Create Export Sets

The procedures explained in this section are used after you have completed preparation—whether you are:

Before you get started working with export sets, you might want to watch the video about configuring export sets.

ClosedClick here to watch the Configuring Export Sets video

The following video provides a basic review of the Export Set functionality. The purpose of the video is to help you:

Note: The video above relates to a version of Enterprise that came out before the latest release. The functionality described in the video is accurate, but the UI may have since changed.

Getting Started

Begin defining an export set with the following steps:

  1. Start Enterprise and log in as an Enterprise administrator.

  2. Choose Enterprise Review from the Enterprise main menu.

  3. Select the case card for which the export (or production) job is to be run.

  4. Click to open the Enterprise Review Case Administration page.

  5. Click to access the Export set up page.

  6. Click to create a new export.

  7. Information: Complete basic export-set information shown in the table below.

  8. Continue with the procedures explained in this topic.

Click  or  to expand or collapse each section. Save an export set definition at any time by clicking Save at the bottom of the form. Continue work on an unfinished definition by selecting it in the list of export sets and clicking .

ClosedBasic Export Information

Option

Description

Name

Enter a name for the set.

Date

Enter the date the export (or production) job is estimated to be completed or delivered, or click  and select the date.

Use a date format of MM/DD/YYYY. A single digit for month and/or day is acceptable.

Output Location

Enter the full path for exported files, or click Browse and navigate to/select the needed folder.

IMPORTANT: Make sure the following conditions are met:

The location is in UNC format (such as \\server001\exports\smith-jones\).

The destination folder exists.

The path does not already have exported data in it.

Enterprise has access to the location (for example, it is in the same or a trusted domain).

Export Environment

All export and production jobs are processed using eCapture® by IPRO and Enterprise Workers.

Click in the Export Environment field and select the environment for this export/production job. The environments available are based on the application environments defined in Enterprise Case Management and/or IPRO Eclipse.

A specific environment may be set as the system default, When this is done, the designated environment will be selected by default. See additional notes following this table.

Notes

Optional: Enter additional information about this export set.

 

Export Environment Notes

Members of the Super Admin group can set a default export environment by clicking Set System Default as shown in the following figure. This is appropriate if a single environment should be used for most export and production jobs.

In the following figure, the “eCap-1” environment has already been designated as the System Default (all users will see this designation), and a Super Administrator is preparing to select the “eCap-2” environment to be the default. The Set System Default command appears when an environment is highlighted.

Additional Export Set Functions

Search for an Export Set

To search for the desired export, enter the beginning characters of the export set name in the Search field. .

The export set to sets that match the enter characters display. To return the entire list of export sets, clear the search field.

Sort the Export Set List

To sort the export set list, do the following:

Click located next to the Search field and select a sort option: Name (default), Created Date, Created By, Modified Date, or Modified By.

Edit an Existing Export Set

To edit an existing export set, do the following:

  1. Select the export.
  2. Click .
  3. Edit the fields.
  4. Click when finished.

Copy an Existing Export Set

To copy an existing export set, do the following:

  1. Select the export.
  2. Click . The export sets page displays the contents of the copied export set.
  3. Edit the fields as needed.
  4. Click when finished.