Exporting objects to an XML file
Metrics Management supports exporting an individual object, such as a book or measure, and a filtered list of objects. To export a filtered list of objects, use the Search feature to create the list, and then export the list to XML. For example, if you need to make similar changes to financial measures, search the Finance category and export to XML. Then, edit the measures in the XML file. Finally, import the edited XML file into Metrics Management.
Metrics Management also supports exporting all objects of a specific object type or all objects in a database. For example, Metrics Management supports exporting all user objects from a database. Exporting all objects in a database also exports all dependant objects, for example, all images referenced by objects in the database.
How to export objects
1 In the Navigation Pane, choose Setup, and choose an object type. For example, choose Measures.
2 To export an individual object:
1 In Setup <Object>, select an object name.
2 Choose View or Edit.
3 Choose Export as XML.
3 To export a filtered list of objects:
1 Choose Search.
2 In Search, select criteria appropriate to return the list of objects for export. For example, to return all data measures, choose Measure Type, and then choose Data. Choose OK. Then, choose OK again.
3 Choose Export as XML.
4 To export all objects of the selected type, choose Export as XML.
Export as XML appears, as shown in Figure 6‑1.
Figure 6‑1 Export as XML
5 In Export file, type an export file name.
6 Choose Browse. Then, navigate to a location to save the export file. Choose Save.
7 To export all dependant objects, select Export referenced objects.
8 In Default action, to define an action based on the planned use of the import file, select Set default action. Then, in Action, perform one of the following tasks:
*To use the import file to create new objects in Metrics Management, select Add.
*To use the import file to replace objects in Metrics Management, select Edit.
*Add, Edit uses the Edit action if the object is found in Metrics Management or the Add action if it is not.
*To apply the Edit action if an object exists in the database, or the Add action if an object does not, choose Add or Edit.
*To use the import file to delete objects in Metrics Management, select Delete.
*To perform no imports using the XML file in Metrics Management, select None.
9 Choose Export.
A confirmation message appears indicating the number of objects which exported successfully.
How to export all objects in a database
1 Choose FileOpen Servers and Databases.
2 To show the list of databases on the server, in the main window, choose the plus sign next to the appropriate server.
3 Select a database from the list of databases.
4 In the Navigation Pane, choose Database ToolsExport Objects.
5 In Verify User Credentials, provide log in credentials.
6 In Export Objects as XML, provide a name for the export file and navigate to a location to save your file. Choose Save.
A confirmation message appears indicating that the object export was successful.