Data Relationship Management allows you to export information in a variety of formats to meet the different needs of each system and user. From the Export task on the Home page, you can create, open, and manage exports and books. You can open multiple exports in separate tabs, but only one export can be in focus at a time. You can also run exports from a selected data object being browsed.
Creating Exports
Data Relationship Management provides several export types to output data in different formats. The following table lists the export types for Data Relationship Management.
Note: Some clients may have more classes if they have custom export classes for their specific implementation.
Export Type
Hierarchy Export
Hierarchy Export XML
Generation Export
Compare Export
Output Formats
File, Database Table
File
File
File, Database Table
Description
Usage Frequency
Outputs a record for each node and its properties for hierarchies. This export can be used to create a parent-child type format or a basic list of hierarchy nodes.
High
Outputs nodes, their relationships, and properties from hierarchies in an XML format.
High
Creates a generation- or level-based format for nodes in hierarchies. Outputs a record for each node, its ancestor nodes, and their properties. This export type can be used to create a format where hierarchy relationships are represented as columns.
Medium
Compares two hierarchies and outputs a record for each node that met the comparison criteria. This export can be used to provide incremental changes to target systems.
Medium
Creating Exports 59
Description
Usage Frequency
Compares two hierarchies and outputs a record for each difference found. This export can be used for reporting incremental changes to users.
Low
Outputs a record for each node and its properties for an entire version. Hierarchy relationships and local properties are not available for this export type.
Medium
Outputs a record for each item in the list of values for a property definition. This is a special use case export type.
Low
Outputs a record for each key-value pair in the lookup table for a property definition. This is a special use case export type.
Low
Outputs a record for each item in the transaction log that met the filter criteria. This export can be used for audit purposes.
Medium
Outputs a record for each item in the merge log that met the filter criteria. This export is only applicable if the Merge feature is used.
Low
Export Type
Difference Export
Version Export
Property List Export
Property Lookup Export
Transaction Log Export
Merge Export
Creating Hierarchy Exports
When you create or open an export, it is displayed on a named tab.
The export wizard is used to define the parameters and criteria for the export. The wizard content is organized across Source, Style, Filters, Columns, and Target tabs to guide input. Although the wizard tabs are ordered to gather input in a sequence, you can navigate between any tabs.
ä To create a hierarchy export: 1 From the Data Relationship Management navigation bar, select Export.
2 Click . 3 Select Hierarchy as the export type. 4 Select the Source tab and select a version.
You can select Normal, Baseline, or As-Of versions. The Version list defaults to the Normal versions. To select a Baseline or As-Of version, click Normal under the Version list.
5 Click Add and select top nodes. Use the arrows to reposition the top nodes, which determine the export column order.
6 Select the Style tab and choose options: l Node Selection — Determines which node types (All Nodes, Limb Nodes Only, Leaf
Nodes Only) are included in the export
l Recurse from Top Node — Select to include output for all nodes below the top node. If cleared, only the top node is included (which is typically not the desired result).
l Include Inactive Nodes — Select to include inactive nodes in the export.
Output Formats
File
File, Database Table
File
File
File, Database Table
File
60 Working with Exports
l Include Implicitly Shared Nodes — Select to include descendant nodes below shared limb nodes that are explicitly shared. Implicit shared nodes are exported only if not filtered out by another option.
m If a query filter is used in the export, the administrator must explicitly include the shared nodes. For example, the filter (#Children=0) must be changed to ((#Children=0 OR (Shared Node Flag = True)).
m For the implicitly shared node, Parent properties reflect the values of the actual node (the primary node). For example, if your export includes the Parent Node property for an implicitly shared node, it will show the parent as the primary node.
l Remove Duplicates Based on Key — Select to use the primary key (defined on the Column Options tab) to suppress.
l Tabbed Output — Select to indent the nodes for each level of a hierarchy using tab characters to produce a structured output format.
7 In the Repeat Parameters section, choose options:
l Repeat Number Property — References a local, node-level, integer property that repeats a node within an export structure. For example, given an A-B-C parent-child hierarchy, if a Repeat Num Property has a value of 2 for node B and a value of 1 for nodes A and C, then the export looks like A,B,B,C (node B is repeated twice).
Note: When using Repeat Number Property , the value must be set to at least 1 for nodes to be included in the export results. Setting the Repeat Number Property default value to 1 is recommended.
l Bottom Level Property and Bottom Level Value — Determines the maximum depth of the export structure. This value can be defined as a hierarchy-level, integer property (Bottom Level Property) or as an absolute value (Bottom Level Value.)
If a bottom level is defined, the repeat options are enabled to automatically repeat nodes down to the defined level in the export structure. For example, for nodes A-B-C in a parent-child hierarchy, if the Bottom Level Value is defined as 6, node B has a Repeat Number Property value of 2, and the Repeat Bottom Node option is selected, then the export structure is A,B,B,C,C,C (the export structure is six levels deep, the leaf node C is repeated until level 6 is reached, and node B is repeated twice).
8 Select the Filter tab and select from these options: l From Validation, select a validation to use to filter the export.
l From Query, select a query to apply to the export or, to define a query, click .
l Use text file to include/exclude descendant nodes — Select if you have created a text file with nodes to be included or excluded from the export. The file format is a list of node names with one per line. Select a connection, enter a file name, and select whether to include or exclude the nodes from the export.
9 Select the Columns tab and from the Available list, select the properties to display as columns in the export results by moving them to the Selected list.
Creating Exports 61
Note: Use the Category list to select a property category to ease navigation. Tip: Use the arrows to position the column in the Selected list. The first item in the list is
the first column, the second item in the list is the second column, and so on.
10 Select the Column Options tab, and choose options:
11 12
l Pivot — If the field contains a comma-delimited value then, for each value in the list for that column, a row is exported with all other fields set to the same values. The Pivot option may be selected on one column.
l Skip Defaults — To place a blank in the export if the field value equals the default value of the property
l Primary Key — To define a field (or fields) as the primary key to be used when determining whether duplicates exist. (This is also used by the Remove Duplicates option on the Style tab).
Select the Target tab and choose where to export the results: Client File, Database Table, or Server File. Perform an action: l If you selected to export to a Client File, choose options:
m Column Headings — Includes column headings in the export.
m Quoted Strings — Puts quotation marks around strings in the export.
m Fixed Width — Allows you to specify field widths, left or right justification for the column, and number of pad characters. You can enter column information in the Fixed Width Option section.
m Character Encoding — To export the results as UTF8, ANSI, ASCII, UTF16BE, UTF16LE.
m Replace options — Select up to three characters from the lists to be replaced. All instances in the export are replaced as specified. For example, all commas can be replaced by tabs.
m Header/Footer — Add a line between the header/footer and the body or enter text to be printed on the header and footer of the export results. Enter lines of text into
the text box or click to open a text editor.
m Delimiter options — To select a field delimiter character and a record delimiter character.
l If you selected to export to a Database Table, you must set your connection and select the database table. You can also select from these options:
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Working with Exports
m
Clear table options
o Do Not Clear Table — Appends to data in the specified table.
o Clear Based on Version ID(s) — deletes data in the table where the specified key field equals the current version ID of the data being exported. If this option is selected, a Key field must be specified in the Database Column Options section. When the export is run, all data in the table is first deleted where the
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Click to save the export. Click to run the export.
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Key field equals the current version ID of the data being exported. For the other Clear Table options, the Key field is ignored.
Clear All Rows — Deletes data from the table before writing the export output.
m Use Transactions — The export is performed within a database transaction and allows the entire operation to be rolled back if an export error occurs.
m Use Fast Appends — Performs a bulk insert operation into the target database table for improved export performance. Only available with a database-specific connection.
m Database Column Options — Each column being exported must be mapped to a field in the external database table. Under Field Name, select the name of a field. If you selected Clear Based on Version ID(s), specify a Key field.
l If you selected to export to a Server File, you must set your connection and enter a file name. You can also select from these options:
m Column Headings — Includes column headings
m Quoted Strings — Puts quotation marks around strings
m Fixed Width — Allows you to specify field widths, left or right justification for the column, and number of pad characters. You can enter column information in the Fixed Width Option section.
m Character Encoding — To export the results as UTF8, ANSI, ASCII, UTF16BE, UTF16LE
m Replace options — Select up to three characters from the lists to be replaced. For example, commas can be replaced by tabs
m Header/Footer — Add a line between the header/footer and the body or enter text to be printed on the header and footer of the export results. Enter lines of text into
the text box or click to open a text editor.
m Delimiter options — To select a field delimiter character and a record delimiter character
13 Do either or both of the following:
Creating Hierarchy XML Exports
When you create or open an export, it is displayed on a named tab.
The export wizard is used to define the parameters and criteria for the export. The wizard content is organized across Source, Style, Filters, Columns, and Target tabs to guide input. Although the wizard tabs are ordered to gather input in a sequence, you can navigate between any tabs.
Creating Exports 63
ä To create a hierarchy XML export: 1 From the Data Relationship Management navigation bar, select Export.
2 Click . 3 Select Hierarchy XML as the export type. 4 On the Source tab, select a version.
You can select Normal, Baseline, or As-Of versions. The Version list defaults to the Normal versions. To select a Baseline or As-Of version, click Normal under the Version list.
5 Click Add and select top nodes. Use the arrows to reposition the top nodes, which determine the export column order.
6 Select the Style tab, and choose options: l Node Selection — Determines which node types (All Nodes, Limb Nodes Only, Leaf
Nodes Only) are included in the export
l Recurse from Top Node — Select to include output for all nodes below the top node. If cleared, only the top node is included in the export (which is typically not the desired result).
l Include Inactive Nodes — Select to include inactive nodes in the export. 7 Select the Filter tab and select from these options:
l From Validation, select a validation to apply to the export. l From Query, select a query to apply to the export or, to define a query, click .
l Use text file to include/exclude descendant nodes — Select if you have created a text file with nodes to be included or excluded from the export. The file format is a list of node names with one per line. Select a connection, enter a file name, and select whether to include or exclude the nodes from the export.
8 Select the Columns tab and from the Available list, select the properties to display as columns in the export results by moving them to the Selected list.
Note: Use the Category list to select a property category to make navigation of the Available list easier.
Tip: Use the arrows to position the column in the Selected list. The first item in the list is the first column, the second item in the list is the second column, and so on.
9 Select the Target tab and choose where to export the results: Client File or Server File. 10 Perform an action:
l If you selected to export to a Client File, go to the next step. l If you selected to export to a Server File, you must set your connection and enter a file
name.
11 Do either or both of the following:
64 Working with Exports
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Click to save the export. Click to run the export.
Creating Generation Exports
When you create or open an export, it is displayed on a named tab.
