Difference between revisions of "Auto Upload"

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(Created page with "== Overview == Auto Upload is a function that runs the Get Data process on a schedule. The main purpose of Auto Upload is to remove the manual running of the Get Data...")
 
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Auto Upload is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]] process and to move the processing to a non-productive time such as overnight.
Auto Upload is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]] process and to move the processing to a non-productive time such as overnight.


== Test the Auto Upload can be run manually ==


 
We recommend you test the Auto Upload manually to ensure it is running correctly. For more information, see [[Test the Auto Upload can be run manually]].
== How to test to ensure Auto Upload can run ==
 
[[File:AutoUploadFile.png|300px|thumb|right|The Auto Upload.xls file within the system folder of ODBClink]]
 
ODBClinkrequires the Auto Upload function to be switched on before this process will work. Once switched on, we recommend you test out that it is configured correctly and can run. You can do so by following these steps.
 
# Ensure that ODBClink is closed;
# Locate the '''Auto Upload.xls''' file in the ODBClink '''System''' folder and double click to open;
# ODBClink will then open, start the Get Data process and then close when the Get Data process is complete.
 
<br clear=all>
 
 


== How to set up Auto Upload ==
== How to set up Auto Upload ==


To setup Auto Upload, please follow these instructions. Note that these instructions are dependent on the version of windows you run and may vary slightly. It is also highly recommended that you get your IT personnel to setup the scheduled task.  
To setup Auto Upload, please follow these instructions. Note that these instructions are dependant on the version of windows you run and may vary slightly. It is also highly recommended that you get your IT personnel to setup the scheduled task.  




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# In the General tab, select '''Run whether user is logged on or not'''. If you do not have Administrator rights then click '''Change User or Group…''' and change the user to be the Administrator. Click the '''Actions''' tab;
# In the General tab, select '''Run whether user is logged on or not'''. If you do not have Administrator rights then click '''Change User or Group…''' and change the user to be the Administrator. Click the '''Actions''' tab;
# In the Actions tab, click '''Edit'''. The Edit Action dialog box will appear.
# In the Actions tab, click '''Edit'''. The Edit Action dialog box will appear.
# In the Settings tab, tick the checkbox '''Stop the task if it runs longer than:''' and choose '''2 hours''' in the dropdown next to it;
# In the Settings tab, tick the checkbox '''If the running task does not end when requested, force it to stop''';
# In the Program/script field, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. Click '''OK''' to close the Edit Action dialog box and click OK to close the Properties dialog box. Enter your password if required.
# In the Program/script field, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. Click '''OK''' to close the Edit Action dialog box and click OK to close the Properties dialog box. Enter your password if required.
# To test the Auto Upload process, select '''Task Scheduler Library''' to the left of the Task Scheduler form. Select the Auto Upload task and click '''Run'''.
# To test the Auto Upload process, select '''Task Scheduler Library''' to the left of the Task Scheduler form. Select the Auto Upload task and click '''Run'''.
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* When browsing to the Auto Upload.xls file, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name.
* When browsing to the Auto Upload.xls file, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name.


== Test the Auto Upload Scheduled Task is configured correctly ==


Once the Auto Upload Scheduled tasks is configured, we recommend you test it. For more information, see [[Test the Auto Upload Scheduled Task is configured correctly]].


== Required folders for auto upload ==
== Troubleshooting the Auto Upload Scheduled Task ==
 
In order for newer versions of windows to run excel spreadsheets as a scheduled task, the following folders must exist. The default windows setup may not have created them. While these folders do not need to contain anything, they are required by Excel somehow in order to launch correctly. If they are missing, it is possible that the scheduled task will launch but excel will not run any code or macros (e.g. you will see excel.exe in the task manager but it will be using 0% CPU).
 
This folder is required for Microsoft Excel 32-bit
 
'''C:\Windows\System32\config\systemprofile\Desktop'''
 
This folder is required for Microsoft Excel 64-bit.
 
'''C:\Windows\SysWOW64\config\systemprofile\Desktop'''
 
=== Notes ===
 
* As stated before, they do not need to contain anything but they must be present.
 
