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CatalogueLINK Upload

In CatalogueLINK Download go to Setup – Automation Settings

'Automation Options' is where you configure what and when imports and uploads of data will occur automatically.

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


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' before selecting 'Task Scheduler'.
  • Select 'Create Task' from the 'Actions' pane.
  • Select the 'General' tab
  • Enter a name for the task
  • Select a user to run the task

     

  • Select 'Run only when user is logged on'. If you do not select this option, automation will not run.


Note: You may be required to enter the password for the selected user account.

  • 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'.

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

  • Select the 'Settings' tab


  • Set 'if the task fails, restart every' to '5 minutes'.
  • Click 'OK'.


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.

  • 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.


Note: If you have CatalogueLINK Download 3.0.1.0 or newer, an optional Scheduled Task can be created to perform Action – Auto Download automatically on an interval. This will start Automation again if CatalogueLINK Download has been closed.
If you would like this function, please submit a Change Request (link to KB)


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.


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