The export wizard is used to define the parameters and criteria for the export. The wizard content is organized across Source, Style, Filters, Columns, and Target tabs to guide input. Although the wizard tabs are ordered to gather input in a sequence, you can navigate between any tabs.
ä To create a generation export: 1 From the Data Relationship Management navigation bar, select Export.
2 Click . 3 Select Generation as the export type. 4 On the Source tab, select a version.
You can select Normal, Baseline, or As-Of versions. The Version list defaults to the Normal versions. To select a Baseline or As-Of version, click Normal under the Version list.
5 Click Add and select top nodes. Use the arrows to reposition the top nodes, which determine the export column order.
6 On the Style tab, select from these options: l Node Selection — Determines which node types (All Nodes, Limb Nodes Only, Leaf
Nodes Only) are included
l Recurse from Top Node — Select to include output for all nodes below the top node. If this option is not selected, then only the selected top node is (which is typically not the desired result).
l Include Inactive Nodes — Select to include inactive nodes.
l Include Implicitly Shared Nodes — Select to include descendant nodes below shared limb nodes that are explicitly shared. Implicit shared nodes are only exported if not filtered out by another option such as top node selection or a property query filter. The structure of implicitly shared nodes below a shared parent node is reflected in the ancestor section of the hierarchy export.
m If a query filter is used in the export, the administrator must explicitly include the shared nodes. For example, the filter (#Children=0) must be changed to ((#Children=0 OR (Shared Node Flag = True)).
m For the implicitly shared node, the Parent properties reflect the values of the actual node (the primary node). For example, if your export includes the Parent Node property for an implicitly shared node, it will show the parent as the primary node.
Creating Exports 65
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Root to Node — Select to set the export order (if not selected, the order is Node to Root.) For example, if node A is a parent to node B and this option is selected, then the output is A,B. Otherwise, with this box unchecked, it is B,A.
7 From Repeat Parameters, select from these options:
l Repeat Number Property — references a local, node-level, integer property that repeats a node within an export structure. For example, given an A-B-C parent-child hierarchy, if a Repeat Num Property has a value of 2 for node B and a value of 1 for nodes A and C, then the export looks like A,B,B,C (node B is repeated twice).
Note: When using Repeat Number Property , the value must be set to at least 1 for nodes to be included in the export results. Setting the Repeat Number Property default value to 1 is recommended.
l Bottom Level Property and Bottom Level Value — determine the maximum depth of the export structure. This value can be defined as a hierarchy-level, integer property (Bottom Level Property) or as an absolute value (Bottom Level Value.)
If a bottom level is defined, repeat options are enabled to automatically repeat nodes down to the defined level in the export structure. For example, for nodes A-B-C in a parent-child hierarchy, if the Bottom Level Value is defined as 6, node B has a Repeat Number Property value of 2, and the Repeat Bottom Node option is selected, then the export structure is A,B,B,C,C,C (the export structure is six levels deep, the leaf node C is repeated until level 6 is reached, and node B is repeated twice).
8 From Ancestor Options section, select from these options: l Max Ancestor Levels — Defines the maximum number of ancestor levels in the export
structure.
l Use Inverted Levels — The Oracle Essbase level methodology is used where the leaves are at 0 and count up. For a node that has multiple branches under it, the node is the largest of the possible values.
l Blank Repeated Levels — Prevents repeated nodes from appearing in the output. If cleared, a node may be repeated in the output to achieve the specified level.
l Group Repeated Columns — Repeated columns are grouped property in the ancestor columns.
9 Select the Filter tab and choose options: l From Validation, select a validation to apply to the export.
l From Query, select a query to apply to the export or, to define a query, click . Note: The inclusion filter determines the set of nodes to include in the results. The
exclusion filter restricts the nodes displayed as ancestor columns.
l Use text file to include/exclude descendant nodes — Select if you have created a text file with nodes to be included or excluded from the export. The file format is a list of node names with one per line. Select a connection, enter a file name, and select whether to include or exclude the nodes from the export.
66 Working with Exports
10 On the Columns tab, from the Column Set list, select one of the following options: l Pre Columns — properties to export at the beginning of each row l Bottom Node Columns — properties for the specified bottom node l Ancestor Columns — node properties for the ancestor list of the specified bottom node l Post Columns — properties to export at the end of each row
11 From the Available list, select the properties to display as columns in the export results by moving them to the Selected list.
Note: Use the Category list to select a property category to make navigation of the Available list easier.
Tip: Use the arrows to position the column in the Selected list. The first item in the list is the first column, the second item in the list is the second column, and so on.
12 Select the Column Options tab and choose options:
l Pivot — If the field contains a comma-delimited value, for each value in the list for that column, a row is exported with all other fields set to the same values. The Pivot option may be selected on one column.
l Skip Defaults — To place a blank in the export if the field value equals the default value of the property
l Primary Key — To define a field (or fields) as the primary key to be used when determining whether duplicates exist. This is also used by the Remove Duplicates option on the Style tab.
13 Select the Target tab and choose where to export the results: Client File or Server File. 14 Perform an action:
l If you selected to export to a Client File, choose options: m Column Headings — Includes column headings in the export m Quoted Strings — Puts quotation marks around strings
m Fixed Width — Allows you to specify field widths, left or right justification for the column, and number of pad characters. You can enter column information in the Fixed Width Option section.
m Character Encoding — To export the results as UTF8, ANSI, ASCII, UTF16BE, UTF16LE
m Replace options — Select up to three characters from the lists to be replaced. For example, commas can be replaced by tabs
m Header/Footer — Add a line between the header/footer and the body or enter text to be printed on the header and footer of the export results. Enter lines of text into
the text box or click to open a text editor.
Creating Exports 67
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Click to save the export. Click to run the export.
m
Delimiter options — To select a field delimiter character and a record delimiter character
l If you selected to export to a Server File, you must set your connection and enter a file name. You can also select from these options:
m Column Headings — Includes column headings
m Quoted Strings — Puts quotation marks around strings
m Fixed Width — Allows you to specify field widths, left or right justification for the column, and number of pad characters. You can enter column information in the Fixed Width Option section.
m Character Encoding — To export the results as UTF8, ANSI, ASCII, UTF16BE, UTF16LE
m Replace options — Select up to three characters from the lists to be replaced. For example, commas can be replaced by tabs
m Header/Footer — Add a line between the header/footer and the body or enter text to be printed on the header and footer of the export results. Enter lines of text into
the text box or click to open a text editor.
m Delimiter options — To select a field delimiter character and a record delimiter character
15 Do either or both of the following:
Creating Compare Exports
When you create or open an export, it is displayed on a named tab.
The export wizard is used to define the parameters and criteria for the export. The wizard content is organized across Source, Style, Filters, Columns, and Target tabs to guide input. Although the wizard tabs are ordered to gather input in a sequence, you can navigate between any tabs.
ä To create a compare export: 1 From the Data Relationship Management navigation bar, select Export.
2 Click . 3 Select Compare as the export type. 4 Select the Source tab and select versions, hierarchies, and top nodes to compare.
Note: You must select a top node for the current and previous versions.
68 Working with Exports
You can select Normal, Baseline, or As-Of versions. The Version list defaults to the Normal versions. To select a Baseline or As-Of version, click Normal under the Version list.
5 Select the Style tab and select from these options: l Node Selection — Determines node types (All Nodes, Limb Nodes Only, Leaf Nodes
Only) included in the export
l Join Property — By default, compares map nodes from each hierarchy that have the same name. You can also join nodes based on other properties. For example, if a property named SortCode has a unique key in the specified hierarchies, then this property is used to identify differences between nodes having the same SortCode in each hierarchy.
l Additions — Includes all nodes in the target (to) hierarchy that are not in the source (from) hierarchy.
l Deletions — Includes all nodes in the source (from) hierarchy that are not in the target (to) hierarchy.
l Merges — Includes merge information in the export (if the merge feature is enabled.) l Moves — Includes all nodes that have different parent nodes in the compared
hierarchies.
l Renames — Includes all nodes that have different names but the same internal NodeID in the compared hierarchies.
l Property Updates — Includes all nodes that have different values in the specified list of properties in the compared hierarchies. Select Edit to choose properties.
6 Select the Filter tab and choose options: l From Validation, select a validation to apply to the export.
l From Query, select a query to apply to the export or, to define a query, click . Note: The inclusion filter determines the set of nodes from each hierarchy to be
compared. The exclusion filter excludes nodes from export results.
7 On the Columns tab, from the Available list, select the properties to display as columns in the export results by moving them to the Selected list.
Note: Use the Category list to select a property category to ease navigation. Tip: Use the arrows to position the column in the Selected list. The first item in the list is
the first column, the second item in the list is the second column, and so on.
8 Select the Column Options tab and choose options:
l Pivot — If the field contains a comma-delimited value, for each value in the list for that column, a row is exported with all other fields set to the same values. The Pivot option may be selected on one column.
l Skip Defaults — To place a blank in the export if the field value equals the default value of the property
Creating Exports 69
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Primary Key — To define a field (or fields) as the primary key to be used when determining if duplicates exist
9 On the Target tab, from the Device list, select where to export the results: Client File, Database Table, or Server File.
10 Perform an action: l If you selected to export to a Client File, choose options:
m Column Headings — Includes column headings in the export
m Quoted Strings — Puts quotation marks around strings
m Fixed Width — Allows you to specify field widths, left or right justification for the column, and number of pad characters. You can enter column information in the Fixed Width Option section.
m Character Encoding — To export the results as UTF8, ANSI, ASCII, UTF16BE, UTF16LE
m Replace options — Select up to three characters from the lists to be replaced. For example, commas can be replaced by tabs
m Header/Footer — Add a line between the header/footer and the body or enter text to be printed on the header and footer of the export results. Enter lines of text into
the text box or click to open a text editor.
m Delimiter options — To select a field delimiter character and a record delimiter character
l If you selected to export to a Database Table, you must set your connection and select the database table. You can also select from these options:
m Clear table options
o Do Not Clear Table — Appends to data in the specified table.
o Clear Based on Version ID(s) — deletes data in the table where the specified key field equals the current version ID of the data being exported. If this option is selected, a Key field must be specified in the Database Column Options section. When the export is run, all data in the table is first deleted where the Key field equals the current version ID of the data being exported. For the other Clear Table options, the Key field is ignored.
o Clear All Rows — Deletes data from the table before writing the export output. m Use Transactions — The export is performed within a database transaction and
allows the entire operation to be rolled back if an export error occurs.
m Use Fast Appends — Performs a bulk insert operation into the target database table for improved export performance. Only available with a database-specific connection.
m Database Column Options — Each column being exported must be mapped to a field in the external database table. Under Field Name, select the name of a field. If you selected Clear Based on Version ID(s), specify a Key field.
