Changeset 3314 for trunk/doc/src/docbook/userdoc/import_export_data.xml
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- May 9, 2007, 1:52:06 PM (16 years ago)
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trunk/doc/src/docbook/userdoc/import_export_data.xml
r3246 r3314 2 2 <!DOCTYPE chapter PUBLIC 3 3 "-//Dawid Weiss//DTD DocBook V3.1-Based Extension for XML and graphics inclusion//EN" 4 "../../../../lib/docbook/preprocess/dweiss-docbook-extensions.dtd"> 4 "../../../../lib/docbook/preprocess/dweiss-docbook-extensions.dtd" 5 [ 6 <!ENTITY runplugin.configure.common 7 "The top of the window displays the names of the selected plug-in and 8 configuration, a list with parameters to the left, an area for input fields to the 9 right and buttons to proceed with at the bottom. 10 Click on a parameter in the parameter list to show the form fields 11 for entering values for the parameter to the right. Parameters 12 with an <guilabel>X</guilabel> in front of their names already have a 13 value. Parameters marked with a blue rectangle are required and must 14 be given a value before it is possible to proceed." 15 > 16 ]> 5 17 <!-- 6 18 $Id$ … … 26 38 Boston, MA 02111-1307, USA. 27 39 --> 28 29 40 <chapter id="import_export_data"> 30 41 <?dbhtml dir="import_export"?> 31 42 <title>Import and export of data</title> 32 43 <para> 33 The data need first of all to be imported into the database before it can be used by/in the34 environment. The opposite is if the data should be used outside the environment, it then35 have to be exported before it can be used. These two actions, importing and exporting, are36 done through the plugin interface.44 In some places the only way to get data into BASE is to import it 45 from a file. This typically includes raw data, array design features, 46 reporters and other things, which would be inconvenient to enter 47 by hand due to the large number of data items. 37 48 </para> 38 49 <para> 39 Different kinds of import and export plugins, depending on the data, are used to get 40 data/information in and out from the BASE 2's database. Some of the plugins can take, some 41 even requires, a configuration to be able to run. If a plugin has configuration support or 42 not, can be found at 50 On the other hand, if data should be used outside of BASE, you need 51 to export it. Exporting data is possible for almost all kind of data. 52 These two actions, importing and exporting, are not built into BASE but 53 are always handled by plug-ins. 54 </para> 55 <para> 56 Normally, a plug-in handles one type of items, but some plug-ins, 57 for example the table exporter plug-in, can work 58 with several types of items. 59 Some plug-ins requires a configuration, for example, 60 the import plug-ins need some information about how to find headers and 61 data lines in the files. BASE ships with a number of plug-ins, the core plug-ins. 62 A <ulink 63 url="http://base.thep.lu.se/chrome/site/doc/admin/plugin_configuration/coreplugins.html" 64 >list with the core plug-ins</ulink> 65 can be found on BASE's homepage. On this page are also configuration 66 examples that can be downloaded for some of the plugins. 67 Go to 43 68 <menuchoice> 44 69 <guimenu>Administrate</guimenu> … … 46 71 <guisubmenu>Definitions</guisubmenu> 47 72 </menuchoice> 48 . The installation of BASE2 includes a collection of plugins, so called core plugins, and 49 these are, like all other plugins, supervised by the administrator or an user with 50 similar(at least write) permission on plugins. A list with these core plugins can be found 51 on 52 <ulink 53 url="http://base.thep.lu.se/chrome/site/doc/admin/plugin_configuration/coreplugins.html"> 54 base2's homepage 55 </ulink> 56 . On this page are also configuration examples that can be downloaded for some of the 57 plugins. 73 to check which plug-ins are installed on your BASE server. 58 74 </para> 75 59 76 <para> 60 If the 61 <guibutton>Import</guibutton> 62 or 63 <guibutton>Export</guibutton> 64 button is available in a page's toolbar the current context and item type is supported by at 65 least one import and export plugins respectively that the logged in user has permission to 66 use. 77 When a plug-in that supports import or export of a certain type of item 78 an <guibutton>Import</guibutton> or <guibutton>Export</guibutton> 79 button is displayed in the toolbar on either the list view or the single-item 80 view. 67 81 </para> 68 82 <note> 69 83 <title>Missing/unavailable button</title> 70 84 <para> 71 The logged in user does usually not have enough permission on the expected plugin if the 72 import- or export button is unavailable/not visible. Contact the administrator or 73 similar user that has permission to administrate the plugins. 