USER GUIDE

Bulk Updates

2025.2 – June 2025

Table of Contents
Table of Contents 2

Bulk Updates 4

Setup Requirements 4

Additional Information 4

Creating a Bulk Update 5

Bulk Update Configuration 8

Bulk Update Operations 9

Attribute Values: Clear Value Operation 10

Attribute Values: Merge Attribute Values Operation 12

Attribute Values: Set Value Operation 16

Data Containers: Update Data Containers Operation 18

Data Quality: Generate Match Codes Operation 19

Data Quality: Match Duplicates Operation 20

Data Quality: Standardize Address Operation 21

Address Standardization Modes Parameter 22

Renew Address Validations Parameter 22

CASS Validation Parameters 23

Merge Golden Records: Merge Clerical Review Tasks 25

Configuration 25

Merge Golden Records: Purge Source Data Operation 27

Merge Golden Records: Reject Clerical Review Tasks 28

Configuration 28

Publishing: Check Publication Document for Needs Update Operation 30

Publishing: Remove Flatplans from STEP Workflow Operation 31

Publishing: Start Flatplans in STEP Workflow Operation 32

Publishing: Update Publication Document Operation 33

References and Links: Add Attribute Link Operation 34

References and Links: Add Reference or Add Referenced By Operations 36

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 References and Links: Automatic Classification Operation 39

References and Links: Industry Classification Synchronization Operation 40

References and Links: Link Asset to Classification Operation 41

References and Links: Remove Attribute Link Operation 43

References and Links: Remove Reference Operation 45

References and Links: Set Product to Classification Link Type Operation 48

References and Links: Unlink Asset from Classification Operation 50

Run Business Rule Operation 53

Send Republish Event Operation 54

Set Name Operation 56

Set Object Type Operation 58

Workflow: Claim Operation 60

Workflow: Initiate Items in STEP Workflow Operation 61

Workflow: Reassign 62

Configuration 62

Workflow: Remove Items from STEP Workflow Operation 63

Workflow: Trigger STEP Workflow Event Operation 64

Bulk Update Parameters 65

Bulk Update Preview 66

Bulk Update Advanced 67

Monitoring Bulk Updates 69

Scheduling a Task Notification Email 72

Prerequisites 72

Setting Up Email Notifications 72

Scheduling Bulk Updates for Collections 78

Prerequisites 78

Scheduling Bulk Updates 78

Scheduling a Collection Refresh in Web UI 84

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Bulk Updates
Bulk update is an efficient way of updating multiple objects in a single operation, and it is available on the majority of objects in Tree or
System Setup that have an editor. A user can also run the bulk update process on a collection, on a search result, or multiple selected
objects.

The Bulk Update wizard guides a user through the process, and ensures all necessary settings and data is provided to run the update.

Setup Requirements
Setting up and using a bulk update involves the following steps:

1. Determine the method required to start the Bulk Update wizard as described in Creating a Bulk Update.
2. In the wizard, choose a previously saved configuration or create a new one as described in Bulk Update Configuration.
3. In the wizard, choose one or more operations that will run during the update as described in Bulk Update Operations.
4. In the wizard, supply the required parameters as described in Bulk Update Parameters.
5. In the wizard, review the expected results of the update as described in Bulk Update Preview.
6. In the wizard, set the required options and run the bulk update as described in Bulk Update Advanced.

Additional Information
The following information is useful once a bulk update is created or run:

1. Monitor a bulk update through a background process as described in Monitoring Bulk Updates.
2. Schedule a bulk update as described in Scheduling Bulk Updates for Collections.
3. Export a bulk update definition as comments and submit to an external source control system for comparison purposes as described in Configuration Management
documentation.

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Creating a Bulk Update
The bulk update functionality allows a user to easily update a large number of objects in a single operation.

To perform a bulk update:

1. Determine the data that should be updated.

2. Use one of the following methods to select data to be updated and launch the Bulk Update wizard.

Run on all objects in a single collection or multiple collections: In Tree, select one or more collections,
right-click and choose Run Bulk Update.

Run on a single or multiple selected objects in Tree or System Setup: Select one or more of the objects
defined in the following table, then from the menu choose File > Bulk Update > Run Bulk Update.

Note: To run a saved bulk update configuration (which loads the operations and settings) first start the wizard, and then choose
the existing configuration on the Configuration step shown below.

Tree Objects System Setup Objects

Assets Attributes List of Values

Classifications Attribute Transformations Match Codes and Matching Algorithms

Collections Asset Importer Outbound Integration Endpoints

Configurations Change Packages Tables

eCatalogs Completeness Metrics Tags

Entities Event Processors Units

Index Words Event Queues Users and Groups

Products Gateway Endpoints Web UIs

Publication groups GDSN- Data pool- Receiver or publisher Workflows

Publication object sections Global Business Rules (actions, Workflow Profiles

conditions, and libraries)
DTP documents in the Reference types / link types
Inbound Integration Endpoints
publication hierarchy
Object type & structures (asset, classification, publication,

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 Tree Objects System Setup Objects

Keys setup group, etc.)

Context -Dimension points

Run on search results: Perform a search, and click the Bulk Update button ( ).

For more on the Advanced Search tab in the workbench, refer to the Advanced Search topic in the Getting Started documentation.

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3. The Bulk Update wizard displays and can involve the following steps:

Bulk Update Configuration allows you to choose a previously saved configuration or create a new one.

Bulk Update Operations allows you to choose one or more operations that will run during the update.

Bulk Update Parameters allows you to supply any required parameters.

Bulk Update Preview allows you to review the expected results of the update.

Bulk Update Advanced allows you to set the required options and start the background process that runs the
bulk update.

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Bulk Update Configuration
Specify the configuration that should be run for the bulk update.

1. Choose the option for the desired configuration:

Click the 'Use Existing Configuration' radio button to use a saved bulk update configuration, then click the
ellipsis button ( ) to display the configuration selection dialog. Use the Browse or Search tab to select the

relevant configuration and click the Select button.

Click the 'Create New Configuration' radio button to create a new configuration.

2. Click the Next button to display the Bulk Update Operations step.

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Bulk Update Operations
Specify the operations the bulk update should perform on the selected objects. When an existing configuration is selected, all saved oper-
ations are displayed.

1. Add or edit the required operations as follows:

For a new configuration, the default 'Merge Attribute Values' operation is displayed. Select the desired
operation from the dropdown as defined in the individual topics that follow this topic.
Click the 'Add Operation' link to configure an additional operation.
Click the delete button ( ) to remove an operation.

Click the up and down arrow buttons ( ) to change the order of the operations applied to the update.

Important: Ensure that the operations are listed in the order that they need to be performed—from the top down. This means that
when multiple operations are included, those run first can be overwritten by operations that run later. If one operation fails for an
object (for example, due to validation base type mismatch), all changes to the object will be rolled back and the object will be left
as it was prior to applying the Bulk Update.

