For Windows 7 refer to How to setup synchronization to run as a scheduled task in Windows 7

Important considerations:

  • We strongly recommend that you automatically synchronize data every 15 minutes. 
  • The Scheduled Task must be set up on a workstation with both The Raiser's Edge and education software installed. 
  • You may want to dedicate a workstation to this task.
     
To create the Scheduled Task:
  1. From your Windows Start menu, select Settings, Control Panel, Scheduled Tasks. 
  2. Click Add Scheduled Task. 
  3. Click Next. 
  4. Click Browse. 
  5. On your computer, browse to the Program Files, Blackbaud folder. 
  6. In the Financial Edge folder, select EEREIntegration.exe. 
  7. Click Open. 
  8. In the field, enter a name for the automatic synchronizing process. For example, enter “Integration”. 
  9. In the Perform this task frame, select how often to automatically synchronize data. We recommend you mark Daily. 
  10. Click Next. 
  11. In the Start time field, enter the time you want to automatically synchronize data. 
  12. In the Perform this task frame, select if you want to perform the task every day or just on weekdays. 
  13. In the Start date field, enter the date to begin automatically synchronizing data. 
  14. Click Next. 
  15. In the Enter the user name field, enter the network user name of the individual responsible for synchronizing data
    Note: Blackbaud recommends creating a separate user account on your network for processing the Microsoft Scheduled Task Wizard for your Raiser's Edge and education software synchronized data.  
  16. Enter the password for your network user account for processing the Scheduled Task Wizard in the Enter the password field. 
  17. Confirm the password for your network user account for processing the Scheduled Task Wizard in the Confirm password field. 
  18. Click Next. A confirmation message appears informing you that you have completed establishing the automatic scheduled task.  
  19. Mark the Open advanced properties for this task when I click Finish checkbox.
  20. Click Finish. 
  21. If you marked the Open advanced properties for this task when I click Finish checkbox, a screen appears for the task you created.  
  22. For the process to access the correct database, add more information to the end of the text in the Run field:
    Note: The [serial number] should be education software serial number (e.g. WGLASA11111)
    The [database number] is the number found on the AFN_INI registry key (e.g. enter 1 for AFNINI_1)
    • To be prompted each time the task is scheduled to run, enter a space after the last quotation mark and enter:
      /p[database number] /n[serial number] 
    • For the task to run without prompting you, enter a space after the last quotation mark and enter:
      /p[database number] /n[serial number] /s.
      For example: "C:\Program Files\Blackbaud\The Financial Edge\EEREIntegration.exe" /p5 /nWGLASA11115 /s. 
  23. Select the Schedule tab.
    Note: You can disable the task by unmarking the Enable checkbox if you need to install a patch or update. If the task runs while an update occurs, the workstation cannot be updated.   
  24. Click Advanced. 
  25. Mark Repeat task and select how often and for how long to run the task.
    Note: We recommend you run the task during your normal business hours, because this process should not interfere with your daily operations. We strongly recommend you do not run this task during the time that you perform backups. If this task starts while a backup is running, it will not continue and will try again at the next scheduled time. However, if the scheduled task is running and a backup starts, the scheduled task will fail and will not try again until scheduled, typically the next night.  
  26. Click OK to return to the screen for the task you created. Click OK to close this screen.