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You With TaticView, you can automate the data update of your [[Data_Sources|Data Files]].

Some setup procedures To do so, it is necessary to adjust the settings and to use the use of TVCli command line program are necessary to automate updates on TavicView[[TVCli]].

If you are having trouble, open a support ticket on https://support.taticview.com/open.php. We are glad See below the required steps to help youautomate the data updates.

You must have an * '''ACCESS TOKEN''' registered on TaticView and TVcli before you can run an automation import. An ACCESS TOKEN is always related with a TaticView user. The ACCESS TOKEN is like a password generated by TaticView which allows access to your account through Download the [[TVCli. It can be revoked by you at any time, allowing you to decide who and when can access your account on TaticView. Download|latest version]]

You The browser can generate try to block the ACCESS TOKEN installer download. If you can't download please enter in two ways:contact with our support.Windows can too block the installer execution to protect the computer. In this case continue the installation choosing the advanced options. In both situations if you need contact us to help you.

* '''Through TVcliRun the installation'''# Run on the computer where the command through command line requesting schedules will be created to run the generation of a new ACCESS TOKENTVCli.

-cmd - get_token_by_password - Requests and stores the ACCESS TOKEN TVCli works through command line. (TVCli) -user - TaticView user -password - TaticView password -token_name (optional) - The name best way to automate the execution is creating a script, after that , you want to give can schedule it to run on the access tokensystem task scheduler.<br/>To install and execute TVCli on you computer we need Java JRE version 1.8.0_200 or newer installed.<br/>On [[Java JRE install and troubleshooting]] we can help you in case of doubts. Default name "TaticView CLI"

To automate the data updates through TCVli, it is necessary to own an '''Through TacticView interface[[Manage_Access#Tokens|Access TOKEN]]'''# Identify yourself created on TaticView and access the '''My account''' button '''ACCESS TOKENS''';# On !identificacao-novo-token.png! enter a name to identify the ACCESS TOKEN on the list and then click register it on '''Generate new TOKEN'''TVCli.# An ACCESS TOKEN will be generated !generated-token.png!# Run TVcli informing the generated ACCESS TOKEN

An Access TOKEN is always linked to a TaticView user. The TOKEN works like a TaticView generated password that allows access to TVCli. The TOKEN '''Syntax: tvcli -cmd store_token -user <user name> -token <generated token>[[Manage_Access#Tokens|can be revoked]]'''at any moment, allowing you to decide who can access your TaticView account and when. It is important to remember that this access only allows the update of data files that are set to be automatically updated.

'''Example: tvcli -cmd store_token -user meuemail@emailHere we will show you how to generate a token whit TaticView interface.com -token 9bdr845gh5r4r1vd5d5'''

=== Importing in an automated The main difference between them, besides the way ===they are generated, is that [[#Using_TVCli_command_line|command line]] selves, while the created by [[#Using_TaticView's_graphical_interface|TaticView interface]] don't refresh them selves (expire), and need to be recreated.

Once the data file is imported, granted for automatic import and you have Command Syntax: '''tvcli -cmd get_token_by_password -user <your identification code, you can run the import through the command line.TaticView user> -password <your TaticView password> [-token_name "<token name>"]'''

'''Syntax: tvcli -cmd import_file - get_token_by_password - The command responsible for requesting and storing the Access TOKEN on the TVCli settings. -user < - Your TaticView user name> (access email). -datamart <identifier> password -file "<file/spreadsheet>" [Your TaticView access password. -type <type>] [token_name (optional) -wait] [-noerror] -[notifyshare]The name you want to set to your Access TOKEN. The default name '''TaticView CLI'''will be set if you do not specify a name.

Example: '''tvcli -cmd - import_file - uploads the data file and places it in the import queue -user get_token_by_password - TaticView user -datamart - identifier of the data file obtained in the Data file properties at the interface. -file - Text data file (CSV) or spreadsheet (XLSX,XLS) to be imported. -type (opcional) - clear_and_add - Deletes all data from TaticView Data File and imports the new data. (default) append - Adds the new data at the end of the TaticView Data File. It is necessary to be careful not to duplicate any datamyemail@email. com -wait (opcional) password 123466 - waits for the end of the import. It is needed to test '''Output Statustoken_name "TVCli Server 1" ''' -nonotifyerror (opcional) - does not notify the user if an error occurs during the process -notifyshare (opcional) - sends data update notification to users who have these data file dashboards shared when the importing process ends without errors. Only works with -wait.

'''Example:''' '''tvcli -cmd import_file -user myemail@email.com -datamart 246 -file "c:\taticview\imp\spreadsheet.xlsx"''' '''tvcli -cmd import_file -user myemail@email.com -datamart 246 -file "c:\taticview\imp\file.csv" -wait -notifyshare''' '''tvcli -cmd import_file -user myemail@email.com -datamart 246 -file "c:\taticview\imp\spreadsheet.xlsx" -wait''' '''tvcli -cmd import_file -user myemail@email.com -datamart 246 -file "c:\taticview\imp\spreadsheet.xlsx" -type clear_and_add''' '''tvcli -cmd import_file -user myemail@email.com -datamart 246 -file "c:\taticview\imp\spreadsheet.xlsx" -type append''' '''tvcli -cmd import_file -user myemail@email.com -datamart 246 -file "c:\taticview\imp\spreadsheet.xlsx" -type append -nonotifyerror''====Using TaticView's graphical interface====

Command Syntax: '''Syntax: tvcli -versioncmd store_token -user <your TaticView user> -token <the token generated on TaticView>'''

A notification is sent After that, it will be necessary to enable the user if an error occurs during automatic update to the import processdesired data file.A log with For this you must access the properties of the imports details desired ''Datasource''. Access is generated available in the context menu of the Datasource card in the directory c[[Main Page Overview|TaticView main page]]:\Users\<user>\AppData\Local\TVcli\Logs.