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Working with Exports
l If you selected to export to a Server File, you must set your connection and enter a file name. You can also select from these options:
m Column Headings — Includes column headings
m Quoted Strings — Puts quotation marks around strings
m Fixed Width — Allows you to specify field widths, left or right justification for the column, and number of pad characters. You can enter column information in the Fixed Width Option section.
m Character Encoding — To export the results as UTF8, ANSI, ASCII, UTF16BE, UTF16LE
m Replace options — Select up to three characters from the lists to be replaced. For example, commas can be replaced by tabs
m Header/Footer — Add a line between the header/footer and the body or enter text to be printed on the header and footer of the export results. Enter lines of text into
the text box or click to open a text editor.
m Delimiter options — To select a field delimiter character and a record delimiter character
11 Do either or both of the following:
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Click to save the export. Click to run the export.
Creating Difference Exports
When you create or open an export, it is displayed on a named tab.
The export wizard is used to define the parameters and criteria for the export. The wizard content is organized across Source, Style, Filters, Columns, and Target tabs to guide input. Although the wizard tabs are ordered to gather input in a sequence, you can navigate between any tabs.
ä To create a difference export: 1 From the Data Relationship Management navigation bar, select Export.
2 Click . 3 Select Difference as the export type. 4 On the Source tab, select versions, hierarchies, and top nodes for which you want to export differences.
Note: You must select a top node for the current and previous versions.
You can select Normal, Baseline, or As-Of versions. The Version list defaults to the Normal versions. To select a Baseline or As-Of version, click Normal under the Version list.
Creating Exports 71
5 On the Style tab, select from these options: l Node Selection — Determines which node types (All Nodes, Limb Nodes Only, Leaf
Nodes Only) are included in the export
l Join Property — By default, compares map nodes from each hierarchy that have the same name. You can also join nodes based on other properties. For example, if a property named SortCode has a unique key in the specified hierarchies, then this property is used to identify differences between nodes having the same SortCode in each hierarchy.
l Include Summary — Includes summary of differences in the export result. l Additions — Includes all nodes in the target (to) hierarchy that are not in the source
(from) hierarchy.
l Deletions — Includes all nodes in the source (from) hierarchy that are not in the target (to) hierarchy.
l Merges — Includes merge information in the export (if the merge feature is enabled.) l Moves — Includes all nodes that have different parent nodes in the compared
hierarchies.
l Renames — Includes all nodes that have different names but the same internal NodeID in the compared hierarchies.
l Property Updates — Includes all nodes that have different values in the specified list of properties in the compared hierarchies. Click Edit to select properties.
6 Select the Filter tab and choose options: l From Validation, select a validation to apply to the export.
l From Query, select a query to apply to the export or, to define a query, click . Note: The inclusion filter determines the set of nodes from each hierarchy to be
compared.
7 On the Columns tab, from the Available list, select the properties to display as columns in the export results by moving them to the Selected list.
Note: Use the Category list to select a property category to ease navigation. Tip: Use the arrows to position the column in the Selected list. The first item in the list is
the first column, the second item in the list is the second column, and so on.
8 Select the Column Options tab and choose options:
l Pivot — If the field contains a comma-delimited value, for each value in the list for that column, a row is exported with all other fields set to the same values. The Pivot option may be selected on one column.
l Skip Defaults — To place a blank in the export if the field value equals the default value of the property
72 Working with Exports
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Primary Key — To define a field (or fields) as the primary key to be used when determining if duplicates exist
9 On the Target tab, from the Device list, select where to export the results: Client File or Server File. 10 Perform an action:
l If you selected to export to a Client File, choose options: m Column Headings — Includes column headings in the export. m Quoted Strings — Puts quotation marks around strings in the export.
m Fixed Width — Allows you to specify field widths, left or right justification for the column, and number of pad characters. You can enter column information in the Fixed Width Option section.
m Character Encoding — To export the results as UTF8, ANSI, ASCII, UTF16BE, UTF16LE.
m Replace options — Select up to three characters from the lists to be replaced. All instances in the export are replaced as specified. For example, all commas can be replaced by tabs.
m Header/Footer — Add a line between the header/footer and the body or enter text to be printed on the header and footer of the export results. Enter lines of text into
the text box or click to open a text editor.
m Delimiter options — To select a field delimiter character and a record delimiter character.
l If you selected to export to a Server File, you must set your connection and enter a file name. You can also select from these options:
m Column Headings — Includes column headings
m Quoted Strings — Puts quotation marks around strings
m Fixed Width — Allows you to specify field widths, left or right justification for the column, and number of pad characters. You can enter column information in the Fixed Width Option section.
m Character Encoding — To export the results as UTF8, ANSI, ASCII, UTF16BE, UTF16LE
m Replace options — Select up to three characters from the lists to be replaced. For example, commas can be replaced by tabs
m Header/Footer — Add a line between the header/footer and the body or enter text to be printed on the header and footer of the export results. Enter lines of text into
the text box or click to open a text editor.
m Delimiter options — To select a field delimiter character and a record delimiter character
11 Do either or both of the following:
Creating Exports 73
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Click to save the export. Click to run the export.
Creating Version Exports
When you create or open an export, it is displayed on a named tab.
The export wizard is used to define the parameters and criteria for the export. The wizard content is organized across Source, Style, Filters, Columns, and Target tabs to guide input. Although the wizard tabs are ordered to gather input in a sequence, you can navigate between any tabs.
ä To create a version export: 1 From the Data Relationship Management navigation bar, select Export.
2 Click . 3 Select Version as the export type. 4 Select the Source tab and choose a version.
You can select Normal, Baseline, or As-Of versions. The Version list defaults to the Normal versions. To select a Baseline or As-Of version, click Normal under the Version list.
5 Select the Style tab and choose options: l Node Selection — Determines which types of nodes (All Nodes, Limb Nodes Only, Leaf
Nodes Only) are included in the export
l Include Implicitly Shared Nodes — Select to include descendant nodes below shared limb nodes that are explicitly shared. Implicit shared nodes are exported only if not filtered out by another option such as top node selection or a property query filter. The structure of implicitly shared nodes below a shared parent node is reflected in the ancestor section of the hierarchy export.
m If a query filter is used in the export, the administrator must explicitly include the shared nodes. For example, the filter (#Children=0) must be changed to ((#Children=0 OR (Shared Node Flag = True)).
m For the implicitly shared node, the Parent properties reflect the values of the actual node (the primary node). For example, if your export includes the Parent Node property for an implicitly shared node, it will show the parent as the primary node.
6 Select the Filter tab and choose options: l From Validation, select a validation to apply to the export.
l From Query, select a query to apply to the export or, to define a query, click . Note: The inclusion filter determines the set of nodes from each hierarchy that will be
compared.
74 Working with Exports
7 On the Columns tab, from the Available list, select the properties to display as columns in the export results by moving them to the Selected list.
Note: Use the Category list to select a property category to ease navigation. Tip: Use the arrows to position the column in the Selected list. The first item in the list is
the first column, the second item in the list is the second column, and so on.
8 On the Target tab, from the Device list, select where to export the results: Client File, Database Table, or Server File.
9 Perform an action: l If you selected to export to a Client File, choose options:
m Column Headings — Includes column headings in the export
m Quoted Strings — Puts quotation marks around strings
m Fixed Width — Allows you to specify field widths, left or right justification for the column, and number of pad characters. You can enter column information in the Fixed Width Option section.
m Character Encoding — To export the results as UTF8, ANSI, ASCII, UTF16BE, UTF16LE
m Replace options — Select up to three characters from the lists to be replaced. For example, commas can be replaced by tabs
m Header/Footer — Add a line between the header/footer and the body or enter text to be printed on the header and footer of the export results. Enter lines of text into
the text box or click to open a text editor.
m Delimiter options — To select a field delimiter character and a record delimiter character
l If you selected to export to a Database Table, you must set your connection and select the database table. You can also select from these options:
m Clear table options
o Do Not Clear Table — Appends to data in the specified table.
o Clear Based on Version ID(s) — deletes data in the table where the specified key field equals the current version ID of the data being exported. If this option is selected, a Key field must be specified in the Database Column Options section. When the export is run, all data in the table is first deleted where the Key field equals the current version ID of the data being exported. For the other Clear Table options, the Key field is ignored.
o Clear All Rows — Deletes data from the table before writing the export output.
m Use Transactions — The export is performed within a database transaction and allows the entire operation to be rolled back if an export error occurs.
Creating Exports 75
m Use Fast Appends — Performs a bulk insert operation into the target database table for improved export performance. Only available with a database-specific connection.
m Database Column Options — Each column being exported must be mapped to a field in the external database table. Under Field Name, select the name of a field. If you selected Clear Based on Version ID(s), specify a Key field.
l If you selected to export to a Server File, you must set your connection and enter a file name. You can also select from these options:
m Column Headings — Includes column headings
m Quoted Strings — Puts quotation marks around strings
m Fixed Width — Allows you to specify field widths, left or right justification for the column, and number of pad characters. You can enter column information in the Fixed Width Option section.
m Character Encoding — To export the results as UTF8, ANSI, ASCII, UTF16BE, UTF16LE
m Replace options — Select up to three characters from the lists to be replaced. For example, commas can be replaced by tabs
m Header/Footer — Add a line between the header/footer and the body or enter text to be printed on the header and footer of the export results. Enter lines of text into
the text box or click to open a text editor.
m Delimiter options — To select a field delimiter character and a record delimiter character
10 Do either or both of the following:
l
l
Click to save the export. Click to run the export.
Creating Property List Exports
When you create or open an export, it is displayed on a named tab.
The export wizard is used to define the parameters and criteria for the export. The wizard content is organized across Source and Target tabs to guide input. Although the wizard tabs are ordered to gather input in a sequence, you can navigate between any tabs.
ä
1
2 3
To create a property list export:
From the Data Relationship Management navigation bar, select Export. Click .
Select Property List as the export type.
76
Working with Exports
4 Select the Source tab and choose a version. You can select Normal, Baseline, or As-Of versions. The Version list defaults to the Normal
versions. To select a Baseline or As-Of version, click Normal under the Version list.
Note: Even though the results are not filtered by version, for this release you must select a version.
5 From the Available list, select a property upon which to base the export. 6 Select the Target tab and choose where to export the results: Client File or Server File. 7 Perform an action:
l If you selected to export to a Client File, choose options:
m
m
Quoted Strings — Puts quotation marks around strings
Column Headings — Includes column headings
l If you selected to export to a Server File, you must set your connection and enter a file name. You can also select from these options:
m
m
Quoted Strings — Puts quotation marks around strings
Column Headings — Includes column headings
8 Do either or both of the following:
l
l
Click to save the export. Click to run the export.
