With every installation of Exact Synergy Enterprise, there will be a number of background jobs that perform specific tasks in the database. These background jobs run with parameters and can be scheduled either via the Microsoft SQL Server Agent or Windows task scheduler. Exact Synergy Enterprise must be installed in the server running the background jobs.
This document contains a single point of reference from which you can access documentation describing the various background jobs that are included in Exact Synergy Enterprise.
Exact Synergy Enterprise uses only one executable file (exact.process.exe) to run all the background jobs. The different background jobs are DLL files that are called by the executable file via parameters.
The three main parameters are:
For Exact Synergy Enterprise that uses the Federated Identity authentication, an additional parameter is required, such as the following:
Apart from these generic parameters, each job can have specific parameters steering the behavior.
Syntax for Exact Synergy Enterprise hosted on the local premise:
which results in
Syntax for Exact Synergy Enterprise hosted on the local premise with the Microsoft SQL Azure server database:
with the db.config file that points to the Microsoft SQL Azure server database.
Note:
Within Exact Synergy Enterprise, the following background jobs are available:
This background job updates the status of employees from Hired to Active, and from Active to Inactive based on the start and exit dates. It creates NT accounts for new employees, and informs managers or account managers (of resellers) about the user accounts and passwords through a task. It also creates documents for the manager of new employees, informs the manager of the new IDs, deletes NT accounts for inactive persons, and updates the absence field in the humres table to indicate whether the person is in or out of the office for the day. For more information, see Exact.Jobs.SysMaint.
This background job updates the index tables in order to make use of the Exact Synergy Enterprise search mechanism. For more information, see Exact.WordIndex.
This background job sends out e-mails for mail merge purposes, merges, and creates requests from the CRM or Logistics batch updates, cleans up the Not validated accounts, and exports the HRM, CRM, and Financial reports to Microsoft Excel. For more information, see Exact.Jobs.SysHrMail.
This background job validates and checks account statuses (Not validated, Prospects, and Customers) based on sales forecasts and contracts. It evaluates account ratings based on their contract values (for customers and resellers only), updates all databases defined in Exact Synergy Enterprise CRM from the central database, and updates all licenses. For more information, see Exact.Jobs.CRM.
This background job recalculates all document counts which are displayed when using the Category view of Documents. It also removes the New indication in that same overview.
The background job also calculates all existing document references for pictures.
Furthermore, the background job removes all the expired documents based on the expiry date set for those documents and removes all pictures in the database that are not used by any document.
Finally, the background job updates the versions of documents.
For more information, see Exact.Jobs.Documents.
This background job reduces the size of the database by deleting old log entries at Modules > System > Reports > Log > Processes. For more information, see Exact.Jobs.SysLogTool.
This background job is responsible for processing contracts. The main functions are to automatically prolong contracts after a certain date and to validate and budget contract details. For more information, see Exact.Jobs.ConProcess.
This background job performs automatic import of financial entries. For more information, see Exact.Jobs.FinExchange.
This background job compares financial figures with the Exact Globe+ administration. For more information, see Exact.Jobs.FinCheck.
This background job performs the validation of imported financial transactions. For more information, see Exact.Jobs.FinPending.
This background job handles import transactions via Microsoft Excel. For more information, see Exact.Jobs.FinExcel.
This background job handles Exact PSA-related tasks, such as registering costs in Exact Globe+, and creating sales invoices in Exact Globe+ based on billable requests in Exact Synergy Enterprise. For more information, see Exporting Exact PSA requests and project budgets from Exact Synergy Enterprise to Exact Globe+.
This background job generates and approves Invoice proposal requests automatically. For more information, see Exact.Timesheet.Core.GenerateIPR.
This background job synchronizes the appointments between Microsoft Outlook and Exact Synergy Enterprise Calendar. For more information, see Exact.Jobs.SysExchange.
Note: This background job is no longer supported if you are using Microsoft Exchange Server 2010. You will need to install Exact Exchange Integrator to implement the Exchange calendar synchronization in Microsoft Exchange Server 2010. For more information for product updates 244 to 249, see How-to: Installing Exact Exchange Synergy Enterprise Integrator (Exchange 2010). For more information for product update 250 onwards, see How-to: Installing Exact Exchange Integrator (Microsoft Exchange 2010). Form Based Authentication is also not supported.
This background job generates thumbnails for workspaces automatically. For more information, see Exact.Jobs.Workspaces. In addition, this background job creates requests automatically for certain actions, which include the creation of Task requests when pinning a workspace to other users and the notification feature is enabled. For more information, see Discovering workspaces.
The SQL script to create multiple background jobs at once can be found in Script for automated creation of scheduled Exact Synergy Enterprise processes (background jobs).
Note: These background jobs must be scheduled sequentially and not at the same time.
After setting up the background jobs, you should perform tests. The first check is to start the jobs one by one and observe the job history of the SQL Server Agent. The second and most important check, is to verify in Exact Synergy Enterprise whether errors were logged during execution of the jobs. Go to Modules > System > Reports > Log > Processes to check whether the jobs have been executed properly.