

Exec sproc_HealthCheck

DB specific. Runs only on Main DB.

Every 5 minutes (starts at 0000 hrs)

Updates Health Check related tables with information from the DB.

Other Jobs

Other Jobs
Job Name File Name Steps Type Frequency Purpose

Talisma-
ApplicationMonitoring

sproc_AddJob_
ExecuteAppMonitoring

exec dbo.sproc_
ExecuteAppMonitoring

DB-specific (Main DB)

30 mins

Monitors execution of the following modules:

•   Campaign Dispatchers

•   Job Service Dispatcher

•   Job Service Extractors

•   SMS Dispatchers

•   Templates

•   SMS Campaign Dispatchers

•   Notification Service

Talisma-TableMonitoring

sproc_AddJob_
ExecuteTableMonitoring

exec dbo.sproc_
ExecuteTableMonitoring

DB-specific (Main DB)

60 minutes

Monitors the growth of tables in Main database.

Talisma-ResetCurren
tLeadLoadCount

sproc_ResetCurrent
LeadLoadCount

Exec sproc_Reset
CurrentLead
LoadCount

DB-specific (Main DB)

Every 24 hours

Reset the number of Leads that are assigned using the Weighted Round Robin method.

Talisma-Archive-New

sproc_ArchiveNew.cql

Exec sproc_
CleanupEventData

Exec sproc_
ArchiveNew

DB-specific

Weekly on Sunday at 08:00:00 PM

Move records from Main DB to Archive DB

Talisma-Store
SMSDetails

sproc_StoreSMSDetails

exec sproc_Store
SMSDetails @
nDurationInDays
= 7 /*One Week*/,
@nBatchSize = 500

DB-specific

Weekly on Sunday at 08:00:00 PM

Move records from the tblSMSDetails table to the tblSMSReport table.

Timer Based Rule

sproc_addjob_
TimerBasedRule

Declare @dNow as DateTime

Set @dNow = GetDate()

Exec sprocRunScheduled
Rules @dNow, 1

Exec sprocSchedule
RuleJob @dNow

DB specific

Scheduled by timer based rules.

Fires timer-based rules.

Audit Job

sproc_Create
JobForAudit

osql -S “Talisma199” -d “Talisma020208” -E -Q sproc_ProcessEvents

DB-specific (Main DB)

Every 15 minutes (starts at 0009 hrs)

Processes the audit events stored in the temporary table.

Computed Property Job

sproc_CreateJob
ForCompProp

osql -S “Talisma
199” -d “Talisma
020208” -E -Q Sproc_
ProcessCompProp

DB-specific (Main DB)

Every 15 minutes (starts at 0009 hrs)

Updates the values for computed Properties.

Talisma-
Visitor-Purge (WebTrak Database)

Sproc_addjob_
VisitorPurgeJob

exec sproc_
PurgeVisitorDB

-

Once daily (0000 hrs)

-

Talisma-
CreateView

sproc_addjob_
CreateView

Talisma-CreateView

-

Every 15 minutes

-

Talisma-
Main-MediaService

sproc_CreateJob
ForMediaService.cql

exec sprocCheck
ServiceTimings
N'Talisma020206'

-

Automatic (when the SQL Server Agent starts)

Once daily (1200 hrs)

The day after installation (0000 hrs)

-

Talisma-
ClearCrashedRptUser

sproc_ Clean
CrashedUsers.cql

exec sproc_Clean
CrashedUsers

-

Once every 5 minutes

-

Talisma-
Main-CreateDSTDates

sproc_ CreateDSTDates
ForCurYr.cql

exec Sproc_Create
DSTDatesForCurYr

-

Every year on the first day of the month

Runs at the beginning of every year to generate the DST dates for that year

Talisma-
RecuringHoliday
Converter

sproc_Schedule
RecuringHoliday
Converter.cql

sproc_Convert
RecuringHolidays
ForAllTeams.cql

[GPP030224]..sproc_
ScheduleRecuringHoliday
Converter Exec
[GPP030224]..sproc_
ConvertRecuring
HolidaysForAllTeams

-

Updated dynamically.

-

Talisma-
Media-CustomScript

custompostscript.sql

sproc_updateb
NewFields.sql

custompostscript2.sql

osql -E -S"LOST\I1"
-d"tlMedia" -i"
C:\Program Files\
Common Files\Talisma Shared\
custompostscript.sql" -o"
C:\Program Files\
Common Files\Talisma Shared\
<database name>\
custompostscript.out"

Exec sproc_updateb
NewFields

osql -E -S"LOST\I1" -d
"tlMedia" -i"
C:\Program Files\
Common Files\Talisma Shared\
custompostscript.sql" -o"C:\Program Files\
Common Files\Talisma Shared\
<database name>\
custompostscript2.
out"Exec

DB-specific

Every 30 minutes daily

For adding Microsoft SQL Server fields in the Media DB.

Talisma-
Update
SchNextRunDate

Sproc_UpdateSchedule
NextRunDate

Exec sproc_Update
ScheduleNextRunDate

-

Occurs every 1 minute

Updates the next run date and time for all schedules

Talisma-
Calculate
ResponseTime

sproc_ReportCalculate
EventTimeDiffs

exec sproc_Report
CalculateEventTimeDiffs

DB Specific (Main DB)

Every 4 hours

Runs sproc_
ReportCalculateEventTimeDiffs

Talisma-
Campaign-Defrag
CampaignTablesJob

sproc_Defrag
CampaignTables

exec sproc_Defrag
CampaignTables

DB Specific (Main DB)

Every 30 minutes

Runs scheduled Job to start a specific campaign.

