Generating WDTF Dataset Extracts

Generate a one-off extract for a specified period.

See

To create a dataset extract:

  1. Click Datasets to open the Datasets module.
  2. Select the dataset from which you want to extract data
  3. Click Generate Dataset Extract and complete the following details:
    PropertyDescription

    Start/End Date

    Specify the start and end date of the period for which you want to extract data.

    Include Transfer

    Select this checkbox to transfer the extract to the BOM after extraction.

    Force Metadata

    Select this checkbox to include related metadata in the generated extract.

    By default, metadata is transferred for the first extract. After that, metadata is only transferred when the value of some attributes change.

    If you have made changes to the data source (for example, by changing the object type), select this option to update the metadata in the transfer file.

    Generate As

    Specify the format in which to publish the status report

    Preview

    Generate a data extract file on the local machine. The extracted file is stored in the /temp/rubicon/spool folder.

    When an extract is scheduled, the process runs on the application server.

    Publish Status

    Optionally send or print a notification of the extract status. You can send a notification whatever the status, or only if there is an error.

    Party and Email/Printer

    If you are emailing or printing a status notification, specify the email recipient or the printer to use.

  4. Click Save to save your changes.