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Export Manager

The Export Manager allows you to export data on demand or at scheduled intervals and to save or modify an export configuration. A saved export configuration is useful for frequently-used exports where the parameters and options are always, or nearly always, the same.

Setup Requirements

Setting up and using the Export Manager involves the following steps:

  1. Based on the data being exported, determine how to start the Export Manager wizard as described in Creating a Data Export here.
  2. In the wizard, choose a previously saved configuration or start a new export as described in Export Manager - Select Configuration here.
  3. In the wizard, select one or more hierarchy nodes or modify the nodes selected via a configuration as described in Export Manager - Select Objects here.
  4. In the wizard, select the file format in which the extracted information is delivered as described in Export Manager - Select Format here.
  5. In the wizard, when required, select which pieces of information are extracted per object exported as described in Export Manager - Map Data here.
  6. In the wizard, when required, specify if exported data should be converted to another output format as described in Export Manager - Advanced here.
  7. In the wizard, specify how information is to be delivered as described in Export Manager - Select Delivery Method here.
  8. In the wizard, save the configuration (if necessary), and run the export as described in Running a Data Export here.
  9. Monitor the export and download the output file as described in Monitoring a Data Export here.

Additional Information

The following information is useful once an export configuration is saved:

  1. Maintain a saved configuration as described in Maintaining a Saved Export Configuration here.
  2. Perform the selected export configuration one or more times, according to the scheduling parameters, via a background process as described in Scheduling a Data Export here.
  3. Remove a scheduled export process, which is required to run current parameters if the original configuration is modified, as described in Deleting a Scheduled Data Export here.

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