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 to select one of the predefined date/datetime format options to use in the filename or, alternatively, select to user define and enter the required format. For user-defined date formatting options see Scheduled Tasks: User-defined appended date formatting
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

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

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

5. Click OK

 

Return to Scheduled Tasks