Extracting Metadata

When you extract metadata, you save the file as an XML or APP file and specify the file name and location. You can extract metadata to view or modify it in Metadata Manager. After you modify metadata, you must load the modified file into the application for the changes to take effect.

You cannot extract members of system-defined dimensions, such as the Value dimension. In addition, you cannot extract members of dimensions that are defined in application profiles, such as Year and Period.

Web Procedure

  To extract metadata:

  1. Open the application.

  2. In Browser View, expand Tasks, and select Extract Tasks.

  3. Select Extract Metadata.

    Note:

    This option is only available if you open a Classic Financial Management application.

  4. In the Delimiter Character text box, enter the character to be used to separate the metadata in the file.

    Delimiter characters are necessary only for ASCII files with the APP file extension. Delimiter characters are not necessary for XML files. These characters are valid:

    , ~ @ $ % ^ | : ; ? \

    Note:

    Use a character that is not used in the file name or in any other way in the file. For example, if you use the comma in an entity description, you cannot use the comma as the delimiter.

  5. Optional: Select HFM Application Format to extract the file in the APP format.

  6. Select the types of metadata to extract.

    Tip:

    Use the Select All and De-select All buttons to quickly select or clear all metadata types.

  7. Click Extract.

  8. Follow the download instructions displayed in the browser.

    The instructions vary depending on the Web browser that you are using. Make sure to save the file in the Web directory that you set up.