Creating Property Lookup Exports
When you create or open an export, it is displayed on a named tab.
The export wizard is used to define the parameters and criteria for the export. The wizard content is organized across Source, Style, Columns, and Target tabs to guide input. Although the wizard tabs are ordered to gather input in a sequence, you can navigate between any tabs.
ä To create a property lookup export: 1 From the Data Relationship Management navigation bar, select Export.
2 Click . 3 Select Property Lookup as the export type. 4 Select the Source tab and choose a version.
You can select Normal, Baseline, or As-Of versions. The Version list defaults to the Normal versions. To select a Baseline or As-Of version, click Normal under the Version list.
Note: Even though the results are not filtered by version, for this release you must select a version.
Creating Exports 77
5 From the Available list, select a property upon which to base the export. 6 Optional: Select the Style tab, and choose Differences Only to filter out lookup pairs where the Lookup
Key and Result Value are the same. 7 Select the Columns tab and choose the columns for the export.
Only two columns are available because the Lookup Key and the Result Value are the only relevant columns for this export type.
Tip: Use the arrows to position the column in the Selected list. The first item in the list is the first column, the second item in the list is the second column, and so on.
8 On the Target tab, from the Device list, select the location to which you want to export the results: Client File or Server File.
9 Perform an action: l If you selected to export to a Client File, choose options:
m Column Headings — Includes column headings in the export
m Quoted Strings — Puts quotation marks around strings
m Fixed Width — Allows you to specify field widths, left or right justification for the column, and number of pad characters. You can enter column information in the Fixed Width Option section.
m Character Encoding — To export the results as UTF8, ANSI, ASCII, UTF16BE, UTF16LE
m Replace options — Select up to three characters from the lists to be replaced. For example, commas can be replaced by tabs
m Header/Footer — Add a line between the header/footer and the body or enter text to be printed on the header and footer of the export results. Enter lines of text into
the text box or click to open a text editor.
m Delimiter options — To select a field delimiter character and a record delimiter character
l If you selected to export to a Server File, you must set your connection and enter a file name. You can also select from these options:
m Column Headings — Includes column headings
m Quoted Strings — Puts quotation marks around strings
m Fixed Width — Allows you to specify field widths, left or right justification for the column, and number of pad characters. You can enter column information in the Fixed Width Option section.
m Character Encoding — To export the results as UTF8, ANSI, ASCII, UTF16BE, UTF16LE
m Replace options — Select up to three characters from the lists to be replaced. For example, commas can be replaced by tabs
78 Working with Exports
m Header/Footer — Add a line between the header/footer and the body or enter text to be printed on the header and footer of the export results. Enter lines of text into
the text box or click to open a text editor.
m Delimiter options — To select a field delimiter character and a record delimiter character
10 Do either or both of the following:
l
l
Click to save the export. Click to run the export.
Creating Transaction Log Exports
When you create or open an export, it is displayed on a named tab.
The export wizard is used to define the parameters and criteria for the export. The wizard content is organized across Source, Filters, Columns, and Target tabs to guide input. Although the wizard tabs are ordered to gather input in a sequence, you can navigate between any tabs.
ä To create a transaction log export: 1 From the Data Relationship Management navigation bar, select Export.
2 Click . 3 Select Transaction Log as the export type. 4 Select the Source tab and choose a version.
You can select Normal, Baseline, or As-Of versions. The Version list defaults to the Normal versions. To select a Baseline or As-Of version, click Normal under the Version list.
Note: You can also select the Run Export for All Versions option.
5 To select hierarchies and nodes for the export, click . 6 Select the Filter tab and choose options:
l Levels — Click l Actions — Click l Properties — Click l Users — Click
to specify levels. to specify transaction log action types.
to specify a list of properties. to specify users.
Creating Exports 79
l Include Child Nodes — Select to include child nodes.
l Include Shared Nodes — Select to include shared nodes
l From/To Date — Select to specify a date range
l From/To Transaction — Select to specify a range of transaction IDs.
l Filter to Current Session — Filter transactions to those performed during the current session.
7 On the Columns tab, select the columns for the export. Tip: Use the arrows to position the column in the Selected list. The first item in the list is
the first column, the second item in the list is the second column, and so on.
8 On the Target tab, from the Device list, select the location to which you want to export the results: Client File Database Table, or Server File.
9 Perform an action: l If you selected to export to a Client File, choose options:
m Column Headings — Includes column headings in the export
m Quoted Strings — Puts quotation marks around strings
m Fixed Width — Allows you to specify field widths, left or right justification for the column, and number of pad characters. You can enter column information in the Fixed Width Option section.
m Character Encoding — To export the results as UTF8, ANSI, ASCII, UTF16BE, UTF16LE
m Replace options — Select up to three characters from the lists to be replaced. For example, commas can be replaced by tabs
m Header/Footer — Add a line between the header/footer and the body or enter text to be printed on the header and footer of the export results. Enter lines of text into
the text box or click to open a text editor.
m Delimiter options — To select a field delimiter character and a record delimiter character
l If you selected to export to a Database Table, you must set your connection and select the database table. You can also select from these options:
m
Clear table options
o Do Not Clear Table — Appends to data in the specified table.
o Clear Based on Version ID(s) — deletes data in the table where the specified key field equals the current version ID of the data being exported. If this option is selected, a Key field must be specified in the Database Column Options section. When the export is run, all data in the table is first deleted where the Key field equals the current version ID of the data being exported. For the other Clear Table options, the Key field is ignored.
80 Working with Exports
Clear All Rows — Deletes data from the table before writing the export output.
m Use Transactions — The export is performed within a database transaction and allows the entire operation to be rolled back if an export error occurs.
m Use Fast Appends — Performs a bulk insert operation into the target database table for improved export performance. Only available with a database-specific connection.
m Database Column Options — Each column being exported must be mapped to a field in the external database table. Under Field Name, select the name of a field. If you selected Clear Based on Version ID(s), specify a Key field.
l If you selected to export to a Server File, you must set your connection and enter a file name. You can also select from these options:
m Column Headings — Includes column headings
m Quoted Strings — Puts quotation marks around strings
m Fixed Width — Allows you to specify field widths, left or right justification for the column, and number of pad characters. You can enter column information in the Fixed Width Option section.
m Character Encoding — To export the results as UTF8, ANSI, ASCII, UTF16BE, UTF16LE
m Replace options — Select up to three characters from the lists to be replaced. For example, commas can be replaced by tabs
m Header/Footer — Add a line between the header/footer and the body or enter text to be printed on the header and footer of the export results. Enter lines of text into
the text box or click to open a text editor.
m Delimiter options — To select a field delimiter character and a record delimiter character
10 Do either or both of the following:
l
l
Click to save the export. Click to run the export.
o
Creating Merge Log Exports
When you create or open an export, it is displayed on a named tab.
The export wizard is used to define the parameters and criteria for the export. The wizard content is organized across Source, Filters, Columns, and Target tabs to guide input. Although the wizard tabs are ordered to gather input in a sequence, you can navigate between any tabs.
ä To create a merge log export: 1 From the Data Relationship Management navigation bar, select Export.
Creating Exports 81
2 Click . 3 Select Merge Log as the export type. 4 On the Source tab, select a version.
You can select Normal, Baseline, or As-Of versions. The Version list defaults to the Normal versions. To select a Baseline or As-Of version, click Normal under the Version list.
5 On the Filter tab, select from these options: l Begin/End Dates — Set the beginning and ending date for the export l Deleted Node — Enter name of deleted nodes.
l Merge Node — Click to specify a merge node l User — Select a user l Status — Select a status
6 On the Columns tab, select the columns for the export. Tip: Use the arrows to position the column in the Selected list. The first item in the list is
the first column, the second item in the list is the second column, and so on.
7 On the Target tab, from the Device list, select the location to which you want to export the results: Client File or Server File.
8 Perform an action: l If you selected to export to a Client File, choose options:
m Column Headings — Includes column headings in the export
m Quoted Strings — Puts quotation marks around strings
m Fixed Width — Allows you to specify field widths, left or right justification for the column, and number of pad characters. You can enter column information in the Fixed Width Option section.
m Character Encoding — To export the results as UTF8, ANSI, ASCII, UTF16BE, UTF16LE
m Replace options — Select up to three characters from the lists to be replaced. For example, commas can be replaced by tabs
m Header/Footer — Add a line between the header/footer and the body or enter text to be printed on the header and footer of the export results. Enter lines of text into
the text box or click to open a text editor.
m Delimiter options — To select a field delimiter character and a record delimiter character
l If you selected to export to a Server File, you must set your connection and enter a file name. You can also select from these options:
m
Column Headings — Includes column headings
82 Working with Exports
9
m Quoted Strings — Puts quotation marks around strings
m Fixed Width — Allows you to specify field widths, left or right justification for the column, and number of pad characters. You can enter column information in the Fixed Width Option section.
m Character Encoding — To export the results as UTF8, ANSI, ASCII, UTF16BE, UTF16LE
m Replace options — Select up to three characters from the lists to be replaced. For example, commas can be replaced by tabs
m Header/Footer — Add a line between the header/footer and the body or enter text to be printed on the header and footer of the export results. Enter lines of text into
the text box or click to open a text editor.
m Delimiter options — To select a field delimiter character and a record delimiter character
Do either or both of the following:
l
l
Click to save the export. Click to run the export.
Creating Export Books
Saved exports can be grouped and run together in Export Books. This enables a set of commonly used exports to be executed with one action rather than individually.
Note: Book exports cannot reference multiple versions. All exports for a book must reference the same version.
ä To create an export book: 1 From the Data Relationship Management navigation bar, select Export.
2 Click . 3 Select the Source tab and choose a version from which to select exports for the book.
Note: All exports for a book must reference the same version. 4 From Object Access, select an access type for the book: User, Standard or System. 5 Select exports from the Available list and move them to the Selected list to include them in the book.
Note: You can use the Export Type list to filter the list of available exports.
6 Optional: If the output is to be combined, select the Target tab, select Combine Export Output and specify the device (combined file), connection and file names.
Creating Export Books 83
Pre File and Post File can be used to specify data that is prepended and appended to the combined output file.
Note: When a book contains both exports configured to output to a file and some configured to output to a database table, the Combine option affects only the exports that are writing to files.
7 Click to save the export book.
Running, Copying, and Deleting Exports
You can run, copy, and delete exports. You must open an export before you can run it. ä To run an export:
1 On the Export tab, select an export. 2 Click . 3 Click the tabs to modify the export parameters, and then click to run the export.
ä To copy an export:
1 On the Export tab, select an export.
2 From Exports select Copy.
3 Enter a new name and description for the export.
4 From Object Access Level, select User, Standard, or System (depending on the role of the user) and click OK.
ä To delete an export: 1 On the Export tab, select an export. 2 From Exports, select Delete.
