Set Up Automated Tasks

The automation rule capability must be enabled in your software license. Contact a DMP dealer or representative for more information.

The following topic describes how to add an Automation Driver to the hardware tree. If you've already created an automation driver, go to step 5.

1. Go to Configuration > Hardware.

2. Right-click the Driver Manager and select New Automation Driver from the drop-down list.

   • Note: Only one Automation Driver is necessary in a system.

3. Name the Automation Driver. To setup email notifications, consult your network administrator for SMTP Server settings.

4. Press Save and Close.

5. Right-click the Automation Driver and select Start.

6. The status of the Automation Driver will change from Unknown to Started.

   • Note: To initialize Automation Rule changes, the Automation Driver must be stopped and restarted.

7. Go to Configuration > Automation Rules.

8. Select Add.

9. Complete the following tasks:

   1. Ensure that the Enabled checkbox is selected, then name the automation rule.

   2. Select New. Select Periodic, then press OK.

   3. Select Monthly, then select a Day of month and a Time of day for the trigger to occur.

   4. Press OK.

   5. In Actions, select Add.

   6. Select an action type. For this example, select Report, then press OK.

10. In Report, select Choose, then choose a report for the automated task to automatically run.

11. Press OK, then press Save and Close.

12. If report notification is desired, select New in Notification, then select a type of notification for the automated task. For this example, select E-mail, then press OK.

13. Add an e-mail address for the To, CC, and/or BCC fields, then press OK.

14. Verify that all configurations are saved to the automated task, then press Save and Close.