Exporting Planning Data

Note: This menu option only appears for DBA.ADMIN users.

This page is accessed via Operational Planning > Planning Data Import/Export > Export Planning Data.

Use this page to export planning data from any server/domain. Then, import that data to any server/domain running the same Oracle Transportation and Global Trade Management version using Import Planning Data.

You can export planning data related to the order releases or order movements defined in the saved query and data related to the parameter set. Export Planning Data also retrieves all related itineraries and rates for the orders and exports them. The exported data are in .csv file format and are compressed into a .zip file. You can have the exported data sent to an email address as a .zop file if you provide a contact in the Contact ID field. A .zop file is sent since most email servers do not allow the sending of .zip files. If no contact is provided, you can download the file locally.

The requirements for object type, saved queries, and other data input varies depending on the export type selected. See Understanding the Export Types for more information.

Note: No PUBLIC data is exported. The same PUBLIC data must exist on both the system from which you are exporting and on the target system.

Exporting Data to a Zip File

To export planning data to a zip file,

1. Select an export Domain. This is the domain from which the data will be exported. If the data includes reference data in other domains and the reference data is visible to the selected domain then the reference data is also exported.
2. Select an Export Type.
3. Specify one or more saved queries. You can have multiple saved queries for the same object. If you specify multiple saved queries, then the union of those saved queries are used.
   1. Select an Object Type.
   2. Specify a Saved Query ID.
   3. Click Save.
4. Specify a Parameter Set ID. If you do not specify a parameter set ID, the default parameter set ID of the domain is exported. If the domain does not have a default parameter set defined, then no parameter set is exported.
5. To run the action in the background, select Yes for Run in Background.
   
   If you selected Yes for Run in Background, select a contact in the Contact ID field. Also, the Apply Data Masking check box is required for run in background.
6. The Apply Data Masking check box to mask specific data in the exported .csv files is selected by default.
   
   While you can deselect this option, it is not recommended and you see a message reminded you that this is not recommended.
   
   If you run the process in the background, you cannot deselect this check box. So in this instance, data will always be masked.
7. Click Export.
   
   If you selected Yes for Run in Background, you see the message stating that when the action finishes an e-mail will be sent to the contact. Click OK on the message and you return to the Export Data To Zip File Input page.
   
   If you selected No for Run Job in Background, you see Export Data to Zip File Result page.
8. On the Results screen, you see the following buttons depending on the status of the export:
   • Refresh: Click to update the page and monitor how the export is progressing. You can use a combination of the Status and Time to monitor a running process.
   • Terminate: For some export scenarios, it may take a significant amount of time to gather and download data. Click Terminate to stop the export process if it is taking too long.
   • Download: Click to download a .zip file. The .zip file contains many CSV files; one for each OTM object. The .zip file also contains a single XML file (manifest.xml) which includes domain names, names of all of the .csv files, OTM objects, and other metadata. You can edit the .csv files if necessary to update data or fix data to allow for the .zip file to be imported via the Import Planning Data page.
   • View Log: Click to view the OTM log file. It is recommended that you turn on the Planning Data and Planning Data Log IDs so that your log file contains logging specific to export and import of planning data.
   • Done: Click to return to the main export screen.

Results Screen

This page contains information about the process states and objects exported. You can monitor the process and status to determine when the export is complete. The object grid allows you to see the count of the objects exported.

The system validates the data for any missing primary keys, missing value for non-nullable columns, etc. The Message/Results field at the top of the page contains displays the current status in a message.

The Process States grid shows the following data:

• Process: Lists the main processes that are a part of exporting data, such as loading metadata, zipping files, etc.
• Status: Lists one of the possible statuses such as Running, Partially Completed, Completed, or Failed.
• Time: Time in seconds of the running or completed process.

The Objects grid shows the following data:

• Object Type
• Count

Understanding the Export Types

Bulk Plan Order Releases and Order Movements

Use the export type of Bulk Plan Order Releases to export order release data for bulk plans and the export type of Bulk Plan Order Movements to export order release data for bulk plans.

Recommended Usage

1. Select an Export Type of Bulk Plan Order Releases or Bulk Plan Order Movements.
2. Specify one or more saved queries:
   1. Select an Object Type of Order Release or Order Movement.
   2. Specify either an order release or order movement saved query.
   3. Click Save.
3. To improve performance, you can also specify saved queries for the object types of Itinerary or Rate Geo (rate record).
   
   If you provide itinerary or rate geo saved queries than those are used. If you do not specify itinerary or rate geo saved queries, then the system uses the order releases/order movements and gets all information that it can find that is related. You will see better performance if you provide an itinerary and rate geo saved query.
4. Optionally, specify a Parameter Set ID.
5. Complete the export.

Order Management and Shipment Management

Use the export types of Shipment Management and Order Management to export data for shipments, order releases, or order movements. If you provide a shipment/order release/order movement saved query, the system exports all objects related to those objects.

Recommended Usage

1. Select an Export Type of Shipment Management or Order Management.
2. Specify one or more saved queries:
   1. Select an Object Type of Order Release, Order Movement, or Shipment.
   2. Specify either an order release, order movement, or shipment saved query. It is recommended you specify these saved queries so that the system will export all objects related to those saved queries.
   3. Click Save.
3. Optionally, specify a Parameter Set ID.
4. Complete the export.

Logistics Network Modeling

Recommended Usage

1. Select an Export Type of Logistics Network Modeling.
2. Specify one or more saved queries:
   1. Select an Object Type of Itinerary, Modeling Project, Modeling Scenario, or Rate Geo (rate record).
   2. Specify either an itinerary, modeling project, modeling scenario, or rate geo (rate record) saved query.
   3. Click Save.
3. Complete the export.

General

Use the export type of General to export data only for the selected object. When using this export, you should specify a saved query.

Recommended Usage

1. Select an Export Type of General.
2. Specify one or more saved queries:
   1. Select an Object Type of Itinerary, Modeling Project, Modeling Scenario, Order Movement, Order Release, Rate Geo, or Shipment.
   2. Specify either an itinerary, modeling project, modeling scenario, order movement, order release, rate geo, or shipment saved query.
   3. Click Save.
3. Complete the export.

Workbench

Use the export type of Workbench to export data only for transportation workbenches. When using this export, you should specify a saved query.

Recommended Usage

1. Select an Export Type of Workbench.
2. Specify one or more saved queries:
   1. Select an Object Type of Transportation Workbench.
   2. Specify either workbench saved query.
   3. Click Save.
3. Complete the export.