Creating an Export Package
You may export file data in one of three ways. Basic file interchange exports a list of files into the RL-XML format or another format using an XSLT converter (which is placed in the FIM directory on the server). When
Prerequisites: You must have the 'File Interchange' function enabled for your role.
To create an export package:
- Click New on the File Interchange Packages page (page 1).
- Select Export Package.
- Complete the Package Name field (i.e., RL_Export) and provide a Package Description, if desired.
- Choose the Module from which you are exporting data.
- Choose a Partner.
- Note: The default Standard partner exports files as individual RLXML files. Individual XML
and attachment files are compressed and batched together in a single ZIP
file. The remaining partners are module-specific (i.e., NDNQI is specific to Risk). If you select this option, you can also select Export with summary to include file summaries within the export files.
- Note: Ensure the Value field is completed for the partner on the File Interchange Partner Properties dialog to ensure a successful export. If blank, set the value to a path and folder name of your choosing (for example, C:\FileImport).
- Choose an FTP Connector, which determines the security of the connection and the server/subfolder location of the export output. See Creating an FTP Connector for more information.
- Note: For on-premise clients, if this field is kept blank, a Destination field will appear below (see step 12).
- Select Export as Simplified RL XML to keep the file size smaller.
- Select Export as a single RL XML file if you want all exported data within a single XML file.
- Select the default action for previously exported files that match export conditions:
- None - only export files newly introduced since the last export
- All previously exported files - include all files in the export package, including those that had been exported before
- Only files updated in RL6 after they were exported - in addition to new files, also include previously exported files that have been updated since last export
- (Only for on-premise clients, not shown) In the Destination field, type the folder name where the exported file will be placed; it will be created if it doesn’t already exist. Or, type an absolute path to a shared network directory (contact your network administrator for details).
- Click the Filter tab and use the Expression Editor to define what files should be exported (page 1).
- If desired, specify which fields should be exported when the package runs (page 1).
- If desired, add the FIM export job to a schedule (page 1).
- Click Save and Close to return to the File Interchange Packages page.
Note: To run the package, select it and click Run on the same page. You can then see the status of the package on the File Interchange Job Control page: see Managing File Interchange Jobs for more information.