Scheduled synchronizing of report uploads and downloads

Scheduled synchronization of report uploads and downloads is a powerful way of automatically uploading InfoAsset Mobile reports onto the server and downloading reports from the server at a time that is suitable to the user. This can, for example, be scheduled overnight or during off hours.

This functionality is available to all users with a level above Engineer and requires configuration in InfoAsset Mobile as well as the use of the Windows Task Scheduler.

Configurations are specified in InfoAsset Mobile, using the Manage Scheduled Synchronization dialog and the Setup Scheduled Synchronization dialog, then scheduled using Windows Task Scheduler.

Procedure:

1. Select Manage Schedule from the Synchronize group of the Synchronize tab.

   The Manage Scheduled Synchronization dialog is displayed. This dialog displays all server configurations. Configurations can be created, edited and deleted:

   • To create a new configuration, click the New... button. This displays the Setup Scheduled Synchronization dialog. See below.
   • To edit an existing configuration, select it in the list and click the Edit... button.
   • To delete an existing configuration, select it in the list and click the Delete button. A message is displayed asking the user for confirmation. Click Yes. The configuration is deleted.

   The Setup Scheduled Synchronization dialog allows users to specify individual configurations:

   • Select or edit the application the current configuration is going to be scheduled for using the Application dropdown list.
   • Select or edit the desired network restrictions in the Network(s) section.
   • Enter or edit a username and pin number in the relevant boxes. By default, the Username box is populated with the username of the user currently logged in but it is possible to enter another user's username.

     Note: Changing the username to the username of any other user apart from the user currently logged in will have an impact on the reports being downloaded if the Download only the specified users reports? option is enabled.

   • Select or edit the downloading options in the bottom part of the dialog.
2. To save the changes, click OK in the Setup Scheduled Synchronization dialog.
3. Back in the Manage Scheduled Synchronization dialog, re-order the configurations if required, using the button or the button.

   Configurations listed at the top of the list will be applied before the configurations at the bottom of the list.

4. To save the changes, click OK in the Manage Scheduled Synchronization dialog.

   Validation is carried out and the dialog closes.

5. Use Windows Task Scheduler to add events using the Create Basic Task wizard:
   1. Set the Trigger to Daily with the desired time.
   2. Set an Action to Start a Program.
   3. Set the program to the installed InfoNetMobile.exe file.

      If the software has been installed in the default directory, this file can be found in the following location: \Program Files (x86)\Innovyze\InfoAsset Mobile 2021.5\InfoAsset Mobile 2021.5 Office Client for the Office client.

   4. Add the required arguments.

      Available arguments are as follows:

      • /SYNC - Full synchronization. This is not recommended in most cases since any changes made to reports in InfoAsset Manager after upload of reports would not be downloaded.
      • /SYNCUP - Upload reports. It is recommended to implement this first in order to upload reports to the server.
      • /SYNCDOWN - Download reports. This should be scheduled for a number of hours after the /SYNCUP argument depending on the number of machines in use and if maps are being used. If they are being used then this should be done after the server refreshed the map layers from InfoAsset Manager. This also ensures that any dynamic data that relies on information from reports is also updated.

   Note: In all cases the normal startup checks are done to ensure the system is up to date.