MaxUpdaterPlus Automation

 

In the MaxUpdaterPlus Interface, you will notice the tab. This allows you to run your templates in sequence without having to start each one manually. This is particularly handy if your firm is running the MaxUpdaterPlus throughout the day.

Getting Started

The first step is to create a Group for your templates. This is done by clicking the button on the left side. This will take you to the Template Group Table. To add your Group, click the button.

Here is where you set up your Group. Click the button and give your Group a code, Description, and define the Report Path Directory.

Next, you will set your options.

Will you run this Group more than once a day?

If you answered “No,” then check the box for “Only process Group once.”

If you answered “Yes,” then you will want to set the “Delay before Group restart [minutes].” You will also need to set the “Stop Time” as well.


Note: If you are planning on having your templates run throughout the day, then your “Stop Time” needs to be BEFORE your firm’s daily backup of CollectMax starts.

Will you process your templates on a remote machine?

If you answered “Yes” and you will only process your Group once, then you may want to consider checking the “Close CollectMax after processing” option, to add another available workstation.

Now, you can add your desired templates to the Group.

On the left, select the templates you would like to add, and click the button to send them to the Group.


Note: Each template can only be allowed in one Group and must have its own unique import directory.
 
Hint: If you only process one template, but run it several times a day, you can create a Group consisting of one template.

Click the button, and you are done.

Processing the Group

From the Group Code drop-down menu, select your Group. Verify your options are correct, and then click Start.


Note: Keep in mind that should you need to make any temporary changes, your Group settings can be overridden from this screen.

In the event that you need to stop the MaxUpdater, you can click the button. This will stop the process after the current template is finished.

The process will be stopped on the next step. A reminder message will appear after stopping the process.

If the process is currently importing a file, it will continue until completed.

Active Processes

Since MaxUpdaterPlus allows for multiple users to be logged in simultaneously, you can see what templates are currently being run from the Tab.


Note: Active Templates are Templates being processed manually by your staff. Active Groups are Groups being processed Automatically. You cannot run the same template multiple times no matter how the template is being processed group or manual.
Log Tab

The tab will show you all of the processes the MaxUpdaterPlus ran, as well as the name of the report generated when it was run. They will be in the location specified in your settings.


Note: Considering that the MaxUpdaterPlus is designed to make changes to your accounts, it’s highly recommended you take a moment to review the report(s) generated for any exceptions and potential mistakes.
Processing Report

The Automation Process keeps a running log in the form of an Excel Report. This report lists the following:


Note: If reviewing you are reviewing the report and unsure of why your template did not process, please contact Technical Support and have this Report available.