Export to File Tool
Use the
Export to File tool to configure a segment of records for export to a local or network location using either a pre-defined layout or the segment resolution level table layout. This option allows you to output the data file to an FTP Site.
Exporting a File to Document Store
Procedure
- Drag the tool to the Workspace below the segment and any predefined layout report.
- Select Document Store.
- Click the browse button to browse to and select a file location where the file will be saved to. This can be an Campaign Manager folder location or a UNC file path.
- Enter the file name.
- If the destination file already exists and you want to overwrite it, check Overwrite Existing.
- If you want to create multiple files with the same filename but differentiate them by creation date and time, select Append Timestamp. The file created is appended with the current date/time using the format yyMMddHHmmss.
- Select the required Layout type:
| Resolution Table: |
Includes all columns from the table that your segment is resolved to. |
| Inline Layout: |
Click on the inline Layout radio button to define a layout for the output records within the Export to File tool. By default, a Pipe delimited file type is selected with zero layout items. To edit these settings and add layout items from the data explorer click the icon that is displayed to launch the Layout tool.
When using the Layout tool with the Export to File Tool, the format given in the Layout is inherited. For example, if you set the layout format to excel when exporting your file using the Export to File tool an .xlsx extension is automatically applied to the file created. When using a fixed width or delimited layout within the 'Layout' tool you will need to append an extension to the file name before exporting.
|
| Document Layout: |
Allows you to select via a drop-down list any Layout that has already been defined separately in the current document. |
| Linked Template: |
Allows you to select a layout from those that have already been saved as templates. Search for the layout by name, or click the Browse button and navigate to and select the required template in the Document Store. |
- Click the Run Processes button to perform the export.
Exporting a File to an FTP Site
Before you begin
Set up the FTP sites before exporting.
Procedure
- Drag the tool to the Workspace below the segment and any predefined layout report.
- Select FTP Site.
- Click thedrop-down arrow on the FTP Site field, to see a list of previously select the FTP sites that can be used for selection. Select the FTP site the file should be exported to.
- Click the drop-down arrow on the FTP folder field to see a list of folders that have been set up previously and select which subfolder the file should be placed in. Note that if only one sub folder has been set up then this folder will automatically be selected and displayed in this field.
- Enter the name of the file in the File Name field.
- If the destination file already exists and you want to overwrite it, select Overwrite Exisitng.
- If you want to create multiple files with the same filename but differentiate them by creation date and time, select Append Timestamp. The file created is appended with the current date/time using the format yyMMddHHmmss.
- Select the required Layout type:
| Resolution Table: |
Includes all columns from the table that your segment is resolved to. |
| Inline Layout: |
Click on the inline Layout radio button to define a layout for the output records within the Export to File tool. By default, a Pipe delimited file type is selected with zero layout items. To edit these settings and add layout items from the data explorer click the icon that is displayed to launch the Layout tool.
When using the Layout tool with the Export to File Tool, the format given in the Layout is inherited. For example, if you set the layout format to excel when exporting your file using the Export to File tool an .xlsx extension is automatically applied to the file created. When using a fixed width or delimited layout within the 'Layout' tool you will need to append an extension to the file name before exporting.
|
| Document Layout: |
Allows you to select via a drop-down list any Layout that has already been defined separately in the current document. |
| Linked Template: |
Allows you to select a layout from those that have already been saved as templates. Search for the layout by name, or click the Browse button and navigate to and select the required template in the Document Store. |
- Click the Run Processes button to perform the export.
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