2. Click the Next button to display the Bulk Update Parameters step.

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Attribute Values: Clear Value Operation
The Clear Value bulk update plugin allows for clearing values across one or all contexts.

For more information on the Bulk Update wizard, refer to the Creating a Bulk Update topic.

Configuration
1. Select Clear Value (found under 'Attribute values') from the dropdown.

2. For the Attribute parameter, click the ellipsis button ( ) and make an attribute selection using standard Browse / Search node picker functionality within the Select Attribute

dialog.

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3. Click to enable the 'In all contexts' checkbox if you are clearing an attribute value in all contexts. Otherwise, the values will only be cleared for the
context you are currently in.
4. Click Next or Finish to save your selections and complete the Bulk Update wizard setup.

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Attribute Values: Merge Attribute Values Operation
This operation copies the values from the first selected attribute to another selected attribute, in the current workspace, based on the
parameter settings. For dimension dependent attributes, the copy is performed across all dimensions or applicable combinations of
dimensions.

For more information on the Bulk Update wizard, refer to the Creating a Bulk Update topic.

This operation can be started from System Setup by selecting an attribute, then right-click and select Merge Attribute Values. For details
about verifying the attributes before performing this operation, refer to the Merging Attribute Values section of the System Setup doc-
umentation.

This operation can also be run via the business rules functionality, as described in the Business Action: Merge Attribute Values topic in
the Business Rules documentation.

Note: The Merge Attribute Values operation does not delete any attributes, it can only update values. If desired, manually delete the
source attribute once you confirm the merged data.

Prerequisites
Before using this operation:

1. Ensure the source and target attributes are valid for all of the same object types, and for the object on which the business action will be run.
2. Ensure the source and target attributes are valid for all of the same product links and classification links.
3. Ensure the source and target attributes are valid for all of the same reference types.
4. Ensure the source and target attributes have the same dimension dependencies.

Configuration
1. Select Merge Attribute Values from the dropdown.

2. For the Merge parameter, click the selector button ( ) to display the Select Attribute dialog, choose the attribute to copy values from, and click the

Select button.
3. For the into parameter, click the selector button ( ) to display the Select Attribute dialog, choose the attribute to copy values to, and click the Select

button.
4. For the Source Workspace parameter, use the dropdown to select the workspace that holds the values to be copied. Values are always pasted into the
Main workspace.

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5. For the Overwrite parameter, use the dropdown to select one of the following options. Validation errors are displayed when a value cannot be modified.
Refer to an illustration of the results in the Merge Results section below.

Overwrite existing values means the source value overwrites the target value, except when the source
attribute is blank. If the source attribute is blank, the target value is not changed.
Keep Original values means the source value is only copied to the target attribute when the target attribute
is blank. If the target attribute contains a value, the target value is not changed.
6. For Merge Link Attributes, use the dropdown to select one of the following options. If the selected attributes are both used as an attribute on a
reference, a product classification link, or an attribute link, merging of those values are based on the Yes or No set in this parameter, as well as the other
parameters on the operation. This option is not relevant when values do not exist on references for the selected attributes.

Merge Results
As indicated in the following table, the source attribute value, target attribute values, and the overwrite setting together determine the end
result of this action.

Source Attribute Value Target Attribute Value Overwrite Setting Target After Merge

<empty> OriginalValue <any> OriginalValue

NewValue <empty> <any> NewValue

NewValue OriginalValue [Overwrite Existing] NewValue

NewValue OriginalValue [Keep Original Values] OriginalValue

Examples
Consider the following example data, and assume that Overwrite existing values is selected (as described above). Selecting the Source
Workspace = Main will result in writing the T-shirt Size value of S, while selecting Source Workspace = Approved will write the XS value.

Consider the following data and the effects of the options as shown in the Preview images below. 'T-shirt Size' is the source attribute and
'Size' is the target attribute:

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 Notice that the only value changed in this scenario is for object 18212 L B, since the source object had a value and the target value was blank. Since the
other objects either had values for the target or the source was blank, none of them were modified.

Notice that two values changed in this scenario: object 18210 M B had its value overwritten since a value existed for the source, and object 18212 L B
was overwritten since the source object had a value and the target value was blank. Objects 18213 M O and 18216 L O both had blank source values, so
the target values were not overwritten.

Consider the following values for the attributes 'Qty of Next Lower Package' and 'Qty of Next Higher Package' on the Case to Child ref-
erence.

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 Setting the operation parameters as 'Qty of Next Lower Package' for the source, 'Qty of Next Higher Package' for the target, using the Overwrite existing
values, and setting Merge Link Attribute = Yes results in this preview of resulting values:

For more information about attributes on references, refer to the Product Attribute Link Type section of the System Setup documentation.

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Attribute Values: Set Value Operation
Sets the value of the selected attribute based on a value entered manually or via a function.

For more information on the Bulk Update wizard, refer to the Creating a Bulk Update topic.

This operation is similar to one in the business rules functionality, as described in the Business Action: Set Attribute Value topic in the
Business Rules documentation.

Configuration
1. Select Set Value from the dropdown.
2. For the first parameter, click the manual ( ) button or the function ( ) button and then click the ellipsis button ( ).

Note: The selected object dictates the label on the manual button. If the selected object requires a text value, the label is 'abc.' If
the selected object is numeric, '123' is displayed, and so on for each validation base type.

For manual selection, the Select Attribute dialog is displayed, select an attribute, and click Select.

For function selection, click the ellipsis button ( ) displayed near the text field to display the Function Editor

dialog. Add a function and evaluate, the click OK. Refer to the Using Function Editor topic within the
Resource Materials online help documentation for more information on writing functions.
3. For the second parameter (=), click the manual ( ) button or the function ( ) button.

For manual selection, type the value required for the selected attribute into the text field.
For function selection, click the ellipsis button ( ) displayed near the text field to display the Function Editor

dialog. Add a function and evaluate, the click OK. Refer to the Using Function Editor topic within the
Resource Materials online help documentation for more information on writing functions.

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Data Containers: Update Data Containers Operation
This operation is available for Data Containers. For more information on Data Containers, refer to the Data Containers topic in the Sys-
tem Setup documentation.

This operation allows users to run business actions on selected data container objects. When executing this operation, users can filter
which data container objects to work with by specifying a business condition and/or data container type, before running the specified busi-
ness action on those objects.

For more information on the Bulk Update wizard, refer to the Creating a Bulk Update topic.

Configuration
1. Select Update Data Containers from the dropdown.

2. In the Data Container Type parameter, (optional) click the ellipsis button ( ), select the data container type this operation should apply to, and click

Select.
3. In the Business Condition parameter, (optional) click the ellipsis button ( ), select the data container type this operation should apply to, and click

Select.
4. In the Business Action parameter, (required) click the ellipsis button ( ), select the data container type this operation should apply to, and click

Select.

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Data Quality: Generate Match Codes Operation
Use this operation to generate match code values for the selected objects of the bulk update.

