The Export function can be found in the “Tools” menu:
Figure 4.2: Exporting Part
The process for importing data is very similar for all object types. This document illustrates the process for a few typical cases.
Importing or exporting Users, Groups, Roles, Lifecycles, Classes, Dictionaries and Configurations are administrative tasks and are not covered in this document (although they function in an analogous way to other object types).
As an example, if you select “Export Part”, the following dialog opens:
Figure 4.3.a: Export Part Window
In this dialog, you can start by choosing “Search”. This opens a search dialog:
Figure 4.3.b: Export Window
You can invoke the “Search” function multiple times to build an export set with whatever parts you want:
Figure 4.3.c: Export Window
You can optionally click on the “Fields” button next to “Mapping” to configure which fields are outputs and what they are called in the output file. In the following example, you can rename the “Lifecyclephase” field to “LC Phase”:
Figure 4.3.d: Export Window
You can configure the separator for the file by clicking on “Separator”:
Figure 4.3.e: Export Window
By clicking on the “Save” button, you can select a folder and indicate the name of the output file:
Figure 4.3.e: Export Window
The resultant file can be opened with any text editor:
Figure 4.3.f: Exported Text