85 If the import and/or export button is missing from a page were you would expect 86 to find them this usually means that: 87 </para> 88 <itemizedlist> 89 <listitem> 90 <simpara> 91 The logged in user doesn't have permission to use the plug-in. 92 </simpara> 93 </listitem> 94 <listitem> 95 <simpara> 96 The plug-in requires a configuration, but no one has been 97 created or the logged in user doesn't have permission to 98 use any of the existing configurations. 99 </simpara> 100 </listitem> 101 </itemizedlist> 102 <para> 103 Contact the server administrator or a similar user that has permission to 104 administrate the plug-ins. 74 105 </para> 75 106 </note> 76 <para> 77 Following subsections contains information how to proceed when importing or exporting data 78 in BASE2. 79 </para> 107 80 108 <sect1 id="import_export_data.import"> 81 109 <title>Import</title> 110 82 111 <para> 83 Click on 84 <guibutton>Import</guibutton> 85 in the toolbar to import data into BASE2's database. This will open a pop-up window 86 where the job, that shall perform the data import, can be configured. More about jobs 87 and what a job is can be found under 88 <xref linkend="jobs" /> 89 . 112 Starting a data import is done by a wizard-like interface. There 113 are a number of step you have to go through: 90 114 </para> 115 116 <orderedlist> 117 <listitem> 118 <simpara> 119 Select a plug-in and file format to use, or select the 120 auto detect option. 121 </simpara> 122 </listitem> 123 <listitem> 124 <simpara> 125 If you selected the auto detection funtion, you must select 126 a file to use. 127 </simpara> 128 </listitem> 129 <listitem> 130 <simpara> 131 Specify plug-in parameters. 132 </simpara> 133 </listitem> 134 <listitem> 135 <simpara> 136 Add the import job to the job queue. 137 </simpara> 138 </listitem> 139 <listitem> 140 <simpara> 141 Wait for the job to finish. 142 </simpara> 143 </listitem> 144 </orderedlist> 91 145 92 146 <sect2 id="import_export_data.import.plugin_fileformat"> 93 <title>Select plugin and file format</title> 147 <title>Select plug-in and file format</title> 148 <para> 149 Click on the <guibutton>Import</guibutton> button 150 in the toolbar to start the import wizard. The first step is to 151 select which plug-in and, if supported, which 152 file format to use. There is also an <guilabel>auto detect</guilabel> 153 option that lets you select a file and have BASE try to find a suitable 154 plug-in/file format to use. 155 </para> 156 157 <figure id="import_export_data.figures.select_import_plugin"> 158 <title>Select plug-in and file format</title> 159 <screenshot> 160 <mediaobject> 161 <imageobject><imagedata fileref="figures/select_import_plugin.png" format="PNG" /></imageobject> 162 </mediaobject> 163 </screenshot> 164 </figure> 165 166 94 167 <helptext external_id="import.selectplugin" 95 title="Select plugin and file format for data import"> 168 title="Select plug-in and file format for data import"> 169 170 <variablelist> 171 <varlistentry> 172 <term><guilabel>Plugin</guilabel></term> 173 <listitem> 174 <para> 175 A list of all plug-ins that are avilable in the 176 current context. The list only includes plug-ins that 177 the logged in user has permission to use. If you select 178 a plug-in a short description of about it is displayed 179 below the lists. More information about the plug-ins can 180 be found under the menu choice 181 <menuchoice> 182 <guimenu>Administrate</guimenu> 183 <guimenuitem>Plugins</guimenuitem> 184 <guisubmenu>Definitions</guisubmenu> 185 </menuchoice> 186 </para> 187 </listitem> 188 </varlistentry> 189 190 <varlistentry> 191 <term><guilabel>File format</guilabel></term> 192 <listitem> 193 <para> 194 A list of different file formats configurations 195 supported by the selected plug-in. 196 <menuchoice> 197 <guimenu>Administrate</guimenu> 198 <guimenuitem>Plugins</guimenuitem> 199 <guisubmenu>Configurations</guisubmenu> 200 </menuchoice>. 201 </para> 202 203 <note> 204 <title>File format vs. Configuration</title> 205 <simpara> 206 A file format is the same thing as a plug-in configuration. 207 It may be confusing that the interface sometimes use 208 <emphasis>file format</emphasis> and sometimes use 209 <emphasis>configuration</emphasis>, but for now, we'll have 210 to live with it. 211 </simpara> 212 </note> 213 214 </listitem> 215 </varlistentry> 216 217 </variablelist> 218 96 219 <para> 97 The first thing to do when configuring a job is to set which import plugin and 98 file format to use alternatively let the interface choose suitable plugin/file 99 format based on the file that shall be imported, more about this in 100 <xref linkend="import_export_data.import.plugin_fileformat.autodetect" /> 101 . 