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Difference between revisions of "Export Data"

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===Export Folder in Documents===
===Export Folder in Documents===
The exported data .zip file is available from the ''Export Data'' folder in [[Documents]] for a period of seven days.
{{permissions|Import and Export Data|view this folder and contents}}
{{permissions|Import and Export Data|view this folder and contents}}


To download the exported data .zip file:
To download the exported data .zip file:
#Click the link in the email notification message
#Click the link in the email notification message. (The link is good for seven days.)
#Login and navigate to the ''Export Data'' folder in [[Documents]]
#Open the folder and select the file.
#Click the [Download] button to download a copy of the compressed .zip file
#Click the [Download] button to download a copy of the compressed .zip file
#Optionally, click the [Email] button to send a copy of the compressed .zip file via email
#Optionally, click the [Email] button to send a copy of the compressed .zip file via email

Revision as of 21:18, 25 June 2013

GearIcon.png > Administration > Data Management > Export Data

The Export Data option provides a means to download a copy of the database, creating a compressed (.zip) backup file.

Lock-tiny.gif

Users that have the Import and Export Data permission can import or export data 

To export data and create a backup file:

  1. Click GearIcon.png > Administration > Data Management > Export Data
  2. In the Export Detail section, complete the following information:
    Encoding Type
    Choose from ISO-8859-1, UTF-8 or UTF-16.
    (If you are not sure which to choose, contact your System Administrator)
    Include Notes/Attachments/Documents
    Optionally, click the checkbox to include associated Notes, Attachments, and Documents in the export file. Besides including the documents and attachments, this will create a file (Documents.csv) with meta information about the documents, attachments, and notes.
  3. In the Email Address for Sending Notification section, complete the following information:
    Email Address
    Select the email address that will receive the link to the backup files
  4. In the Objects for Data Export section, complete the following information:
    Include All Data
    Checkbox, selected by default
    Optionally, uncheck the Include All Data checkbox Checkboxicon.gif icon, and select individual object(s) to export
  5. Click [Save] to trigger the export process, or click the [Cancel] button to stop the action

When the export is complete, an email message is sent to the specified address. A link to a .zip file is included in the message. The recipient can download the compressed file by following the link. (A login to the platform is required.)

To view the data on a local computer, uncompress the .zip file, using any standard data compression program. The uncompressed data file is in CSV format, which can be viewed using a standard database or spreadsheet application.

Monitoring Export Status

The export process is tracked in the Export Queue. To monitor its progress, click the Refresh icon. RefreshIcon.png

As the export progresses, you may see the following status conditions:

  • In Processing Queue is displayed when you start the export
  • When a file has been exported successfully, it's status will be Completed
  • An export that fails will show an error message, for example: Data Export - Error encountered while processing Accounts
Considerations
  • Exported data will be automatically deleted from the Export Data folder in the Documents object after 7 days
  • One export per week is permitted
  • Initiating a data export schedules the job for immediate execution (there is no automated scheduling mechanism)
  • The exported data will be counted as part of the document storage space used (be sure to empty the Recycle Bin periodically, in case storage is an issue); When Documents (file attachments) are included in the export, storage management is especially important
  • User and Team identifiers are included in the file (Role information is not exported)
  • Date Created, Date Modified, Created Id and Modified Id will be exported
  • Exporting the audit log generates two .csv files:
  1. A database dump of all the logs (AuditLog.csv)
  2. A database dump of all the log codes (LogCodes.csv). This file is for auxiliary information.

Both files have common columns (type, operation) which can be used in a defined join to get more information