Auto Upload - Revision history

Jeff: /* Test the Auto Upload can be run manually */

2020-01-18T04:29:29Z

Test the Auto Upload can be run manually

← Older revision		Revision as of 23:29, 17 January 2020
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	==== Test the Auto Upload can be run manually ====		==== Test the Auto Upload can be run manually ====

	Test the Auto Upload manually to ensure it is running correctly. For more information, see [[Test the Auto Upload can be run manually~~]].y~~]].		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 ==		== How to set up Auto Upload ==

Jeff: /* Prerequisits */

2020-01-18T04:28:53Z

Prerequisits

← Older revision		Revision as of 23:28, 17 January 2020
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	Before setting up auto upload action the following steps first		Before setting up auto upload action the following steps first

	=== Enable Workspaces for Auto Upload ===		==== Enable Workspaces for Auto Upload ====
	Make sure that each workspace you wish to run is enabled for Auto Upload		Make sure that each workspace you wish to run is enabled for Auto Upload

	To do this, go back to the Main Menu, click Workspace, then edit your workspace and make sure the Enable Auto Uplaod is ticked		To do this, go back to the Main Menu, click Workspace, then edit your workspace and make sure the Enable Auto Uplaod is ticked

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

	Test the Auto Upload manually to ensure it is running correctly. For more information, see [[Test the Auto Upload can be run manually]].y]].		Test the Auto Upload manually to ensure it is running correctly. For more information, see [[Test the Auto Upload can be run manually]].y]].

Jeff: /* Setup Workspaces */

2020-01-18T04:21:38Z

Setup Workspaces

← Older revision		Revision as of 23:21, 17 January 2020
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	Before setting up auto upload action the following steps first		Before setting up auto upload action the following steps first

	=== ~~Setup~~ Workspaces ===		=== Enable Workspaces for Auto Upload ===
	Make sure that each workspace you wish to run is enabled for Auto Upload		Make sure that each workspace you wish to run is enabled for Auto Upload

Jeff: /* Prerequisits */

2020-01-18T04:21:06Z

Prerequisits

← Older revision		Revision as of 23:21, 17 January 2020
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	Before setting up auto upload action the following steps first		Before setting up auto upload action the following steps first

	=== Workspaces ===		=== Setup Workspaces ===
	Make sure that each workspace you wish to run is enabled for Auto Upload		Make sure that each workspace you wish to run is enabled for Auto Upload

Jeff at 04:20, 18 January 2020

2020-01-18T04:20:41Z

← Older revision		Revision as of 23:20, 17 January 2020
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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~~ ==		== Prerequisits ==

	Before setting up ~~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]].		Before setting up auto upload action the following steps first

			=== Workspaces ===
			Make sure that each workspace you wish to run is enabled for Auto Upload

			To do this, go back to the Main Menu, click Workspace, then edit your workspace and make sure the Enable Auto Uplaod is ticked

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

			Test the Auto Upload manually to ensure it is running correctly. For more information, see [[Test the Auto Upload can be run manually]].y]].

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

Jeff at 04:17, 18 January 2020

2020-01-18T04:17:31Z

← Older revision		Revision as of 23:17, 17 January 2020
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	== Test the Auto Upload can be run manually ==		== Test the Auto Upload can be run manually ==

	Before ~~stting~~ up 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]].		Before setting up 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 ==		== How to set up Auto Upload ==

Jeff at 04:16, 18 January 2020

2020-01-18T04:16:46Z

← Older revision		Revision as of 23:16, 17 January 2020
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	== Test the Auto Upload can be run manually ==		== 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]].		Before stting up 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 ==		== How to set up Auto Upload ==

Nic at 03:42, 3 September 2018

2018-09-03T03:42:04Z

← Older revision		Revision as of 22:42, 2 September 2018
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	# In the Daily form, enter the '''Start date and time''' that the first Auto Upload will occur and click '''Next''';		# In the Daily form, enter the '''Start date and time''' that the first Auto Upload will occur and click '''Next''';
	# In the Action form, select '''Start a program''' and click '''Next''';		# In the Action form, select '''Start a program''' and click '''Next''';
	# In the Start a Program form, click '''Browse…''' and select the ~~Auto Upload~~.~~xls~~ file in the ~~BudgetLink~~ System folder and click '''Open''';		# In the Start a Program form, click '''Browse…''' and select the '''AddonsLink.GetData.exe''' file in the System folder and click '''Open'''. The path will display in the Program/script field. Click '''Next''';
	# The path ~~of the Auto Upload.xls file~~ will display in the Program/script field. Click '''Next''';
	# In the Summary form, select '''Open the Properties dialog for this task when I click Finish''' and click '''Finish''';		# In the Summary form, select '''Open the Properties dialog for this task when I click Finish''' and click '''Finish''';
	# 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;
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	* When choosing a time to run the auto upload process, ensure your chosen time does not conflict with backups or other system processes.		* 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.		* When browsing to the '''AddonsLink.GetData.exe''' file, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name.

			* For older versions of BudgetLink, you will need to browse to the '''Excel.exe''' and include the UNC path to the '''Auto Upload.xls''' file located in the system folder.

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

Nic at 23:43, 11 February 2015

2015-02-11T23:43:27Z

← Older revision		Revision as of 18:43, 11 February 2015
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	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]].		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]].

	== ~~Configure required folders for~~ Auto Upload ~~and~~ Scheduled ~~Tasks~~ ==		== Troubleshooting the Auto Upload Scheduled Task ==

	~~In order for newer versions of windows to run excel spreadsheets as a scheduled task, see [[Configure required folders for Auto Upload and Scheduled Tasks]].~~		If the Auto Upload scheduled task does not run or does not finish, see [[Troubleshooting Auto Upload Problems]].

	~~== Configure DCOM settings for~~ Auto Upload ~~and Scheduled Tasks ==~~

	~~In order for newer versions of windows to run excel spreadsheets as a~~ scheduled task~~, the related DCOM components must be created correctly. For more information~~, see [[~~Configure DCOM settings for~~ Auto Upload ~~and Scheduled Tasks~~]].

	== Related Topics ==		== Related Topics ==
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	* [[Get Data]]		* [[Get Data]]
	* [[Troubleshooting Auto Upload Problems]]		* [[Troubleshooting Auto Upload Problems]]

	~~== Questions ==~~

	* What happens if the Task does not end?
	** Should Settings - Stop the task if it takes longer than 1 hour ?
	* If the task is already running then Stop the existing instance

Nic at 23:42, 11 February 2015

2015-02-11T23:42:27Z

← Older revision		Revision as of 18:42, 11 February 2015
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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]].

	== Configure required folders for Auto Upload and Scheduled Tasks ==		== Configure required folders for Auto Upload and Scheduled Tasks ==