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.

  To create a property lookup export:

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

  2. Click New compare toolbar button.

  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.

  5. From the Available list, select a lookup 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:

    • 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

      • 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 Ellipsis button 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 Ellipsis button 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

  10. 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.