220 Proceed to the next step by clicking on the 221 <guibutton>Next</guibutton> button. 102 222 </para> 103 223 104 <sect3 id="import_export_data.import.plugin_fileformat.plugin"> 105 <title>Plugin</title> 224 <seeother> 225 <other external_id="import.autodetect">The auto detect function</other> 226 </seeother> 227 </helptext> 228 229 <sect3 id="import_export_data.import.plugin_fileformat.autodetect"> 230 <title>The auto detect function</title> 231 232 <helptext 233 external_id="import.autodetect" 234 title="The auto detect function"> 235 236 <para> 237 The auto detect function lets you select a file and have 238 BASE try to find a suitable plug-in and file format. This option is 239 selected by default in both the plug-in and file format lists when there is 240 at least one plug-in that supports auto detection. 241 </para> 242 <note> 243 <title>Support of auto detect</title> 106 244 <para> 107 Available import plugins that the logged in user has permission to use and 108 that support the current context are listed in the pop-up window's 109 drop-down-list with plugins. Select the appropriate import plugin for the 110 job from this list. At the bottom of the frame stands a short description 111 about what the selected plugin does. More information about the plugins can 112 be found under the menu choice 113 <menuchoice> 114 <guimenu>Administrate</guimenu> 115 <guimenuitem>Plugins</guimenuitem> 116 <guisubmenu>Definitions</guisubmenu> 117 </menuchoice> 245 Not all plug-ins support auto detection. The ones that do are marked in 246 the list with <guilabel>×</guilabel>. 118 247 </para> 119 </sect3> 120 121 <sect3 id="import_export_data.import.plugin_fileformat.fileformat"> 122 <title>File format</title> 248 </note> 249 250 <para> 251 Select the auto detect option either for both plug-ins and 252 file formats or only for file formats to use this feature. 253 Continue to the next step by clicking on the <guibutton>Next</guibutton> 254 button. 255 </para> 256 257 <seeother> 258 <other external_id="import.selectplugin">Select plug-in and file format for data import</other> 259 <other external_id="import.autodetect.selectfile">Select file for auto detection</other> 260 </seeother> 261 262 </helptext> 263 264 <para> 265 You must now select a file to import from. 266 </para> 267 268 <figure id="import_export_data.figures.select_autodetect_file"> 269 <title>Select file for auto detection</title> 270 <screenshot> 271 <mediaobject> 272 <imageobject><imagedata fileref="figures/select_autodetect_file.png" format="PNG" /></imageobject> 273 </mediaobject> 274 </screenshot> 275 </figure> 276 277 <helptext external_id="import.autodetect.selectfile" 278 title="Select file for auto detection"> 279 280 <variablelist> 281 <varlistentry> 282 <term><guilabel>File</guilabel></term> 283 <listitem> 284 <para> 285 Enter the path and filename for the 286 file you want to use. Use the <guibutton>Browse…</guibutton> 287 button to browse after the file in BASE's file system. 288 If the file doesn't exist in the file system you have the option 289 to upload it. 290 <nohelp>Read more about this in <xref linkend="file_system" />.</nohelp> 291 </para> 292 </listitem> 293 </varlistentry> 294 295 <varlistentry> 296 <term><guilabel>Recently used</guilabel></term> 297 <listitem> 298 <para> 299 A list of files you have recently used 300 for auto detection. 301 </para> 302 </listitem> 303 </varlistentry> 304 </variablelist> 305 123 306 <para> 124 The drop down list with file format contains available file formats for the 125 selected plugin. A file format configures a plugin how it should parse the 126 file for importing it's data. Information about each file format can be 127 found under the menu choice 128 <menuchoice> 129 <guimenu>Administrate</guimenu> 130 <guimenuitem>Plugins</guimenuitem> 131 <guisubmenu>Configurations</guisubmenu> 132 </menuchoice> 133 . Select the file format that should be used together with the plugin. 307 Click on the <guibutton>Next</guibutton> button 308 to start the auto detection. 134 309 </para> 310 135 311 <para> 136 Proceed to next window by clicking on 137 <guibutton>Next</guibutton> 312 If the auto detection finds a exactly one plug-in and file format 313 the next step is to configure any additional parameters needed 314 by the plug-in. This is the same step as if you had selected 315 the same plug-in and file format in the first step. 316 If no plug-in can be found an error message is displayed. 138 317 </para> 139 </sect3> 140 141 <sect3 id="import_export_data.import.plugin_fileformat.autodetect"> 142 <title>Auto detect</title> 143 <para> 144 Auto detect lets the BASE2 plugin-interface to choose plugin and/or file 145 format by validating the data file that shall be imported. This option is 146 set by default in both plugin- and file format drop-down lists when there is 147 at least one plugin in the list that supports auto detection. 