For more information on the Bulk Update wizard, refer to the Creating a Bulk Update topic.

This operation can also be run via the business rules functionality, as described in the Business Action: Generate Match Codes topic in
the Business Rules documentation.

Prerequisites
Before using this operation. ensure match code objects exist as defined in the Match Codes topic of the Matching, Linking, and Merging
documentation.

Configuration
1. Select Generate Match Codes from the dropdown.

2. For Match Code, click the ellipsis button ( ) to display the Select a Match Code dialog, and the relevant match code.

Note: Collection objects should match to the match code object type and category.

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Data Quality: Match Duplicates Operation
DEPRECATED. Instead, use 'Send Republish Event' to Event Processor configured to apply matching using user's matching algorithm,
as defined in the Send Republish Event Operation topic.

This operation applies the selected matching algorithm on selected objects for the bulk update. This includes generating a list of possible
duplicates and a score that indicates how identical the objects are. And if a golden record matching algorithm is used it will also update
golden record links and re-apply survivorship rules.

For more information on the Bulk Update wizard, refer to the Creating a Bulk Update topic.

Configuration
1. Select Match Duplicates (apply matching algorithm) from the dropdown.

2. For the Matching Algorithm parameter, click the ellipsis button ( ), select the algorithm to use, and click Select.

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Data Quality: Standardize Address Operation
This operation allows for different standardization actions to be taken on addresses by using the Loqate solution. If applicable, CASS
(Coding Accuracy Support System) operations can also be performed to apply a stricter level of address validation to US-based
addresses.

Standardize Address bulk update operations are valid for execution on entities with flat attributes, e.g., Address object types and address
Data Containers (Data Containers with address attributes).

For more information on the Bulk Update wizard, refer to the Creating a Bulk Update topic.

This operation can also be run via the business rules functionality, as described in the Business Action: Standardize Address topic in the
Business Rules documentation.

Prerequisites
Before a Standardize Address bulk update operation can be run, the following conditions must be met:

Users must be connected to a Loqate server, either through a cloud API or local API.

The Address Component Model must already be configured. It is strongly recommended to configure this component model using the 'Easy setup of
Address Component Model' wizard. For more information, refer to the Address Component Model section of the Data Integration documentation.

To view and use the CASS features, users must:

Purchase a CASS license

Be connected to Loqate through a local API (CASS components will not work with a Loqate Cloud API)

Be based in the US, as CASS is not valid outside of the US

Configure the CASS Address Component Model. For more information, refer to the CASS Address
Component Model topic in the Data Integration documentation.

Configuration
This documentation topic describes the options available when configuring a Standardize Address bulk update operation. For more
detailed information on the overall Loqate and CASS solutions, refer to the Loqate Integration section of the Data Integration doc-
umentation.

1. Select Standardize Address from the dropdown.

2. Make selections for the parameters as defined in the following sections.

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Address Standardization Modes Parameter
Three options are available from the Address Standardization Mode dropdown list.

Overwrite Existing Standardized Address: Overwrites an existing standardized address by making a call to Loqate, which returns the latest
standardized address and overwrites the existing one.
Generate Hash Value Only: When this option is chosen, the business action will recalculate the 'Validation Hash' value without making a call to Loqate.
The hash value is based on the address input fields only and is calculated and maintained by STEP.

This option is used in cases when pre-standardized addresses, which are known to be correct, are imported. Because the addresses
are new, no hash value is present. When the 'Generate Hash Value only' action is run, STEP generates a hash value and places it
into the 'Validation Hash' field. The hash value lets STEP know that the addresses are new, ensuring that they are not picked up and
restandardized by STEP shortly after they are imported. For users of the Loqate Cloud API solution, this saves money by avoiding
unnecessary calls to Loqate, since users are charged a fee for every call made to Loqate.

Disable Address Standardization: This option is primarily useful for users who import addresses in bulk, either manually or by using an inbound
integration. If a business rule is in place that runs a Standardize Address bulk update on import, then selecting 'Disable Address Standardization' is a
simple way to temporarily turn off automatic address validation on import. This allows users to validate the addresses later.

Renew Address Validations Parameter

The checkbox option Renew address validations older than allows for addresses older than a designated number of days to be reval-
idated. This is useful in case an address was validated an extended period of time ago and the address may no longer be valid. The
default number of days is 160. The field is disabled by entering the value '0.'

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STEP determines the age of an address by the value present in the 'Validation Time' field.

Important: For users of the Loqate Cloud installation, care should be exercised when using this functionality. Since all addresses
older than the specified time period will be revalidated, each additional validation will make a chargeable call to Loqate.

CASS Validation Parameters

Two CASS address validation options are available on the Standardize Address dialog.

Turn on CASS validation for US addresses: If checked, all addresses are sent for standardization to the Loqate Local server
integration and also validated against CASS data.
CASS Certification Report Event Processor: If you would also like a CASS certification report generated after using CASS
validation on an address, click the ellipsis button ( ) and select the relevant CASS certification report event processor from the

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 'Select Event Processor' dialog. For more information, refer to the CASS Certification Report Processing Plugin Parameters and
Triggers section of the System Setup documentation.

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Merge Golden Records: Merge Clerical Review Tasks
This operation is available for Merge Golden Records. For more information on a golden records merge solution, refer to the Match and
Merge topic in the Matching, Linking, and Merging documentation.

This operation allows you to merge potential duplicates in a Clerical Review workflow from within the workbench.

For more information on the Bulk Update wizard, refer to the Creating a Bulk Update topic.

Configuration
1. From the Operations dropdown, select Merge Golden Records and then Merge Clerical Review Tasks.

2. Use the dropdowns to select the required configurations.

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 STEP Workflow - Select the Clerical Review workflow

Current State - Select that state of the selected Clerical Review workflow

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Merge Golden Records: Purge Source Data Operation
This operation is available for Merge Golden Records. For more information on a golden records merge solution, refer to the Match and
Merge topic in the Matching, Linking, and Merging documentation.

This operation allows Source Record Data for all sources or per source system to be purged for records with a current source system /
record ID reference to the Golden Records.

Important: Source data is purged for Golden Records that are not in the collection if they are or were previously associated with the
same source records as the Golden Records in the collection. This consideration applies for Golden Records and Source Records
that were part of a merge or unmerge.

For more information on the Bulk Update wizard, refer to the Creating a Bulk Update topic.

Configuration
1. From the Operations dropdown, select Merge Golden Records and then Purge Source Data.

2. Select an operation radio button:

Purge all (no source system filtering)

Purge source data for specific source systems - also select the desired source systems from the dropdown.

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Merge Golden Records: Reject Clerical Review Tasks
This operation is available for Merge Golden Records. For more information on a golden records merge solution, refer to the Match and
Merge topic in the Matching, Linking, and Merging documentation.

This operation allows you to reject potential duplicates in a Clerical Review workflow from within the workbench.

