OrgPlus 7 User Guide

Automation
CHAPTER 11
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, 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.
• 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 in Chapter 5, Working with Charts: Visualization and Navigation for
more details.
• 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.
➣ In this section…
Creating Tasks page 11-4
Editing Tasks Page 11-7
Deleting Tasks page 11-7
Checking Task page 11-8
Scheduling Tasks 11-3