Creating Exports
Data Relationship Management provides several export types to output data in different formats. The following table lists the export types for Data Relationship Management.
Note: Some clients may have more classes if they have custom export classes for their specific implementation.
Export Type
Hierarchy Export
Hierarchy Export XML
Generation Export
Compare Export
Output Formats
File, Database Table
File
File
File, Database Table
Description
Usage Frequency
Outputs a record for each node and its properties for hierarchies. This export can be used to create a parent-child type format or a basic list of hierarchy nodes.
High
Outputs nodes, their relationships, and properties from hierarchies in an XML format.
High
Creates a generation- or level-based format for nodes in hierarchies. Outputs a record for each node, its ancestor nodes, and their properties. This export type can be used to create a format where hierarchy relationships are represented as columns.
Medium
Compares two hierarchies and outputs a record for each node that met the comparison criteria. This export can be used to provide incremental changes to target systems.
Medium
Creating Exports 59
Description
Usage Frequency
Compares two hierarchies and outputs a record for each difference found. This export can be used for reporting incremental changes to users.
Low
Outputs a record for each node and its properties for an entire version. Hierarchy relationships and local properties are not available for this export type.
Medium
Outputs a record for each item in the list of values for a property definition. This is a special use case export type.
Low
Outputs a record for each key-value pair in the lookup table for a property definition. This is a special use case export type.
Low
Outputs a record for each item in the transaction log that met the filter criteria. This export can be used for audit purposes.
Medium
Outputs a record for each item in the merge log that met the filter criteria. This export is only applicable if the Merge feature is used.
Low
Export Type
Difference Export
Version Export
Property List Export
Property Lookup Export
Transaction Log Export
Merge Export
Creating Hierarchy Exports
When you create or open an export, it is displayed on a named tab.
The export wizard is used to define the parameters and criteria for the export. The wizard content is organized across Source, Style, Filters, Columns, and Target tabs to guide input. Although the wizard tabs are ordered to gather input in a sequence, you can navigate between any tabs.
ä To create a hierarchy export: 1 From the Data Relationship Management navigation bar, select Export.
2 Click . 3 Select Hierarchy as the export type. 4 Select the Source tab and select a version.
You can select Normal, Baseline, or As-Of versions. The Version list defaults to the Normal versions. To select a Baseline or As-Of version, click Normal under the Version list.
5 Click Add and select top nodes. Use the arrows to reposition the top nodes, which determine the export column order.
6 Select the Style tab and choose options: l Node Selection — Determines which node types (All Nodes, Limb Nodes Only, Leaf
Nodes Only) are included in the export
l Recurse from Top Node — Select to include output for all nodes below the top node. If cleared, only the top node is included (which is typically not the desired result).
l Include Inactive Nodes — Select to include inactive nodes in the export.
Output Formats
File
File, Database Table
File
File
File, Database Table
File
60 Working with Exports
l Include Implicitly Shared Nodes — Select to include descendant nodes below shared limb nodes that are explicitly shared. Implicit shared nodes are exported only if not filtered out by another option.
m If a query filter is used in the export, the administrator must explicitly include the shared nodes. For example, the filter (#Children=0) must be changed to ((#Children=0 OR (Shared Node Flag = True)).
m For the implicitly shared node, Parent properties reflect the values of the actual node (the primary node). For example, if your export includes the Parent Node property for an implicitly shared node, it will show the parent as the primary node.
l Remove Duplicates Based on Key — Select to use the primary key (defined on the Column Options tab) to suppress.
l Tabbed Output — Select to indent the nodes for each level of a hierarchy using tab characters to produce a structured output format.
7 In the Repeat Parameters section, choose options:
l Repeat Number Property — References a local, node-level, integer property that repeats a node within an export structure. For example, given an A-B-C parent-child hierarchy, if a Repeat Num Property has a value of 2 for node B and a value of 1 for nodes A and C, then the export looks like A,B,B,C (node B is repeated twice).
Note: When using Repeat Number Property , the value must be set to at least 1 for nodes to be included in the export results. Setting the Repeat Number Property default value to 1 is recommended.
l Bottom Level Property and Bottom Level Value — Determines the maximum depth of the export structure. This value can be defined as a hierarchy-level, integer property (Bottom Level Property) or as an absolute value (Bottom Level Value.)
If a bottom level is defined, the repeat options are enabled to automatically repeat nodes down to the defined level in the export structure. For example, for nodes A-B-C in a parent-child hierarchy, if the Bottom Level Value is defined as 6, node B has a Repeat Number Property value of 2, and the Repeat Bottom Node option is selected, then the export structure is A,B,B,C,C,C (the export structure is six levels deep, the leaf node C is repeated until level 6 is reached, and node B is repeated twice).
8 Select the Filter tab and select from these options: l From Validation, select a validation to use to filter the export.
l From Query, select a query to apply to the export or, to define a query, click .
l Use text file to include/exclude descendant nodes — Select if you have created a text file with nodes to be included or excluded from the export. The file format is a list of node names with one per line. Select a connection, enter a file name, and select whether to include or exclude the nodes from the export.
9 Select the Columns tab and from the Available list, select the properties to display as columns in the export results by moving them to the Selected list.
Creating Exports 61
Note: Use the Category list to select a property category to ease navigation. Tip: Use the arrows to position the column in the Selected list. The first item in the list is
the first column, the second item in the list is the second column, and so on.
10 Select the Column Options tab, and choose options:
11 12
l Pivot — If the field contains a comma-delimited value then, for each value in the list for that column, a row is exported with all other fields set to the same values. The Pivot option may be selected on one column.
l Skip Defaults — To place a blank in the export if the field value equals the default value of the property
l Primary Key — To define a field (or fields) as the primary key to be used when determining whether duplicates exist. (This is also used by the Remove Duplicates option on the Style tab).
Select the Target tab and choose where to export the results: Client File, Database Table, or Server File. Perform an action: l If you selected to export to a Client File, choose options:
m Column Headings — Includes column headings in the export.
m Quoted Strings — Puts quotation marks around strings in the export.
m Fixed Width — Allows you to specify field widths, left or right justification for the column, and number of pad characters. You can enter column information in the Fixed Width Option section.
m Character Encoding — To export the results as UTF8, ANSI, ASCII, UTF16BE, UTF16LE.
m Replace options — Select up to three characters from the lists to be replaced. All instances in the export are replaced as specified. For example, all commas can be replaced by tabs.
m Header/Footer — Add a line between the header/footer and the body or enter text to be printed on the header and footer of the export results. Enter lines of text into
the text box or click to open a text editor.
m Delimiter options — To select a field delimiter character and a record delimiter character.
l If you selected to export to a Database Table, you must set your connection and select the database table. You can also select from these options:
62
Working with Exports
m
Clear table options
o Do Not Clear Table — Appends to data in the specified table.
o Clear Based on Version ID(s) — deletes data in the table where the specified key field equals the current version ID of the data being exported. If this option is selected, a Key field must be specified in the Database Column Options section. When the export is run, all data in the table is first deleted where the
l
l
Click to save the export. Click to run the export.
o
Key field equals the current version ID of the data being exported. For the other Clear Table options, the Key field is ignored.
Clear All Rows — Deletes data from the table before writing the export output.
m Use Transactions — The export is performed within a database transaction and allows the entire operation to be rolled back if an export error occurs.
m Use Fast Appends — Performs a bulk insert operation into the target database table for improved export performance. Only available with a database-specific connection.
m Database Column Options — Each column being exported must be mapped to a field in the external database table. Under Field Name, select the name of a field. If you selected Clear Based on Version ID(s), specify a Key field.
l If you selected to export to a Server File, you must set your connection and enter a file name. You can also select from these options:
m Column Headings — Includes column headings
m Quoted Strings — Puts quotation marks around strings
m Fixed Width — Allows you to specify field widths, left or right justification for the column, and number of pad characters. You can enter column information in the Fixed Width Option section.
m Character Encoding — To export the results as UTF8, ANSI, ASCII, UTF16BE, UTF16LE
m Replace options — Select up to three characters from the lists to be replaced. For example, commas can be replaced by tabs
m Header/Footer — Add a line between the header/footer and the body or enter text to be printed on the header and footer of the export results. Enter lines of text into
the text box or click to open a text editor.
m Delimiter options — To select a field delimiter character and a record delimiter character
13 Do either or both of the following:
Creating Hierarchy XML Exports
When you create or open an export, it is displayed on a named tab.
The export wizard is used to define the parameters and criteria for the export. The wizard content is organized across Source, Style, Filters, Columns, and Target tabs to guide input. Although the wizard tabs are ordered to gather input in a sequence, you can navigate between any tabs.
Creating Exports 63
ä To create a hierarchy XML export: 1 From the Data Relationship Management navigation bar, select Export.
2 Click . 3 Select Hierarchy XML as the export type. 4 On the Source tab, select a version.
You can select Normal, Baseline, or As-Of versions. The Version list defaults to the Normal versions. To select a Baseline or As-Of version, click Normal under the Version list.
5 Click Add and select top nodes. Use the arrows to reposition the top nodes, which determine the export column order.
6 Select the Style tab, and choose options: l Node Selection — Determines which node types (All Nodes, Limb Nodes Only, Leaf
Nodes Only) are included in the export
l Recurse from Top Node — Select to include output for all nodes below the top node. If cleared, only the top node is included in the export (which is typically not the desired result).
l Include Inactive Nodes — Select to include inactive nodes in the export. 7 Select the Filter tab and select from these options:
l From Validation, select a validation to apply to the export. l From Query, select a query to apply to the export or, to define a query, click .
l Use text file to include/exclude descendant nodes — Select if you have created a text file with nodes to be included or excluded from the export. The file format is a list of node names with one per line. Select a connection, enter a file name, and select whether to include or exclude the nodes from the export.
8 Select the Columns tab and from the Available list, select the properties to display as columns in the export results by moving them to the Selected list.
Note: Use the Category list to select a property category to make navigation of the Available list easier.
Tip: Use the arrows to position the column in the Selected list. The first item in the list is the first column, the second item in the list is the second column, and so on.
9 Select the Target tab and choose where to export the results: Client File or Server File. 10 Perform an action:
l If you selected to export to a Client File, go to the next step. l If you selected to export to a Server File, you must set your connection and enter a file
name.
11 Do either or both of the following:
64 Working with Exports
l
l
Click to save the export. Click to run the export.
Creating Generation Exports
When you create or open an export, it is displayed on a named tab.
The export wizard is used to define the parameters and criteria for the export. The wizard content is organized across Source, Style, Filters, Columns, and Target tabs to guide input. Although the wizard tabs are ordered to gather input in a sequence, you can navigate between any tabs.
