Exporting Metadata

You can export metadata to a flat file in a .csv (comma-delimited) or .txt (tab-delimited or other delimiter character) format.

These artifacts are supported in the exports:

• Dimensions

• Smart Lists

• Exchange rates

The application creates an export file for each artifact (.txt or .csv, depending on the file type), and all export files are consolidated into one zip file. You must extract the .csv or .txt files from the zip file if you want to use the files as import files (for example, when importing into another application).

Note:

Only characters that are included in the UTF-8 character set are supported in export or import files. Characters that aren't included in the UTF-8 character set are considered invalid. For dimension name restrictions, see Naming Restrictions for Dimensions, Members, and Aliases.

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To export metadata to a flat file:

1. Click Application, and then click Overview.
2. Click Dimensions, and then click Export.
3. On the Export Metadata page, click Create.
4. Select the target environment of the export file:

   • Local: Saves the export file to a location on your local computer.

   • Outbox: Saves the export file to the server where you can use it to schedule the export job. See Uploading and Downloading Files Using the Inbox/Outbox Explorer.

     Click Save as Job to save the export operation as a job, which you can schedule to run right away or at a later time. You can't select this option if Local is selected.

     Note:

     • You can run up to five export jobs at one time.

     • When scheduling export jobs, you can specify a unique output file name for each job.

     • For more information about scheduling jobs, see Managing Jobs.

     Tip:

     To streamline the job creation process for subsequent Export Metadata jobs, you can duplicate an existing job using the Save As option, then update it. See Duplicating Jobs.

5. Select the artifact or artifacts to export.
6. Select an option:

   • Comma delimited: Creates a comma-delimited .csv file for each artifact.

   • Tab delimited: Creates a tab-delimited .txt file for each artifact.

   • Other: Creates a .txt file for each artifact. Enter the delimiter character that you want to use in the export file. For a list of supported delimiter characters and exceptions, see Other Supported Delimiter Characters.

7. Click Export, and then specify where to save the export file.