Process Server Utilities Overview
Use the process server to run Ajera CRM processing jobs involving large amounts of data. The process server sends these lengthy jobs to the Ajera CRM application server, where they run in the background.
When you submit a processing job to the process server, you free the submitting computer to be used for other tasks.
- You can schedule each submitted process to run only after a specific date or time, during the night, or on weekends.
- The process server's multi-threading feature allows you to run a number of jobs concurrently. You can set the number of jobs you want to run concurrently, no matter how many jobs are in a particular queue.
- You can dedicate each queue to a specific server. For example, you can assign large jobs to the server machine with the largest capacity. You can have as many process servers as your firm needs.
Schedule Reports
If you have a process server set up, all report applications include a Schedule option. Select the Schedule option to send a report to the process server queue instead of tying up your workstation while the report runs.
Security and Priority Access
In Security Roles Configuration (), you set options related to the process server:
- In the Process Queues group box on the General Tab, you can specify the highest priority in the queue that users with the security role can have.
- In the Functional Area section on the Access Rights tab, you define the printers available to a security role. For example, you might use this feature to prevent users from accidentally sending reports to a printer in a different office, or to ensure that users do not send normal report jobs to high-capacity or color printers.