Automate Update data

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With TaticView, you can automate the update of your Data Files.

To do so, it is necessary to adjust the settings and to use the command line program TVCli.

See below the required steps to automate the data updates.


Important:

  • To use TVCli, the machine where it will be configured must have java from version 8 installed.
  • A notification will be displayed to the user if an error occurred during the data update.
  • A log with the execution details will be generated in the user's settings folder (Example: C:\Users\<user>\AppData\Local\TVCli\Logs).


Installing TVCli

Download the installer first


Run the installation on the machine where the schedules will be created to run the TVCli. TVCli works through command line. After you have created the executable containing the disered command, you can schedule its running process through your disered task scheduler.


Generating the Access TOKEN

To automate the data updates through TCVli, it is necessary to own an Access TOKEN created on TaticView and then register it on TVCli.

An Access TOKEN is always linked to a TaticViwe user. The TOKEN works like a TaticView generated password that allows access to TVCli. The TOKEN 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.


There are two ways to generate an Access TOKEN:


Through TVCli

  1. Run the command through a command line requesting the generation of an Access TOKEN.


Command Syntax:

 tvcli -cmd get_token_by_password -user <your TaticView user> -password <your TaticView password> [-token_name "<token name>"]
 -cmd                   - get_token_by_password - The command responsible for requesting and storing the Access TOKEN on the TVCli settings.
 -user                  - Your TaticView user (access e-mail).
 -password              - Your TaticView access password.
 -token_name (optional) - 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 get_token_by_password -user myemail@email.com -password 123466 -token_name "TVCli Server 1" 


Through TaticView's interface

  1. On the TaticiView home screen, select My Acount and click on the Access TOKENS button;
  2. On Identificacao-novo-token+en-US.png inform a name to identify your Access TOKEN on the list and select Generate new TOKEN;
  3. A new Access TOKEN will be generated Generated-token+en-US.png
  4. Run the TVCli TOKEN storing command (store_token), informing the last generated TOKEN;


Command Syntax:

 tvcli -cmd store_token -user <your TaticView user> -token <the token generated on TaticView>
 -cmd   - store_token - The command responsible for storing the TOKENS generated on TaticView.
 -user  - Your TaticView user (access e-mail).
 -token - The token generated on TaticView.

Example:

 tvcli -cmd store_token -user meuemail@email.com -token 9bdr845gh5r4r1vd5d5


Updating your data automatically

You can only automate the update of files that exist on TaticView. It will be necessary to import your file/spreadsheet manually for the first time to generate the required structure.

After that, it will be necessary to enable the automatic update to the desired data file. For this you must access the properties of the desired Datasource. Access is available in the context menu of the Datasource card in the TaticView main page:

On desktop
Datasources properties en-US.png
In mobile devices
Datasources options mobile en-US.png Datasources properties mobile en-US.png


Then, the Automatic importation option should be enabled. When you do this, you will see the data file code, as in the example below:


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  -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 e-mail).
 -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 -wait 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@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


TVCli version

You can run the -version command to see which TVCli version is installed on your computer. This command displays the TVCli version on the console and registers it on the TVCli log.


Command Syntax:

 tvcli -version


Commands response test

TVCli executable returns specific codes to inform the success or failure of its commands. Currently, the available codes are:

 0 - Success
 8 - Error

You can perform treatments in your automation script based on these return codes.


Questions on how generate the automation commands?

Open a support ticket. In case you are having problems during the TVCli configuration process. It will be a pleasure to help.

Also, on the Data Files properties screen, when clicking the link help to generate automation commands?, it will display the TVCli Commands screen, where you can obtain preset TVCli commands. All you have to do is inform some required data.


Script example

@ECHO OFF
call C:\TaticView\tvcli -cmd import_file -user jonathan@sadig.com -file "C:\Users\jonathan\Documents\TaticView\Import Files\sales.xlsx" -datamart 674 -wait
if %errorlevel% == 0 (
	echo SALES updated successfully!
) else (
	echo Problems updating SALES!
)
call C:\TaticView\tvcli -cmd import_file -user jonathan@sadig.com -file "C:\Users\jonathan\Documents\TaticView\Import Files\rh.xlsx" -datamart 673 -wait
if %errorlevel% == 0 (
  	echo RH updated successfully!
) else (
  	echo Problems updating RH!
)