Nic at 03:45, 3 September 2018

2018-09-03T03:45:05Z

← Older revision		Revision as of 22:45, 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 ExcelReportLink System folder and click '''Open''';		# In the Start a Program form, click '''Browse…''' and select the '''AddonsLink.GetData.exe''' file in the ExcelReportLink 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 ExcelReportLink, 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: 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..."

2015-05-04T22:21:04Z

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..."

New page

== 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.

# Click '''Start''', then '''Control Panel''', then '''Administrative Tools''', then '''Task Scheduler''';
# In the Task Scheduler form, select '''Create Basic Task''';
# Enter a '''Name''' for the task (for example ExcelReportLink Get Data) 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 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 ExcelReportLink System folder and click '''Open''';
# 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 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 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.
# 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 ==

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

Auto Upload - Revision history

Nic at 03:45, 3 September 2018

Nic: 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..."