148 </para> 318 149 319 <note> 150 <title> Support of auto detect</title>151 <para> 152 Not all plugins support auto detection. The ones that do are marked in153 the drop down list with a154 <guilabel>X</guilabel>155 .320 <title>More then one compatible plug-in/file format</title> 321 <para> 322 If more than one matching plug-in or file format is used 323 you will be taken back to the first step. This time 324 the lists will only include the matching plug-ins/file formats 325 and the auto detect option is not present. 156 326 </para> 157 327 </note> 158 <para> 159 Set either both plugins and file formats or only file format to auto detect 160 to use this feature. Click then on 161 <guibutton>Next</guibutton> 162 to go to the next window where the file to import from is selected. Press 163 <guibutton>Browse…</guibutton> 164 in this window to browse after the import file in the BASE2's file system. 165 If the file doesn't exist in the file system it first has to be uploaded 166 before it's possible to use it, read more about this under 167 <xref linkend="file_system" /> 168 . 169 </para> 170 <para> 171 Proceed by clicking on 172 <guibutton>Next</guibutton> 173 . 174 </para> 175 <para> 176 If there is a file format and a plugin compatible to the selected file, the 177 next step will be to configure the job parameters. The file parameter is 178 already set to the file that was selected earlier. Is there on the other 179 hand no compatible file format or plugin that could be found there will be 180 an error message that describes what went wrong. 181 </para> 182 <note> 183 <title>More then one compatible plugin/file format</title> 184 <para> 185 The auto detect will pick the first plugin and file format it finds and 186 it can therefore not be used if there are more then one plugin or file 187 format that can import the selected file. 188 </para> 189 </note> 190 </sect3> 328 329 <seeother> 330 <other external_id="import.selectplugin">Select plug-in and file format for data import</other> 331 <other external_id="import.autodetect">The auto detect function</other> 332 </seeother> 333 334 </helptext> 335 336 </sect3> 337 338 </sect2> 339 340 <sect2 id="import_export_data.import.pluginparameters"> 341 <title>Specify plug-in parameters</title> 342 <para> 343 When you have selected a plug-in and file format or used 344 the auto detect function to find one, a form where you 345 you can enter additional parameters for the plug-in is displayed. 346 </para> 347 348 <figure id="import_export_data.figures.confiure_plugin"> 349 <title>Specify plug-in parameters</title> 350 <screenshot> 351 <mediaobject> 352 <imageobject><imagedata fileref="figures/plugin_parameters.png" format="PNG" /></imageobject> 353 </mediaobject> 354 </screenshot> 355 </figure> 356 357 <helptext external_id="runplugin.configure.import" 358 title="Specify plug-in parameters"> 359 <para> 360 &runplugin.configure.common; 361 </para> 362 363 <para> 364 The parameter list is very different from plug-in to plug-in. 365 Common parameters for import plug-ins are: 366 </para> 367 368 <variablelist> 369 <varlistentry> 370 <term><guilabel>File</guilabel></term> 371 <listitem> 372 <para> 373 The file to import data from. A value is already set if 374 you used the auto detect function. 375 </para> 376 </listitem> 377 </varlistentry> 378 379 <varlistentry> 380 <term><guilabel>Error handling</guilabel></term> 381 <listitem> 382 <para> 383 A section which contains different options how to 384 handle errors when parsing the file. Normally you can 385 select if the import should fail as a while or if 386 the line with the error should be skipped. 387 </para> 388 </listitem> 389 </varlistentry> 390 </variablelist> 391 392 <para> 393 Continue to the next step by clicking the 394 <guibutton>Next</guibutton> button. 395 </para> 191 396 </helptext> 397 192 398 </sect2> 193 194 <sect2 id="import_export_data.import.jobparameters"> 195 <title>Job parameters</title> 196 <para> 197 This window contains of a top line with the names of the selected plugin and 198 configuration, a list with parameters to the left, area for input fields to the 199 right and buttons to proceed with at the bottom. Which the parameters in the list 200 are depends on the selected plugin and it's configuration. Common parameter for all 201 import plugin is however the 202 <guilabel>File</guilabel> 203 parameter (already set if auto detect is used) which holds the file to import the 204 data from. A click on a parameter in the list will display an input field and a 205 description to the right of the