Managing Exports

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 Fixed Width or Delimited Exports (ASCII text)

From the OPERA Cloud menu, select Miscellaneous, select Exports, and then select General, Back Office, Country, or Membership.
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. Click the pencil to launch the expression editor.
6. Post Export Procedure: he 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. Click the pencil to launch the expression editor
7. Filter Condition: The filter condition is the 'where clause' defining which data to select for export. Click the pencil to launch the expression editor.
8. File Name Formula: Define the expression for the filename. For example, 'WY'||TO_CHAR(PMS_P.BUSINESS_DATE,'MMDD')||'EXP'. Click the pencil to launch the expression editor.
9. File Extn Formula: Define the expression for the file extension. . For example 'TXT'. Click the pencil to launch the expression editor.
10. Zip file name: Define the expression for the zip filename. Click the pencil to launch the expression editor.
11. 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).
12. 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. 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.
  2. Always Export Header and Footer: Select check box to generate an export with header and footer if no detail data is generated.
14. Compress Data: Select check box to delimit the data. When unchecked the export data is fixed width.
  1. Column Separator: Select a delimiter character
15. Add Newline: Select check box to have each record output on a separate line in the ASCII text file.
16. Column Configurations.
  1. Select the column options for header, detail, and footer using the expression editor.
Click Save.

Adding XML Exports

The setup of an XML export is accomplished by configuring export columns to represent the simple and complex XML tags required by the XML schema being used as the pattern for the export (also known as the XSD schema). Complex tags can be configured to whatever level is required for nested XML elements.

From the OPERA Cloud menu, select Miscellaneous, select Exports, and then select General, Back Office, Country, or Membership.
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 Name: Select a data source from the list.
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. Click the pencil icon to launch the expression editor.
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. Click the pencil icon to launch the expression editor
7. Filter Condition: The filter condition is the 'where clause' defining which data to select for export. Click the pencil icon to launch the expression editor.
8. XML Format: Select check box to setup and generate XML export. By default, the File Extn Formula field populates with 'XML' when this option is selected but can be edited to change the filename extension.
  1. XML Root Tag: Enter root tag.
9. File Name Formula: Define the expression for the filename. For example 'WY'||TO_CHAR(PMS_P.BUSINESS_DATE,'MMDD')||'EXP'. Click the pencil icon to launch the expression editor
10. File Extn Formula: Define the expression for the file extension. For example 'TXT'. Click the pencil to launch the expression editor.
11. Zip file name: Click pencil to launch expression editor.
12. End Of Day: Select check box 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 (if weekly selected in Frequency).
13. Parameter Form: Select the parameter form to display, for user input, when the export is manually generated (not enabled when End of Day is selected). Parameterized exports cannot be scheduled.
14. Export Contents Configuration.
  1. XML Encoding: Enter the encoding attribute to add to the <?xml?> file header. (20 character max). Example: UTF-8.
  2. XML Processing Instructions: Enter any additional processing instructions to the XML file header. (2000 character max).
  3. XML Document Type Name: Used to define an optional document type name (<!DOCTYPE "_doc_type_name">). (100 character max).
  4. XML Document Type System ID. Used to Define an optional document type system ID (<!SYSTEM "_system_id_">). (100 character max).
  5. XML Document Type Public ID. Used to define an optional document type public ID (<!PUBLIC "_public_id_">). (100 character max).
15. XML Schema Configuration: To add attribute / elements, click More then select Add Attributes/Elements.
  1. Select Database Columns to add data columns for Attributes or Elements.
    1. Select the columns on left, then click > to move selected columns to the right.
    2. Click OK
  2. Select SQL Expression to add SQL expression
    1. Type: Select an element type
      
      Attribute
      1. Name: Enter a name.
      2. Value: Click the pencil to launch the expression editor.
      3. Column Length.
        
        Variable: Select check box if length is variable
        
        Value: Enter a fixed length
      4. Required: Select check box if element is required.
      Simple: Contains no sub elements.
      
      Name: Enter a name.
      
      Value: Click the pencil to launch the expression editor.
      
      Column Length.
      
      Variable: Select check box if length is variable.
      
      Value: Enter a fixed length.
      
      Required. Select check box if element is required.
      Complex - Contains other sub elements.
      
      Name: Enter a name.
      Complex Element with Additional Source - data for this element is taken from a view (data source) that is different than the view named in Export Source.
      
      Name: Enter a name.
      
      Data Source Name: Select a data source from the list.
      
      Filter: This can be used as a link between the main export source and the source for the current element. For example: EXPORT_ID = <EXPORT_ID> AND CONSIDERED_DATE= <CONSIDERED_DATE>. Click the pencil to launch the expression editor.
    2. Click OK
  3. To edit an attribute / elements, click More then select Edit Attributes/Elements.
    1. Select Attributes/Elements from the list then click OK.
  4. To reorder attributes / elements, click More then select Reorder Attributes/Elements..
    1. Select the Attributes or Elements then use the up/down arrows, then click OK.
  5. To delete attributes / elements, click More then select Delete Attributes/Elements.
    1. Select Attributes/Elements from the list then click OK.
Click Save.

Adding Exports Using a Template

To simplify setting up exports, you can select various predefined export templates. You should not need to update any of the details for the export, however you can update details if required: for example, you could modify the default filter condition expression.

From the OPERA Cloud menu, select Miscellaneous, select Exports, and then select General, Back Office, Country, or Membership.
Click New from Template and complete the following:
1. Property: Enter or select the property.
2. Template: Select a template from the list. For more information see: General Export Template Catalogue.
3. Export Name: Enter or confirm a name for the export.
4. Description: Enter a description of the export.
Click Create and Continue .
Update export setup. For more information, see sections, Adding Fixed Width or Delimited Export or Adding XML Exports.
Click Save.

Editing Exports

Note:

o view inactive exports, click the vertical ellipsis Actions menu and select Show Inactive.

From the OPERA Cloud menu, select Miscellaneous, select Exports, and then select General, Back Office, Country, or Membership.
Enter a search criteria and click Search.
Select the export in search result, click the vertical ellipsis Actions menu, and then click Edit.
Update details.
Inactive: Select check box to inactivate the export.
Click Save.

Deleting Exports

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

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, Back Office, Country, or Membership.
Enter a search criteria and click Search.
Select the export 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.