Schedule a Query run - Automate_Studio - Latest

Automate Studio with Evolve User Guide

Product type
Software
Portfolio
Integrate
Product family
Automate
Product
Automate > Automate Studio
Version
Latest
Language
English
Product name
Automate Studio
Title
Automate Studio with Evolve User Guide
Topic type
Installation
Overview
How Do I
Administration
First publish date
2018
ft:lastEdition
2024-06-13
ft:lastPublication
2024-06-13T14:35:52.915393

When you use the Scheduler to schedule a run in advance, Query automatically connects to SAP, runs the Query on the schedule you set up, and then closes the connection with SAP. Studio can send an email notification confirming that the scheduled job was performed.

Note:

You can schedule a run of Query even if the data file does not exist. If the script is mapped to SQL Server or to a Reference Data list (on Evolve), Schedule is the only option, and the script will run from the server or site. Data file attachment is not available for these data types.The account that you use to write to SQL Server must have db_owner or db_ddladmin membership on the database that contains the target table. For information about running Automate with Citrix, see Citrix installation with Automate products.

Use Studio to schedule a script

Schedule to run from your computer

  1. Click the File tab from Studio, clickQuery Solution Library, and open the solution that you want.
  2. On the Run tab, click Schedule and click Schedule Local.
  3. In the Automate Scheduler box, select SAP Server for schedule.
  4. In the Title box, type the title you want Studio to show in the list of scheduled tasks.
  5. In the Send Email Notifications box, type the email address where you would like to receive notifications. Use commas to separate multiple email addresses.
    Note:

    If you are using an Exchange server to send email notifications, you can include the results file with the email message by checking the Attach data file box. To set this up, provide the Exchange server details in the Studio Options.

  6. In the Reason box, you can change the reason for the run.
  7. Click Next.
  8. Click One time, Daily, Weekly, or Monthly.
  9. Choose the recurrence options you want. These options change depending on what you clicked in step 8.Under Advanced Settings, you can choose to run the script multiple times. For example, if you want to run the script monthly on the fifth day, and you want to run the script at the beginning and the end of the day, check the Task recurs every box, click 12 Hours, and click 1 Day.
  10. To stop running the scheduled script, check the Expires on box and then enter a date and time.  You can choose to append a time stamp to the Query result file name.
  11. Click Finish.

Schedule on server

  1. Open an approved solution.
  2. On the Run tab, enter the data to upload.
  3. Click the arrow under Schedule and click Schedule Server.
  4. Save the data file to your computer.
  5. Under Save to Library, edit the file name if necessary and click OK.
  6. Select the SAP system.
  7. In the Automate Scheduler box, enter the start date and the start time.
  8. Click Finish.

Use the Excel Add-in to schedule a run

Schedule local: Schedule to run from your computer

  1. Launch Excel and open a new blank workbook.
  2. Click the Studio tab and log on to Studio.
  3. Click the Evolve tab, click Open, click Open Query Data File, and open the data file.
  4. Click the Studio tab, click the Schedule arrow and click Schedule Local.
  5. In the Automate Scheduler box, select SAP Server for schedule.
  6. In the Title box, type the title you want to Studio to show in the list of scheduled tasks.
  7. In the Send Email Notifications To box, type the email address where you want to receive scheduling notifications. Use commas to separate multiple email addresses.
    Note:

    If you are using an Exchange server to send email notifications, you can include the results file with the email message by checking the Attach data file box. To set this up, provide the Exchange server details in the Studio Options.

  8. In the Reason box, you can change the reason for the run.
  9. Click Next.
  10. To set the schedule, click One Time, Daily, Weekly, or Monthly.
  11. Choose the recurrence options you want. These options change depending on what you clicked in step 9.Under Advanced Settings, you can choose to run the script multiple times. For example, if you want to run the script monthly on the fifth day, and you want to run the script at the beginning and the end of the day, check the Repeat task every box, click 12 Hours, and click 1 Day.
  12. To stop running the scheduled script, check the Expires on box and then enter a date and time.
  13. Click Finish.

Schedule on server

  1. Start Excel and open a new blank workbook.
  2. Click the Studio tab and log on to Studio.
  3. Click the Evolve tab, click Open, go to My Template, click Open Query Template, and open the data file.
  4. Click the Studio tab, click the arrow under Schedule, and click Schedule Server.
  5. Save the data file to your computer (editing the file name if necessary), and click OK.
  6. Select the SAP system.
  7. In the Automate Scheduler box, enter the start date and the start time.?
  8. Click Finish. Server-based posting and scheduling in Excel is also supported in Studio Manager.

Change the schedule or stop scheduling a run

  1. Click the File tab.
  2. Click Scheduled Tasks, and then click the task that you want to stop or change.
  3. Click Delete, or click Edit to make changes in the Automate Scheduler box.

Limitation

If template contains cell comments, drawing objects, pivot table, and form controls (such as buttons, check-boxes, list boxes) then these control will not be preserved from Excel files.