Windows Automation Pipeline

This project automates a workflow that includes launching Refinitiv Workspace, processing Excel data, and uploading results to a web application.

Prerequisites

• Windows 11
• Python 3.8 or higher
• Refinitiv Workspace installed
• Google Chrome (for web automation)
• Excel with macro capabilities

Setup

1. Clone this repository to your local machine.

2. Create a virtual environment and activate it:

python -m venv venv
.\venv\Scripts\activate

3. Install required packages:

pip install -r requirements.txt

4. Copy .env.template to .env and fill in your credentials:

cp .env.template .env

5. Update the paths in config.py to match your system:

• REFINITIV_PATH
• EXCEL_MACRO_PATH
• Other paths as needed

Usage

1. Ensure all applications (Refinitiv Workspace, Excel) are closed before running the automation.

2. Run the automation:

python automation.py

The script will:

• Launch Refinitiv Workspace
• Run Excel macro for data processing
• Generate CSV output
• Upload results to web application
• Log all activities in automation_log.txt

Error Handling

• The script includes retry logic for all major operations
• Errors are logged to automation_log.txt
• Each operation will retry up to 3 times with exponential backoff

Scheduling

To schedule this automation:

1. Open Windows Task Scheduler
2. Create a new task
3. Set the trigger (time/frequency)
4. Action: Start a program
   • Program/script: python
   • Arguments: automation.py
   • Start in: [path-to-script-directory]

Troubleshooting

1. Check automation_log.txt for detailed error messages
2. Ensure all paths in config.py are correct
3. Verify web application credentials in .env
4. Confirm Refinitiv Workspace and Excel are properly installed

Support

For issues and questions, please check the logs first and then create an issue in the repository.