 
 
== Required DCOM settings for auto upload ==
 
[[File:DCOMDialogue.png|300px|thumb|right|DCOM Dialogue]]
[[File:DCOMExcelDialogue.png|300px|thumb|right|DCOM Dialogue to configure Microsoft Excel]]
 
In order for newer versions of windows to run excel spreadsheets as a scheduled task, the related DCOM components must be created correctly. DCOM is used to allow applications to communicate with each other. In this case, it is use by the task scheduler to talk to Excel. If it is not configured correctly, it is possible that the task will not even launch (e.g. you will not see excel.exe in the task manager).
 
To configure DCOM, follow these steps.
 
# From the windows '''Start''' menu, type '''run''', and then '''mmc comexp.msc /32''' for 32-bit excel or '''dcomcnfg''' for 64-bit excel;
# Navigate to '''Component Services''', then '''Computers''', then '''My Computer''' and click on '''DCOM Config''';
# Find '''Microsoft Excel Application''', right-click on it and choose '''Properties''';
# In the Security tab, under '''Launch and Activation Permissions''', select '''Customize''', click '''Edit''' and add the required account or user group;
# In the Security tab, under '''Access Permissions''', select '''Customize''', click '''Edit''' and add the required account or user group;
# In the Security tab, under '''Configuration Permissions''', select '''Customize''', click '''Edit''' and add the required account or user group;
# In the Identity tab select '''The launching user''' and ensure the user used for the scheduled task is correct;
 
<br clear=all>


If the Auto Upload scheduled task does not run or does not finish, see [[Troubleshooting Auto Upload Problems]].


== Related Topics ==
== Related Topics ==


[[Get Data]]
* [[Get Data]]
* [[Troubleshooting Auto Upload Problems]]

Revision as of 21:39, 11 February 2015

Overview

Auto Upload is a function that runs the Get Data process on a schedule. The main purpose of Auto Upload is to remove the manual running of the Get Data process and to move the processing to a non-productive time such as overnight.

Test the Auto Upload can be run manually

We recommend you test the Auto Upload manually to ensure it is running correctly. For more information, see Test the Auto Upload can be run manually.

How to set up Auto Upload

To setup Auto Upload, please follow these instructions. Note that these instructions are dependant on the version of windows you run and may vary slightly. It is also highly recommended that you get your IT personnel to setup the scheduled task.


  1. Click Start, then Control Panel, then Administrative Tools, then Task Scheduler;
  2. In the Task Scheduler form, select Create Basic Task;
  3. Enter a Name for the task (for example ODBClink Get Data) and click Next;
  4. In the Task Trigger form, select the period for the Auto Upload to occur and click Next;
  5. In the Daily form, enter the Start date and time that the first Auto Upload will occur and click Next;
  6. In the Action form, select Start a program and click Next;
  7. In the Start a Program form, click Browse… and select the Auto Upload.xls file in the ODBClink System folder and click Open;
  8. The path of the Auto Upload.xls file will display in the Program/script field. Click Next;
  9. In the Summary form, select Open the Properties dialog for this task when I click Finish and click Finish;
  10. In the General tab, select Run whether user is logged on or not. If you do not have Administrator rights then click Change User or Group… and change the user to be the Administrator. Click the Actions tab;
  11. In the Actions tab, click Edit. The Edit Action dialog box will appear.
  12. In the Settings tab, tick the checkbox Stop the task if it runs longer than: and choose 2 hours in the dropdown next to it;
  13. In the Settings tab, tick the checkbox If the running task does not end when requested, force it to stop;
  14. In the Program/script field, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. Click OK to close the Edit Action dialog box and click OK to close the Properties dialog box. Enter your password if required.
  15. To test the Auto Upload process, select Task Scheduler Library to the left of the Task Scheduler form. Select the Auto Upload task and click Run.

Notes

  • When choosing a time to run the auto upload process, ensure your chosen time does not conflict with backups or other system processes.
  • When browsing to the Auto Upload.xls file, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name.

Test the Auto Upload Scheduled Task is configured correctly

Once the Auto Upload Scheduled tasks is configured, we recommend you test it. For more information, see Test the Auto Upload Scheduled Task is configured correctly.

Troubleshooting the Auto Upload Scheduled Task

If the Auto Upload scheduled task does not run or does not finish, see Troubleshooting Auto Upload Problems.

Related Topics

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