Managing Export File Definitions

In addition to creating exports using a template, you can also set up exports starting with a blank canvas.

The Pre-defined Format wizard can assist you with automating the setup of your export definition based on the file format, column selection and sort order selected.

Note:

The expression editor used below provides selectable values to build an SQL expression using String, Number, Date, Boolean, and conversion functions. You can also select from a list of SQL functions, separators, operators, and table columns (fields). To join multiple string elements together use the ‘||’ concatenation operator in your expression.

Adding Export Definitions

You can create a customized new export using a blank export file details screen.

From the OPERA Cloud menu, select Miscellaneous, select Exports, and then select General Membership or Back Office.
Click New and complete the following.
1. Property: Enter or select a Property.
2. Export Name: Enter a name for the export.
3. Description: Enter a description for the export.
4. Data Source: Select a data source from the list. The file should contain the information for different views and tables as needed for the new export.
5. Pre Export Procedure: The Pre Export Procedure is an internal setup procedure that executes prior to the data export. The procedure populates views, filters views, and sets variables. If a pre-export procedure is not specified, the export looks at the value(s) selected in the Parameter Form.
6. Post Export Procedure: The Post Export Procedure is a post-processor that truncates temp tables following export generation and might also reset parameters that were set for the export.
7. Filter Condition: Click to edit the expression for the data filter.
8. XML Root Tag: Enter the root tag.
  1. XML Format: Click the check box to export data in XML format.
9. File Name Formula: Click to edit the expression for the export file name.
10. File Extn Formula: Click to edit the expression for the export file extension.
11. Zip file name: Click to edit the expression for the export zip file name.
12. Export Run Configuration
  1. End of Day: Click to generate the export during End of Day.
    1. Frequency: Select a frequency from the list.
    2. Day of Week: Select a day of the week from the list (not enabled for daily frequency).
  2. Parameter Form: Select the parameter form to use when the export is manually generated (not enabled when End of Day is selected).
13. Exports Contents Configuration
  1. General Configuration
    1. Always Export Header and Footer: Select checkbox to include header and footer lines in the export.
    2. Compress Data: Select to separate the data column with a delimiter.
      1. Column Separator: Select a column (data) delimiter from the list.
    3. Add Newline: Select the check box to have each record created on a separate line in the text file.
  2. Pre-Define Formats: Click to use a wizard to setup the data export. Using the wizard will override the current column selection.
    1. Format: Select a file format from the list.
      1. CVS: Comma separated values.
      2. Custom List: Custom separated list.
        
        Separator: Click to select a predefined value from the list. Based on selection made, each data element within export records would be separated by the separator symbol or action selected.
        
        Custom Separator: Else, enter a custom Separator value. This is used as alternate to the predefined separators to be used to separate each data element in the export .
        
        Enclose In: Click to select a predefined value from the list. Based on selection made, each data element within export records would be enclosed by the value selected
        
        Custom Enclose In: Else, enter a custom Enclose In value. This is used as alternate to the predefined Enclose In to be used to enclose each data element in the export .
      3. JSON: JavaScript Object Notation format.
      4. TSV: Tab-separated values.
    2. Columns: Select one or more data columns to include in the export. Click [>] to move the selected columns from the Available panel to the Selected panel.
      1. Use the UP and DOWN arrows to reorder the columns in the Selected panel.
    3. Click OK.
    4. Click OK to confirm.
  3. Columns Configuration: You can also select from a list of SQL functions, separators, operators, and table columns (fields) to setup your export.
    Note:
    The Column Data Type selection determines the location of the column - Header, Data or Footer.
    1. Click Add to add (insert) selection after the cursor.
    2. Click Add Before to add (insert) the selection before the cursor.
    3. Click Replace to replace the current value selected in the editor with your new selection.
    4. Click Delete to delete the current value selected in the editor.
Click Save .

Editing a General Export File

Use the following steps to edit general export files:

From the OPERA Cloud menu, select Miscellaneous, select Exports, and then select General Membership or Back Office.
Enter a search criteria and click Search.
Select the export definition in search result, click the vertical ellipsis Actions menu, and then click Edit.
Update the export configuration.
Click Save.

Deleting Export Definitions

From the OPERA Cloud menu, select Miscellaneous, select Exports, and then select General Membership or Back Office.
Enter a search criteria and click Search.
Select the export definition in search result, click the vertical ellipsis Actions menu, and select Delete.
Update the export configuration.
Click Save .

Cloning and Copying Exports to other Properties

You can clone an export within the same property (with a new name) or copy an export to other properties. Change to a Hub location to copy exports to other properties. Your assigned role(s) must be granted the Copy or Duplicate Export task.

From the OPERA Cloud menu, select Miscellaneous, select Exports, and then select General Membership or Back Office.
Enter a search criteria and click Search.
Select the export definition in search result, then click the vertical ellipsis and select Copy.
On the Copy Export page complete the following details:
1. Property: Select one ore more properties from the list.
2. Export Name: Enter a name for the export; the source export name is populated.
3. Export Description: Enter a description for the export; the source export description is populated.
Click Copy Export.