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Using the Jet Scheduler to Upload Reports to SharePoint


This article will walk you through the process that allows you to automatically upload information to SharePoint via a report emailed through the Jet Reports Scheduler.  To achieve this you will need to configure SharePoint to receive incoming emails and then create a Document Library that will take the information from the email and detach the file into the Library.

  1. Step one requires you to go into the SharePoint Server and go to the Central Administration section.  From there, click on Operations.  In the Incoming Email Settings, make sure the Enable Sites on the server to receive email? option is set to Yes.  Then make sure that the information in the Email server display address section is setup with your correct email server.

  2. Once this is set you will need to create a document library to store the files in.  Once this library has been created, go to the Settings section for this library and click on the Incoming Email Settings section.

    Again, you want to make sure that you have selected Yes under the Allow the document library to receive email section.  In the field below for E-Mail Address you need to specify the email address that the incoming emails will be sent to.

    Any emails that are sent to this address will be added to the Document Library and any attachment on these emails will be detached and added to this library.  When you are setting up the Jet Reports Scheduler to run the report you will need to go to the Advanced tab and click the radio button that says Email to addresses in a specified list.  Then you will want to insert the email address that you assigned to the Document Library into this field.

    When the scheduled report is run it will email to the Sharepoint server and then be placed in this document library.


Note: due to permissions updates (KB2836942 and KB2836943) for the Windows Task Scheduler published by Microsoft for Windows XP and higher, if you plan on using the Jet Scheduler with Jet Essentials 2012 R2 or earlier, you will need to start Excel by right clicking the Excel.exe file and choosing "Run as Administrator".  This method works with all stated versions of Windows except Windows Server 2003.

For Server 2003 and all versions of Jet Essentials, the only workaround for being able to access with Windows Scheduled tasks is to grant the individual Jet user full administrator rights.



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