There are two steps to set up Automation of CatalogueLINK Upload. Please follow the below instructions carefully.
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In CatalogueLINK Upload go to Setup – Automation Settings.
- Check the Automate checkbox beside each data type you wish to automate the import and upload of.
- Check the Day of the week checkboxes for each day that you wish automation to run. Factor in restarts or shutdowns of any servers or workstations such as the one you are working on, and the one hosting the accounting system.
- Select the frequency of imports and uploads from the Frequency, Start Time and End Time dropdowns.
- Click OK.
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- Select Run only when user is logged on. The current logged in user must be logged in for Automation to run. If you do not select this option, automation will not run.
- Select Triggers and then New.
- Configure Repeat task every to 30 minutes or 1 hour and set for a duration of to indefinitely.
- Check the Enabled checkbox before clicking OK.
- Select the 'Actions' tab and then 'New'.
- Set 'Action' to 'Start a program'.
- Browse for UploadAuto.exe in the CatalogueLINK directory.
- In the 'Scheduled Tasks' window right click on the task and select 'Run'
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Note: Automation can only run when a user is logged in, so lock your local or remote connection to the workstation to ensure it runs correctly. Do not log off or shut down. |