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.

  To create a hierarchy XML export:

  1. From the Data Relationship Management navigation bar, select Export.

  2. Click New compare toolbar button.

  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 nodes.

    Use the arrows to reposition the nodes, which determine the order in which hierarchy nodes are exported.

  6. Select the Style tab, and choose options:

    • Node Selection — Determines which nodes (All Nodes, Limb Nodes Only, Leaf Nodes Only) are included in the export

    • 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. This option is useful when exporting a single record for each hierarchy selected.

    • Include Inactive Nodes — Select to include inactive nodes in the export.

  7. Select the Filter tab and select from these options:

    • From Validation, select a validation to apply to the export.

    • From Query, select a query to apply to the export or, to define a query, click New toolbar button.

    • 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 –– Download results via the browser.

    • Server File –– Use an external connection and save results to a network file system or an FTP directory.

    • Database Table –– Save results to a database table.

  10. Perform an action:

    • If you selected to export to a Client File, go to the next step.

    • If you selected to export to a Server File, you must set your connection and enter a file name. You must have already set up a valid external connection to a UNC or FTP file.

  11. Do either or both of the following:

    • Click Save button to save the export.

      You are prompted to define a name, description, and object access for the export:

      • User – Personal objects that are only available to an individual user to view and run.

      • Standard – Public objects that are available to all users to view and run. Only Data Manager users can create and modify standard exports.

      • System – Restricted objects that are only available to Application Administrator role users to view and run.

    • Click Run button to run the export.

      If you selected Client File, you have a download option where you can download the file locally.