Write, Bureaucrats, Administrators
2,725
edits
Difference between revisions of "Auto Upload"
no edit summary
| Line 1: | Line 1: | ||
== Overview == | == 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. | 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. | ||
== How to test to ensure Auto Upload can run == | == How to test to ensure Auto Upload can run == | ||
| Line 17: | Line 16: | ||
== How to set up Auto Upload == | == How to set up Auto Upload == | ||
To setup Auto Upload, please follow these instructions. | 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. | ||
# Click '''Start''', then '''Control Panel''', then '''Administrative Tools''', then '''Task Scheduler'''; | # Click '''Start''', then '''Control Panel''', then '''Administrative Tools''', then '''Task Scheduler'''; | ||
# In the Task Scheduler form, select Create Basic Task; | # In the Task Scheduler form, select '''Create Basic Task'''; | ||
# Enter a Name for the task (for example BudgetLink Get Data) and click Next; | # Enter a '''Name''' for the task (for example BudgetLink Get Data) and click '''Next'''; | ||
# In the Task Trigger form, select the period for the Auto Upload to occur and click Next; | # In the Task Trigger form, select the '''period''' for the Auto Upload to 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 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 Auto Upload.xls file in the BudgetLink System folder and click '''Open'''; | ||
# The path of the Auto Upload.xls file 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; | ||
# 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 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'''. | ||