System Options - Overview

Virtually all aspects of AutoMate can be configured to meet a user's specific requirements. System settings can be set to direct AutoMate's behavior in regards to handling various operations. To access System Settings, from the Task Administrator's Navigation Pane, click the Options button/tab and select System Settings. The main viewing area becomes populated with available server settings (as shown below). Double-click the desired setting to view or edit its attributes. System settings pertain to global preferences that you can customize such as e-mail server, default user, proxy settings and task error handling capabilities.

To configure system options:

  1. From the Task Administrator interface, select the System menu item and scroll down to Options. This will open a window titled Options which includes a variety of general and system preferences separated by tabs. By default, the General tab is shown in the foreground.

  2. Select the tab corresponding to the preferences you would like to configure.

NOTE: By default, when configuring AutoMate you are configuring the local AutoMate (i.e. the AutoMate running on the same machine as the Task Administrator).  However, when using Remote Administration, the Task Service preferences can be set on any machine you are connected to. See Using Remote Administration for more details.

Available system options

Preferences are conceptually divided into two parts: Task Administrator options and Task Service options. Task Administrator options are contained in the General tab while all other tabs contain preferences that are specific to the AutoMate Task Service. To find more information about individual options, select the appropriate link below (set in alphabetical order).

Name

Description

Constants

 Allows you to create and define AutoMate constants for this machine.

Default User

Used to set the user name, password and domain for the default user. Using a default user makes your tasks more portable because each AutoMate system can set its "default AutoMate user" to an account appropriate for their configuration.

E-mail

Specifies the default SMTP protocol and port to be used when AutoMate sends an e-mail on task error or when the parameter labeled Default server settings is enabled in the Advanced tab properties of the 'Send E-mail' action.

General

Preferences that are specific to the AutoMate Task Administrator.

Holidays

Allows you to build a Holiday table for use in conjunction with the Schedule trigger.

Indicators

Preferences that allow you to hide or modify settings in regards to the AutoMate Running Tasks window, a small indicator window that appears in the bottom right-hand corner of the screen when a task runs. Also allows you to modify the default hot-keys to use in order to interrupt currently running tasks.

Logging

Preferences that allow you to modify all aspects of AutoMate's logging functionality. AutoMate can maintain a text log file that documents various events and messages. AutoMate Enterprise Runtimes can also use external database logging to log AutoMate events to an external datasource.

Logon

Controls the key sequences AutoMate uses when attempting to logon or unlock a workstation.

Priorities

Allows more control over how many tasks can run simultaneously, eliminating potential issues that may drastically impede overall system performance.

Proxy

Specifies the default proxy settings AutoMate should use when attempting any network communications. This includes using Remote Administration and any Internet steps that are set to use the default proxy settings.

Remote Access

Allows remote AutoMate "full" installations (as opposed to Runtime installations) to connect to the local machine for remote administration purposes.

Service User

Used to set the user context that the AutoMate Task Service should impersonate when accessing restricted or secured resources such as network shares.

SNMP

Used to set the default location of the Management Information Base (MIB) files that AutoMate will search for and  the port number that AutoMate will use to listen for SNMP traps.

SQL Connections

Allows you to create user defined SQL connection strings which can be called upon in AutoMate actions that require a SQL connection.

System

Preferences related to task execution behavior. This includes default managed task location, task execution speed, task isolation and more.

Task Errors

These settings specify what AutoMate should do if any managed task receives an error or fails to run properly. These settings are global.

  See Also

Task Administrator - Overview

Customizing Task Administrator