Export Profile

Purpose of the plugin

The plugin is used to create Export Profiles with which the PIM attributes for the export are specified.
The exact assignment of the attributes is defined in the Export Editor.

Introduction

Any number of Export Profiles can be created within the module.
In principle, they define the PIM classification from which the attributes are obtained and the format in which the subsequent export is to be carried out.
The module can be used to directly access exports that have been executed with the respective profile.
In addition, a profile can be used to open the Export Editor, in which the exact attribute list is defined and special transformations can be performed if required.

export profile complete
Figure 1. Export Profile

Prerequisites and relations to other modules

The Export Profiles must usually first be edited in the Export Editor so that certain attributes can be selected and, if necessary, provided with transformations.
The profiles on their own cannot be used to perform an export. Only by linking Selectors and profiles under a Collective Job a file can be exported.

How to access

The Export Profile module can be opened directly via the sidebar.

How to use

The Export Profile plugin consists of a center and right view.

  • Center View
    Displaying export profiles

  • Right View
    Details about export profiles and linked export files

Center View

Export profiles can be created and displayed in the center view. The exact structure and its functionalities are explained in more detail in the following chapters.

export profile center
Figure 2. Center View of the Export Profile

Toolbar & Functions

The toolbar contains the following functions:

Create Export Profile

When the function is executed, a dialog opens with the following settings options:

  • Export Profile Name
    The entered name must be unique.

  • Identifier
    The entered identifier must be unique.

  • Export Type
    Initially, "PIM Product and Attribute Export" is possible.

  • Data Format

    • Available file formats are:

      • CSV

      • OMN CSV - Complete

        • No export editor is required, as all attributes of the classification are exported 1:1.

      • OMN CSV - with attribute filter

        • The selection of attributes can be restricted in the Export Editor, but no transformations or name changes can be made.

      • OMN XML - Complete

        • No export editor is required, as all attributes of the classification are exported 1:1.

      • OMN XML - with attribute filter

        • The selection of attributes can be restricted in the Export Editor, but no transformations or name changes can be made.

      • XLS

  • Classification
    Dropdown menu with all available classifications for restricting attributes.

  • Value separation
    If an attribute has multiple values, these are separated by a separator during export.
    By default, the input field is filled with ‘|’.

OMN formats can be reimported quickly and easily as long as no changes are made to the structure of the export file.
No additional (user-defined) attributes or columns are allowed be added.
create export profile
Figure 3. Create Export Profile
Rename

A dialog opens to edit the existing export profile name.

Delete

A dialog opens to delete the export profile.

Open Export Editor

The Export Editor will be opened.

Statusbar

The statusbar contains a quick search with object counter as well as the statusbar settings.

Quick Search and Object Counter

A quick search is available to users to reduce content and simplify the search for specific export profiles.
One or more values can be entered here to find the desired profile.

Next to the quick search is an object counter, which displays the number of export profiles.

Statusbar Settings

The statusbar settings enable the following:

  • Continuous scrolling or pagination

    • In the case of pagination: number of import profiles on a page

  • Column visibility

Canvas

The workspace displays a table showing all available export profiles.
The table contains the following headings and content:

  • Status
    The status indicates whether an export can be performed with an export profile or not.
    Three different icons are displayed with the following meanings:

    • grey:
      Grey indicates a newly created export profile. In general, at least one attribute must be selected in the export editor in order for an export to be carried out.
      OMN complete exports are excluded, as these are automatically preselected.

    • green:
      At least one attribute has been added to the export attributes in the Export Editor, enabling an export.

    • yellow:
      There is an error in the export attributes in the Export Editor (e.g. an OMN attribute is no longer available).
      Exporting is still possible, but the faulty attributes will be ignored/not exported.

  • Export Profile Name

  • Identifier

  • Export Type

  • Data Format

  • Classification

  • Last edited

  • Note

It is not possible to select more than one profile at a time. Therefore, a function can only be executed on one row at a time.

Right View

The view on the right is divided into two tabs:

Details

The Details tab consists of two accordions.
The respective accordions are described in more detail in the following chapters.

details
Figure 4. Details
Toolbar

The Toolbar contains Save und Cancel buttons.

General

The first accordion contains general information about the export profile. These are:

  • Export Profile Name

  • Identifier

  • Export Type

  • Data format

  • Classification

  • Value separation
    Unlike the other information, the value separation can be changed retrospectively.

Additional Informationen

There is a ‘Note’ input field in the accordion for additional information.
The user has the option of adding his own notes to the export profile.

Linked Export Files

All export files linked to the export profile are displayed within this tab.

linked files
Figure 5. Linked Export Files
Toolbar & Functions

The toolbar contains the following functions:

Download

The download function can be used to download single or multiple export files.

This function is only available if the export file has been saved in OMN, i.e. in a DAM directory.
If the file has been saved in the FTP directory, it cannot be downloaded.
Open in DAM

This feature is currently not executable (will follow in version 7.0)

Jump to Process History

This feature is currently not executable (will follow in version 7.0)

Statusbar

The statusbar contains a quick search with object counter as well as the statusbar settings.

Quick Search and Object Counter

A quick search is available to users to reduce content and simplify the search for specific export files.
One or more values can be entered here to find the desired file.

Next to the quick search is an object counter, which displays the number of export files.

Statusbar Settings

The statusbar settings enable the following:

  • Continuous scrolling or pagination

    • In the case of pagination: number of linked files on a page

  • Column visibility

Canvas

The workspace displays all linked files in tabular form that were created while export.
The following columns are displayed:

  • Name

  • Creation Date
    Date when the export was created.

  • Original Path
    DAM path where the export file was saved in OMN.
    If the file was saved in FTP, ‘FTP’ is displayed instead.

  • Collective Job
    Name(s) of the collective jobs on which the export is based.

The following links contain related information that are recommended for reading.

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