TECH SUPPORT

Automation Schedule- Files and Folders

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Copy File

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Use this task to copy one or more files from one location to another.

 

Task Name:  Enter a name for the task

 

Files:  Click  image12.gif  to browse and select files.

 

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Destination Folder:  Browse to select the destination folder.

 

Check the checkbox to "Replace existing files at destination".

 

 

 

Rename / Move File

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Use this task to move a file.  Keep the old name, or rename it by simply typing in a new name.  Check to overwrite existing.

Delete File

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Simply browse for the file(s) you wish to delete and add them to the list.

 

Write Text File

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Use this task to create or write to existing text files, or append information and create your own log file.

 

Use Inserts to insert constants or database values.  For more information on the Insert Function, click here.

 

Create Folder

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Use this task to create a new folder.  Simply browse for the parent folder, and then tell MARS what the new folder name should be.

 

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Rename / Move Folder

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You can use this task to rename or move the folder. Select which action you want to take from the options.

 

Select Folder: Select the folder you want to take the action on.

 

New Name: Provide the name of the folder.

 

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Zip Files

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You can use this task to zip files. If you need to zip single files from multiple locations you can use the "Simple" view. If you need to zip files in the same folder you can use the Advanced view shown above.

 

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Files: You can select a file or specify a path including wildcards e.g. *.*  to select all files.

 

Recursive: This will search the folder and all subfolders.

 

Maintain Folder Structure: Select this to ensure files of the same name are not overwritten and have the folder structure maintained. This is useful when using wildcards.

 

Unzip File

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This task can be used to unzip a selected zip file to a specified folder.

 

Merge PDF Files

*Hint: This task is not to be confused with merging multiple reports in a package schedule.

 

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Use this task to merge PDF files. You can select individual PDF files or a folder containing multiple PDF files.

 

Destination File: Select a destination file that the merged file will be saved to.

 

Check the checkbox to replace any existing files at the destination.

 

Merge all files in a single folder: Select a folder, and all PDF files inside the folder will be merged.

 

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To learn more about PDF Security and other settings please review Advanced PDF Options.

 

Build Excel workbook

With this option, you can create an excel file directly from a datasource.

 

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Click Add to add a dataset.

 

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Name the Dataset.

 

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Use the Query Tool to pull the data from your datasource. Select Parse to review your query results.

 

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Continue to add datasets until you have completed your workbook. Then Select destination for the resulting Excel workbook.

 

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Merge Excel

*Hint: This task is not to be confused with merging multiple reports in a package schedule.

 

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With this task, you can merge multiple Excel files into a single workbook.

 

Simply add files by clicking the green plus button.

 

Indicate the folder destination as well.

 

Check this box to Replace existing files at destination

 

Upload to SharePoint

With this task, you can automatically upload any file to your SharePoint server.

 

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Select the file or files you want to export.

 

Enter your SharePoint Server and credentials. Click Connect and browse though the directory. Select the destination folder.

 

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File Metadata Can be uploaded as well. Add the column names and values as needed.

 

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