For more information on the Bulk Update wizard, refer to the Creating a Bulk Update topic.

Configuration
1. From the Operations dropdown, select Merge Golden Records and then Reject Clerical Review Tasks.

2. Use the dropdowns to select the required configurations.

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 STEP Workflow - Select the Clerical Review workflow

Current State - Select that state of the selected Clerical Review workflow

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Publishing: Check Publication Document for Needs Update Operation
A page will need an update if any elements mounted on the page (for example, attribute values or image references) have changed in
STEP since the page was originally saved to STEP.

This operation checks all actual pages saved to the selected publication / section to determine if updates are needed.

Checking documents for updates from within STEP Workbench is primarily useful for Print AutoPage and Print Flatplanner publications.
Since near-identical functionality can be accessed from other locations in the workbench (including right-clicking on a publication or sec-
tion object in the Tree and clicking 'Check for update needed...'), the use cases and applications for checking documents for updates are
detailed in the following publishing-specific topics instead:

Updating Documents in AutoPage in the Publisher (Adobe InDesign Integration) documentation

Updating Documents in Flatplanner in the Publisher (Adobe InDesign Integration) documentation

For more information on the Bulk Update wizard, refer to the Creating a Bulk Update topic.

Configuration
1. Select Check Publication Document for Needs Update from the dropdown.

2. No parameter configuration is required.

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Publishing: Remove Flatplans from STEP Workflow Operation
This operation is legacy functionality (pre-STEP 8.0) from when only one workflow at a time was allowed for planned pages. There is no
ability to select a specified workflow.

For more information on the Bulk Update wizard, refer to the Creating a Bulk Update topic.

Configuration
1. Select Remove Flatplans from STEP Workflow from the dropdown.

2. For the Process Note parameter, type a name to be used by the background process.

Note: If only using one Flatplanner workflow, this removes all planned pages from the workflow.

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Publishing: Start Flatplans in STEP Workflow Operation
This operation adds all Flatplanner spreads (planned pages) in the selected publication group, publication, or section into the specified
Flatplanner workflow. The bulk update is initiated by right-clicking on the desired publication group, publication, or section. A selection of
planned pages can also be chosen for bulk initiation into a Flatplanner workflow by multi-selecting them and using to File menu, highlight
the 'Bulk Update' option and then select the 'Run Bulk Update' option.

For more information on the Bulk Update wizard, refer to the Creating a Bulk Update topic.

Configuration
1. Select Start Flatplans in STEP Workflow from the dropdown.
2. In the Workflow parameter, select the desired workflow from the dropdown.

Note: Only workflows valid for planned pages are displayed. Flatplans that are already in a workflow are not affected.

3. In the Process Note parameter, type a name for the background process.

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Publishing: Update Publication Document Operation
This option functions almost identically to the Update feature that is directly accessed by right-clicking on publication, section, or DTP
document objects in the Tree. The selections in the 'Operations' dialog pictured below are identical to those in the 'Update contents of
documents' dialog that is accessed through the 'Update' feature. Because of these similarities—and because the 'Update' feature is more
commonly used than the bulk update feature to update documents—this feature is detailed in the Updating Documents From the Work-
bench topic of the Publisher (Adobe InDesign Integration) documentation for more information.

For more information on the Bulk Update wizard, refer to the Creating a Bulk Update topic.

Configuration
1. Select Update Publication Document from the dropdown.

2. Choose one of these options:

Update all contents of section: This updates all information on all actual pages saved to the selected publication, section, or DTP document.

Update only the following items of the selection: Choosing this allows for the selection of specific items to be updated on the actual pages, such as
attributes, image references, and table types.

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References and Links: Add Attribute Link Operation
The selected attribute will be linked to the collection of valid objects.

If the attribute is on an object, it can be viewed on the References tab on the object, under the 'Linked Attributes from Product Hierarchy' flipper.

If the attribute does not have an editable field (or link) to store data, this option adds a link and allows data to be stored.

For more information on linked attributes refer to the Attribute Links topic in the System Setup documentation.

For more information on the Bulk Update wizard, refer to the Creating a Bulk Update topic.

This operation can also be run via the business rules functionality, as described in the Business Action: Add Attribute Link topic in the
Business Rules documentation.

Prerequisites
Before using this operation:

1. Ensure the product attribute link type is set up. For more information, refer to the Product Attribute Link Type topic in the System Setup documentation.
2. Ensure the selected attribute is valid on the product object type being linked.

Configuration
1. Select Add Attribute Link from the dropdown.

2. In the Attribute parameter, click the ellipsis button ( ) to display the Select Attribute dialog, select a reference type, and click the Select button.

Example
The following images show before and after the 'BatteryType' Add Attribute Link bulk update is run.

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References and Links: Add Reference or Add Referenced By Operations
Add Reference and Add Referenced By have similar configurations for bulk updates. Performing the operation for Add Reference adds
a reference of a specified type to a target. Alternatively, the Add Referenced By operation adds a reference from a target to the source.

For more information on the Bulk Update wizard, refer to the Creating a Bulk Update topic.

This operation can also be run via the business rules functionality, as described in the Business Action: Add Reference topic and the
Business Action: Add Referenced By topic in the Business Rules documentation.

Prerequisite
Before using this operation, ensure a valid reference type with the necessary source object exists, and that the source object is valid for
the target object. For more information, refer to the Reference and Link Types topic in the System Setup documentation.

Configuration
1. Select Add Reference or Add Referenced By from the dropdown.

2. For the Type parameter, click the ellipsis button ( ), select the reference type, and click Select.

3. For the Target or Source parameter, use one of these methods to select the relevant target or source.

Note: The selected object dictates the label on the manual button. If the selected object requires a text value, the label is 'abc.' If
the selected object is numeric, '123' is displayed, and so on for each validation base type.

For manual selection, click the 'abc' button ( ), click the ellipsis button ( ) to display the Select Reference

Target or Select Reference Source dialog. Select a Target or Source object that is in accordance with the
selected link type, and click Select.
For function selection, click the function button ( ), click the ellipsis button ( ) to display the Function

Editor dialog. Add a function and evaluate, then click OK. For more information, refer to the Using Function
Editor topic in the Resource Materials online help documentation.

Examples
An example using Add Reference is below:

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Similarly, to specify a function in the function editor, a user can click the ( ) button and then click the ellipsis button ( ) to display the

editor.

Again, an example using Add Reference is below though it works the same way for Add Referenced By:

After selecting the 'Type' of reference, a user opens the function editor and types in the function needed. In this case there is an attribute
on the item called 'Product Image' that holds the ID of an image asset.

When the bulk update is run, it uses the ID in the attribute to call forth which asset to put on the Primary Product Image reference.

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References and Links: Automatic Classification Operation
This operation classifies the selected objects automatically according to a set of rules.

The Automatic Classification functionality is controlled by a component model. For more information, refer to the Automatic Classification
documentation.

