Document finance and Spain rclone updates
This commit is contained in:
@@ -1,6 +1,6 @@
|
||||
# Sage Spain Rclone Upload Guide
|
||||
|
||||
Status: 2026-06-03
|
||||
Status: 2026-06-05
|
||||
|
||||
Purpose: The Sage server in Spain creates the sales CSV locally and then automatically uploads the file to the SharePoint folder used by the dashboard import.
|
||||
|
||||
@@ -32,25 +32,26 @@ https://trafagag.sharepoint.com/sites/WorldwideBIPlatform
|
||||
|
||||
## Required Files On The Spain Server
|
||||
|
||||
Recommended folder:
|
||||
Recommended folder for export output and logs:
|
||||
|
||||
```text
|
||||
C:\Trafag\SageSpain
|
||||
```
|
||||
|
||||
Required files:
|
||||
Recommended script folder:
|
||||
|
||||
```text
|
||||
Export-SageSpainSalesCsv.ps1
|
||||
Run-SpainExportAndUpload.ps1
|
||||
C:\Tools\rclone
|
||||
```
|
||||
|
||||
The files are included in:
|
||||
Required file for the current single-file workflow:
|
||||
|
||||
```text
|
||||
SageSpainFinalExportPackage.zip
|
||||
Run-SpainRangeExportAndUpload-AllInOne.ps1
|
||||
```
|
||||
|
||||
This all-in-one script does not require `Export-SageSpainSalesCsv.ps1` or `Run-SpainExportAndUpload.ps1`.
|
||||
|
||||
## Install rclone
|
||||
|
||||
If `winget` is available:
|
||||
@@ -59,10 +60,11 @@ If `winget` is available:
|
||||
winget install Rclone.Rclone
|
||||
```
|
||||
|
||||
Alternatively, install the rclone ZIP manually, for example to:
|
||||
Alternatively, install the rclone ZIP manually, for example to one of these paths:
|
||||
|
||||
```text
|
||||
C:\Tools\rclone\rclone.exe
|
||||
C:\Tools\rclone\rclone\rclone.exe
|
||||
```
|
||||
|
||||
Test the installation:
|
||||
@@ -77,6 +79,14 @@ If `rclone` is not in the PATH, use the full path later:
|
||||
C:\Tools\rclone\rclone.exe version
|
||||
```
|
||||
|
||||
The current all-in-one script auto-detects rclone in:
|
||||
|
||||
```text
|
||||
C:\Tools\rclone.exe
|
||||
C:\Tools\rclone\rclone.exe
|
||||
C:\Tools\rclone\rclone\rclone.exe
|
||||
```
|
||||
|
||||
## Configure The rclone Remote
|
||||
|
||||
On the Spain server:
|
||||
@@ -138,36 +148,39 @@ Notes:
|
||||
|
||||
## Run Export And Upload Together
|
||||
|
||||
Default: daily delta run, yesterday until today:
|
||||
Current recommended command: one file, range export and upload.
|
||||
|
||||
Default: last 7 days until today. `ToDate` is exclusive.
