Windchill Risk and Reliability Desktop Help > Overview > Functions > Importing and Exporting > Import/Export Template File How-Tos > Scheduling Automatic Imports and Exports
Scheduling Automatic Imports and Exports
You can use the Scheduled Import/Export Wizard to quickly and easily create import and export tasks that Windows can run unattended according to some schedule you specify. Using the Scheduled Import/Export Wizard saves you from having to manually enter command line parameters in the Task Scheduler in Microsoft Windows. On the final page of the Scheduled Import/Export Wizard, you indicate whether you want to open the task’s Windows property page once it is created.
1. Select Tools > Scheduled Import/Export Wizard. The Scheduled Import/Export Wizard starts and displays either the Select Project page or the Select Template page.
◦ The Select Project page appears only if no Project is open. If this page appears, go to step 2.
◦ The Select Template page appears if a Project is already open. If this page appears, go to step 3.
2. If the Select Project page appears, do the following:
a. Select the Project to open. In the Team Edition, a browse button appears to the right of the Project list. You can use this button to navigate to a different Project folder. For more information, see Selecting or Creating a File Using a Selection Window.
b. Once you have selected the Project, click Next.
If no Import Template files or Export Template files are found in this Project, a window opens, displaying an error message. When you click OK to close this window, the Scheduled Import/Export Wizard displays the Select Project page again so that you can select a different Project.
If one or more Import Template or Export Template files are found in this Project, the Select Template page appears.
3. On this page, select the file for the import or export to schedule.
If no files are listed, you started this wizard from an open Project that contains no Import Template or Export Template files. In this case, click Cancel, and when the window opens for confirming this action, click Yes. You must create the Import Template and Export Template files to schedule in the Project before you attempt this procedure again.
4. Once the file is selected, click Next. The Select File page appears so that you can select the source file for an import or the target file for an export. The file types shown depend on whether the file that you selected contains import or export settings.
5. Select the file for the import or export and click Next. The Log-in page appears.
While the Enterprise Edition requires log-in information for Windchill Risk and Reliability and Windows, the Team Edition requires only a Windows user name and password.
6. Complete the Log-in page, referring to the following table for option description.
Option
Description
Windchill Risk and Reliability log-in
This area appears only on the Log-in page for the Enterprise Edition. It requires you to enter Windchill Risk and Reliability account information for validation. If validation fails, you are required to enter this information again.
User name
The user name assigned to your Windchill Risk and Reliability account.
Password
The password for your Windchill Risk and Reliability account (if required). All passwords are case-sensitive.
Windows log-in
In both the Enterprise Edition and Team Edition, options are present for entering Windows account information. In the Team Edition, a Windows prefix appears in front of the option name. No validation is performed on Windows user account information. If incorrect information is supplied, the task is created but does not run. You can update the Windows log-in information using the Task Scheduler in Microsoft Windows.
User name
The domain and user name for the Windows user account that is to run this task. While the domain and user name that you used to log in to Windows is the default, you can change this to another domain and/or user name.
Password
The password for the Windows account specified above. All passwords are case-sensitive.
7. Once you complete the Log-in page, click Next. The Task Frequency page appears.
8. Complete the Task Frequency page by doing the following:
a. Select the frequency option for running the task.
b. For Start date, use the calendar control to select the date on which to run the task.
c. For Start time, use the time control to select the time at which to run the task.
d. Click Next. The Task Name page appears.
9. Complete the Task Name page by doing the following:
a. For Name, type the name to assign to the task. For example, if it is a daily import of FRACAS incidents, you might name it MonthlyIncidentImport1.
b. To view or set more advanced options for the task on its Windows property page after its creation, click the checkbox provided for this purpose.
c. Click Next. The Wizard Complete page appears.
10. Click Finish. The Scheduled Import/Export Wizard attempts to create the task. If you selected checkbox for displaying the task’s property page, it appears once the task is created successfully.
Based on the selections you made in the Scheduled Import/Export Wizard, the Run command on the Task tab is completed for you. The command line format for the Enterprise Edition looks similar to this:
“C:\Program Files (x86)\PTC\Windchill Risk and Reliability 12.0.0.0\Windchill Risk and Reliability\RiskAndReliability.ImportExport.exe” “TEMPLATE_FILE_NAME” -user:USERNAME -pass:PASSWORD -project:”PROJECT_NAME” -file:”FILE_NAME” -type:FILE_TYPE
Because you do not log in to the Team Edition, the command line format for it looks similar to this:
“C:\Program Files(x86)\PTC\Windchill Risk and Reliability 12.0.0.0\Windchill Risk and Reliability\RiskAndReliability.ImportExport.exe” “TEMPLATE_FILE_NAME” -project:”PROJECT_NAME” -file:”FILE_NAME” -type:FILE_TYPE
For example, assume that you are using the Enterprise Edition and the RiskAndReliability.ImportExport.exe file is located in the default installation directory, which is most likely:
C:\Program Files (x86)\PTC\Windchill Risk and Reliability 12.0.0.0\Windchill Risk and Reliability)
Also assume that your Import/Export Template file name is Import1, your user name is sam, your password is dgs45, the Project name is Project1, the file name is System1, and the file type is a System file.
In the Enterprise Edition, the following text is likely to appear on the command line:
“C:\Program Files (x86)\PTC\Windchill Risk and Reliability 12.0.0.0\Windchill Risk and Reliability\RiskAndReliability.ImportExport.exe” “Import1” -user:”sam” -pass:”dgs45” -project:”Project1” -file:”System1” -type:System
Additional information about parameters for Run appears in Parameter Descriptions. On the Schedule and Settings tabs, you can view and modify additional task properties. When you are finished, you click OK to close this property page. If the Set Account Information window opens, complete the account information for running this task and click OK.
To display the property page for a scheduled task again, you can use the Task Scheduler in Microsoft Windows. For more information, see the help for your Windows operating system.
Import/Export Template File How-Tos