For more information on the Bulk Update wizard, refer to the Creating a Bulk Update topic.

This operation can also be run via the business rules functionality, as described in the Business Action: Automatic Classification topic in
the Business Rules documentation.

Prerequisites
Before using this operation:

1. Ensure the Automatic Classification component is activated.

2. Ensure a rule set configuration for automatic classification exists, as defined in the Initial Setup for Automatic Classification topic.
3. Ensure the Rule Set object instance in Tree is configured per the component model definition.

Configuration
1. Select Automatic Classification from the dropdown.

2. For the Rule Set parameter, click the selector button ( ), and select the rule set to be executed.

3. For the Use Approved Rule Set parameter, check the checkbox to use the approved version of the rule set.

4. For the Evaluation Context parameter, select the context where the action should occur.

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References and Links: Industry Classification Synchronization Operation
This operation allows users to reclassify products when adding an additional version of eCl@ss, ETIM, or UNSPSC. When executing this
operation, products that have an existing link to the source classification will also get a link to the target classification, using the specified
'Product-to-Classification' link type.

For more information on the Bulk Update wizard, refer to the Creating a Bulk Update topic.

Configuration
1. Run a search for any products that need their classification links updated to a newer eCl@ss, ETIM, or UNSPSC classification hierarchy, and run the
bulk update wizard.
2. Select Industry Classification Synchronization from the dropdown.

3. In the Industry standard matcher parameter, select the relevant industry standard from the dropdown list.

4. In the Source classification root parameter, click the ellipsis button ( ), select the classification root node for the original industry classification

version, and click Select.

5. In the Target classification root parameter, click the ellipsis button ( ), select the classification root node for the new industry classification version,

and click Select.

6. In the Product to classification link type parameter, click the ellipsis button ( ), select the product to classification link type the products use to link

into the classification hierarchy, and click Select.

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References and Links: Link Asset to Classification Operation
This operation allows users to link assets to a specified classification.

For more information on the Bulk Update wizard, refer to the Creating a Bulk Update topic.

Configuration
1. Select the assets that need to be linked, and run the bulk update wizard.

2. Select Link Asset to Classification from the dropdown.

3. In the Classification parameter, use one of these methods to select the relevant classification.

Note: The selected object dictates the label on the manual button. If the selected object requires a text value, the label is 'abc.' If
the selected object is numeric, '123' is displayed, and so on for each validation base type.

For manual selection, click the 'abc' button ( ), and click the ellipsis button ( ) to display the Select

Classification dialog. Select a classification object and click Select.

For function selection, click the 'fx' button ( ), click the ellipsis button ( ) to display the Function Editor

dialog. Add a function and evaluate, then click OK. For more information, refer to the Using Function Editor
topic in the Resource Materials online help documentation.

Once the bulk update runs, assets appear under designated classification folder.

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References and Links: Remove Attribute Link Operation
This operation removes the selected link to an attribute when the selected object is linked to the attribute.

For more information on the Bulk Update wizard, refer to the Creating a Bulk Update topic.

This operation can also be run via the business rules functionality, as described in the Business Action: Remove Attribute Link topic in
the Business Rules documentation.

Prerequisite
Before using this operation, ensure the valid attribute is linked to the product. For more information, refer to the Product Attribute Link
Type topic in the System Setup documentation.

Configuration
1. Select Remove Attribute Link from the dropdown.

2. For the Attribute parameter, click the ellipsis button ( ) to display the Select Attribute dialog, choose the attribute that should be removed and click

the Select button.

Example
The following images show before and after the 'BatteryType' Remove Attribute Link bulk update is run.

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References and Links: Remove Reference Operation
This operation removes references to a specific target or all references of a specific type.

For more information on the Bulk Update wizard, refer to the Creating a Bulk Update topic.

This operation can also be run via the business rules functionality, as described in the Business Action: Remove Reference topic in the
Business Rules documentation.

Configuration
1. Select Remove Reference from the dropdown.

2. For the Type parameter, click the selector button ( ) to display the Select Reference Type dialog, choose the reference type that should be removed

and click the Select button.

3. For the Target parameter, use one of these methods to select the relevant target. Leave this parameter blank to remove all references of a specific type
without limiting removal to a node. The target must be in accordance with the selected type, otherwise an error is displayed.

Click the 'abc' button ( ), click the selector button ( ) to display the Select Reference Target picker, select

a valid target, and click the Select button.

Click the 'fx' button ( ), click the selector button ( ) to display the Function Editor dialog, write a function

to select a valid target, and click the Select button. For more information, refer to the Using Function Editor
topic in the Resource Materials online help documentation.
4. For the Remove all targets parameter, set the checkbox as follows:

Unchecked means references of the specified type are removed from the modified objects.

Checked with a blank Target parameter means all references of the specified type are removed from the
modified objects.

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Example
The 'Product Image' attribute on the item holds the ID of an image asset.

When the bulk update runs, it uses function to determine the value of the attribute, to find which reference to remove from the Product
Image type.

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References and Links: Set Product to Classification Link Type Operation
This assigns a new object type and a classification link type to the selected classifications.

For more information on the Bulk Update wizard, refer to the Creating a Bulk Update topic.

This operation can also be run via the business rules functionality, as described in the Business Action: Set Product to Classification Link
Type topic in the Business Rules documentation.

Prerequisites
1. Ensure a valid Classification Link Type and the Target Classification Object Type exists. For more information, refer to the Reference and Link Types
topic in the System Setup documentation.
2. Ensure a valid classification object type should be linked to the same parent classification of the object type being changed to.
3. Classification Link Type should have the object type valid.

Configuration
1. Select Set Product to Classification Link Type from the dropdown.

2. In the New Object Type parameter, click the selector button ( ) to display the Select Object Type dialog, select the classification, and click the

Select button.
3. In the New Link Type parameter, click the selector button ( ) to display the Select Product to Classification Link Type dialog, select the link type, and

click the Select button. The target must comply with the selected type. If the link type does not match the object type selected, an error message
displays.

Example
In the following example data, Website1 object type is valid for the 'WebHierarchyRoot', but will be changed to be valid for 'Mer-
chandisingHierarchyRoot.'

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The items under the WebHierarchyRoot with the Website Link are now going to be of the object type 'Merchandising Hierarchy Root' with
the MerchandisingLink type.

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References and Links: Unlink Asset from Classification Operation
Using this operation, selected assets are unlinked from the specified classification.

For more information on the Bulk Update wizard, refer to the Creating a Bulk Update topic.

Configuration
1. Select Unlink Asset from Classification from the dropdown.

2. For the Classification parameter, use one of these methods to select the relevant classification.

Note: The selected object dictates the label on the manual button. If the selected object requires a text value, the label is 'abc.' If
the selected object is numeric, '123' is displayed, and so on for each validation base type.

