AgileApps Support Wiki Pre Release

Difference between revisions of "Part 4: Export Data"

From AgileApps Support Wiki
(Created page with "In this part of the exercise you export the test Order and Line Items records you created during the previous exercises in this course. # Navigate to '''Configuration''' > '''...")
 
Line 1: Line 1:
In this part of the exercise you export the test Order and Line Items records you created during the previous exercises in this course.
In this part of the exercise you export the test Order and Line Items records you created during the previous exercises in this course.
# Navigate to '''Configuration''' > '''Administration''' > '''Data Management''' > '''Export Data'''.
# Navigate to '''Configuration''' > '''Administration''' > '''Data Management''' > '''Export Data'''.
# On the Export Data page:
# On the '''Export Data''' page:
## Specify/check your email address.
## Specify/check your email address.
## Uncheck '''Include All Data'''.
## Uncheck '''Include All Data'''.
## Check the '''Orders''' and '''Line Items''' checkbox.
## Check the '''Orders''' and '''Line Items''' checkbox.
## Click '''Save'''. A success message appears:
## Click '''Save'''. A success message appears:
# To navigate to the Export Queue, select '''Configuration''' > '''Administration''' > '''Monitoring''' > '''Export Queue'''. 
# To navigate to the '''Export Queue''', select '''Configuration''' > '''Administration''' > '''Monitoring''' > '''Export Queue'''. 
# Check your email inbox for the status update.
# Check your email inbox for the status update.
# Click on the Export Data Zip File link in the email. Depending on your local configuration, the zip file will be opened or downloaded using a zip archive tool (e.g. 7-Zip).
# Click on the '''Export Data Zip File''' link in the email. Depending on your local configuration, the zip file will be opened or downloaded using a zip archive tool (for example, 7-Zip).
# To open the file in Microsoft Excel:
# To open the file in Microsoft Excel:
## Extract the Order.csv file from the zip file to your local file system.
## Extract the '''Order.csv''' file from the zip file to your local file system.
## Start Microsoft Excel (the following instructions assume you have MS Excel 2010 installed).
## Start Microsoft Excel (the following instructions assume you have MS Excel 2010 installed).
## In Microsoft Excel, on the Data tab, click the From Text option.
## In Microsoft Excel, on the '''Data''' tab, click the '''From Text''' option.
## Navigate to your extracted Order.csv file and click Import.
## Navigate to your extracted '''Order.csv''' file and click '''Import'''.
## In the Text Import Wizard, select Delimited and click Next. Select Comma for the Delimiter and click Finish.  
## In the '''Text Import Wizard''', select '''Delimited''' and click '''Next'''. Select '''Comma''' for the '''Delimiter''' and click '''Finish'''.  
##: This file can be used as a source to generate records for import back to a webMethods AgileApps Cloud Object.
##: This file can be used as a source to generate records for import back to a webMethods AgileApps Cloud Object.

Revision as of 16:11, 10 December 2022

In this part of the exercise you export the test Order and Line Items records you created during the previous exercises in this course.

  1. Navigate to Configuration > Administration > Data Management > Export Data.
  2. On the Export Data page:
    1. Specify/check your email address.
    2. Uncheck Include All Data.
    3. Check the Orders and Line Items checkbox.
    4. Click Save. A success message appears:
  3. To navigate to the Export Queue, select Configuration > Administration > Monitoring > Export Queue. 
  4. Check your email inbox for the status update.
  5. Click on the Export Data Zip File link in the email. Depending on your local configuration, the zip file will be opened or downloaded using a zip archive tool (for example, 7-Zip).
  6. To open the file in Microsoft Excel:
    1. Extract the Order.csv file from the zip file to your local file system.
    2. Start Microsoft Excel (the following instructions assume you have MS Excel 2010 installed).
    3. In Microsoft Excel, on the Data tab, click the From Text option.
    4. Navigate to your extracted Order.csv file and click Import.
    5. In the Text Import Wizard, select Delimited and click Next. Select Comma for the Delimiter and click Finish.
      This file can be used as a source to generate records for import back to a webMethods AgileApps Cloud Object.