DRM Learning – Export global nodes


Exporting global nodes is useful when you want to output a list of nodes from a version without specifying hierarchy information; for example, a master list of projects, a report of inactive customers, or a list of employees who are not assigned to a cost center.

For this type of export, configure the export wizard tabs as follows:

  • Source—Select a normal, baseline, or as-of version.
  • Style—Indicate whether to export all nodes or only limb or leaf nodes. You can include implicitly shared nodes, if necessary.
  • Filter—Define a query or validation. Only nodes that meet the query criteria or that fail the validation are exported.
  • Columns—Select properties, including version and global properties, for output columns in the export. You can include as many properties as needed. For example, you may want to include a node’s name, description, and parent node name.
  • Target—Specify whether to export results to a client file, a server file, or a database table. If you export to a database table, you must also specify the database table.

Begin by navigating to the Export task group. Use the Export task group to create and manage exports.

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Click the New Export () button.

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Use the Choose Export Type dialog box to select an export type (hierarchy, comparison, version, property, or log).

Click Version.

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Use the export wizard to define the source, style, filter, columns, and target for the export. You begin on the Source tab.

Use the Source tab to specify the version that you want to export. You can select a normal, baseline, or as-of version. In this example, you leave the [Default Current Version] – 2010 03 – Production normal version selected. Click the Style tab.

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Use the Style tab to specify the type of nodes to be included in the export and to specify whether to include implicitly shared nodes.

Perform the following actions on the Style tab:

  • Click the Leaf Nodes Only option.
  • Leave the Include Implicitly Shared Nodes option cleared. This option enables you to include descendant nodes below shared limb nodes that are explicitly shared. Implicit shared nodes are exported only if they are not filtered out by another option. If you use a query filter in the export, you must explicitly include the shared nodes.

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Click the Filter tab.

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Use the Filter tab to define filter criteria for the exported data. Only nodes that fail the validation or that meet the query criteria are included in the export results.

In the Query list, select North America Cost Centers.

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The Description field displays the query criteria.

Click the Columns tab.

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Use the Columns tab to select global properties for the export. In this example, you export Name, Description, and Region (in that order).

In the Available list, click Description.

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Click the Select () button.

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The Description property is displayed in the Selected list.

In the Available list, click Name.

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Click the Select () button.

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The Name property is displayed in the Selected list.

Click the Category drop-down list.

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In the Category drop-down list, select Location.

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In the Available list, click Region.

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Click the Select () button

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The Region property is displayed in the Selected list.

Make the Name property the first in the Selected list. Click 2 – Name.

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Click the Move Up () button.

The Name property is displayed first in the Selected list.

Click the Target tab.

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Use the Target tab to configure where the data is to be exported and the format of the exported results.

In the Device drop-down list, select Client File to export data to a client file.

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In the Field Delimiter drop-down list, select (Comma) to indicate the field delimiter character and record delimiter character. In this example, you use commas for the field delimiter.

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Click the Save As () button to save the export to the repository .

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Use the Save Export As dialog box to specify a name, a description, and an access level for your export.

In the Save Export As dialog box, perform the following actions:

  • In the Name field, enter North America Cost Centers.
  • Optional. In the Description field, enter a meaningful description of the new export. For example, enter North America Cost Centers.
  • In the Object Access Level drop-down list, select Standard. The Object Access Level field assigns one of the following access levels:
    • User—Enables only you to run and edit the blender
    • Standard—Enables all users to run the blender, but only users with the Data Manager role can edit it

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Click OK. The tab name is displayed as North America Cost Centers.

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Click the Run () button to process the export.

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The File Download dialog box is displayed. Use the File Download dialog box to open or save the export results. You can also cancel the export, if necessary.

Click Open.

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The export results are displayed in Notepad.

 

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