For manual selection, click the 'abc' button ( ), and click the ellipsis button ( ) to display the Select

Classification dialog. Select a classification object where the assets will be unlinked and click Select.
For function selection, click the 'fx' button ( ), click the ellipsis button ( ) to display the Function Editor

dialog. Add a function and evaluate, then click OK. For more information, refer to the Using Function Editor
topic in the Resource Materials online help documentation.

Examples
Using the setting displayed in the image above, the operation is run on the data shown below. The preview shows that the Illus-
trationRoot classification reference will be removed.

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Another example uses the following product and a function to determine the link being removed. The 'Asset Keywords' attribute on the
'BlueTruckIcon' item holds the ID of the classifications folder. In this case, the reference to 'BlueTruckIcon' should be removed from the
Illustrations classification folder.

The Prodval("Asset Keywords") function is used to remove the classification link by getting the value of the attribute that holds the ID of
the link to be removed.

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Once completed, the asset is no loner linked to the Illustrations classification folder.

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Run Business Rule Operation
This operation runs a business condition and/or action on the selected objects.

For more information on the Bulk Update wizard, refer to the Creating a Bulk Update topic.

Configuration
1. Select Run Business Rule from the dropdown.

2. For the 'Business Rule Condition' parameter, if a condition should be run, click the ellipsis button ( ), select the condition, and click Select. If the

condition evaluates to 'true', the selected business action will run.

3. For the 'Business Rule Action' parameter, click the ellipsis button ( ), select the action, and click Select. If the action should always run, no condition

should be selected.

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Send Republish Event Operation
This option performs the same operation as selecting 'Republish' on a receiving processor. A republish event is sent to the event queue
of the selected processor for all objects selected for the bulk update.

For more on republishing, refer to the Event-Based OIEP Event Actions topic in the Data Exchange documentation.

For more information on the Bulk Update wizard, refer to the Creating a Bulk Update topic.

This operation can also be run via the business rules functionality, as described in the Business Action: Send Republish Event topic in
the Business Rules documentation.

Prerequisite
Before using this operation, ensure the event queue is enabled and set to Read Events as defined in the Maintaining Event Queues topic
of the Business Rules documentation.

Configuration
1. Select Send Republish Event from the dropdown.

2. For the Receiving Processor parameter, click the selector button ( ) to display the Select Processor for Events dialog, choose an OIEP or Event

Processor that has an event queue, or choose an actual event queue object. Click the Select button.

This can be an event processor, outbound integration endpoint with an event queue, or an event queue directly.

Example
For example, in the images below, the 'Item Attribute Change' OIEP is selected as the receiving processor. It has no events ready to pro-
cess. Running this bulk update operation adds an event to the OIEP.

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Set Name Operation
This operation sets the name of the object on which the bulk update is run. A user can either enter the name manually, or specify a func-
tion in the Function editor for naming the object.

For more information on the Bulk Update wizard, refer to the Creating a Bulk Update topic.

This operation can also be run via the business rules functionality, as described in the Business Action: Set Name topic in the Business
Rules documentation.

Configuration
1. Select Set Name from the dropdown.

2. In the Name parameter, use one of these methods to set the relevant name.

For manual selection, click the 'abc' button ( ), type in a constant value that will be used to update the

name.
For function selection, click the 'fx' button ( ), then click the ellipsis button ( ) to display the Function

Editor dialog. Write a function to set a name and click the Select button. For more information, refer to the
Using Function Editor topic in the Resource Materials online help documentation.

Example
To create a name using the function editor, often attribute values on an item are concatenated. In the image below, the 'Primary Color'
and 'Brand Name' attributes will be combined to create the name of this flashlight.

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Using the Concatenate function, the value from two attributes make a name for this flashlight item.

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Set Object Type Operation
This operation changes the object type of the object on which the bulk update is run. The selected object type must be valid under the par-
ent of the current object.

For more information on the Bulk Update wizard, refer to the Creating a Bulk Update topic.

This operation can also be run via the business rules functionality, as described in the Business Action: Set Object Type topic in the Busi-
ness Rules documentation.

Prerequisite
Before using this operation, ensure the objects being modified are valid for the new object type.

Configuration
1. Select Set Object Type from the dropdown.

2. In the Object Type parameter, use one of these methods to set the relevant object type.

For manual selection, click the dropdown to display the available object types in your system. Choose an
item from the dropdown.

When available, you can choose the Other... option to display the Choose Object Type dialog. Then use the Browse or Search
tabs to select an object type and click the Select button.

For function selection, click the 'fx' button ( ), then click the ellipsis button ( ) to display the Function

Editor dialog and write a calculation to select an object type. Click the OK button to save the function. For
more information, refer to the Using Function Editor topic in the Resource Materials online help
documentation.

Example
The example below, 'Attribute C' on the item holds the ID of an object type.

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When the bulk update runs, it uses the value in the attribute to determine the object type.

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Workflow: Claim Operation
Workflow tasks are assigned to user groups where individual users in those groups can then claim the task for themselves. A user can
use the Claim operation to claim a number of tasks at once based on workflow and state.

For more information on claiming bulk updates in workflows refer to the Bulk Update Operations for Workflows topic in the Workflows doc-
umentation.

For more information on the Bulk Update wizard, refer to the Creating a Bulk Update topic.

This operation can also be run via the business rules functionality, as described in the Business Action: Claim topic in the Business
Rules documentation.

Configuration
1. Select Claim from the dropdown.

2. For the STEP Workflow parameter, select the relevant workflow from the dropdown.

3. For the Current State parameter, from the dropdown, select from the available states for the workflow.

When the bulk update runs, all tasks in the selected workflow with the selected state are claimed for the user.

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Workflow: Initiate Items in STEP Workflow Operation
This operation initiates the bulk update objects into the selected workflow, assuming that the objects selected are valid for the workflow.

For more information on initiating items in a STEP Workflow via bulk updates refer to the Bulk Update Operations for Workflows topic in
the Workflows documentation.

For more information on the Bulk Update wizard, refer to the Creating a Bulk Update topic.

Prerequisite
Before using this operation, ensure the workflow exists, and the object is valid for the workflow.

Configuration
1. From the dropdown, select the Workflow group and then select the Initiate Items in STEP Workflow option.

2. For the Choose a Workflow parameter, select a workflow from the dropdown.

3. For the Process Note parameter, type a note for the background process.

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Workflow: Reassign
This operation allows the user to reassign workflow tasks to another user.

For more on triggering STEP Workflow events, the Bulk Update Operations for Workflows topic in the Workflows documentation.

For more information on the Bulk Update wizard, refer to the Creating a Bulk Update topic.

Prerequisites
Before using this operation:

1. Ensure the workflow exists including states and events.

2. Ensure the node is present in the state defined in the operation.
3. Identify the user or group that will be assigned the tasks.

Configuration
STEP Workflow - From the dropdown select the relevant workflow with tasks to be reassigned.

Current State - From the dropdown select the relevant state. All tasks in the selected state on the specified workflow will be reassigned to the user or
group chosen below.

