- 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 '30 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'
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.