Then, the ''Automatic importation'' option should be enabled. When you do this, you will see the data file code, as in the example below:  [[File:automatic-importation+en-US.PNG]]  You can execute the data import automatically using the identifier code through command line if the data file has permission to be updated automatically.  Command Syntax: '''tvcli -cmd import_file -user <your TaticView user> -datamart < data file identification code> -file "<file/spreadsheet address>" [-type "<type>"] [-wait [-notifyshare]] [-nonotifyerror] '''  -cmd - import_file - Command that uploads your files and add them to the update queue. -user - Your TaticView user (access email). -datamart - The identification code of the data file obtained through the properties option on the TaticView main page. -file - The address of the text (CSV) or spreadsheet (XLSX, XLS, XLSM) data file that will be updated. You can use mapped drives (Ex.: C:\, D:\) or UNC address (Ex.: \\server\folder\file). -type (opcional) - clear_and_add - Deletes every data from the TaticView's Data File and imports new data. This is TVCli's default behavior. append - It adds new data to your TaticView's data files file/spreadsheet while still keeping the previously imported data. It's important to make sure to not duplicate any data. -wait (opcional) - Command that makes TVCli wait the end of your data updates along with TaticView. It's necessary in case you want to test commands responses (ERROR_LEVEL). -nonotifyerror (opcional) - Command used to not notify the user in case of an error occurring during the update process. -notifyshare (opcional) - Command used to send a notification to the users who own shared dashboards informing that the data update finished successfully. This command only works when used with the <i>-wait</i> command.  Example: '''tvcli -cmd import_file -user myemail@email.com -datamart 246 -file "\\servidor\taticview\imp\myspreadsheet.xls" ''' '''tvcli -cmd import_file -user myemail@email.com -datamart 246 -file "C:\taticview\imp\spreadsheet.xlsx"''' '''tvcli -cmd import_file -user myemail@email.com -datamart 246 -file "C:\taticview\imp\file.csv" -wait -notifyshare''' '''tvcli -cmd import_file -user myemail@email.com -datamart 246 -file "C:\taticview\imp\spreadsheet.xlsx" -wait''' '''tvcli -cmd import_file -user myemail@email.com -datamart 246 -file "C:\taticview\imp\spreadsheet.xlsx" -type clear_and_add''' '''tvcli -cmd import_file -user myemail@ECHO OFFemail.com -datamart 246 -file "C:\taticview\imp\spreadsheet.xlsx" -type append''' '''tvcli -cmd import_file -user myemail@email.com -datamart 246 -file "C:\taticview\imp\spreadsheet.xlsx" -type append -nonotifyerror''' '''Call "C:\Program Files\TvCli\tvcli" -cmd import_file -user myemail@email.com -datamart 246 -file "D:\taticview\imp\spreadsheet.xlsx" -wait''' === Running TVCli from BAT (Script) file === You can create BAT files to schedule a bunch of TVCli commands. Doing so the entire process can be automated. As you can schedule using Windows scheduler or other similar tool.  '''''Attention'''''<br>To execute TVCli from a BAT file, you have to use the Windows [https://docs.microsoft.com/en-us/windows-server/administration/windows-commands/call CALL] command. Ie.: '''call CALL''' C:\TaticView\tvcli -cmd import_file -user jonathan@sadig.com -file "C:\Users\jonathan\Documents\TaticView\Import Files\rh.SADIGxlsx" -datamart 673 -wait  ==== Evaluating if command execution was successful ==== At end of a command execution, TVCli returns specific codes to inform the success or failure of the command. This allows the BAT file to verify if the previous TVCli command was completed successfully. Currently, the available codes are:  '''0 - Success''' '''8 - Error''' You can perform treatments in your automation script based on these return codes.For this you can [https://docs.microsoft.com/en-us/previous-versions/windows/it-pro/windows-server-2012-r2-and-2012/cc754335(v=ws.11) use ERROLEVEL] Windows environment variable. Ie.:  if %errorlevel% == 0 ( echo SALES updated successfully! ) else ( echo Problems updating SALES! ) ==== BAT (Script) example ====Bellow we show you a script sample that imports two files to different DataMarts (ids 674 and 673) and test the ERRORLEVEL environment variable to evaluate if the data update was done successfully.  '''@ECHO OFF''' '''call C:\DocumentsTaticView\tvcli -cmd import_file -user my@email.com -file "C:\TaticView\Import Files\sales.xlsx" -datamart 674 -wait

'''echo "SALES updated successfully!"

'''echo "Problems updating SALES!"

'''call C:\TaticView\tvcli -cmd import_file -user jonathanmy@sadigemail.com -file "C:\Users\jonathan.Sadig\Documents\TaticView\Import Files\hr.xlsx" -datamart 673 -wait

'''echo "HR updated successfully!"

'''echo "Problems updating HR!"

TaticView has a wizard the help you on this, on the Data Files properties screen, when clicking the link <span style="color: red;"i>'''Important'''help to generate automation commands?</spani>, it will display the [[TVCli Commands]] screen, where you can obtain preset TVCli commands. All you have to do is inform some required data.

The free version grants You can also open a [https://support.taticview.com/open.php/?&lang=en_US support ticket]. In case you automation import from only one data sourceare having problems during the TVCli configuration process. You need It will be a pleasure to configure the feature '''automatic data update''' in your subscription to automate the imports of more data sourceshelp you.