User/Group - Click the ellipsis button ( ) ) or type an ID to display a list of suggested matches and select the desired user / user group.

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Workflow: Remove Items from STEP Workflow Operation
This operation removes all objects from one state in a workflow.

For more on how to remove items from STEP Workflows using bulk updates, refer to the Remove Objects from Workflows topic in the
Workflows documentation.

For more information on the Bulk Update wizard, refer to the Creating a Bulk Update topic.

This operation is similar to one in the business rules functionality, as described in the Business Action: Remove Object from STEP Work-
flow topic in the Business Rules documentation.

Configuration
1. Select Remove Items from STEP Workflow from the dropdown.

2. For the Choose a Workflow parameter, select the workflow from the dropdown.
3. For the Process Note parameter, type a note for the background process.

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Workflow: Trigger STEP Workflow Event Operation
This operation allows a user to move a task from one state to another state.

For more on triggering STEP Workflow events, the Bulk Update Operations for Workflows topic in the Workflows documentation.

For more information on the Bulk Update wizard, refer to the Creating a Bulk Update topic.

This operation can also be run via the business rules functionality, as described in the Business Action: Trigger STEP Workflow Event
topic in the Business Rules documentation.

Prerequisites
Before using this operation:

1. Ensure the workflow exists including states and events.

2. Ensure the node is present in the state defined in the operation.

Configuration
1. From the dropdown, select the Workflow group and then the Trigger STEP Workflow Event option.

2. In the STEP Workflow parameter, from the dropdown select the relevant workflow.

3. In the Current State parameter, from the dropdown select the state that the workflow object must be in when the action is applied.

4. In the Event parameter, from the dropdown select the event that the action triggers.

5. In the Process Note parameter, enter a comment to be written in the state log when the event is triggered.

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Bulk Update Parameters
The parameters step is only enabled when the 'Run Business Rule' operation is selected on the Operations step, and the selected
JavaScript business rule includes one or more 'Attribute Validated Parameter' binds.

For more information, refer to the Parameterized Business Actions in Web UI topic in the Web User Interfaces documentation.

1. If the Parameters step is enabled, supply the necessary data.

2. Click the Next button to display the Bulk Update Preview step.

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Bulk Update Preview
This step of the wizard shows some of the results of the configured operations. A maximum of 10 objects are displayed. For each object,
the existing data is shown on the 'Old' row and the data that will result from the update is shown on the 'New' row.

1. Hover over a warning or error icon to review potential problems with the bulk update

2. Click the Back button to resolve warnings and errors by modifying an operation or parameter.
3. Click the Next button to display Bulk Update Advanced step.

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Bulk Update Advanced
In the final step, select one or more of the available options.

1. Set the following parameters as necessary:

Do not run now runs the bulk update later, and not immediately when the wizard is finished. This allows a user to save the configuration. When check, the Auto Approve
and Pre-flight parameters are disabled.

Auto Approve approves only updates made by the bulk update and displays them in the approved workspace when the update succeeds. Only a partial approval is
performed.

Note: Auto Approve is not supported when the Run Business Rule Operation is used for the Bulk Update.

For example, if the bulk update runs on a product attribute and the value is updated, but other changes have been made to the product that were not done by the bulk
update, then the partial approval is applied only to the bulk-updated value, not to the entire product. However, if the only change(s) on the product are made by the bulk
update, since the bulk update changes are auto approved, the partial approval actually results in a full approval.

Pre-flight performs a test run of the update. When the user clicks 'Finish', the test runs in a background process. Selected operations are applied and then rolled back. An
execution report and an impact report is generated. Temporary collections are created for the objects where the operations were successfully applied, and for the ones
were errors were generated. The availability of this option depends on the user's system setup.

Important: There is no 'undo functionality for bulk updates. It is recommended to run a Pre-flight and/or to apply operations to a small set of objects before updating
a large number of objects.

Save configuration defines a location and name for the saved configuration so that it can be used again. Click the ellipsis button ( ) to display the 'Save Operation

Configuration' dialog. To name a new configuration, select a folder and type a name in the Name parameter, and click Create. To overwrite an existing configuration,
select the configuration and click Select.

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 Process Description displays the name for the background process.

Available for object types limits the object types and nodes affected by the bulk update operations. First select an object type from the dropdown, then click the ellipsis
button ( ) to select the nodes to update.

Click Finish to complete the bulk update configuration and start the operation(s) in a background process.

Monitor the bulk update as defined in the Monitoring Bulk Updates topic.

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Monitoring Bulk Updates
When a user completes the Bulk Update wizard, the Background process status dialog displays. This allows a user to monitor the status
of the bulk update that was created.

Click the Go to Process button to display the BG Processes tab for additional information about the process.

Note: If one operation on an object or the auto approval of the object fails, changes made by other operations are rolled back, and
the object is left as it was prior to the bulk update.

For details on the states of a background process, refer to the BGP States and Quarantine Status topic in the System Setup doc-
umentation.

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When the process has completed, the following options are available in the Bulk Update Actions flipper on the Background Process tab.

Click Save to keep a copy of the execution report. This can be saved locally.

Click Truncate if not all lines in the execution report are needed. Upon selecting Truncate, a dialog will appear allowing users to select which lines to
delete, and how many lines to retain.

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 Click Relaunch Wizard to open the Bulk Update wizard again. The wizard opens with the same objects selected and with the same operations specified
in the process that was just completed.
Click Bulk Update OK Objects if a pre-flight process was run the bulk update should now be run on the objects that were processed without errors.

Click Save Failed Objects to save the objects for which the bulk update failed as a new collection. Note that this option is only available if there were
failed objects.
Click Impact Report to view a report of the errors that occurred during the bulk update process. This option is only available if objects failed during the
bulk update.

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Scheduling a Task Notification Email
It is possible to send an automated email notifying users of all required workflow tasks by scheduling a bulk update that uses a business
action. This email notification provides users with a single location for all assigned tasks, and enables users to better prioritize which
tasks need to be addressed first.

Prerequisites
All of the configuration steps provided in this topic assume the user has knowledge of configuring collections, bulk updates, business
actions, and workflows.

For more information on collections, refer to the Collections topic in the Getting Started documentation.

For more information on bulk updates, refer to the Bulk Updates topic in the in Bulk Updates documentation.

For more information on business actions, refer to the Business Actions topic in the Business Rules documentation.

For more information on workflows, refer to Workflows documentation.

Setting Up Email Notifications

To email a user their assigned tasks from a workflow the following elements must be created: a collection, a business action, and a bulk
update. Once configured, an email notification containing a consolidation of all active tasks from one or more workflows is sent to the
user(s) or user group(s) that are assigned the tasks.

To configure these, follow the directions listed below.

1. Create a collection with a single object in it that is permanent. The chosen permanent object needs to be something that will never be deleted from the system because it will
be used in the scheduled bulk update. Additionally, if more than one object is added to the collection, multiple email notifications could be sent, which is not the desired
outcome. The 'Primary Product Hierarchy' is used in this example.

