Overview
Intended Audience: CatalogueLINK Administrator

Set up or Troubleshoot CatalogueLINK Automation

CatalogueLINK Upload

...

Automation Settings

• In CatalogueLINK Upload go to Setup – Automation Settings.
  

  Image Added

• Check the Automate checkbox beside each data type you wish to automate the import and upload of.
• Check the 'Day of the week' checkboxes  checkboxes for each day that you wish the schedule to runautomation 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 a the frequency of when imports and uploads will occur in from the 'Frequency (Hours)', 'Start Time' and ' and End Time' dropdowns dropdowns.
• Click 'OK'.

...

Scheduled Task

Next we need to set up a Scheduled Task to run the settings in 'Automation Options' on a schedule. .

The following instructions are specific to Windows 7 but all modern versions of Windows can enable Scheduled Tasks.

• Go to 'Control Panel' - 'Administrative Tools'Tools before selecting 'Task Scheduler'.
• Select 'Create Task' from  from the 'Actions' pane pane.
• Select the 'General' tab tab.
• Enter a name for the task.

• Select

  a

  the currently logged in user to run the task

  Image Removed Select '

  .

• 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.
  

  Image Added

  Info
  Note:

...

• Select 'Triggers' and then 'New'.
• Configure the task to run at an interval that is sooner than the one you set up in 'Automation Options' and set 'for a duration of' to 'indefinitely'.
• Check the 'Enabled' checkbox before clicking 'OK'.

...

• If you are running CatalogueLINK Upload version 3.0.20.0 or newer, the Windows Scheduled Task can be configured to Run whether user is logged on or not. Running CatalogueLINK Upload with this configuration means that CatalogueLINK Upload will start as a background process, and as a result after login, you may need to find and End the CatalogueLINK Upload process from the Task Manager before being able to run the application in the Desktop, see Cannot Open CatalogueLINK Upload.

  
  

• 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.
  

  Image Added

• Select the 'Actions' tab and then 'New'.
• Set 'Action' to 'Start a program'.
• Browse for UploadAuto.exe in the CatalogueLINK directory.

Image Removed

• Select the 'Settings' tab

...

...

• In the 'Scheduled Tasks' window right click on the task and select 'Run'
  

  Image Added

  Image Added

• In the 'Scheduled Tasks' window right click on the task and select 'Run'

CatalogueLINK Download

• In CatalogueLINK Download go to Setup – Automation Settings
• Check the "Auto export" checkboxes for the data types you wish to download and export automatically.
• Set the start and end times to download and export your selected data types automatically. You should factor in when your accounting system is not accessible, for example due to scheduled backups or restarts of the server hosting it.
• Enter a number in the "check every" field that CatalogueLINK Download will use as the interval for downloading and exporting your selected data types.

...

• Next use Action – Auto Download to start automation based on the settings chosen.

...

Troubleshooting

• If automation for either CatalogueLINK application is not running, check that the Scheduled Task is enabled.
• Open the *_AUTO_PROCESSLOG.txt files in CatalogueLINK's log directory and review the bottom of the file to see what CatalogueLINK is reporting.
• If you see "Automation could not run because CatalogueLINK (GUI mode) was already running" it is because CatalogueLINK is already open and must be closed.

...

Automatic Login on Restart

Your server (or wherever you have chosen to install CatalogueLINK) can be set to automatically log a user back in, in the event of a restart, power failure, or similar.

This allows for Upload Automation to start back up again.

• Microsoft has a guide on how to set this up
• The user that should be configured to automatically login should be the user that configured the scheduled task