## Export object-specific data

To export object-specific data

1. On the Items, Documents or Folders page, select the appropriate object.
2. Do one of the following:

- On the Actions menu, click Export Package.
- Click on the toolbar.

The Export [Object ID] - Export To page appears.

3. Specify the following:

- Setup File - The name of your setup file, to be selected from the drop-down list. Check with your SSA ECM administrator if you do not know which file to use.
- Export Date - By default, the current date. To schedule the export operation, click the Calendar icon.

The export date depends on the effectivity of the object selected for export. If the object is currently effective, today's date will be defaulted. If the object has past or future effectivity dates, the effective From date will be defaulted.

NOTE

- You can change the date as long as the new date is within the object's effectivity range.
- If you select multiple objects for export, the objects must all have similar effectivity periods. SSA ECM will default according to the first object. If there is a combination, the export will show an error message.
- Levels - By default All.

4. Under Destination, select the appropriate output method:

- Download Package - This method is recommended for sending large data packages. After downloading, you can send the package to your business partner by FTP, or copy the package to a shared folder.
- Send by Mail - This method is suitable for sending small data packages. If you select this option, you must specify at least one recipient.
  To supply additional information, click Message.

5. Click Next.

The Export [Object ID] - Output page appears.

6. If required, change the package name.
7. Under Output Metadata Format, select check boxes to indicate the format(s) required by your business partner:

- *.xml
- *.xls
- *.html
- *.pdx
- *.pdf

8. If required, click Browse to attach any additional files to the package from outside SSA ECM. If you made a mistake, select the corresponding check box and click Remove.
9. Click Finish to accept the default links and file type values and export the package, or click Next to continue.

The Export [Object ID] - Links & Files page appears.

10. In the Item/Document section, select check boxes for the links required.
11. In the File Extensions section, select check boxes for the file types required.

NOTE

The file types available are those defined in your setup file. If a file type that you require is not shown, contact your SSA ECM administrator.
12. If required, click Preview to see the file list based on your selections.
13. To complete the export procedure, click Finish.
    To change your selections, click OK to return to the previous page.
14. Depending on the selected output method, the following occurs:

- Download Package
  The Windows File Download dialog box appears.
  Click Save.
- Send by Mail
  The "Product Package has been successfully sent" message appears.
  Click OK.

SSA ECM 8.0 SP1 User's Guide © Copyright 2004 SSA Global Technologies (Israel), Ltd.