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Difference between revisions of "Auto Upload"
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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. | ||
== How to test to ensure Auto Upload can run == | == How to test to ensure Auto Upload can run == | ||
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<br clear=all> | <br clear=all> | ||
== How to set up Auto Upload == | == How to set up Auto Upload == | ||
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# 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'''. | ||
=== 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. | |||
== Required folders for auto upload == | == Required folders for auto upload == | ||
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. | 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. Otherwise, it is possible that the task 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 | This folder is required for Microsoft Excel 32-bit | ||
'''C:\Windows\System32\config\systemprofile\Desktop''' | |||
This folder is required for Microsoft Excel 34-bit. | This folder is required for Microsoft Excel 34-bit. | ||
'''C:\Windows\SysWOW64\config\systemprofile\Desktop''' | |||
== Required DCOM settings for auto upload == | |||
In order for newer versions of windows to run excel spreadsheets as a scheduled task, the related DCOM components must be created correctly. Otherwise, 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. | |||
# Start Component Services using the windows Start menu, typing run, and running '''mmc comexp.msc /32''' for 32-bit excel and '''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; | |||