Scheduled Tasks: Export

A file can be scheduled for export with appended dates to the filename, optionally uploaded to an FTP site and/or with an email message being sent.

  1. Open a new scheduled task as shown in the Scheduled Tasks topic

  2. From the Task tab select Export from the drop down box

    The display items are as follows:

Function

Description

File to Export

 

Use the Browse button to navigate to the file you wish to export

 

Output File

 

Use the Browse button to navigate to where the output file should be placed

 

Append Date To Output Filename

 

Use the drop down options to append the Run Date or System Build Date to the filename

 

Date Format

 

Use the drop down options to determine the date format to use in the filename

 

Zip Output File

 

Tick this box if you wish to zip up the output file

 

Encryption Password

 

Enter an optional encryption password if you have ticked the zip output file box

 

Email Output Options

 

Use the drop down options to decide if you want to send an email message or an email message with the output file attached.  Click on the Modify Email... button to enter the email addresses of the recipients and the message you want to send

Upload to FTP server

 

Tick this box and enter the URL of the FTP server you want to transfer the output file to

 

  1. Click on the Notes tab and enter any information you want to record against this task

  2. Click on the Schedule tab and complete as necessary- see the topic Scheduled Tasks: Scheduled Settings for an explanation of the options

  3. Click OK