ä To create a generation export: 1 From the Data Relationship Management navigation bar, select Export.
2 Click . 3 Select Generation as the export type. 4 On the Source tab, select a version.
You can select Normal, Baseline, or As-Of versions. The Version list defaults to the Normal versions. To select a Baseline or As-Of version, click Normal under the Version list.
5 Click Add and select top nodes. Use the arrows to reposition the top nodes, which determine the export column order.
6 On the Style tab, select from these options: l Node Selection — Determines which node types (All Nodes, Limb Nodes Only, Leaf
Nodes Only) are included
l Recurse from Top Node — Select to include output for all nodes below the top node. If this option is not selected, then only the selected top node is (which is typically not the desired result).
l Include Inactive Nodes — Select to include inactive nodes.
l Include Implicitly Shared Nodes — Select to include descendant nodes below shared limb nodes that are explicitly shared. Implicit shared nodes are only exported if not filtered out by another option such as top node selection or a property query filter. The structure of implicitly shared nodes below a shared parent node is reflected in the ancestor section of the hierarchy export.
m If a query filter is used in the export, the administrator must explicitly include the shared nodes. For example, the filter (#Children=0) must be changed to ((#Children=0 OR (Shared Node Flag = True)).
m For the implicitly shared node, the Parent properties reflect the values of the actual node (the primary node). For example, if your export includes the Parent Node property for an implicitly shared node, it will show the parent as the primary node.
Creating Exports 65
l
Root to Node — Select to set the export order (if not selected, the order is Node to Root.) For example, if node A is a parent to node B and this option is selected, then the output is A,B. Otherwise, with this box unchecked, it is B,A.
7 From Repeat Parameters, select from these options:
l Repeat Number Property — references a local, node-level, integer property that repeats a node within an export structure. For example, given an A-B-C parent-child hierarchy, if a Repeat Num Property has a value of 2 for node B and a value of 1 for nodes A and C, then the export looks like A,B,B,C (node B is repeated twice).
Note: When using Repeat Number Property , the value must be set to at least 1 for nodes to be included in the export results. Setting the Repeat Number Property default value to 1 is recommended.
l Bottom Level Property and Bottom Level Value — determine the maximum depth of the export structure. This value can be defined as a hierarchy-level, integer property (Bottom Level Property) or as an absolute value (Bottom Level Value.)
If a bottom level is defined, repeat options are enabled to automatically repeat nodes down to the defined level in the export structure. For example, for nodes A-B-C in a parent-child hierarchy, if the Bottom Level Value is defined as 6, node B has a Repeat Number Property value of 2, and the Repeat Bottom Node option is selected, then the export structure is A,B,B,C,C,C (the export structure is six levels deep, the leaf node C is repeated until level 6 is reached, and node B is repeated twice).
8 From Ancestor Options section, select from these options: l Max Ancestor Levels — Defines the maximum number of ancestor levels in the export
structure.
l Use Inverted Levels — The Oracle Essbase level methodology is used where the leaves are at 0 and count up. For a node that has multiple branches under it, the node is the largest of the possible values.
l Blank Repeated Levels — Prevents repeated nodes from appearing in the output. If cleared, a node may be repeated in the output to achieve the specified level.
l Group Repeated Columns — Repeated columns are grouped property in the ancestor columns.
9 Select the Filter tab and choose options: l From Validation, select a validation to apply to the export.
l From Query, select a query to apply to the export or, to define a query, click . Note: The inclusion filter determines the set of nodes to include in the results. The
exclusion filter restricts the nodes displayed as ancestor columns.
l Use text file to include/exclude descendant nodes — Select if you have created a text file with nodes to be included or excluded from the export. The file format is a list of node names with one per line. Select a connection, enter a file name, and select whether to include or exclude the nodes from the export.
66 Working with Exports
10 On the Columns tab, from the Column Set list, select one of the following options: l Pre Columns — properties to export at the beginning of each row l Bottom Node Columns — properties for the specified bottom node l Ancestor Columns — node properties for the ancestor list of the specified bottom node l Post Columns — properties to export at the end of each row
11 From the Available list, select the properties to display as columns in the export results by moving them to the Selected list.
Note: Use the Category list to select a property category to make navigation of the Available list easier.
Tip: Use the arrows to position the column in the Selected list. The first item in the list is the first column, the second item in the list is the second column, and so on.
12 Select the Column Options tab and choose options:
l Pivot — If the field contains a comma-delimited value, for each value in the list for that column, a row is exported with all other fields set to the same values. The Pivot option may be selected on one column.
l Skip Defaults — To place a blank in the export if the field value equals the default value of the property
l Primary Key — To define a field (or fields) as the primary key to be used when determining whether duplicates exist. This is also used by the Remove Duplicates option on the Style tab.
13 Select the Target tab and choose where to export the results: Client File or Server File. 14 Perform an action:
l If you selected to export to a Client File, choose options: m Column Headings — Includes column headings in the export m Quoted Strings — Puts quotation marks around strings
m Fixed Width — Allows you to specify field widths, left or right justification for the column, and number of pad characters. You can enter column information in the Fixed Width Option section.
m Character Encoding — To export the results as UTF8, ANSI, ASCII, UTF16BE, UTF16LE
m Replace options — Select up to three characters from the lists to be replaced. For example, commas can be replaced by tabs
m Header/Footer — Add a line between the header/footer and the body or enter text to be printed on the header and footer of the export results. Enter lines of text into
the text box or click to open a text editor.
Creating Exports 67
l
l
Click to save the export. Click to run the export.
m
Delimiter options — To select a field delimiter character and a record delimiter character
l If you selected to export to a Server File, you must set your connection and enter a file name. You can also select from these options:
m Column Headings — Includes column headings
m Quoted Strings — Puts quotation marks around strings
m Fixed Width — Allows you to specify field widths, left or right justification for the column, and number of pad characters. You can enter column information in the Fixed Width Option section.
m Character Encoding — To export the results as UTF8, ANSI, ASCII, UTF16BE, UTF16LE
m Replace options — Select up to three characters from the lists to be replaced. For example, commas can be replaced by tabs
m Header/Footer — Add a line between the header/footer and the body or enter text to be printed on the header and footer of the export results. Enter lines of text into
the text box or click to open a text editor.
m Delimiter options — To select a field delimiter character and a record delimiter character
15 Do either or both of the following:
Creating Compare Exports
When you create or open an export, it is displayed on a named tab.
The export wizard is used to define the parameters and criteria for the export. The wizard content is organized across Source, Style, Filters, Columns, and Target tabs to guide input. Although the wizard tabs are ordered to gather input in a sequence, you can navigate between any tabs.
ä To create a compare export: 1 From the Data Relationship Management navigation bar, select Export.
2 Click . 3 Select Compare as the export type. 4 Select the Source tab and select versions, hierarchies, and top nodes to compare.
Note: You must select a top node for the current and previous versions.
68 Working with Exports
You can select Normal, Baseline, or As-Of versions. The Version list defaults to the Normal versions. To select a Baseline or As-Of version, click Normal under the Version list.
5 Select the Style tab and select from these options: l Node Selection — Determines node types (All Nodes, Limb Nodes Only, Leaf Nodes
Only) included in the export
l Join Property — By default, compares map nodes from each hierarchy that have the same name. You can also join nodes based on other properties. For example, if a property named SortCode has a unique key in the specified hierarchies, then this property is used to identify differences between nodes having the same SortCode in each hierarchy.
l Additions — Includes all nodes in the target (to) hierarchy that are not in the source (from) hierarchy.
l Deletions — Includes all nodes in the source (from) hierarchy that are not in the target (to) hierarchy.
l Merges — Includes merge information in the export (if the merge feature is enabled.) l Moves — Includes all nodes that have different parent nodes in the compared
hierarchies.
l Renames — Includes all nodes that have different names but the same internal NodeID in the compared hierarchies.
l Property Updates — Includes all nodes that have different values in the specified list of properties in the compared hierarchies. Select Edit to choose properties.
6 Select the Filter tab and choose options: l From Validation, select a validation to apply to the export.
l From Query, select a query to apply to the export or, to define a query, click . Note: The inclusion filter determines the set of nodes from each hierarchy to be
compared. The exclusion filter excludes nodes from export results.
7 On the Columns tab, from the Available list, select the properties to display as columns in the export results by moving them to the Selected list.
Note: Use the Category list to select a property category to ease navigation. Tip: Use the arrows to position the column in the Selected list. The first item in the list is
the first column, the second item in the list is the second column, and so on.
8 Select the Column Options tab and choose options:
l Pivot — If the field contains a comma-delimited value, for each value in the list for that column, a row is exported with all other fields set to the same values. The Pivot option may be selected on one column.
l Skip Defaults — To place a blank in the export if the field value equals the default value of the property
Creating Exports 69
l
Primary Key — To define a field (or fields) as the primary key to be used when determining if duplicates exist
9 On the Target tab, from the Device list, select where to export the results: Client File, Database Table, or Server File.
10 Perform an action: l If you selected to export to a Client File, choose options:
m Column Headings — Includes column headings in the export
m Quoted Strings — Puts quotation marks around strings
m Fixed Width — Allows you to specify field widths, left or right justification for the column, and number of pad characters. You can enter column information in the Fixed Width Option section.
m Character Encoding — To export the results as UTF8, ANSI, ASCII, UTF16BE, UTF16LE
m Replace options — Select up to three characters from the lists to be replaced. For example, commas can be replaced by tabs
m Header/Footer — Add a line between the header/footer and the body or enter text to be printed on the header and footer of the export results. Enter lines of text into
the text box or click to open a text editor.
m Delimiter options — To select a field delimiter character and a record delimiter character
l If you selected to export to a Database Table, you must set your connection and select the database table. You can also select from these options:
m Clear table options
o Do Not Clear Table — Appends to data in the specified table.
o Clear Based on Version ID(s) — deletes data in the table where the specified key field equals the current version ID of the data being exported. If this option is selected, a Key field must be specified in the Database Column Options section. When the export is run, all data in the table is first deleted where the Key field equals the current version ID of the data being exported. For the other Clear Table options, the Key field is ignored.
o Clear All Rows — Deletes data from the table before writing the export output. m Use Transactions — The export is performed within a database transaction and
allows the entire operation to be rolled back if an export error occurs.
m Use Fast Appends — Performs a bulk insert operation into the target database table for improved export performance. Only available with a database-specific connection.
m Database Column Options — Each column being exported must be mapped to a field in the external database table. Under Field Name, select the name of a field. If you selected Clear Based on Version ID(s), specify a Key field.
