Standard setup for Windows-based systems:

In the following, we provide an upload script, as well as an explanation of the scheduling of the same. Make sure that the necessary requirements of your system are met to run the program.

Step 1. Prerequisites

Please install the following programs listed in the table and add them to your system PATH accordingly. A detailed description of this process can be found below

Tool	Version	Command
Azure CLI	`>=2.38`	`az version`
AzCopy	`>=10.16.0`	`azcopy --version`

Adding system environment variables to the PATH

In this guide, we will walk you through the process of adding a custom directory to the system's PATH environment variable. We describe the procedure for the program Azcopy, which we want to add to our PATH

The PATH is an important environment variable and contains a list of folders / directories in which the system searches for executable programs. In order for any program to be executed via the terminal, the executable file must be stored in one of the folders listed in the PATH

Check if the program already is recognized in the terminal:
```
where azcopy
```
If this is not the case, the following information is displayed:
```
INFORMATION: Es konnten keine Dateien mit dem angegebenen Muster gefunden werden
```
Identify the directory: Determine the path to the directory in which the execution file is contained and copy it
Example: C:\tacto\azcopy_download_folder
Then open the system properties: Enter “Edit system environment variables” in the search field next to “Start” on the taskbar. Select the program from the list of results
Open environment variables: In the system properties window, click on the “Environment variables” button
Edit system environment variables: In the environment variables, find the “User variables” section and search for the “Path” variable. Select it and click on the “Edit” button
Add a new directory: In the “Edit environment variables” window, click on “New” and then add the directory path that you copied in step 2. Confirm with “OK”
Check: Open a new terminal and enter:
```
echo %PATH%
```
You will see the updated PATH with the added directory, which is now permanently available

When you run the following command again, azcopy should now be recognized and the installation path should be displayed
```
where azcopy
```
To check whether the tools have been installed correctly and added to the path, open a terminal and enter the commands listed in the table

Step 2: Setting up the data transfer:

On Windows-based systems, the upload can be carried out using a batch script. You will receive the script prepared for you with your access data from the contact person responsible for your onboarding. You can then use it to carry out the following steps:

Set up folder structure

Create a folder “tacto” within your username from which you transfer the data exports to Tacto
You can find out the path to your username with the following command in the terminal. The “tacto” folder should be created at this level
```
echo %userprofile%
```
Example: C:\Users\<Ihr Benutzername>\tacto
You must then create 3 more folders within the “tacto” folder:
1. "data-export"
2. "logs"
3. "skript"
Your folder structure should therefore look like this:
1. C:\Users\<ihr Benutzername>\tacto\data-export
2. C:\Users\<ihr Benutzername>\tacto\logs
3. C:\Users\<ihr Benutzername>\tacto\skript
Place your first bundle of export files in the “data-export” folder
Also create a .log file within the “logs” folder with the name “scheduled-task.log”. In the future, log data will be saved in this file during data transfer
Save the batch script you received by e-mail in the “script” folder you created

Important❗
If you do not accept the proposed folder structure and have selected other file paths or names, you must make the following changes:

Open the script and replace the value of “SOURCE_FOLDER” with the folder path you have selected where you store the data exports. Replace “LOGPATH” with the absolute file path to the .log file you have created.

Step 3: Scheduling the automated data transfer with Windows Task Scheduler

The Windows Task Scheduler is used to automate regular data exchange in Windows-based systems

To do this, please follow the steps below:

To create a task with the Windows task scheduler, open it and click on “Create task” under “Action” (Create Task)
Enter a name and a description for the task
Select the “Triggers” tab and add a new trigger
1. Select the option “On a schedule” and enter a schedule for the execution of the task
Select the “Actions” tab and add a new action.
1. Select the “Start a program” option and enter the path to the “data-update-script.bat” file
2. If you have adopted the suggested folder structure, the file should be found under the following file path:
  Example: C:\Users\<ihr Benutzername>\tacto\skript\data-update-script.bat
Click on “OK” to save the task

🏁 You have now successfully set up the automatic data upload to the Tacto cloud!

Monitoring the upload task

Before you can monitor the task, make sure that the task history has been activated. This can be done by right-clicking on the task scheduler history (Task Scheduler Library). The task history can be activated there for all tasks

The following steps can then be carried out to monitor the task:

Open the task planning and search for the task in the list of planned tasks.
Double-click on the task to open its properties.
Check the “History” tab to see the execution history of the task. The “Operational Code” column provides information on whether the task was executed successfully.
The settings for the corresponding task can also be checked:
1. Check the “Conditions” tab to ensure that all conditions are met in order to execute the task.
2. Check the “Settings” tab to ensure that the task is running as expected.
3. Check the “Actions” tab to ensure that the correct application is started and the correct arguments are used.

Set up automatic data upload

Data upload for Unix-based systems

Data upload with Lobster (SFTP)

Data upload for Windows-based systems