Exporting Library Files

Exporting Library Files

Creating a library file is a matter of selecting the objects stored in the database that you want to include in the library file using the Export Library window. When an object is selected for exporting to a library file, dependent objects (excluding system-defined object types) will also be exported. For example, if a Global Find is exported, the form on which it is based and all related database fields except for system defined fields are also exported. The exception to this is with Custom Queries. When Custom Queries are exported to a library file, no dependent objects are automatically exported with it.

Any database object that is selectable in the Database Structure pane of the Export Library window can be exported. If a parent object is selected, all child objects will be selected for export as well. For example, if a Folder Type is selected for export, all Global Finds and Forms for the Folder Type will be selected for export as well, in addition to all document types that may exist under the folder type. Any system defined fields related to the forms will not be exported, but any custom defined fields will be.

In general, exporting database items to a library file consists of the following activities:

Add Items that you want to export from the Database Source Tree to the Library Destination Tree.

Click Export.

Details instructions are provided below.

This functionality depends on the Job Manager desktop client if your database is Job Manager only or any combination of Job Manager with other MetaCommunications applications excluding Virtual Ticket. If your database is a combined Job Manager and Virtual Ticket (plus any other MetaCommunications applications), Library Import and Export Functionality is accessed through the Virtual Ticket desktop client when logged in as the Administrator).

Note: The screen captures in the following procedures reflect folder types available in a combined Job Manager and Virtual Ticket system. The procedures described are still applicable for a Job Manager only system, though the available folder types will differ. Additionally, though the procedures described below reflect the Job Manager desktop client for Mac OS X, similar functionality exists for the Job Manager desktop client for Windows.

Opening the Job Manager Mac desktop client Export Library window

1. Click the Export Library link in the Administrator tab of the Job Manager web client.

If you have turned off the Portal Integration Tool warning message, the Job Manager desktop client will open to the Export Library window immediately.

If you have not turned off the Portal Integration Tool warning message, one will appear. Click OK ( ). The Portal Integration Tool download reminder will close. The Job Manager desktop client will open to the Export Library window.

Note: If the Portal Integration Tool is has not yet been installed, you will need to install it before you are able to open the Job Manager desktop client. For more information on this, refer to the "Portal Integration Tool Guide".

Exporting a library file

2. Select Library->Export... from the Administration menu. This will open the Export Library window if it is not open, or bring it to the front if it is already open.

important! All application windows using forms and database/folder types must be closed in order to access the Export Library window.

3. Select the appropriate object in the Database Source Tree and click Add ( ). The selected item, along with its underlying structure and dependent fields, forms, folder types, etc... will be displayed in the Library Destination Tree.

4. Repeat Step 2 for each object you want to add to the library file. As each object is added, it will appear in the Library Destination Tree.

5. Click Export ( ). A dialog box will appear, asking you to name the library file you are creating.

6. Type the name of the library file, select a location for the file to be saved in, and click Save. A new library file containing the selected components will be saved to the selected destination.
7. Close the Export Library window when finished.

At this point, the library file that was exported may be imported into other Job Manager databases.

Related Topics

"Library Files" on page 627

"Export Library Window" on page 633


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