The Automation function enables charts to be updated on a scheduled basis without the user’s intervention. It involves a two-step process: create the bat and ini files, and then use them in Windows Task Scheduler.
Automation: General access data tab
Keep in mind that this wizard will create three files: a .bat file, a .ini file and a configuration file. Note that after creation of the bat and ini files you need to add them to the Microsoft Windows Task Scheduler. (More description about Task Manager at the end.)
Create a folder on your desktop or wherever you would like to house your automation files, go to your data tab, go to Automation click on the Automation. Go to your configuration tab. Browse out to save the log file and Bat file into a folder and name the file.
Automation: Configuration
Automation: Import
After the configuration tab is set up, go to the import tab, keep the mode as not active. Only change this if you intend to import from a data source through the automation.
Automation: Resync
After the import tab, click on the resync tab, you will want to change this to active so the resyncing will occur.
Automation: Publish
After the resyncing tab, click on the publish tab. Choose the desired mode from the drop-down menu and then browse to the folder where the output will be published. You are welcome to save it in the folder that contains the BAT and INI file. You may choose your mode/option settings for the published chart.
Automation: Export
After the Publish tab, click on the export tab. Here you do have the option to export your information out to excel, CSV and other data sources. If you do not want to export leave it as “not active” But if you do want to export, choose the option (mode) you want to export to and then browse to the folder where the file is to be saved.
Automation: Execute and summary
After the export tab go into the summary tab. Before executing the document save this configuration within your folder as well. Once saved you can then click on the execute button. You should receive a test results. If you get a “critical error” message in the test results it means that the automation was not set up correctly.
Automation: Schedule
Last, click on the Schedule tab. Configure the desired frequency for the execution of automation.
