Creating or Editing a General Export File

Creating a General Export File

1. From the OPERA Cloud menu, select Miscellaneous, select Exports, and then select General.

2. Click the vertical ellipsis button and select New.

3. On the Create New Export screen, select a property for the export, select the file type you want to export, and click Continue.

   Note:

   You select a file type based on the system that receives the data. The file type functions as a template and populates most of the fields for the export.

4. In the Details section for the export, verify the information is correct for the export file. If you need to make changes to this information, click the vertical ellipsis button and select Edit. You can edit the following fields:

   1. File Type: The name of the export.

   2. Description: The long description of the export.

   3. File Name from Columns: The name of the export file that is created when the export is generated; the SQL formulas in this field define the name. You can change these formulas by selecting a different column name.

   4. File Extension Formula: This formula creates the file extension for the export.

   5. Zip File Name: The file name if exporting a zip file. You can select a predefined file name.

   6. Parameter Form: The name of the parameter form used to generate the manual export. This field sets the controls for manually generated exports and is not required if a pre-export procedure is defined; however, this can vary depending on the definition of the export. Each pre-export procedure has a unique parameter form.

   7. Export Contents Configuration: Select one of the following: Always Export Header and Footer (select to generate an export file that contains only header and footer information), Compress Data (select to delimit the column data in the export file), Add Newline (select to have each record on a separate line in the text file), or Inactive (select to make the file type inactive).

   8. Configure for Automatic Export: Select Night Audit Export if you want to generate the export during the night audit. Select the Frequency that the export file is generated.

5. Click the Columns link, all of the columns in the export are listed. To add additional columns, click the vertical ellipsis button and select New.

6. Click the Definitions link. You have the option to add a custom definition for the export by clicking the vertical ellipsis button and selecting New.

7. Click the Delivery Configuration link to select the type of server that receives the file. Click the vertical ellipsis button and select Edit to make changes to the configuration.

Editing a General Export File

1. From the OPERA Cloud menu, select Miscellaneous, select Exports, and then select General.

2. Enter a Property and click Search.

3. Select the file type you want to edit in the search results, click the vertical ellipsis next to it, and click Edit.

4. To edit the details of the export configuration, refer to step 4 in the above procedure.

5. You can click Save to save your changes or if you decide not to save your changes, click Cancel to close the screen.