Data Export Template Editor

This opens the Data Export template editor is used to define the Object Types and column data to be exported when the Data Export Configuration is executed.

Specify the Data Export Template name, Format and sharing properties

The Name for the new Data Export Template is entered directly under the first text field.

To set the Format of the exported data click on the Select data export format drop down menu, which displays the following values:

In case the PDF format is selected, the Set PDF Information button is enabled -

Click on it opens the Set PDF Information dialog, which enables specifying different PDF-specific settings in the exported file:

These properties are also specified in other types of Export that use the PDF format, including Area iiPDF, and Elevation iiPDF. Click the following link for more information - Data Export Template Editor.

Finally, the Is Public? property defines whether this Template is visible to other users. Simple click on it checks / un-checks it, that is, sets the Template as Public, or Private.

Select SuperCategory

This is pulldown list allowing the user to specify which object Super Category to use for the Data Export Configuration.

Select Fields to export

The Data Export dialog displays a grid listing all Object Fields defined for the object and is driven by the object tab that was active when click on the Data Export button.

Note: The Data Export operation is dependent on the Object Grid state, which means that all user and convenience filters are automatically applied to the exported data.

In our example, the current Object Grid is set to view Equipment objects, which means the grid in this dialog displays all fields defined for Equipment objects. The grid displays the following columns:

Checkbox - When checked the associated object field data for the selected row is to be included in the exported data file
Field Name - This is the name of the Field as defined in the object model for the selected object super-category.
Export As - user defined name for the column heading for in the output file, when blank the Field Name value is used by default.

Note: The field order can be changed by simply click + drag + drop on the row containing the desired field. This order is persisted by the application and the result output file (.csv in our example) displays the output data in the specified order.

Search Field List

This feature enables filtering the list of fields displayed in the dialog by entering a text string in the Search text input field.

For example, in the case of the Equipment Object Fields from the screenshot above, if "alternate" is entered in the text box, this would filter out all Equipment-related field-value pairs that have a Field Name containing the text string "alternate" (i.e., Alternate Name, Alternate Asset Number, Area Alternate Name, etc.).

Tip: Because IRM supports a large number of fields, this feature is often the fastest way to find a specific data item you are looking for.

Use Alternate Name for References

Click on the Prefer Alternate Name For References checkbox to set the lookup of Reference to use their Alternate Name field, if they have one.

Include Connectivity

Create a separate Cable Export file showing Port and Cable Connectivity for the Equipment included in the Data Export Configuration.

Large Exports

If a DDR export operation includes more than 100 rows in the resulting spreadsheet, or creating the output is expected to take more than a few minutes, the operation is modified as follows:

the output CSV file is not produced for immediate saving. Instead, the user is notified that the operation is large and that the results will be made available later, in the Global Console Data Export Output Files. An empty "placeholder" file is created immediately, so that the user can see that something happened as a result of his export operation.
the export is broken up into separate CSV files of 100 rows each (except the last file, which contains whatever is left). The files are named part<nn>.csv, where <nn> is the 2-digit index number of the file, i.e. part01.csv, part02.csv, part03.csv, etc.
all of the CSV files are put into a zip file, which is named as described below
the zip file is sent to the Global Console download area, where it appears under a new root folder, called "DDR Export"

The value of the maximum number of rows after which the file gets split can be configured under the Global Settings:

The zip file name format is DDR_export_<superCat><date><time>, where:

<superCat> is the friendly name of the super category being exported (example: Equipment)

<date> is the YYYYMMDD integer date format (example: 20170925)

<time> is the HHMMSS integer time format (example 142800)

(note that time is included just to make the filename unique)