70
Working with Exports
l If you selected to export to a Server File, you must set your connection and enter a file name. You can also select from these options:
m Column Headings — Includes column headings
m Quoted Strings — Puts quotation marks around strings
m Fixed Width — Allows you to specify field widths, left or right justification for the column, and number of pad characters. You can enter column information in the Fixed Width Option section.
m Character Encoding — To export the results as UTF8, ANSI, ASCII, UTF16BE, UTF16LE
m Replace options — Select up to three characters from the lists to be replaced. For example, commas can be replaced by tabs
m Header/Footer — Add a line between the header/footer and the body or enter text to be printed on the header and footer of the export results. Enter lines of text into
the text box or click to open a text editor.
m Delimiter options — To select a field delimiter character and a record delimiter character
11 Do either or both of the following:
l
l
Click to save the export. Click to run the export.
Creating Difference Exports
When you create or open an export, it is displayed on a named tab.
The export wizard is used to define the parameters and criteria for the export. The wizard content is organized across Source, Style, Filters, Columns, and Target tabs to guide input. Although the wizard tabs are ordered to gather input in a sequence, you can navigate between any tabs.
ä To create a difference export: 1 From the Data Relationship Management navigation bar, select Export.
2 Click . 3 Select Difference as the export type. 4 On the Source tab, select versions, hierarchies, and top nodes for which you want to export differences.
Note: You must select a top node for the current and previous versions.
You can select Normal, Baseline, or As-Of versions. The Version list defaults to the Normal versions. To select a Baseline or As-Of version, click Normal under the Version list.
Creating Exports 71
5 On the Style tab, select from these options: l Node Selection — Determines which node types (All Nodes, Limb Nodes Only, Leaf
Nodes Only) are included in the export
l Join Property — By default, compares map nodes from each hierarchy that have the same name. You can also join nodes based on other properties. For example, if a property named SortCode has a unique key in the specified hierarchies, then this property is used to identify differences between nodes having the same SortCode in each hierarchy.
l Include Summary — Includes summary of differences in the export result. l Additions — Includes all nodes in the target (to) hierarchy that are not in the source
(from) hierarchy.
l Deletions — Includes all nodes in the source (from) hierarchy that are not in the target (to) hierarchy.
l Merges — Includes merge information in the export (if the merge feature is enabled.) l Moves — Includes all nodes that have different parent nodes in the compared
hierarchies.
l Renames — Includes all nodes that have different names but the same internal NodeID in the compared hierarchies.
l Property Updates — Includes all nodes that have different values in the specified list of properties in the compared hierarchies. Click Edit to select properties.
6 Select the Filter tab and choose options: l From Validation, select a validation to apply to the export.
l From Query, select a query to apply to the export or, to define a query, click . Note: The inclusion filter determines the set of nodes from each hierarchy to be
compared.
7 On the Columns tab, from the Available list, select the properties to display as columns in the export results by moving them to the Selected list.
Note: Use the Category list to select a property category to ease navigation. Tip: Use the arrows to position the column in the Selected list. The first item in the list is
the first column, the second item in the list is the second column, and so on.
8 Select the Column Options tab and choose options:
l Pivot — If the field contains a comma-delimited value, for each value in the list for that column, a row is exported with all other fields set to the same values. The Pivot option may be selected on one column.
l Skip Defaults — To place a blank in the export if the field value equals the default value of the property
72 Working with Exports
l
Primary Key — To define a field (or fields) as the primary key to be used when determining if duplicates exist
9 On the Target tab, from the Device list, select where to export the results: Client File or Server File. 10 Perform an action:
l If you selected to export to a Client File, choose options: m Column Headings — Includes column headings in the export. m Quoted Strings — Puts quotation marks around strings in the export.
m Fixed Width — Allows you to specify field widths, left or right justification for the column, and number of pad characters. You can enter column information in the Fixed Width Option section.
m Character Encoding — To export the results as UTF8, ANSI, ASCII, UTF16BE, UTF16LE.
m Replace options — Select up to three characters from the lists to be replaced. All instances in the export are replaced as specified. For example, all commas can be replaced by tabs.
m Header/Footer — Add a line between the header/footer and the body or enter text to be printed on the header and footer of the export results. Enter lines of text into
the text box or click to open a text editor.
m Delimiter options — To select a field delimiter character and a record delimiter character.
l If you selected to export to a Server File, you must set your connection and enter a file name. You can also select from these options:
m Column Headings — Includes column headings
m Quoted Strings — Puts quotation marks around strings
m Fixed Width — Allows you to specify field widths, left or right justification for the column, and number of pad characters. You can enter column information in the Fixed Width Option section.
m Character Encoding — To export the results as UTF8, ANSI, ASCII, UTF16BE, UTF16LE
m Replace options — Select up to three characters from the lists to be replaced. For example, commas can be replaced by tabs
m Header/Footer — Add a line between the header/footer and the body or enter text to be printed on the header and footer of the export results. Enter lines of text into
the text box or click to open a text editor.
m Delimiter options — To select a field delimiter character and a record delimiter character
11 Do either or both of the following:
Creating Exports 73
l
l
Click to save the export. Click to run the export.
Creating Version Exports
When you create or open an export, it is displayed on a named tab.
The export wizard is used to define the parameters and criteria for the export. The wizard content is organized across Source, Style, Filters, Columns, and Target tabs to guide input. Although the wizard tabs are ordered to gather input in a sequence, you can navigate between any tabs.
ä To create a version export: 1 From the Data Relationship Management navigation bar, select Export.
2 Click . 3 Select Version as the export type. 4 Select the Source tab and choose a version.
You can select Normal, Baseline, or As-Of versions. The Version list defaults to the Normal versions. To select a Baseline or As-Of version, click Normal under the Version list.
5 Select the Style tab and choose options: l Node Selection — Determines which types of nodes (All Nodes, Limb Nodes Only, Leaf
Nodes Only) are included in the export
l Include Implicitly Shared Nodes — Select to include descendant nodes below shared limb nodes that are explicitly shared. Implicit shared nodes are exported only if not filtered out by another option such as top node selection or a property query filter. The structure of implicitly shared nodes below a shared parent node is reflected in the ancestor section of the hierarchy export.
m If a query filter is used in the export, the administrator must explicitly include the shared nodes. For example, the filter (#Children=0) must be changed to ((#Children=0 OR (Shared Node Flag = True)).
m For the implicitly shared node, the Parent properties reflect the values of the actual node (the primary node). For example, if your export includes the Parent Node property for an implicitly shared node, it will show the parent as the primary node.
6 Select the Filter tab and choose options: l From Validation, select a validation to apply to the export.
l From Query, select a query to apply to the export or, to define a query, click . Note: The inclusion filter determines the set of nodes from each hierarchy that will be
compared.
74 Working with Exports
7 On the Columns tab, from the Available list, select the properties to display as columns in the export results by moving them to the Selected list.
Note: Use the Category list to select a property category to ease navigation. Tip: Use the arrows to position the column in the Selected list. The first item in the list is
the first column, the second item in the list is the second column, and so on.
8 On the Target tab, from the Device list, select where to export the results: Client File, Database Table, or Server File.
9 Perform an action: l If you selected to export to a Client File, choose options:
m Column Headings — Includes column headings in the export
m Quoted Strings — Puts quotation marks around strings
m Fixed Width — Allows you to specify field widths, left or right justification for the column, and number of pad characters. You can enter column information in the Fixed Width Option section.
m Character Encoding — To export the results as UTF8, ANSI, ASCII, UTF16BE, UTF16LE
m Replace options — Select up to three characters from the lists to be replaced. For example, commas can be replaced by tabs
m Header/Footer — Add a line between the header/footer and the body or enter text to be printed on the header and footer of the export results. Enter lines of text into
the text box or click to open a text editor.
m Delimiter options — To select a field delimiter character and a record delimiter character
l If you selected to export to a Database Table, you must set your connection and select the database table. You can also select from these options:
m Clear table options
o Do Not Clear Table — Appends to data in the specified table.
o Clear Based on Version ID(s) — deletes data in the table where the specified key field equals the current version ID of the data being exported. If this option is selected, a Key field must be specified in the Database Column Options section. When the export is run, all data in the table is first deleted where the Key field equals the current version ID of the data being exported. For the other Clear Table options, the Key field is ignored.
o Clear All Rows — Deletes data from the table before writing the export output.
m Use Transactions — The export is performed within a database transaction and allows the entire operation to be rolled back if an export error occurs.
Creating Exports 75
m Use Fast Appends — Performs a bulk insert operation into the target database table for improved export performance. Only available with a database-specific connection.
m Database Column Options — Each column being exported must be mapped to a field in the external database table. Under Field Name, select the name of a field. If you selected Clear Based on Version ID(s), specify a Key field.
l If you selected to export to a Server File, you must set your connection and enter a file name. You can also select from these options:
m Column Headings — Includes column headings
m Quoted Strings — Puts quotation marks around strings
m Fixed Width — Allows you to specify field widths, left or right justification for the column, and number of pad characters. You can enter column information in the Fixed Width Option section.
m Character Encoding — To export the results as UTF8, ANSI, ASCII, UTF16BE, UTF16LE
m Replace options — Select up to three characters from the lists to be replaced. For example, commas can be replaced by tabs
m Header/Footer — Add a line between the header/footer and the body or enter text to be printed on the header and footer of the export results. Enter lines of text into
the text box or click to open a text editor.
m Delimiter options — To select a field delimiter character and a record delimiter character
10 Do either or both of the following:
l
l
Click to save the export. Click to run the export.
Creating Property List Exports
When you create or open an export, it is displayed on a named tab.
The export wizard is used to define the parameters and criteria for the export. The wizard content is organized across Source and Target tabs to guide input. Although the wizard tabs are ordered to gather input in a sequence, you can navigate between any tabs.
ä
1
2 3
To create a property list export:
From the Data Relationship Management navigation bar, select Export. Click .
Select Property List as the export type.
76
Working with Exports
4 Select the Source tab and choose a version. You can select Normal, Baseline, or As-Of versions. The Version list defaults to the Normal
versions. To select a Baseline or As-Of version, click Normal under the Version list.
Note: Even though the results are not filtered by version, for this release you must select a version.
5 From the Available list, select a property upon which to base the export. 6 Select the Target tab and choose where to export the results: Client File or Server File. 7 Perform an action:
l If you selected to export to a Client File, choose options:
m
m
Quoted Strings — Puts quotation marks around strings
Column Headings — Includes column headings
l If you selected to export to a Server File, you must set your connection and enter a file name. You can also select from these options:
m
m
Quoted Strings — Puts quotation marks around strings
Column Headings — Includes column headings
8 Do either or both of the following:
l
l
Click to save the export. Click to run the export.
Creating Property Lookup Exports
When you create or open an export, it is displayed on a named tab.
