Batch Processing Login

Windows Login

In order to use the Morningstar Direct scheduling feature you must enter your Windows login and password information. The Windows login information is used to create tasks in Windows Scheduled Tasks. The login information entered is secured and encrypted, and is not stored anywhere by Morningstar. If your profile does not have permission to create Windows Scheduled Tasks, you will need to contact your system administrator before using the scheduling feature.

Morningstar Login

The Morningstar Direct login and password are used by the scheduling feature to access Morningstar servers. The Morningstar Direct login information entered will be encrypted and stored, so you will only need to enter it the first time you use the scheduling feature. If you change your Morningstar Direct password after scheduling batches, you will need to enter the new password on the batch login screen for batches to run successfully.