Export Templates

The Export Template function allows a user to define and save an export configuration for future use. It is recommended that the system administrator assists users in creating advanced export templates, especially those that export data from multiple repositories.

Templates may be used in both scheduled and manually triggered activities. For additional information regarding the use of export templates during scheduled activities, see Job Scheduling. For additional information regarding the use of export templates during manually triggered activities, see the EnterWorks 10 User Guide.

View Export Templates in EnterWorks 2020 UI

The list of available export templates for a repository can be viewed from the Export/Exchange/Publication/Syndication Templates pane which appears at the bottom of the repository’s Repository Dashboard’s list of configuration panes (see Repository Dashboard).

Export/Exchange/Publication/Syndication Templates Pane

View Export Templates in Enable Classic UI

To view existing Export Templates in the Enable Classic UI :

  1. Log in to the Enable Classic UI.
  2. From the Feature Bar, open theImport & Export tab, and select Export Templates.

    Open Export Templates

  3. A list of the existing export template folders is displayed across the center screen. Click a folder to open it and display its existing Export Templates.

    Open Folders to Show Export Templates

Manage Export Templates

Defining an export template is performed in the Enable Classic UI. To create an export template:

  1. Log in to the Enable Classic UI.
  2. Open the list of Export Templates, (see View Export Templates in Enable Classic UI).

    Open Folders to Show Export Templates

    3. NOTE : The template list displayed above can be filtered by using theName, RootRepository, and/or Type fields with the Apply button.

  3. The Action drop-down menu:
    • New - New templates can be created by selecting the New option from the Action drop-down menu.
    • Edit - Existing templates can be modified by selecting the Edit option from the Action drop-down menu.
    • Edit Mappings - Existing or new field mappings can be defined by selecting the Edit Mappings option from the Action drop-down menu.
    • Delete - Existing templates can be removed by selecting the Delete option from the Action drop-down menu.
  4. The Utilities drop-down menu:

    5. This option provides the ability to Import an existing template or to Export an existing template, if required. These options are used to move import or export templates from one environment to another, such as, exporting a template from the Development environment and importing it into the QA environment.

  5. To define a new Export Template, open the Action drop-down menu and click New.

    6. To edit an existing Export Template, select the template, open the Action drop-down menu and click Edit.

    Create a New Template

  6. The Export Template Editor is shown:

    Export Template Editor

  7. Edit the configuration options as desired.
    • Name: (Required; Multi-language) The Export Template’s Name
    • Description: (Optional; Multi-language) A description about the Export Template.
    • Output Type: (Required) XLS, XLSX, CSV, InDesign CSV, Mapped CSV, or XML.
    • Validation Level: The minimum validation level that any record must meet to be included in the export.
    • Root Repository: (Required) The primary repository that will be the source for content.
    • Advanced Callout Function: A feature that when configured, will allow the calling of customized processing blocks to manipulate data before it is written to the export file.
    • Advanced Callout Class Path: A feature that when configured, will allow the calling of customized processing blocks to manipulate data before written to the file. This is the Java class path customized processing.
    • Available Link Relationships: Select any additional linked repositories that have attributes needed in the export file. To select any child repository, the parent must be selected.
    • Split File Control: Indicates if the generated output file will be split based on taxonomy or hierarchy.
    • Output File Alias Format Type: Select any one of the alias, i.e. prefix, suffix or none.
    • Output File Layout: Mapping of columns to be exported based on the root repository and available link relationship repositories.
  8. Click on the Edit button next to the label Available Link Relationships and the relationship tree is shown.

    Available Link Relationships

  9. Expand the relationship tree to find the linked relationships that contain the attributes to be included in the syndication/export template. Click the checkbox next to the repositories and the Edit Included Links of Template screen is shown.

    Select Attributes to Include in the Export

  1. To include an attribute in the export file, select it and use the arrow buttons to move the attribute to the Selected Attribute list.

    2. To exclude an attribute from the export file, select it and use the arrow buttons to move the attribute to the Available Attribute list.

  2. Select the images to include in the export (if required) in the same manner. To include images, it is necessary to select at least one image content, image type, and image priority.
  3. Click the Save button to go back to the Repository Tree screen.
  4. Click the Return button on the ExportTemplateEditor.

    Export Template Editor

  5. Click the Edit button to the right of the Split File Control label to create multiple files based on taxonomy (dynamic) attributes. The Split File Control Editor will appear.

    Split File Control Editor

  6. Edit the Split File Control options as desired. ClickSave to save your changes and return to the Export Template Editor.
  7. To edit the output layout, click theOutput File Layout Edit button. The Manage Output File Layout window to appear.

    Manage Output File Layout Editor

  8. To modify the column alias for an attribute (the name that will appear at the top of the column in the output file), select the attribute, open the Action dropdown, and select Set Alias . Edit as desired and click the Save button to save your changes.

    9. To modify the order of the attribute columns in the output file, open the Action dropdown, and select Set Order. Edit as desired and click the Save button to save your changes.

  9. From the Export Template Editor screen, to save your changes to the Export Template, click the Save button, or click the Cancel button to exit without saving your changes.