Overview
The Add Managed Task Wizard is designed to
simplify task creation by guiding you through the fundamental steps of
creating an Automate task. This includes producing and naming the new
task, attaching one or more triggers required to run the task automatically,
constructing the steps that sequentially perform the work, and configuring
optional error handling, logon and user related properties.
To Create a Task Using the Add Managed Task
Wizard
-
First, confirm that the Add Managed Task Wizard is
turned on. From Task Administrator, navigate to Options > Preferences.
-
Make sure Use
wizard when creating new tasks is enabled (default, as shown
below), and then click Apply to
save changes.
-
Select Tasks
from the Navigation
bar.
-
Select which Automate client you wish to create a
new task on. Automate
supports creation of tasks that reside on a remote client (or Runtime),
however, there are limitations. For more details, see Managing
Remote Tasks.
-
Select the folder you wish to create the new task
in. To create a new folder, see Organizing
Tasks & Folders.
-
Click the New
button located on the Top
panel or right-click an empty space inside the folder, and then select
New > Managed
Task. The Add Managed Task Wizard dialog appears.
Add Managed Task Wizard Dialog
For easy navigation, the top portion of the Add Managed Task Wizard
displays the flow of available steps which are selectable in case you
need to jump directly to a particular step. In addition, you can use the
Forward or Back
buttons to move up or down one step. For easy verification, information
about the managed task, such as its properties and attached triggers (if
any) are displayed upon completion.
The Add Managed Task Wizard opens with
the Welcome screen (as shown below). The flow of steps are displayed
on the top portion with the current step being highlighted for easy
navigation. Enter a unique name for the task in the provided text-box.
If you are more experienced with the task creation process, you may
opt out of using the wizard. See Creating
a task without the Wizard for more details. To disable the Add
Managed Task Wizard in the future, add a check to the option In the future, do not use this wizard.
Click Next to proceed
to the next step.
The next step (shown below) allows you to add one or more triggers
to the task. Triggers are objects that allow tasks to run automatically
by watching for specified system events or conditions to occur and
"triggering" task execution as a result. To display a brief
description regarding a specific trigger, single-click the associated
icon. To select a specific trigger, double-click the associated icon.
Upon selection, the properties of that trigger is displayed. Enter
the desired properties and click OK
to save the settings and close the properties window. For more details,
see Triggers.
Upon completion, the screen is then updated with information relating
to the newly created trigger. To add an additional trigger, click
Add. Otherwise, click Next to proceed.
NOTE: Triggers that are
unlicensed will appear opaque. Selecting an unlicensed trigger
will generate an error. For more details on licensing individual
objects, see
License.
The next step (shown below) allows you to add steps to your task.
Steps, which are comprised of Automate activities, are the core of
a task and define the "work" the task will perform. Click
the Start Task Builder button
to start adding steps to your task by way of the Task
Builder. For more details, see Adding
task steps. After creating your task, click the Update
and Close button from the Task Builder to save the task and
close the Task Builder window. Click Next
to proceed.
The logon options configuration screen is a two part step. The first
part (shown below) allows you to choose what the task should
do in case the workstation is locked or logged off during runtime.
For more details regarding logon properties, see Logon
Properties. After entering all required settings, click Next to proceed.
The next part (shown below) enables you to enter a username and
password that Automate will use to logon a logged off computer or
unlock a locked computer in the event that the task requires a desktop
to run properly. Select the Default
User option to instruct Automate to impersonate the user entered
in Options > Default
Properties > Default User
preferences. For more details, see Default
User. To specify a different user account, select Use
this user account and enter the username, password and domain/computer
name in the provided fields. Click Next
to continue.
The final screen appears (illustrated below) which provides a summary
of the newly created task including the task name and information
about any added triggers. This signifies the completion of your task
creation. However, if you need to modify any preferences, simply click
Back until you reach the screen
in which to edit. If all is complete, click Save
to save all preferences and exit the Add Managed Task
Wizard.
A new task icon corresponding to the newly created task will appear
in the Task Administrator's main panel. In the future, you can always
make changes to the task, add/remove triggers or modify its properties
by either double clicking the task icon or by right-clicking it and
selecting Properties. For
more details about setting task properties, see Managed Task Properties.