How do I set up the DonorCentral Upload as a Scheduled Task on my FIMS Database Server?

Set up a scheduled task on the server to run the DonorCentral Upload every day

1. Open Task Scheduler on the FIMS database server
2. Click Create Basic Task
3. Name the task DonorCentral Upload or something similar and click Next
4. Click Daily on the next screen which is the Task Trigger and then click Next
5. Set the start time for the task for a time in which no other scheduled task will run and set the start date for the day you are setting up the task. Recur every 1 day, and click Next
6. On the next window which is the Action window, select the radial button for Start a Program and click Next
7. On the Start a Program screen click browse and select the eAdv-export.bat file located in \npo\found\eadvisor and click Next.
8. On the last screen, check the checkbox to  ‘open the Properties dialog for this task when I click finish’ and then click Finish.
9. On the General Tab make sure that ‘Run whether user is logged on or not’ is selected and ‘run with highest privileges’ is selected.
10. On the Settings tab, check the checkbox to ‘Allow task to be run on demand’ and the checkbox for ‘stop the task if it runs longer than’ and set that for an interval long enough to complete the task. Typically 2 hours is fine unless you have a lot of data, then you may want to set for 4 hours. It should not take longer than that.
11. Go to \npo\found\eadvisor  and Edit the eAdv-export.bat file in Notepad and make sure the correct path is in this file

This is an example of what it should look like. Your NPO directory may be on another drive other than C, you will need to check where NPO is located on your server:

 @echo off

echo eAdv-export.bat Started > C:\NPO\Found\eAdvisor\eAdv-export.log

if exist C:\NPO\Found\eAdvisor\eAdv-export.End del C:\NPO\Found\eAdvisor\eAdv-export.End

Set dlc=c:\npo\dlc

Set FIMSDir=\npo\found\fims

set NPODrive=C:

set FIMSINI=C:\npo\found\ConfigFiles\FIMSnt.INI

%NPODrive%

cd %FIMSDir%

cd >> C:\NPO\Found\eAdvisor\eAdv-export.log

%dlc%\bin\prowin32.exe -ininame %FIMSini% -p gui\eadvisor\Export.p -assemblies ..\assemblies

echo Waiting for Progress to Finish exporting.

@echo off

echo eAdv-export.bat Finished >> C:\NPO\Found\eAdvisor\eAdv-export.log

echo Finished.