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Exporting data records

You can copy data records that are the results of specific search criteria from the MDM server to your computer. This enables you to work with a local copy of the data records, do any modifications and then import the records again onto the MDM server for example.

Before you begin

  • The MDM server is already launched.

  • You have been assigned a role with the appropriate user authorization and access rights.

  • At least one view has been created in Talend Studio. For further information, see the Talend Studio User Guide.

  • Make sure you have selected the data container that holds the master data you want to manage and the data model against which the master data will be validated.

About this task

To export all the records result of your search criteria, complete the following:

Procedure

  1. Search and list the data records according to a specific search criteria.
    Note that the data records to be exported contain only the fields available in the list, which depend on what you have defined in the view.

    Example

  2. Select the data records you want to export and then click Import and Export on the menu bar.
  3. Select Export to open the Export File dialog box.

    Example

    Make sure you have defined a multi-value separator. Otherwise, unexpected errors will occur.
    Depending on your choices, a foreign key element can be exported in three different ways:

    • If you do not select the Resolve Foreign Key check box, only the foreign key id will be exported and wrapped in brackets, for example, [FKid1], [FKid1][FKid2], and [FKid1][FKid2]|[FKid3].

    • If you select Resolve Foreign Key check box and then select Id-FKInfo from the Display Type list, the value of the exported foreign key element will contain both its id and the foreign key information, for example, [FKid1]|FKinfo1, [FKid1][FKid2]|FKinfo1, and [FKid1]|FKinfo1|FKinfo2.

    • If you select Resolve Foreign Key check box and then select FKInfo from the Display Type list, the value of the exported foreign key element will contain only the foreign key information, for example, FKinfo1, and FKinfo1|FKinfo2.

  4. Select the type of the file into which your search results will be exported, either Excel or CSV. In this example, it is Excel, and the search results will be exported to an xlsx file.
  5. Click Export and then follow the instructions in the dialog box that opens to complete the export operation. Note that the steps to follow are different according to your operating system.

    Example

  6. Select the Save File option and then click OK to close the dialog box. The listed records are all copied from the MDM server to your computer in an xlsx file.
    You can now do necessary modifications on the records and then import them on the MDM server.

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