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5. Export Tab: Export Data

The Export Tab is where you manage all your data exports. From here you can export data from any data source and generate data files containing the exported data.

Export Tab
 

5.1. List of Export Groups and Jobs


The list on the left contains all your export groups and jobs. Jobs represent data exports performed by DMT and groups are a way to organize jobs like folders and files. The right hand side section (2,3,4) displays information about the group or job currently selected.

You can navigate in the list just like in the Windows explorer. You can rename groups and jobs, and move them around by drag and drop.

The check box on the left indicate if a group or job is active (default). When you uncheck this box, the corresponding group or job becomes inactive i.e. you can no longer make changes to it and it cannot be run.

 

5.1.1. Shortcut Buttons

The buttons underneath the list give you access to the main commands for export groups and jobs.

Shortcut Buttons

New: Create a new export group or job

Del.: Delete the currently selected group or job from the list.

Validate: Check that a group or a job doesn't contain any errors and thus is ready to be run.

Run: Run a group or a job directly in the client (i.e. ignores the scheduling parameters).

 

5.1.2. Export List Context Menu

All the commands to manage export groups and jobs are accessible from the export list context menu. Right click anywhere in the list, and it opens the context menu for the currently selected group or job.

The menu commands are pretty self-explanatory. They are the same whether a group or job is currently selected (only the name changes).

Export List Context Menu

New Group: Create a new export group in the list.

New Job: Create a new export job in the list. The job is added wherever the current selection in the list is. In particular, if the current selection is a group, the job is added to the group.

New Standalone Job: Create a new standalone export job in the list. A standalone job is a job that doesn't belong to a group.

Note: New groups and jobs are automatically named with today's date. You can rename them to something meaningful and just remember that group and job names must be unique.

Rename: Rename the currently selected group or job in the list. The shortcut key is F2 like in the windows explorer.

Cut, Copy: Cut or copy the currently selected group or job into the clipboard. The shortcut keys are Ctrl+X and Ctrl+C like in the windows explorer.

Paste: Paste the group or job currently in the clipboard into the list. The shortcut key is Ctrl+V like in the windows explorer.

Delete: Delete the currently selected group or job from the list. The shortcut key is Delete like in the windows explorer.

Validate: Check that a group or a job doesn't contain any errors and thus is ready to be run. It is good practice to validate a group or job before running it.

Reset: Reset the run counter and the last run date of a group or a job as if it had never run.

Run: Run a group or a job directly in the client (i.e. ignores the scheduling parameters).

Bulk operation: Open a sub menu containing bulk operation commands.

Export List Context Menu

Activate All: Make all the groups and jobs in the list active.

Inactivate All: Make all the groups and jobs in the list inactive.

Validate All Active: Validate all the active groups and jobs in the list. Same as the Validate command but for all active groups and jobs.

Reset All Active: Reset all the active groups and jobs in the list. Same as the Reset command but for all active groups and jobs.

 

5.2. Export Group or Job Parameters


In this section you can view and change the main attributes of an export group or job. The attributes are slightly different whether a group or job is selected in the list.

Export Group Parameters
 
Export Job Parameters

Name: The name of a group or job. It is used to identify it in DMT and each name must be unique. You can use spaces and most special characters in the names.

Group or Job is linked to Load Group(s) or Job(s): This field is read only and indicates if any load groups or jobs are linked to this export group or job. Load groups and jobs can be linked to export groups and jobs so they can automatically use the data file produced by the export.

Group Type (Group Only): This field allows you to set the type of an export group. Values "Schedule Group" and "Data Group" can be set manually. The value "Logical Group" is set automatically when a group is neither a Schedule nor a Data Group.

For more details on the group types and their characteristics, see the group definition.

Database Connection (Job Only): In this field, choose the database connection the job uses to export data (i.e. where is the data exported from). The database connection can be any ODBC connection available.

You can define the ODBC connections in the Settings Tab. You can refresh the ODBC connections by right clicking on this field.

Data Folder: Folder where the data file will be stored. You can enter the folder name manually or click on the button on the right ( > ) to open the folder selection form.

Data File: Name of the data file generated by the group or job (i.e. file containing the exported data). You can enter the file name manually or click on the button on the right ( > ) to open the file selection form.

File Format: Select here the format of the data file generated by the group or job. Click here to see details of all the supported formats.

File Parameters: This link opens the Data File Parameters Form form allowing you to set additional parameters describing the format of the data file (e.g. character encoding, separator char, header row, etc.).

Pre-Conditions: This link opens the Run Pre-Conditions form allowing you to set run pre-conditions for the group or job. Run pre-conditions can be used to allow the run of a group or job only if certain conditions are met.

PP Process: This link opens the Pre and Post Processes form allowing you to set processes that can be executed before or after the group or job run.

Advanced Parameters: This link opens the Advanced Parameters form allowing you to set additional parameters to the group or job (e.g. data file backup, error handling, Run Variables, etc.).


Note: Certain fields are enabled or disabled depending on the type of group or job you're viewing (e.g. data file fields are enabled only for jobs and Data groups because they generate a data file).

 

5.3. Export SQL Statement


This section is available for Export Jobs. It's a simple edit box in which you enter the SQL statement used to export the job’s data.

Export SQL
 

Using your own SQL statement, gives you total flexibility over what data you want to export and how.

You can enter any SQL statement understood by the ODBC driver you're using to access your data source.

 

5.4. Scheduling Parameters


For groups and jobs that need to be scheduled, you can define all the scheduling parameters in this section (e.g. run frequency, run time, run days, etc).

Scheduling Parameters
 

This section is identical for all Export / Load / Groups / Jobs.

For details on how to use the scheduling parameters see: Scheduling Parameters.