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Create an Exchange Job

The following table provides the high-level steps for creating a job to automate Exchange processing. For more information, see Job Configuration and the Exchange documentation.

Step

Program

Action

1

Job Manager

Create a transfer configuration for exchanging files with the client. You can use the same transfer configuration for export and import processes.

2

Job Manager (optional)

Create a file protection configuration to use when exchanging files with the client.

3

Exchange

Create clients to handle processing of files into or out of Latitude.

4

Exchange

Define an import or export process that specifies the process type, transfer configuration, file protection configuration (if necessary), clients, and file types.

5

Job Manager

Create a schedule that defines when the process runs.

6

Job Manager

Create a job that specifies the job category (based on the process type), process to run and the schedule.

Related Topics

Exchange Jobs