Difference between revisions of "Auto Upload"

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


To setup Auto Upload, please follow these instructions. Please note that these instructions are dependant on the version of windows you run and may vary slightly.
To setup Auto Upload, please follow these instructions. Please note that these instructions are dependant on the version of windows you run and may vary slightly. It is highly recommended that 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 recur 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 and select the Auto Upload.xls file in the BudgetLink System folder. Then 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.
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== Notes ==
== Notes ==


* When setting up auto upload, it is highly recommended that you check with your IT personnel that 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.
None.


* 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.
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