Configure a Profile Task

A configuration profile lets you schedule, assign devices, and setup notification for the Profile Configuration you created. Refer to Workflow Profile Settings

The schedule for syncing a configured workflow profile with a device or Delegation Server can be configured using the instructions below.

To create a new profile task:

  1. Click [Workflow] → [Workflow Profile] → [Profile Tasks].

  1. Select the profile with the task to be configured from the profile list.

  2. For a profile associated with a device, click the [Target Devices/Groups] tab, and for a profile associated with a Monitor Folder, click the [Target Servers] tab.

  3. When the input source is MFP or Hot Folder, add target devices or device groups, or target servers.

  4. Either add a device, or a device group (see below) before continuing with step 6 below.

To add a device:

  1. On the [Target Devices/Groups] tab, click (Add Devices).

  1. Select the device to add, then click arrow right to add devices to the target devices pane.

  2. To add all devices, select the [All Devices] check box.

  3. To add additional devices, repeat Step 2.

  4. Click [OK].

To add a device group:

  1. On the [Target Devices/Groups] tab, click (Add Group).

  1. Select a device group. Expand the category to narrow down the groups.

  2. Click the click arrow right to add groups to the target group pane.

  3. Add to one profile only those groups that belong to the same device category.

To add all device groups under the same device category, select the [All Devices] check box.

  1. To add additional groups, repeat Step 2.

  2. Click [OK].

To add a server:

  1. On the [Target Servers] tab, click (Add Delegation Server).

  1. Select the server to add, and click arrow right.

If the servers are divided into groups, select a server group, and then select the server to add. You cannot add a server group itself.

When the monitor folder is a local folder on a Delegation Server, select the [All Servers] check box to enable adding of all servers.

When the monitor folder contains a shared folder, only one server can be added.

  1. Click [OK].

  1. On the [Schedule] tab, clear the [Disable Schedule] check box.

  2. Specify the date and time to sync the profile with the device and server in [Start Date] and [Start Time].

You can also click the calendar icon to select the date on a calendar for [Start Date]. The time of the local time zone of the Core Server is used.

When syncing with a device or server in a different time zone, consider the time difference for specifying the date and time.

  1. To send an email notification of a task execution, select the [Enable Task Completion Notification] on the [Notification] tab.

  2. Select [Input Email Address Manually] or [Select Destination].

  3. When [Input Email Address Manually] is selected, enter the email address of the recipient. When [Select Destination] is selected, select the destination from the drop-down list.

  4. When [Input Email Address Manually] is selected, select the language for the notification from the drop-down list.

  5. Click (Save).

Run a task immediately

A profile can be immediately synced with a device or device group without having to wait for the profile task execution time.

  1. Click [Workflow] → [Workflow Profile] → [Profile Task].

  2. Select the profile to be immediately synced from the task list, and click    (Run Immediately).

The profile syncs immediately with the device or device group.

Change a profile task

  1. Click [Workflow] → [Workflow Profile] → [Profile Task].

  1. Select the profile to change from the task list, and change the settings.

  1. Click (Save) on the profile list.