Standard Setup for Windows-Based Systems

The following provides a download script along with an explanation of how to schedule it. The script retrieves the export files provided by Tacto from the Tacto Cloud onto your system. Please make sure that the necessary prerequisites for your system are met before running it.

Step 1: Prerequisites

Please install the following program and add it to your system PATH.

Tool	Version	Command
AzCopy	`>=10.20.1`	`azcopy --version`

Unlike with the upload, the Azure CLI is not required here. The script authenticates directly via AzCopy.

Adding System Environment Variables to the PATH

The PATH is an important environment variable that contains a list of folders/directories in which the system searches for executable programs. For AzCopy to run from the terminal, its executable file must be located in one of the folders listed in the PATH.

Check: Is the program already recognized in the terminal?
```
where azcopy
```
If not, the following message is displayed:
```
INFORMATION: Es konnten keine Dateien mit dem angegebenen Muster gefunden werden
```
Identify the directory: Determine the path to the directory containing the executable file azcopy.exe and copy it.
Example: C:\tacto\azcopy_download_folder
Open the system properties: In the search field next to "Start" on the taskbar, type "Edit environment variables". Select the program from the results list.
Open environment variables: In the System Properties window, click the Environment Variables button.
Edit system environment variables: In the environment variables, find the User variables section. Locate the Path variable, select it, and click Edit.
Add new directory: In the Edit environment variable window, click New and add the directory path you copied in the previous step. Confirm with OK.
Verify: Open a new terminal and enter:
```
echo %PATH%
```
You will see the updated PATH with the added directory, which is now permanently available. Running where azcopy again should now recognize AzCopy and display its installation path.

To check whether the tool was installed correctly and added to the path, open a terminal and enter the command listed in the table.

Step 2: Setting Up the Data Transfer

On Windows-based systems, the download is carried out via a batch script. You will receive the script prepared for you, along with your credentials, from the contact person responsible for your onboarding.

Setting Up the Folder Structure

Create a folder named "tacto" inside your user directory. You can find the path to your user directory with the following command in the terminal; the "tacto" folder should be created at this level.
```
echo %userprofile%
```
Example: C:\Users\<your username>\tacto
Inside the "tacto" folder, create another folder named "skript" and save the batch script you received by email there.
Example: C:\Users\<your username>\tacto\skript\data-download-script.bat
The script creates the remaining folders itself on its first run — you don't need to prepare anything for this:
- C:\Users\<your username>\tacto\tacto-exports - this is where the export files end up
- C:\Users\<your username>\tacto\logs\scheduled-download.log - this is where log data is stored during the data transfer

Important ❗
If you do not use the suggested folder structure and have chosen different file paths or names, you need to make the following changes: Open the script and replace the value of "TARGET_FOLDER" with the destination folder you have chosen for storing the export files. Replace "LOGPATH" with the absolute file path to the desired log file. The values in the "SETTINGS" section at the top of the script (APP_ID, CLIENT_SECRET, TENANT_ID, EXPORT_FOLDER) must not be changed.

First Test Run

Run the script once manually, either by double-clicking it or via the terminal. The window should display "INFO: Authentication successful" followed by "INFO: Download successful". The files will then be located in tacto\tacto-exports.

Step 3: Scheduling the Automated Data Transfer with Windows Task Scheduler

Windows Task Scheduler is used to automate the regular data retrieval on Windows-based systems.

To do this, please follow these steps:

To create a task with Windows Task Scheduler, open it and click "Create Task" under "Action".
Enter a name and description for the task.
Select the "Triggers" tab and add a new trigger.
1. Select the "On a schedule" option and enter a schedule for when the task should run.
2. The schedule should be set after the export time agreed with Tacto. For a weekly backup, Sunday morning, for example, is a good fit.
Select the "Actions" tab and add a new action.
1. Select the "Start a program" option and enter the path to the script file.
2. If you used the suggested folder structure, the file should be located at the following path:
  Example: C:\Users\<your username>\tacto\skript\data-download-script.bat
Click "OK" to save the task.

Note on the user context ❗
If you run the task using the "Run whether user is logged on or not" option under a technical account, %USERPROFILE% will point to that account's profile. The files will then not end up in the expected folder. In this case, enter absolute paths for "TARGET_FOLDER" and "LOGPATH", for example D:\tacto\tacto-exports.

🏁 You have now successfully set up the automatic data download from the Tacto Cloud!

Monitoring the Download Task

Before you can monitor the task, make sure task history has been enabled. This is done by right-clicking the Task Scheduler Library. Task history can be enabled there for all tasks.

To monitor the task, you can follow these steps:

Open Task Scheduler and find the task in the list of scheduled tasks.
Double-click the task to open its properties.
Check the "History" tab to see the run history of the task. The "Operational Code" column indicates whether the task ran successfully.
You can also check the task's settings:
1. Check the "Conditions" tab to make sure all conditions required for the task to run are met.
2. Check the "Settings" tab to make sure the task behaves as expected.
3. Check the "Actions" tab to make sure the correct application is started with the correct arguments.

In addition, tacto\logs\scheduled-download.log contains the log of every run. If you run into problems, please send this file to your Tacto contact person.

Data download for windows-based systems