|
||||
|
||||
```powershell
|
||||
Set-ExecutionPolicy -Scope Process Bypass
|
||||
cd C:\Trafag\SageSpain
|
||||
.\Run-SpainExportAndUpload.ps1
|
||||
cd C:\Tools\rclone
|
||||
.\Run-SpainRangeExportAndUpload-AllInOne.ps1
|
||||
```
|
||||
|
||||
Explicit date range:
|
||||
|
||||
```powershell
|
||||
.\Run-SpainExportAndUpload.ps1 -ExportMode Range -DateFilter LineRegistrationDate -FromDate "2026-06-02" -ToDate "2026-06-03"
|
||||
.\Run-SpainRangeExportAndUpload-AllInOne.ps1 -FromDate "2026-06-01" -ToDate "2026-06-04"
|
||||
```
|
||||
|
||||
Full export with upload:
|
||||
If rclone is in a non-standard location:
|
||||
|
||||
```powershell
|
||||
.\Run-SpainExportAndUpload.ps1 -ExportMode Full -Year 2025
|
||||
.\Run-SpainRangeExportAndUpload-AllInOne.ps1 -RcloneExe "C:\Tools\rclone\rclone\rclone.exe"
|
||||
```
|
||||
|
||||
If rclone is not in the PATH:
|
||||
Older two-file wrapper, only use if both scripts are present in the same folder:
|
||||
|
||||
```powershell
|
||||
.\Run-SpainExportAndUpload.ps1 -RcloneExe "C:\Tools\rclone\rclone.exe"
|
||||
.\Run-SpainExportAndUpload.ps1
|
||||
```
|
||||
|
||||
If the rclone remote has another name:
|
||||
This older wrapper requires:
|
||||
|
||||
```powershell
|
||||
.\Run-SpainExportAndUpload.ps1 -RcloneRemote "YOUR_REMOTE_NAME"
|
||||
```text
|
||||
Export-SageSpainSalesCsv.ps1
|
||||
Run-SpainExportAndUpload.ps1
|
||||
```
|
||||
|
||||
## What Gets Uploaded?
|
||||
@@ -194,7 +207,7 @@ Recommended daily run, for example at 02:00:
|
||||
```powershell
|
||||
$action = New-ScheduledTaskAction `
|
||||
-Execute "powershell.exe" `
|
||||
-Argument "-NoProfile -ExecutionPolicy Bypass -File C:\Trafag\SageSpain\Run-SpainExportAndUpload.ps1"
|
||||
-Argument "-NoProfile -ExecutionPolicy Bypass -File C:\Tools\rclone\Run-SpainRangeExportAndUpload-AllInOne.ps1"
|
||||
|
||||
$trigger = New-ScheduledTaskTrigger -Daily -At 02:00
|
||||
|
||||
@@ -210,7 +223,7 @@ If rclone is not in the PATH:
|
||||
```powershell
|
||||
$action = New-ScheduledTaskAction `
|
||||
-Execute "powershell.exe" `
|
||||
-Argument "-NoProfile -ExecutionPolicy Bypass -File C:\Trafag\SageSpain\Run-SpainExportAndUpload.ps1 -RcloneExe C:\Tools\rclone\rclone.exe"
|
||||
-Argument "-NoProfile -ExecutionPolicy Bypass -File C:\Tools\rclone\Run-SpainRangeExportAndUpload-AllInOne.ps1 -RcloneExe C:\Tools\rclone\rclone\rclone.exe"
|
||||
```
|
||||
|
||||
## Check After The Run
|
||||
@@ -239,7 +252,18 @@ https://trafagag.sharepoint.com/sites/WorldwideBIPlatform/Shared%20Documents/Imp
|
||||
`rclone: command not found`
|
||||
|
||||
- rclone is not in the PATH.
|
||||
- Use `-RcloneExe "C:\Tools\rclone\rclone.exe"`.
|
||||
- Use `-RcloneExe "C:\Tools\rclone\rclone.exe"` or `-RcloneExe "C:\Tools\rclone\rclone\rclone.exe"`.
|
||||
|
||||
`Export script not found`
|
||||
|
||||
- You started the older wrapper `Run-SpainExportAndUpload.ps1`.
|
||||
- For the single-file workflow start `Run-SpainRangeExportAndUpload-AllInOne.ps1`.
|
||||
|
||||
`CRITICAL: Can't set -v and --log-level`
|
||||
|
||||
- The server is running an old copy of the script that still contains `--verbose`.
|
||||
- Remove the line `--verbose \`` from the rclone `copy` block, or replace the file with the current all-in-one script.
|
||||
- The corrected upload block keeps `--log-level INFO` and does not use `--verbose`.
|
||||
|
||||
`directory not found`
|
||||
|
||||
|
||||
Reference in New Issue
Block a user