list. Parameters that have a 206 <guilabel>X</guilabel> 207 in front of their names has already a value set and those parameters, which names 208 are marked with a rectangle, are required and need to be set before it's possible to 209 continuing with the job configuration. There will pop up a dialog window if not all 210 required parameters had been set. 211 </para> 212 <para> 213 Continue the job configuration by clicking on 214 <guibutton>Next</guibutton> 215 . In this window should information about the job be filled in, like name and 399 400 <sect2 id="import_export_data.import.jobqueue"> 401 <title>Add the import job to the job queue</title> 402 403 <para> 404 In this window should information about the job be filled in, like name and 216 405 description. Where name is required and need to have valid string as a value. There 217 406 is also an option if the user want to get a message or not after the job is done. … … 222 411 Clicking on 223 412 <guibutton>Finish</guibutton> 224 when everything is set will end the job configuration and place the job in the BASE225 2 server's job queue.A self-refreshing window appears with information about the413 when everything is set will end the job configuration and place the job in the job queue. 414 A self-refreshing window appears with information about the 226 415 job's status and execution time. How long time it takes before the job starts to run 227 416 depends on which priority it and the other jobs in the queue have. The job doesn't 228 depend ent on the status window to be able to run and therefore can the windowbe229 closed without the execution is interrupted.417 depend on the status window to be able to run and the window can be 418 closed without interupting the execution. 230 419 </para> 231 420 <tip> … … 236 425 <guimenuitem>View</guimenuitem> 237 426 <guimenuitem>Jobs</guimenuitem> 238 </menuchoice> 239 . 427 </menuchoice>. 240 428 </para> 241 429 </tip> … … 246 434 <title>Export</title> 247 435 <para> 248 Before data from BASE 2's databasecan be used outside the program, it first had to be436 Before data from BASE can be used outside the program, it first had to be 249 437 exported to a file which then can be downloaded to a local path from the BASE file 250 438 system. 251 439 </para> 252 440 <para> 253 A data export is done by a job that runs an export plug in for the current context. An441 A data export is done by a job that runs an export plug-in for the current context. An 254 442 export job is started by clicking on 255 443 <guibutton>Export…</guibutton> 256 in the toolbar, which will open a pop-up window where the job can be configured. 444 in the toolbar, which will open a pop-up window allowing you to 445 select plug-in and specify parameters for it. 257 446 </para> 258 <helptext external_id="runplugin.selectplugin" title="Select plugin"> 259 <para> 260 The first thing in the configuration process is to choose which plugin the job 261 should use and a plugin-configuration for those plugins that require it. More 262 information about the plugins can be found in each plugin's documentation. 263 </para> 447 448 <sect2 id="import_export_data.export.selectplugin"> 449 <title>Select plug-in and configuration</title> 450 451 <para> 452 This dialog is very similar to the dialog for selecting an 453 import plug-in. See <xref linkend="import_export_data.figures.select_import_plugin" /> 454 for a screenshot example. 455 </para> 456 457 <helptext external_id="runplugin.selectplugin" title="Select plug-in"> 458 <para> 459 The first thing in the configuration process is to choose which plug-in 460 to use and a configuration for those plug-ins that require it. More 461 information about the plug-ins can be found in each plug-in's documentation. 462 </para> 463 <note> 464 If there is only one plug-in and configuration available, this 465 step is skipped and you are taken directly to next step. 466 </note> 467 468 <variablelist> 469 <varlistentry> 470 <term> 471 <guilabel>Plugin</guilabel> 472 </term> 473 <listitem> 474 <para> 475 Select the plug-in to use. Only plug-ins that supports the current 476 context and that the logged in user has permission to use are 477 available in the list. 478 </para> 479 </listitem> 480 </varlistentry> 481 <varlistentry> 482 <term> 483 <guilabel>Configuration</guilabel> 484 </term> 485 <listitem> 486 <para> 487 Select the configuration that should be used together with the plug-in. 488 Not all plug-ins supports configuration and this option is only visible 489 if the selected plug-in has this support. 