Scheduling a Process in IPA

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Upload Your Process from IP Designer

  1. Log into IP Designer
  2. Create a new process
  3. Upload the process to your server by clicking the up arrow icon Scheduling a Process in IPA-1, or by clicking:
    1. Tools > Manage Processes > Select Open ProcessScheduling a Process in IPA-2Scheduling a Process in IPA-3
    1. Choose the process you wish to upload, then click OKScheduling a Process in IPA-4
    1. The process now appears in the list. Click “Upload”.Scheduling a Process in IPA-5

Create a Trigger in Rich Client

Now that your process is uploaded to the IPA system, it is time to create a trigger for the process. Once you have created your trigger, you will be able to:

  • Run the process manually
  • Schedule the process
  • Configure the process as part of a File Channel
  • Trigger the process from a Lawson S3 screen
  1. Log into Rich Client
  2. From the Start menu, navigate to Applications > Process Server Administrator > Scheduling > By Process DefinitionScheduling a Process in IPA-6
  1. Click Actions > Create, or click the “blank sheet” icon Run A Process-6Scheduling a Process in IPA-7
  1. Fill in the Process Trigger informationScheduling a Process in IPA-8
    1. Process Name – Click the arrow to search for your newly-uploaded process
    2. Work Title – Important: this field does not appear to be required, but if you do not fill it out, you will receive an error in the scheduler, and the flow will not run

5. Click Save Create a File Channel in IPA-7

6. Once you click Save, you will have an opportunity to add variables that need to be passed into the flow

Scheduling a Process in IPA-9

Run the Process Manually

There may be occasions where you need to run a process ad-hoc. Once you have created your trigger, you will be able to do this.

  1. Log into Rich Client
  2. From the Start menu, navigate to Applications > Process Server Administrator > Scheduling > By Process DefinitionScheduling a Process in IPA-6
  1. Find your Process in the Process Triggers list
  2. Right-click and select Start, or highlight the flow, and select Actions > StartScheduling a Process in IPA-10Scheduling a Process in IPA-7
  1. The process will begin running, and a work unit will generate
  2. To check the status of your process, navigate to Start > Applications > Administration > Workunits > WorkunitsScheduling a Process in IPA-11
  1. Double-click on the workunit to see the resultScheduling a Process in IPA-12

Schedule the Process

  1. Log into Rich Client
  2. From the Start menu, navigate to Applications > Process Server Administrator > Scheduling > By Process DefinitionScheduling a Process in IPA-14
  1. Find your Process in the Process Triggers list
  2. Right-click and select Schedule, or highlight the flow, and select Actions > ScheduleScheduling a Process in IPA-10Scheduling a Process in IPA-7
  1. Fill in the schedule propertiesScheduling a Process in IPA-13
  1. Click Next
  2. Enter the time and date informationScheduling a Process in IPA-15
  1. Click next
  2. Click FinishScheduling a Process in IPA-16
  1. To view or update your schedule, navigate to Start > Applications > Process Server Administrator > My Actions > My Scheduled ActionsScheduling a Process in IPA-17