Scheduling Tasks

The Scheduler enables you to automatically refresh, publish, and push your charts according to a schedule. You can schedule tasks to run on a daily, weekly, or monthly basis, or on a given date.

There three types of tasks you can perform:

·         Refresh: A refresh task performs a data refresh on the selected project.

Note: You can schedule charts to be archived on a daily or weekly basis, or each time you refresh the data. See Changing Refresh Properties in Importing and Exporting Data for more information.

·         Publish: Each time you publish, OrgPlus saves all the publishing parameters. When you create a publish task, OrgPlus lets you pick from a list of previously published files. When the task is executed, the file is republished using the same parameters as when the file was originally published.

Note: An automated publishing task can include sending an e-mail (with the published material attached) to a group of users. See Using Groups for E-mail Distribution and Adding and Deleting Fields in Working with Charts: Basic Charting for more information on how to add an e-mail distribution field.

·         Push: Each time you push data, OrgPlus saves all the associated parameters. When you create a push task, OrgPlus lets you pick from a list of previous pushes. When the task is executed, an export file is generated and pushed using the same parameters that were using during the original push.

See:

Creating Tasks

Editing Tasks

Deleting Tasks

Checking Tasks