Use the Task Scheduling Wizard in Task Manager to schedule report, extract, or export tasks to run to set parameters and time frames. When a report task is selected, the Report Scheduling Wizard opens in Task Manager.

When an extract or export task is selected, the dynamic Task Scheduling Wizard adds and removes steps based on the type of task and options selected.

Scheduling an extract or task

1. Navigate Task Manager.
2. Select the required extract or export task from the dropdown menu.
3. Click Scheduling Wizard.
4. Specify the Description of the task and state the client that runs task services in the Instance field.
5. Select Alert on Failure if required.
6. For each available Parameter, define its Value.
7. Click Next.
8. Define the Occurrence, Frequency, and Duration of the task.
9. Click Next.
10. Enter the file paths for the Output File Location and the Archive File Location.
11. Select or clear Overwrite Existing File as required.
12. Select or clear Configure file delivery to a remote server location.
13. (If available) Select or clear Configure Extract File Settings.

    Important! If either check box option is selected, additional steps to configure the file transfer protocol and the output file settings must be completed. These steps are automatically added to the dynamic wizard if these options are selected.

    Note: Configure Extract File Settings is unavailable if the task's .ini file does not contain the section [FILESETTINGS].

14. Click Next.
15. Click Finish.

Specifying output file settings

If the export or extract task's .ini file has the section [FILESETTINGS], the option Configure Extract File Settings is available. If selected, then parameters for the output file must be set. The wizard adds an additional window with setup options.

1. Specify the Value for each Parameter. For example: DateAdjustment=-3, TargetFileName=BHN_DAILY_TXN_<Date>.
2. Click Next to proceed to the next step of the task scheduling.

Setting up file delivery

If Configure file delivery to a remote server location is selected, the file transfer protocol for sending the output file to a specific location must be configured. The wizard adds an additional dynamic window with set-up options.

Depending on the Connect Type selected, subsequent options are shown or hidden.

Connect Type: None

1. Select None as the Connect Type. No further configuration is required.
2. Click Next to proceed to the next step of the task scheduling.

Connect Type: FTP, FTPS, or SFTP

1. Select FTP, FTPS, or SFTP as the Connect Type.
2. Enter the FTP URL of the destination server.
3. Specify the Subfolder the output file is to be stored in.
4. Select the preferred Mode of authentication.
5. Enter the relevant credentials for the selected mode of authentication.
   • If User/Pass is selected, enter the User name and Password.
   • If Key File is selected, enter the Key File Path and Key File Password.
6. Enter the number of milliseconds after which the transfer request times out.
7. Select or clear Use ASCII Encoding.
8. (Connect Type FTP or FTPS only) Select or clear Override SSL Certification.
9. (Connect Type FTP or FTPS only) Select or clear Use Implicit TLS over SSL.
10. Click Next to proceed to the next step of the task scheduling.

See also:

• Running tasks in Task Manager