Task Settings 


To specify the task name, category and schedule settings, follow the instructions given below. Please note that the task options will change depending on whether you are using Windows / Forms authentication or Web Single Sign-on credentials to connect to SharePoint.

1.

The Task Settings step appears as shown below:

2.

Enter a unique task name in Task Name textbox.

3.

Select a Category from the Drop-Down List in which the task should be categorized & stored.

4.

Enter a Description for the export task.

5.

Select a Task Option from one of the following options:

  1. Run later - to run the task later as and when desired
  2. Run now - to run the task immediately after clicking Finish button
  3. Schedule - to create a Windows scheduled task. SPListX will create a schedule task in the Windows Scheduled Tasks applet with the stated settings. SPListX will perform the export based on the Run As user account specified in this export wizard step. The Run As account should be a valid Windows domain account.

6.

In scheduled export process, SPListX allows the user to enter different user credentials to connect to SharePoint and to create a scheduled export task (unattended mode).

By default, SPListX will use the user account specified in the scheduled 'Run As' user context to connect to SharePoint. In case, if you decide to use different user context to connect to SharePoint when running the scheduled task, you can do so by storing the SharePoint user context for future use.

SPListX will store the user credential to connect to SharePoint in the Microsoft Windows Stored User Names and Passwords / Credential Manager applet for security reasons. The stored user profile is tied to the user context (currently logged on user account) in which the profile is created. Hence, you will not be allowed to change the scheduled 'Run As' user context for the export task.

Click Manage Profile button to create new user profile. Click here to view the details about Profile Manager dialog.

7.

As for Web Single Sign-on credential based export task, the task settings will be shown as below:

The Web Single Sign-on framework expects the user name and password to be given by user interactively in a browser based login dialog. Hence, the user profile list is not accessible for this type of connection.

8.

As far as scheduled run is concerned, SPListX enables you to setup the export task using persistent connection and shared credential as shown below:

9.

SPListX expects the user to ensure the persistent connectivity status using Web Single Sign-on dashboard. To check the status, click Check session status in Web SSO Dashboard hyperlink.

10.

Click Finish button to create the task.