Microsoft Excel: creating and configuring jobs

Prerequisite for executing jobs successfully is a licensed installation of Microsoft Excel on the octoplant server or aoctoplant agent.

To create a job for Microsoft Excel, proceed as follows:

1. Start the AdminClient and open the Jobs module.
2. In the Project tree, select the Excel component.
3. In the menu tab, click on Create or drag and drop the components into the Jobs section.
4. In the Job Configuration area, select the Network (UNC) or Local Directory upload type, depending on the location of your document that you want the job to access.
5. Make sure the desired settings are in place for the following sections: General, Notification, Upload and compare, Create a version automatically after job run. The Notification and Create a version automatically after job run sections are only displayed if the necessary settings have been implemented.
6. When required, configure the sections Advanced and File specifications and compare settings.
7. Save the job.

Test the job by clicking on the button Execute selected jobs once. Results from job execution and potential errors can be seen in Job results.

Related Topics

• AdminClient -> INI files
• AdminClient -> Job configuration Upload type UNC