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Copying a Excel Document to a Sharepoint Location

Hi All

Our client has tasked us to setup a SharePoint automation task whereby an Excel document is copied from one location (not necessarily a SharePoint library) to another location (That IS a SharePoint library) on a regular / weekly basis.

Our expertise with SharePoint is not that good - (but always happy to learn)

Can anyone please give us a solution / instruction of how we can do this.

Thank you
Andy Keen
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AndyKeen
Asked:
AndyKeen
1 Solution
 
Rainer JeschorCommented:
Hi,
that depends a little bit on which SharePoint version and edition you use and where the files are initially stored.
If this store is on the SharePoint server itself, then you might be able to use SharePoint Object Model code to upload / add the document; if it is a remote location then you might have to use SharePoint web service calls.

In general I would use either a small .Net console application which will be run by a scheduled task or a small service with a FileSystemWatcher component to check the "inbox" folder.

HTH
Rainer
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Ingeborg Hawighorst (Microsoft MVP / EE MVE)Microsoft MVP ExcelCommented:
Hello,

a SharePoint document library can be opened in Windows Explorer. You then have the full path to the document library and can use that to set up a job to do the copying to that path.

cheers, teylyn
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AndyKeenAuthor Commented:
Hi RainerJ

Thanks for the information - and sorry I forgot to advise what our client is using.

They have an SBS2011 system with the sharepoint version that comes with that OS.

The initial file is stored locally (on the sharepoint server) and will need to be 'deposited' locally.

If I used either the - 'SharePoint Object Model code to upload / add the document' or a small .Net console application which will be run by a scheduled task or a small service with a FileSystemWatcher component to check the "inbox" folder - do you have any reference documents allowing me to perform this function?

I am not sure if I was clear on this - but this needs to be a fully automated function in that the copying from one location to another needs to be automatic based on a 1 day in a week schedule - i.e. monday at 9.00am

Thank you.
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Jeffrey Kane - TechSoEasyPrincipal ConsultantCommented:
Is there a reason this document isn't being stored in a SharePoint library to begin with?

Jeff
TechSoEasy
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AndyKeenAuthor Commented:
Hi Jeff.

Thank for the help.

Indeed that is a valid question and I will find out - my client is an insurance company and as I understand it the document is sent to them / deposited into a specific location and needs to be copied from here to a sharepoint library.


But you do have a very valid question - please allow me to go away and find this info out and I will be back shortly.

Andy
Mersey-IT
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Jeffrey Kane - TechSoEasyPrincipal ConsultantCommented:
However the document is getting "deposited into a specific location" could just as easily be into SharePoint.  So I look forward to hearing back from you.

Jeff
TechSoEasy
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AndyKeenAuthor Commented:
Hi All.

This question has turned into something else - and quite different from the original brief.

I am sorry for the delay in updating you all but it has taken a while to get a better brief from my client.
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AndyKeenAuthor Commented:
The customers issue turned out to be something completely different and as such this orignal question was not valid.
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