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Setting Up Automation and Batch Processing

Note: This article was authored in the former format, which includes functionality dating back to version 2013 R1 and earlier. The content will be converted to the current platform article format.

Note: As of Tenrox 2019 R1, the OLAP reporting capabilities are no longer available. It is strongly recommended to use the new Upland Analytics reporting capability going forward. With Upland Analytics you can create insightful dashboards and data visualizations that allow the discovery of hidden insights in your data easily. For more information on the new Upland Analytics module available as of Tenrox 2018 R1 SP6 click here.

The Automation Processing Options page displays a list of automation services available in the system. With automation processing, services can be configured to run automatically at specific times. The automation processing for the services can be enabled or disabled directly from the Automation Processing Options page and each service's settings can be modified from the Automation Service Setup page.

The following are out-of-the-box services, batch or automated background services, available in the system:

  • Aging Notifications: sends work process aging email notifications as reminders
  • Budget Notifications: sends budget notifications as milestones are reached, as reminders or warnings
  • Complete Milestones: completes milestones when their completion date is reached
  • Complete Recurring Billing Rules: completes recurring billing rules when their billing date is reached
  • CRM Data Exchange: updates project, user and contact data from the CRMs and updates KPIs from Tenrox
  • CRM Users and Contacts Import: imports users and contacts from the CRM service
  • Failed Notification: notifies system administrators of failed notifications
  • Import credit card transactions: imports credit card transactions into the application
  • Invoices Generation: generates invoices in Invoice Batch Manager
  • Notifications Delivery: delivers email notifications
  • Outlook Export: synchronizes Tenrox assignments to Outlook as appointments and tasks
  • Process Holidays: populates user timesheets with holiday time entries
  • Process Leave Time: processes leave time accrual and resets rules
  • Process User Evaluation: notifies managers of upcoming user evaluations
  • Project Initialization: initializes the Project Workflows
  • Project PO Notifications: processes the Project PO notifications
  • Reminders to complete/approve Timesheets: sends reminders to complete or approve the timesheets
  • Report Generation: generates PDF versions of the reports
  • Suspend Projects: suspends projects that have exceeded their end date

Note: The difference between deleting and suspending a project is that once a project is suspended, its records are kept for historical reasons and it can be reactivated.

  • Suspend Users on termination: suspends users when their termination date is passed to prohibit users from accessing the application when the assigned tasks are completed
  • Timesheet Reminder Escalation: notifies managers of uncompleted or unapproved timesheets
  • Timesheets Initialization: creates user timesheets for the current period
  • Update currency exchange rates: updates the currency exchange rates in the application

Note: The automatic update of the exchange rates allows the Web services to connect to the URL and process the functions specified for the currency exchange; for more information, see Financials Setup: Currency Exchange Setup and Financials Setup: Setting Up the Global Settings.

  • Update OLAP catalogue: adds the Analysis views to the OLAP catalog and processes the OLAP catalog

To set up the automation processing options:

  1. Click Setup>Organization>System and then click the Automation button to open the Automation Processing Options page.
  2. Select or clear the Enabled check box of a service to activate or suspend the automation processing directly from the Automation Processing Options page.Note: The Enable Automation Processing check box defines whether or not the automation options are processed; the check box is cleared by default to enable the services grid.
  3. Click a service to open the Automation Service Setup page and then configure the following for the selected service.
    • Start Date: date the services starts the processing; by default, displays the date that the batch service was initialized through the Server Administration application
    • Start Time: time the service starts the processing; by default, 01:00 is displayed. Note: The time is entered in military time (24-hour notation); for example, 21:30 is entered for 9:30 PM
    • End Date: date the service stops the processing; by default, Open Ended is displayed
    • End Time: time the service stops the processing; by default, 23:59 is displayed. Note: The time is entered in military time (24-hour notation); for example, 21:30 is entered for 9:30 PM
    • Time Zone: time zone of the processing time; by default, set to the server time zone Note: A user can override the time zone; the automation service translates the specified processing time from the user-defined time zone to the system time zone.
    • Process Every: frequency the service is processed; by default, 1 Day is displayedNote: Available units include Minute, Hour, Day, Week, Month and Year.
    • Last Process: date and time of the last automated background process
    • Status: status of the last automated background process
    • Enable Service: select or clear the check box to enable or disable the automation of a service. Note: The services can also be enabled or disabled directly from the Automation Processing Options page by selecting or clearing the Enabled check box for a service.
    • Description: description of the service
  4. Click the Save link to save the changes and then the Back link to return to the Automation Processing Options page.
  5. Click the Save link to save the changes and then the Back link to return to the System page.

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