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 difference export:
From the Data Relationship Management navigation bar, select Export.
On the Source tab, select versions, hierarchies, and top nodes for which you want to export differences.
Note:
You must select a hierarchy and top nodes for both 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.
On the Style tab, select from these options:
Node Selection — Determines which nodes (All Nodes, Limb Nodes Only, Leaf Nodes Only) are included in the export
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.
Include Summary — Includes summary of differences in the export result.
Additions — Includes all nodes in the target (to) hierarchy that are not in the source (from) hierarchy.
Deletions — Includes all nodes in the source (from) hierarchy that are not in the target (to) hierarchy.
Merges — Includes merge information in the export (if the merge feature is enabled.)
Moves — Includes all nodes that have different parent nodes in the compared hierarchies.
Renames — Includes all nodes that have different names but the same internal NodeID in the compared hierarchies.
Property Updates — Includes all nodes that have different values in the specified list of properties in the compared hierarchies. Click Edit to select properties.
Select the Filter tab and choose 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
.Note:
The inclusion filter determines the set of nodes from each hierarchy to be compared.
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.
Select the Column Options tab and choose options:
Pivot — If the property contains a comma-delimited list of values, a separate record is exported for each value with all other export columns set to the same values. The Pivot option may be selected on only one column.
Skip Defaults — To place a blank in the export if the field value equals the default value of the property
Primary Key — To define a field (or fields) as the primary key to be used when determining if duplicates exist
On the Target tab, from the Device list, select where to export the results: Client File or Server File.
If you selected to export to a Client File, choose options:
Column Headings — Includes column headings in the export.
Quoted Strings — Puts quotation marks around strings in the export.
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.
Character Encoding — To export the results as UTF8, ANSI, ASCII, UTF16BE, UTF16LE.
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.
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.Note:
You can insert customization tags to further enhance the readability of the export results. For more information, see Customization Tags.
Delimiter options — To select a field delimiter character and a record delimiter character.
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. You can also select from these options:
Column Headings — Includes column headings
Quoted Strings — Puts quotation marks around strings
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.
Character Encoding — To export the results as UTF8, ANSI, ASCII, UTF16BE, UTF16LE
Replace options — Select up to three characters from the lists to be replaced. For example, commas can be replaced by tabs
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.Note:
You can insert customization tags to further enhance the readability of the export results. For more information, see Customization Tags.
Delimiter options — To select a field delimiter character and a record delimiter character
Do either or both of the following:
Click
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
to run the export.If you selected Client File, you have a download option where you can download the file locally.