490 </para> 491 </listitem> 492 </varlistentry> 493 </variablelist> 494 <para> 495 Click on 496 <guibutton>Next</guibutton> 497 to show the configuration of parameters for the job. 498 </para> 499 500 <seeother> 501 <other external_id="runplugin.configure.export">Specify plug-in parameters</other> 502 </seeother> 503 </helptext> 504 </sect2> 505 506 <sect2 id="import_export_data.export.pluginparameters"> 507 <title>Specify plug-in parameters</title> 508 509 <helptext external_id="runplugin.configure.export" 510 title="Specify plug-in parameters"> 511 512 <para> 513 &runplugin.configure.common; 514 </para> 515 516 <para> 517 The parameters list is very different from plug-in to plug-in. 518 Common parameters for export plug-ins are: 519 </para> 520 264 521 <variablelist> 265 <title>Set plugin and configuration</title> 522 <varlistentry> 523 <term><guilabel>Save as</guilabel></term> 524 <listitem> 525 <para> 526 The path and filename in the BASE file system where 527 the exported data should be saved. Some plug-ins support immediate 528 download to the local file system if you leave the file parameter 529 empty. For saving the exported data within the BASE file system, 530 it's recommended to use the <guibutton>Browse…</guibutton> 531 button to get the right path and then complement it with the file's name. 532 </para> 533 </listitem> 534 </varlistentry> 535 </variablelist> 536 <para> 537 Click on 538 <guibutton>Next</guibutton> 539 to proceed to next configuration window. 540 </para> 541 542 </helptext> 543 544 <sect3 id="import_export_data.export.immediatedownload"> 545 <title>Immediate download of the exported data</title> 546 547 <para> 548 If the selected plug-in supports immediate download and the file parameter 549 were left empty a new windown with a <guibutton>Download</guibutton> 550 button is displayed. Click on this button to start the plug-in execution. 551 Do not close the window until a message saying that the export 552 was successful (or failed) is displayed. Your browser should open a dialog 553 asking you were to save the file on your local computer. 554 </para> 555 556 <figure id="import_export_data.figures.download_immediately"> 557 <title>Download immediately</title> 558 <screenshot> 559 <mediaobject> 560 <imageobject><imagedata fileref="figures/download_immediately.png" format="PNG" /></imageobject> 561 </mediaobject> 562 </screenshot> 563 </figure> 564 565 </sect3> 566 567 <sect3 id="import_export_data.export.savetofilesystem"> 568 <title>Saving the exported data in the BASE file system</title> 569 570 <para> 571 If you choose to save the file within the BASE file system, there will be a 572 window where the job should get a name and optionally a description. By then clicking on 573 <guibutton>Finish</guibutton> 574 the configuration process will end and the job will be put in the job queue. A 575 self-refreshing window appears with information about the job's status and execution 576 time. The job isn't dependent on the status window to run and it therefore be closed 577 without interrupting the execution of the job. 578 </para> 579 <tip> 580 <title>View job status</title> 581 <para> 582 A job's status can be viewed at any time by opening it from the job list page, 583 <menuchoice> 584 <guimenuitem>View</guimenuitem> 585 <guimenuitem>Jobs</guimenuitem> 586 </menuchoice>. 587 </para> 588 </tip> 589 </sect3> 590 </sect2> 591 592 <sect2 id="import_export_data.export.table_export"> 593 <title>The table exporter plug-in</title> 594 <para> 595 The table exporter is a generic export plug-in that works with almost 596 all list views in BASE. It can export the lists as an XML-file or a 597 tab-separated text file. The table exporter is started, 598 like the other export plug-ins, by clicking on 599 <guibutton>Export…</guibutton> in the toolbar. 600 </para> 601 602 <para> 603 Then select the <guilabel>Table exporter</guilabel> and click on 604 the <guibutton>Next</guibutton> button. The plug-in selection step is 605 only displayed if there is more than one export plug-in that can 606 be used in the current context. Usually, the table exporter is the 607 only plug-in and you will be take directly to the configuration 608 dialog. 609 </para> 610 611 <para> 612 Unlike other plug-ins, the table exporter doesn't use the 613 generic parameter input dialog. It has a customized dialog 614 that should be easier to use. 615 </para> 616 617 <figure id="import_export_data.figures.table_exporter"> 618 <title>The table exporter configuration dialog</title> 619 <screenshot> 620 <mediaobject> 621 <imageobject><imagedata fileref="figures/table_exporter.png" format="PNG" /></imageobject> 622 </mediaobject> 623 </screenshot> 624 </figure> 625 626 627 <helptext external_id="simpleexport.options" title="Export options"> 628 <variablelist> 266 629 <varlistentry> 267 630 <term> 268 <guilabel> Plugin</guilabel>631 <guilabel>Format</guilabel> 269 632 </term> 270 633 <listitem> 271 634 <para> 272 Select the plugin that shall do the export. Only plugins that are 273 available for the logged in user and that supports the current item are 274 in the drop down list. 635 The generated file can be either a 636 <guilabel>tab-separated text file</guilabel> 637 or an <guilabel>XML</guilabel> file. The 638 XML-file option will generate a tag for each item and these 639 will contain a child tag with property value for each 640 selected column. 