The export wizard is used to define the parameters and criteria for the export. The wizard content is organized across Source, Style, Columns, and Target tabs to guide input. Although the wizard tabs are ordered to gather input in a sequence, you can navigate between any tabs.
ä To create a property lookup export: 1 From the Data Relationship Management navigation bar, select Export.
2 Click . 3 Select Property Lookup as the export type. 4 Select the Source tab and choose a version.
You can select Normal, Baseline, or As-Of versions. The Version list defaults to the Normal versions. To select a Baseline or As-Of version, click Normal under the Version list.
Note: Even though the results are not filtered by version, for this release you must select a version.
Creating Exports 77
5 From the Available list, select a property upon which to base the export. 6 Optional: Select the Style tab, and choose Differences Only to filter out lookup pairs where the Lookup
Key and Result Value are the same. 7 Select the Columns tab and choose the columns for the export.
Only two columns are available because the Lookup Key and the Result Value are the only relevant columns for this export type.
Tip: Use the arrows to position the column in the Selected list. The first item in the list is the first column, the second item in the list is the second column, and so on.
8 On the Target tab, from the Device list, select the location to which you want to export the results: Client File or Server File.
9 Perform an action: l If you selected to export to a Client File, choose options:
m Column Headings — Includes column headings in the export
m Quoted Strings — Puts quotation marks around strings
m Fixed Width — Allows you to specify field widths, left or right justification for the column, and number of pad characters. You can enter column information in the Fixed Width Option section.
m Character Encoding — To export the results as UTF8, ANSI, ASCII, UTF16BE, UTF16LE
m Replace options — Select up to three characters from the lists to be replaced. For example, commas can be replaced by tabs
m Header/Footer — Add a line between the header/footer and the body or enter text to be printed on the header and footer of the export results. Enter lines of text into
the text box or click to open a text editor.
m Delimiter options — To select a field delimiter character and a record delimiter character
l If you selected to export to a Server File, you must set your connection and enter a file name. You can also select from these options:
m Column Headings — Includes column headings
m Quoted Strings — Puts quotation marks around strings
m Fixed Width — Allows you to specify field widths, left or right justification for the column, and number of pad characters. You can enter column information in the Fixed Width Option section.
m Character Encoding — To export the results as UTF8, ANSI, ASCII, UTF16BE, UTF16LE
m Replace options — Select up to three characters from the lists to be replaced. For example, commas can be replaced by tabs
78 Working with Exports
m Header/Footer — Add a line between the header/footer and the body or enter text to be printed on the header and footer of the export results. Enter lines of text into
the text box or click to open a text editor.
m Delimiter options — To select a field delimiter character and a record delimiter character
10 Do either or both of the following:
l
l
Click to save the export. Click to run the export.
Creating Transaction Log Exports
When you create or open an export, it is displayed on a named tab.
The export wizard is used to define the parameters and criteria for the export. The wizard content is organized across Source, Filters, Columns, and Target tabs to guide input. Although the wizard tabs are ordered to gather input in a sequence, you can navigate between any tabs.
ä To create a transaction log export: 1 From the Data Relationship Management navigation bar, select Export.
2 Click . 3 Select Transaction Log as the export type. 4 Select the Source tab and choose a version.
You can select Normal, Baseline, or As-Of versions. The Version list defaults to the Normal versions. To select a Baseline or As-Of version, click Normal under the Version list.
Note: You can also select the Run Export for All Versions option.
5 To select hierarchies and nodes for the export, click . 6 Select the Filter tab and choose options:
l Levels — Click l Actions — Click l Properties — Click l Users — Click
to specify levels. to specify transaction log action types.
to specify a list of properties. to specify users.
Creating Exports 79
l Include Child Nodes — Select to include child nodes.
l Include Shared Nodes — Select to include shared nodes
l From/To Date — Select to specify a date range
l From/To Transaction — Select to specify a range of transaction IDs.
l Filter to Current Session — Filter transactions to those performed during the current session.
7 On the Columns tab, select the columns for the export. Tip: Use the arrows to position the column in the Selected list. The first item in the list is
the first column, the second item in the list is the second column, and so on.
8 On the Target tab, from the Device list, select the location to which you want to export the results: Client File Database Table, or Server File.
9 Perform an action: l If you selected to export to a Client File, choose options:
m Column Headings — Includes column headings in the export
m Quoted Strings — Puts quotation marks around strings
m Fixed Width — Allows you to specify field widths, left or right justification for the column, and number of pad characters. You can enter column information in the Fixed Width Option section.
m Character Encoding — To export the results as UTF8, ANSI, ASCII, UTF16BE, UTF16LE
m Replace options — Select up to three characters from the lists to be replaced. For example, commas can be replaced by tabs
m Header/Footer — Add a line between the header/footer and the body or enter text to be printed on the header and footer of the export results. Enter lines of text into
the text box or click to open a text editor.
m Delimiter options — To select a field delimiter character and a record delimiter character
l If you selected to export to a Database Table, you must set your connection and select the database table. You can also select from these options:
m
Clear table options
o Do Not Clear Table — Appends to data in the specified table.
o Clear Based on Version ID(s) — deletes data in the table where the specified key field equals the current version ID of the data being exported. If this option is selected, a Key field must be specified in the Database Column Options section. When the export is run, all data in the table is first deleted where the Key field equals the current version ID of the data being exported. For the other Clear Table options, the Key field is ignored.
80 Working with Exports
Clear All Rows — Deletes data from the table before writing the export output.
m Use Transactions — The export is performed within a database transaction and allows the entire operation to be rolled back if an export error occurs.
m Use Fast Appends — Performs a bulk insert operation into the target database table for improved export performance. Only available with a database-specific connection.
m Database Column Options — Each column being exported must be mapped to a field in the external database table. Under Field Name, select the name of a field. If you selected Clear Based on Version ID(s), specify a Key field.
l If you selected to export to a Server File, you must set your connection and enter a file name. You can also select from these options:
m Column Headings — Includes column headings
m Quoted Strings — Puts quotation marks around strings
m Fixed Width — Allows you to specify field widths, left or right justification for the column, and number of pad characters. You can enter column information in the Fixed Width Option section.
m Character Encoding — To export the results as UTF8, ANSI, ASCII, UTF16BE, UTF16LE
m Replace options — Select up to three characters from the lists to be replaced. For example, commas can be replaced by tabs
m Header/Footer — Add a line between the header/footer and the body or enter text to be printed on the header and footer of the export results. Enter lines of text into
the text box or click to open a text editor.
m Delimiter options — To select a field delimiter character and a record delimiter character
10 Do either or both of the following:
l
l
Click to save the export. Click to run the export.
o
Creating Merge Log Exports
When you create or open an export, it is displayed on a named tab.
The export wizard is used to define the parameters and criteria for the export. The wizard content is organized across Source, Filters, Columns, and Target tabs to guide input. Although the wizard tabs are ordered to gather input in a sequence, you can navigate between any tabs.
ä To create a merge log export: 1 From the Data Relationship Management navigation bar, select Export.
Creating Exports 81
2 Click . 3 Select Merge Log as the export type. 4 On the Source tab, select a version.
You can select Normal, Baseline, or As-Of versions. The Version list defaults to the Normal versions. To select a Baseline or As-Of version, click Normal under the Version list.
5 On the Filter tab, select from these options: l Begin/End Dates — Set the beginning and ending date for the export l Deleted Node — Enter name of deleted nodes.
l Merge Node — Click to specify a merge node l User — Select a user l Status — Select a status
6 On the Columns tab, select the columns for the export. Tip: Use the arrows to position the column in the Selected list. The first item in the list is
the first column, the second item in the list is the second column, and so on.
7 On the Target tab, from the Device list, select the location to which you want to export the results: Client File or Server File.
8 Perform an action: l If you selected to export to a Client File, choose options:
m Column Headings — Includes column headings in the export
m Quoted Strings — Puts quotation marks around strings
m Fixed Width — Allows you to specify field widths, left or right justification for the column, and number of pad characters. You can enter column information in the Fixed Width Option section.
m Character Encoding — To export the results as UTF8, ANSI, ASCII, UTF16BE, UTF16LE
m Replace options — Select up to three characters from the lists to be replaced. For example, commas can be replaced by tabs
m Header/Footer — Add a line between the header/footer and the body or enter text to be printed on the header and footer of the export results. Enter lines of text into
the text box or click to open a text editor.
m Delimiter options — To select a field delimiter character and a record delimiter character
l If you selected to export to a Server File, you must set your connection and enter a file name. You can also select from these options:
m
Column Headings — Includes column headings
82 Working with Exports
9
m Quoted Strings — Puts quotation marks around strings
m Fixed Width — Allows you to specify field widths, left or right justification for the column, and number of pad characters. You can enter column information in the Fixed Width Option section.
m Character Encoding — To export the results as UTF8, ANSI, ASCII, UTF16BE, UTF16LE
m Replace options — Select up to three characters from the lists to be replaced. For example, commas can be replaced by tabs
m Header/Footer — Add a line between the header/footer and the body or enter text to be printed on the header and footer of the export results. Enter lines of text into
the text box or click to open a text editor.
m Delimiter options — To select a field delimiter character and a record delimiter character
Do either or both of the following:
l
l
Click to save the export. Click to run the export.
Creating Export Books
Saved exports can be grouped and run together in Export Books. This enables a set of commonly used exports to be executed with one action rather than individually.
Note: Book exports cannot reference multiple versions. All exports for a book must reference the same version.
ä To create an export book: 1 From the Data Relationship Management navigation bar, select Export.
2 Click . 3 Select the Source tab and choose a version from which to select exports for the book.
Note: All exports for a book must reference the same version. 4 From Object Access, select an access type for the book: User, Standard or System. 5 Select exports from the Available list and move them to the Selected list to include them in the book.
Note: You can use the Export Type list to filter the list of available exports.
6 Optional: If the output is to be combined, select the Target tab, select Combine Export Output and specify the device (combined file), connection and file names.
Creating Export Books 83
Pre File and Post File can be used to specify data that is prepended and appended to the combined output file.
Note: When a book contains both exports configured to output to a file and some configured to output to a database table, the Combine option affects only the exports that are writing to files.
7 Click to save the export book.
Running, Copying, and Deleting Exports
You can run, copy, and delete exports. You must open an export before you can run it. ä To run an export:
1 On the Export tab, select an export. 2 Click . 3 Click the tabs to modify the export parameters, and then click to run the export.
ä To copy an export:
1 On the Export tab, select an export.
2 From Exports select Copy.
3 Enter a new name and description for the export.
4 From Object Access Level, select User, Standard, or System (depending on the role of the user) and click OK.
ä To delete an export: 1 On the Export tab, select an export. 2 From Exports, select Delete.
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