Help Center>Studio (Foundation)

Schedule a Transaction run

When you use the Scheduler to schedule a run in advance, Studio automatically connects to SAP, runs the transaction on the schedule you set up, and then closes the connection with SAP. Studio can send an email notification confirming that the scheduled job was performed.

Notes:
To run a scheduled script on a virtual machine (VM) with Windows 7 or later or Windows Server 2012 or later, you must remain logged on to the VM.

For information about running Winshuttle with Citrix, see Citrix installation with Winshuttle products.

Use Studio to schedule a script

You can choose to append a time stamp to the Query result file name.

Schedule to run from your computer

  1. If the approved script and data file are not already open, click the File tab, click Transaction Script Library, and open the script that you want.
  2. On the Run tab, click the Schedule arrow and click Schedule Local.

    If you are not logged on, the SAP Logon box will open so that you can log on to the SAP system.

  3. In the Winshuttle Scheduler box, in the Title box, type the title you want Studio to show in the list of scheduled tasks.
  4. In the Send Email Notifications To box, type the email address where you want to receive scheduling notifications.

    Use commas to separate multiple email addresses.

    Note: If you are using an Exchange server to send email notifications and using an Excel or Access data file, you can include the results file with the email message by checking the Attach data file box. To set this up, provide the Exchange server details in the Studio options.

  5. In the Reason box, you can change the reason for the run.
  6. Click Next.
  7. Click One Time, Daily, Weekly, or Monthly.
  8. Choose the recurrence options you want. These options change depending on what you clicked in step 7.
  9. Under Advanced Settings, you can choose to run the script multiple times. For example, if you want to run the script monthly on the fifth day, and you want to run the script at the beginning and the end of the day, check the Repeat task every box, click 12 Hours, and click 1 Day.
  10. To stop running the scheduled script, check the Expires on box and then enter a date and time.

    Run_Schedule_Scheduler

  11. Click Finish.

Schedule on Server with No Data Review process

  1. Click the File tab, click Transaction Script Library, and open the script that you want.
  2. On the Run tab, enter the data to upload.
  3. Click the arrow under Schedule, and click Schedule Server.

    If you are not logged on, the SAP Logon box will open so that you can log on to the SAP system.

  4. Save the data file to your computer.
  5. Save the data file to Foundation.
  6. Select the SAP system.
  7. In the Winshuttle Scheduler box, enter the start date and the start time.
  8. Click Finish.

Use the Excel Add-in to schedule a run

Schedule to run from your computer

  1. Start Excel and open a new blank workbook.
  2. Click the Winshuttle Run tab and log on to Foundation.
  3. Click the Winshuttle Foundation tab, click Open, click Open Transaction Data File, and open the data file.
  4. Click the Winshuttle Run tab, click the Schedule arrow and click Schedule Local.

    If the review process is No Data Review, you will be asked to save the file to your computer.

    If you are not logged on, the SAP Logon box will open so that you can log on to the SAP system.

  5. In the Winshuttle Scheduler box, in the Title box, type the title you want to Studio to show in the list of scheduled tasks.
  6. In the Send Email Notifications To box, type the email address where you want to receive scheduling notifications.
  7. In the Reason box, you can change the reason for the run.
  8. Click Next.
  9. Click One Time, Daily, Weekly, or Monthly.
  10. Choose the recurrence options you want. These options change depending on what you clicked in step 9.
  11. Under Advanced Settings, you can choose to run the script multiple times. For example, if you want to run the script monthly on the fifth day, and you want to run the script at the beginning and the end of the day, check the Repeat task every box, click 12 Hours, and click 1 Day.
  12. To stop running the scheduled script, check the Expires on box and then enter a date and time.

    Run_Schedule_Scheduler

  13. Click Finish.

Schedule on Server with No Data Review process

  1. Start Excel and open a new blank workbook.
  2. Click the Winshuttle Run tab and log on to Foundation.
  3. Click the Winshuttle Foundation tab, click Open, and click Open Transaction Data Template.
  4. Enter the data to upload.
  5. Click Winshuttle Run tab, and click the Schedule arrow, and click Schedule Server.

    If you are not logged on, the SAP Logon box will open so that you can log on to the SAP system.

  6. Save the data file to your computer.
  7. Save the data file to Foundation.
  8. Select the SAP system.
  9. In the Winshuttle Scheduler box, enter the start date and the start time.
  10. Click Finish.

Schedule on Server with Review and Post - One Step process

After the data file template has been submitted and approved, you can schedule the data file run.

  1. Start Excel and open a new blank workbook.
  2. Click the Winshuttle Run tab and log on to Foundation.
  3. Click the Winshuttle Foundation tab, click Open, click Open Transaction Data File, and open the data file.
  4. Click the Winshuttle Run tab, click the arrow under Schedule, and click Schedule Server.

    If you are not logged on, the SAP Logon box will open so that you can log on to the SAP system.

  5. Save the data file to your computer.
  6. Save the data file to Foundation.
  7. Select the SAP system.
  8. In the Winshuttle Scheduler box, enter the start date and the start time.
  9. Click Finish.

Change the schedule or stop scheduling a run

  1. Click the File tab.
  2. Click Scheduled Tasks.
  3. Click Delete, or click Edit to make changes in the Winshuttle Scheduler box.