275 641 </para> 276 642 </listitem> … … 278 644 <varlistentry> 279 645 <term> 280 <guilabel> Configuration</guilabel>646 <guilabel>Which items?</guilabel> 281 647 </term> 282 648 <listitem> 283 649 <para> 284 Select the configuration that should be used together with the plugin. 285 Not all plugins supports configuration and this option is only visible 286 if the selected plugin in 287 <guilabel>Plugin</guilabel> 288 has this support and visible configurations are those which can be used 289 with the selected plugin above. More information about configuration 290 support can be found for each plugin under. 650 This option decide which items that should be included in 651 the exported data. 652 <itemizedlist> 653 <listitem> 654 <para> 655 <guilabel>Selected items</guilabel>: 656 Only selected items will be exported. This options 657 is not available if no items have been 658 selected on the list page. 659 </para> 660 </listitem> 661 <listitem> 662 <para> 663 <guilabel>Current page</guilabel>: Exports all 664 items viewed on the current list page. 665 </para> 666 </listitem> 667 <listitem> 668 <para> 669 <guilabel>All pages</guilabel>: Items on all pages 670 will be exported. 671 </para> 672 </listitem> 673 </itemizedlist> 674 </para> 675 </listitem> 676 </varlistentry> 677 <varlistentry> 678 <term> 679 <guilabel>Which columns?</guilabel> 680 </term> 681 <listitem> 682 <para> 683 Names of those columns that should be included in the export 684 should be listed in the <guilabel>Exported columns</guilabel> 685 to the left. A column name is 686 moved to the other list-box by first marking it and then 687 clicking on one of the buttons located between the 688 list-boxes. 689 </para> 690 <para> 691 The order in which the columns should be exported in can be 692 changed with the buttons to the left of the list. Simply 693 mark a name of a column and click on the buttons to move the 694 name either up or down in the list. 695 </para> 696 <tip> 697 <title>Using presets</title> 698 <para> 699 Use the drop down list of presets, located under the 700 option name, to easily get predefined or own presets of 701 column settings. 702 </para> 703 </tip> 704 </listitem> 705 </varlistentry> 706 <varlistentry> 707 <term> 708 <guilabel>Save as</guilabel> 709 </term> 710 <listitem> 711 <para> 712 The path and filename where the exported data 713 should be saved. Leave the text field empty if the file is 714 to be downloaded immediately or enter a path within the BASE 715 file system to store the file on the server. Check 716 <guilabel>Overwrite existing file</guilabel> 717 if an already existing file with the same name should be 718 overwritten. 291 719 </para> 292 720 </listitem> 293 721 </varlistentry> 294 722 </variablelist> 295 <para>296 Click on297 <guibutton>Next</guibutton>298 to show the configuration of parameters for the job.723 724 <para> 725 Click on <guibutton>Ok</guibutton> 726 to proceed when all options have been set for the export. 299 727 </para> 300 728 </helptext> 301 <para> 302 Common for all export plugins is the file parameter that decide where the export data 303 should be saved. Some plugins support the option of download immediately which let the 304 user to download the exported data to a local file system, by leaving the file parameter 305 empty. For saving the exported data within the file system of BASE, it's recommended to 306 use the 307 <guibutton>Browse…</guibutton> 308 button to get the right path and then complement it with the file's name. 309 </para> 310 <para> 311 Click on 312 <guibutton>Next</guibutton> 313 to proceed to next configuration window. 314 </para> 315 <para> 316 If the file parameter were left empty and immediately download was chosen the new window 317 will have a 318 <guibutton>Download</guibutton> 319 button to specify where the data should be saved on the local computer. 