Talisma-Campaign-AddTargetsFromFilter

sproc_AddTargetsTo
CampaginFromFilter

exec sproc_Add
TargetsToCampagin
FromFilter

DB Specific (Main DB)

Every 6 hours

Job to add Targets to a Campaign from Filters.

Talisma-
Campaign-Process
SendOBM

sproc_Send
OutboundMailerJOB

exec sproc_Send
OutboundMailerJOB

DB Specific (Main DB)

Every 30 minutes

A scheduled job to start processing steps with outbound Mailers.

Talisma-
Chat-UpdateLoad
OnMainDB

sproc_Update
LoadOnMainDB

exec Sproc_Update
LoadOnMainDB

DB Specific (Media DB)

Every 5 minutes

Updates load from Media to Main DB for Chat requests handled by each user.

Talisma-
CleanUp
CrashedUsers

sproc_Detect
CrashedUsers

exec sproc_Detect
CrashedUsers

DB Specific (Main DB)

Every 5 minutes

Used to log out users from Main DB. Users whose login sessions have stopped responding are logged out.

Talisma-
CleanUpMail
CompTraceInfo

sproc_Purge
ThreaderContacts

sproc_DeleteMail
CompTraceInfo

sproc_DeleteMail
CompTraceInfo

sproc_DeleteMail
CompTraceInfo

sproc_DeleteMail
CompTraceInfo

exec [FreshMain].
dbo.sproc_Purge
ThreaderContacts 1

exec [FreshMain].
dbo.sproc_DeleteMail
CompTraceInfo 1, 1

exec [FreshMain].
dbo.sproc_DeleteMail
CompTraceInfo 2, 1

exec [FreshMain].
dbo.sproc_DeleteMail
CompTraceInfo 3, 1

exec [FreshMain].
dbo.sproc_DeleteMail
CompTraceInfo 4, 1

DB Specific (Main DB)

Every day at 12:00 AM.

Deletes Mail Component Trace Information.

Talisma-
CreatePreDefObjects

sproc_Create
PreDefinedObjects

sproc_Disable
COFObjCreationJob

exec exec Sproc_Create
PreDefinedObjects

exec SprocDisable
COFObjCreationJob

DB Specific (Main DB)

Starts automatically when SQL Agent starts

Creates Health Check Objects, Print Template and Link.

Talisma-
PurgeDuplicate
MailData

sproc_Purge
DuplicateMail
MessageIDData 30

sproc_Purge
DuplicateMail
MessageData 30

exec sproc_Purge
DuplicateMail
MessageIDData 30

exec sproc_Purge
DuplicateMail
MessageData 30

DB Specific (Main DB)

Every day at 2:00 AM.

Duplicate Interactions will not be created when any incoming Message (new mail / reply / forward / consult) is sent with multiple CampusNexus CRM Aliases in the To or Cc fields.

Talisma-
RouteAfterThreader

sproc_Route
AfterThreader

exec [tlMain].dbo.
Sproc_Route
AfterThreader

DB Specific (Main DB)

Every 15 minutes.

When a new mail comes into CampusNexus CRM after the Threader Job runs, this job is used to create the Interaction.

Talisma-
UserMedia
HistoryCleanUp

sproc_MediaRecords
CleanUp

exec [tlMain].dbo.
sproc_MediaRecords
CleanUp

DB Specific (Main DB)

No frequency set.

Cleans history records of user availability for various Media.

Talisma-
Purge-Team-Objects

sproc_ArchiveTeam

exec [tlMain].dbo.
sproc_ArchiveTeam

DB Specific (Main DB)

Every 4 hours

Cleans up the Objects related to the deleted Team.

Talisma-
Audit Event

sproc_ProcessEvents

osql -S "TALISMALAB97"
-d "FreshMain"
-E -Q sproc_
ProcessEvents

DB Specific (Main DB)

Every 15 minutes

Processes the audit events for the Interaction, Contact, Account, Order, Opportunity, Campaign, Mailer, Offer, Product, Target, and Canned Response Objects.

Talisma-
Audit Event
[ObjectTypeID]

sproc_10000_Process
Events

osql -S "TALISMALAB97"
-d "FreshMain"
-E -Q sproc_10000_
ProcessEvents

DB Specific (Main DB)

Every 15 minutes

Processes the audit events for the Link, Print Template, Health Check Objects, and custom Objects with the corresponding [ObjectTypeID].

Talisma-
CustomReservation
<DBGUID>
<(Main DB Name)>

sproc_Custom
Reservation

osql -S "TALISMALAB97"
-d "FreshMain"
-E -Q sproc_
CustomReservation

DB Specific (Main DB)

Every 15 minutes

For supporting custom user reservation. By default it is disabled.

Talisma-
ClearPhoneSessions

sproc_AddJob_
CleanUp_
DailyActive
PhoneSession

Exec sproc_EndOrPurge
ActivePhoneSession

DB specific

Once daily (0000 hrs)

Unsaved phone sessions will be purged.

Saved phone sessions will be ended.

Prerequisite

The value of Recover active phone sessions upon login to Desktop or Web Client in Business Administrator must be set to No.

Description

Open phone sessions of users who have closed their browsers more than 5 minutes before the Talisma-ClearPhoneSessions job’s scheduled run time or who have automatically logged out from Web Client:

•   Will be purged if they were not saved.

•   Will be ended if the phone sessions were saved.

Note

In the Message object, while information about ended phone sessions will be updated in the Interaction Actions tab, the Live Actions tab will not be updated.