Create a renewal from a batch process

About this task

Creating a renewal from a batch process is the most common way for renewals to be created. The renewal batch process looks for policies that expire in X days (the default is 180 days). Then the Policy Renewal plugin further evaluates each policy and determines whether to creates a renewal for that policy. A system administrator can also run this batch process outside of its schedule.

The frequency of the batch process is a factor in when a renewal starts. For example, you can have a batch process that runs every Sunday. Renewals that could start on Wednesday will not start until the batch process runs on Sunday, several days later.

Note: You must have the View BatchProcess tools page permission. The code for this permission is toolsBatchProcessview. The Tools View role has this permission.

Procedure

  1. In PolicyCenter, type Shift + Alt + T to display ServerTools.
  2. Select the Batch Process Info link in the left sidebar.

    The Batch Process Info screen contains useful information about the batch process, including:

    • Current status
    • The last time it ran
    • The time of the next scheduled run
    • The schedule

    The Cron-S M H DOM M DOW column header stands for seconds, minutes, hours, day of month, month, and day of week.

    The * means every. The ? is typically only on day of week or day of month and means, “I do not care when it runs”.

  3. Find Policy Renewal Start under the Batch Process column.
  4. Click Run under the Action column to start the batch process immediately.

What to do next

See also

  • The scheduler-config.xml file to see the frequency of the batch process. You can view this file by navigating to configuration > config > scheduler in Studio.
  • The config.xml file for the RenewalProcessLeadTime lead time parameter. This parameter contains the number of days before the policy expires and renewal processing starts. You can view this file by navigating to configuration > config in Studio.
  • Configuring batch process renewals