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2. Create a business action that checks the relevant workflow(s) and their state(s) for tasks. Configure the business action so that if the desired object types are in the
designated workflow state(s), then an email will be created and sent to the designated user. In this example, the business action is called 'Bulk Notification.'

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 To create this business action, under 'Binds,' create variable names to bind to STEP Manager, Query Home, and Mail Home (in the Other category). In the example, the
following binds were created:

For a full JavaScript code example, refer to the online version of this topic.

3. Create a bulk update configuration that runs the business action just created, as shown in the screenshot below. Schedule the bulk update to run with the collection that was
defined using the business action.

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4. Save the Bulk Update configuration.

5. Navigate to and select the saved collection created earlier with only one object in it. From the File menu, select Bulk Update and Schedule Bulk Update.

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6. Select the bulk update configuration just created and proceed through the wizard to set the schedule. Since there is only one object in the collection configured on the bulk
update, the business action will only run one single time.

7. When complete, an email is sent to the user listing the tasks they are responsible for in the designated workflow(s) and their state(s).

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Scheduling Bulk Updates for Collections
Scheduling a bulk update for a collection can be useful when a group of objects needs to be updated on a regular basis. A scheduled
bulk update on a collection can reduce the amount of time required to make those same updates manually. For example, if products
incoming from a specific supplier feature a measurement with 'millimeters' spelled out, but the internal standard requires only 'mm' to be
used, scheduling a bulk update to make that change periodically can be an effective data management tool.

Important: Consider the time zone of the application server compared to that of the workbench (the client) where the schedule is cre-
ated or viewed. When scheduling a job, the local time zone is displayed in the workbench, but the time zone of the server is used to
run the background process. Once the process has been scheduled, the Schedule field will always show the server time zone
regardless of which time zone the user who scheduled the process is in. And, the Next Run field will show the local time zone.

For information on how to schedule bulk updates for collections in Web UI, refer to the Scheduling a Collection Refresh in Web UI topic.

Prerequisites
The following tasks must be completed before a collection is scheduled to run a bulk update.
1. Create a collection. More on creating a collection can be found in the Creating Collections topic in the Getting Started documentation.

2. Create a bulk update configuration. Refer to Creating a Bulk Update topic for more on how to configure a bulk update.

Scheduling Bulk Updates

To perform a bulk update on a collection at regular intervals, create a schedule that applies to a particular collection. The bulk update is
then automatically run at the scheduled time.
1. From the File menu, select Bulk Updates and Schedule Bulk Update to open the Schedule Bulk Update wizard.

2. On Setup, for the Collection parameter, click the selector button ( ) to locate and select the relevant collection. This option is not valid if the collection is created from the

Run Bulk Update option.

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 For the Refresh before each run (Search Collections only) parameter, if the collection selected was created using the search criteria, check this option to refresh the
collection based on the current data using search criteria, before executing the bulk update operation(s).

3. For the Configuration parameter, click the selector button ( ) to locate and select the relevant configuration.

For the Auto approve changes parameter, check this option to place the updated objects in the approved workspace immediately after the update.

4. Click Next to display the Preview and review the example results of the update.

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5. Click Next to display Schedule Process and create the time schedule by selecting either Now, Later, Weekly, Monthly, or Later and repeat. Complete the options related to
the schedule.

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6. Click Next to display Name Process and enter a name for the Schedule Process Name parameter. The Process Name parameter displays the name displayed in the
Background Processes tab.

7. Click Finish to complete the wizard.

8. On the Background Processes dialog choose an option:

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 Click Go to process to display the background process.

Click Close to display the workbench while the background process runs.

The following information is available on the BG Processes tab:

On the left side of the image above, under the Scheduled Processes node, a bulk update that is scheduled to run at a later time is displayed under the
'Queued processes' node.

On the right side of the image above, in the Properties section, the schedule is displayed and the process shows a Status of 'waiting.'

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 On the BG Processes tab, the Properties section includes the 'Started by' parameter which reflects the user who created the scheduled background
process. To change the user for a scheduled or queued BGP, add the 'Manage Background Process Execution' Setup Action privilege to the relevant
user group. This privilege enables a selector button on the 'Started by' parameter.

The Execution Report records the progress of the background process.

The Bulk Update Actions section allows users to make an adjustment to the scheduled bulk update. Click the 'Edit Schedule' button to reopen the
'Schedule Bulk Update' wizard on the 'Schedule Process' step. Users can then amend the schedule as needed, and the changes will be applied to the
bulk update.

For details on the states of a background process, Refer to the BGP States and Quarantine Status topic in the System Setup doc-
umentation.

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Scheduling a Collection Refresh in Web UI
Collections are often used as filters on status selectors, though to refresh a collection in the Web UI you must go to the collection directly
to refresh it in Web UI without going to the collection directly. This can be accomplished by going to the collection content screen directly
or via a scheduled bulk update. Using a scheduled bulk update you can control the amount and frequency of the collection refresh pro-
cesses.

For more information on status selectors, refer to the Status Selector Homepage Widget topic in the Web User Interfaces documentation.

Important: Consider the time zone of the application server compared to that of the workbench (the client) where the schedule is cre-
ated or viewed. When scheduling a job, the local time zone is displayed in the workbench, but the time zone of the server is used to
run the background process. Although displayed, the time zone of the client is not included in the instructions to the server to run the
job. This can cause confusion about when the job will run since the scheduled time is not automatically converted to accommodate
potential differences in time zones.

To schedule a collection refresh, follow the directions below:

1. Create a new bulk update configuration. In the example below, a collection is created by right-clicking on the desired collection in the workbench and
selecting Run Bulk Update.

2. In the Bulk Update dialog, select Create New Configuration, and click Next.

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3. In the Operations step, close the default operation template to remove all operations. This will enable the action buttons so that you can proceed with no
operation selected.

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4. Continue to click Next to get to the final step, and be sure to select Save Configuration before finishing.

Once complete, this will trigger the update, but it does not actually execute any changes. You may view the background process, or
close the dialog prompt.

5. Next, navigate to File > Bulk Update > Schedule Bulk Update.

6. Select the relevant collection, check the refresh option, and select the bulk update configuration that you just created in the previous steps.

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7. Continue to click Next to get to the Schedule Process step. Select the Later and repeat option, and specify the interval at which it should be run.

8. Click Next / Finish to complete the 'Schedule Bulk Update' process.

9. Repeat steps 5-8 as needed to schedule auto-refreshes for additional collections.

If the schedule for the Bulk Update must be amended, users can click on the scheduled bulk update on the BGProcesses tab, and then
click the 'Edit Schedule' button (shown at the bottom of the screenshot below). This will reopen the 'Schedule Bulk Update' wizard on the
'Schedule Process' step from which users can then amend the schedule as needed. The changes will be applied to the scheduled bulk
update.

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