Creating a Scheduled Template Export - EnterWorks - EnterWorks Process Exchange (EPX) - Precisely EnterWorks - 10.5

EnterWorks Classic Administration Guide

Product type
Software
Portfolio
Verify
Product family
EnterWorks
Product
Precisely EnterWorks > EnterWorks
Precisely EnterWorks
Precisely EnterWorks > EnterWorks Process Exchange (EPX)
Version
10.5
Language
English
Product name
Precisely EnterWorks
Title
EnterWorks Classic Administration Guide
First publish date
2007
Last updated
2023-08-02
Published on
2023-09-20T17:55:59.992423

A user with authority creates a Scheduled Export Template by performing the following steps:

  1. Log into EnterWorks Classic.

  1. If the Export Template does not already exist, in the Feature bar, in the Import & Export tab, select Export Templates and create a new Export Template, noting its name:

  1. In the Feature bar, open the Content tab, open the Scheduled Exports folder, and open the Scheduled Exports repository.

  1. Click the icon to create a new record. The detail editor for a new Scheduled Export record appears.

  1. Enter a name for the export.

  2. Enter the login ID of the user who will receive e-mails for this export in the Manager Login field.

  3. Select Template in the Export Type drop-down selection list.

  4. Click the Export Details sub-tab.

  5. Select the root repository in the Repository drop-down selection list:

  1. Enter the name of the defined Export Template:

  1. Set Output to File to Yes.

  2. Click on the Export Target sub-tab.

  3. Enter the target details (file/e-mail/FTP/S3) in the appropriate fields:

  1. Enter the name of the export file to be created.

  2. To overwrite an existing file, set Target Overwrite File to Yes.

  3. Click on the Schedule sub-tab.

  4. Enter the target details (file/e-mail/FTP/S3) in the appropriate fields.

  1. Enter the name of the export file to be created.

  2. To overwrite an existing file, set Target Overwrite File to “Yes”.

  1. Click the Export Schedule sub-tab.

  2. Set the Schedule Export field to “Yes”.

  3. Set the Schedule Type to the desired type and the Schedule Period to the desired interval (based on the selected type). For example, to produce an export nightly, set the Schedule Type to Days and the Period to 1. To produce an export for every 2 weeks, set the Export Type to Weeks and the Scheduled Period to 2. If the Schedule Type is set to Days Of Week, the Schedule Period is not used and instead the days listed in Schedule Days determine which days of the week the export will be triggered:

  1. Set the Next Export Datetime field to the date and time when the export is to run. For Schedule Types other than Minutes, the time portion of this field will determine the time of day the export will be triggered. If the date and time are in the past, the export will be initiated immediately and the Next Export Datetime will be used in conjunction with the Schedule Type and Schedule Period to calculate the next time the export should be initiated.

  2. Click Save. When the current date and time passes the Next Export Datetime, the Repository export will be initiated. Once triggered, the Next Export Datetime will be updated using the Schedule Type and Schedule Period.