320 </para> 321 <para> 322 But if the file should be saved within the file system of BASE instead, there will be a 323 window where the job should get a name and optionally a description. By then clicking on 324 <guibutton>Finish</guibutton> 325 the configuration process will end and the job will be put in the job queue. A 326 self-refreshing window appears with information about the job's status and execution 327 time. The job isn't dependent on the status window to run and it therefore be closed 328 without interrupting the execution of the job. 329 </para> 330 <tip> 331 <title>View job status</title> 332 <para> 333 A job's status can be viewed at any time by opening it from the job list page, 334 <menuchoice> 335 <guimenuitem>View</guimenuitem> 336 <guimenuitem>Jobs</guimenuitem> 337 </menuchoice> 338 . 339 </para> 340 </tip> 341 <sect2 id="import_export_data.export.table_export"> 342 <title>Table export</title> 343 <para> 344 The table exporter is a common export plugin for all list pages in BASE 2 and it 345 makes it possible for the user to export the list to either a XML-file or a 346 tab-separated text file. The table exporter supports all list pages and is started, 347 like the other export plugins, by clicking on 348 <guibutton>Export…</guibutton> 349 in the toolbar. 350 </para> 351 <sect3 id="import_export_data.export.table_export.configuration"> 352 <title>Configuration</title> 353 <para> 354 Clicking on 355 <guibutton>Export…</guibutton> 356 will open a pop up window to configure the job in. If there are more plugins, 357 that support the current context, then the table exporter the first thing will 358 be to choose which plugin to use - in this case 359 <guilabel>Table exporter</guilabel> 360 . Confirm the choice and go to next window by clicking on 361 <guibutton>Next</guibutton> 362 . 363 </para> 364 <helptext external_id="simpleexport.options" title="Table-export options"> 365 <para> 366 In this window are the options set, which the table exporter should use when 367 exporting the table. See the list below for more information about each 368 option. 369 <variablelist> 370 <title>Export options</title> 371 <varlistentry> 372 <term> 373 <guilabel>Format</guilabel> 374 </term> 375 <listitem> 376 <para> 377 The generated file can be either a tab-separated text file 378 or a XML file. In the text file will the columns be tab 379 separated and each row represent a row in the list. The 380 XML-file option will generate a tag for each item and these 381 will contain a child tag with property value for each 382 selected column. 383 </para> 384 </listitem> 385 </varlistentry> 386 <varlistentry> 387 <term> 388 <guilabel>Which items?</guilabel> 389 </term> 390 <listitem> 391 <para> 392 This option decide which items that should be included in 393 the exported data. 394 <itemizedlist> 395 <listitem> 396 <para> 397 Selected items(only available if items have been 398 selected on the list page). Only selected items 399 will be exported to the file. 400 </para> 401 </listitem> 402 <listitem> 403 <para> 404 Current page. Exports all items viewed on the 405 current list page. 406 </para> 407 </listitem> 408 <listitem> 409 <para> 410 All pages. Items on all pages will be exported 411 to the file. 412 </para> 413 </listitem> 414 </itemizedlist> 415 </para> 416 </listitem> 417 </varlistentry> 418 <varlistentry> 419 <term> 420 <guilabel>Which columns?</guilabel> 421 </term> 422 <listitem> 423 <para> 424 Names of those columns that should be included in the export 425 should be listed in the left list-box. A column name is 426 moved to the other list-box by first marking it and then 427 clicking on one of the buttons located between the 428 list-boxes. 429 </para> 430 <para> 431 The order in which the columns should be exported in can be 432 changed with the buttons to the left of the list. Simply 433 mark a name of a column and click on the buttons to move the 434 name either up or down in the list. 435 </para> 436 <tip> 437 <title>Using presets</title> 438 <para> 439 Use the drop down list of presets, located under the 440 option name, to easily get predefined or own presets of 441 column settings. 442 </para> 443 </tip> 444 </listitem> 445 </varlistentry> 446 <varlistentry> 447 <term> 448 <guilabel>Save as</guilabel> 449 </term> 450 <listitem> 451 <para> 452 The last option is where the file with the exported data 453 should be saved. Leave the text field empty if the file is 454 to be downloaded immediately or enter a path within base2's 455 file system to store the file on the server. Check 456 <guilabel>Overwrite existing file</guilabel> 457 if an already existing file with the same name should be 458 overwritten. Click on 459 <guibutton>Ok</guibutton> 460 to proceed when all options have been set for the export. 461 </para> 462 </listitem> 463 </varlistentry> 464 </variablelist> 465 </para> 466 </helptext> 467 <para> 468 The rest of the configuration process is the same as for all the other export 469 plugins. 470 </para> 471 </sect3> 729 472 730 </sect2> 473 731 </sect1>
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