Exporting Documents

You are in the maintenance screens for documents.

• In the Documents functional area of the Data Warehousing Workbench

• On the Documents screen of a BI object

You choose the pushbutton to call the Export function.

You have the following options, depending on what you want to do with the document:

Exporting a copy of a document

1. To copy the document to your hard drive, choose Export as Copy.

   The Save As dialog box appears.

2. Enter the required data (file name, storage location).

3. Save your entries.

   The file with the copy of the document is stored in the location that you specify.

Exporting a locked document

1. To check out a document and process it locally, choose Export with Lock.

   The Save As dialog box appears.

2. Enter the required data (file name, storage location).

3. Save your entries.

   The document is stored in the location that you specify, and you are able to process it locally.

4. When you check out a document, the following changes occur in the Data Warehousing Workbench:

   The name of the user, who has checked out the document is displayed in the Processed By column in the document list.

   By pressing the pushbutton, you can call the Import Version… and Remove Lock… functions, in addition to the Export as Copy function:

5. To import the document you have checked out, choose Import Version. The Open dialog box appears.

   1. Enter the required data (file name, storage location).

   2. Choose Open.The Create Document Version dialog box appears.

   3. If you want to overwrite the old version, put a checkmark in the relevant checkbox.

      Otherwise, the system creates a new version.

      The system proposes the Language of the old version as the default value for the new version. You can change these values if required.

   4. Save your entries.

6. If you do not want to copy over the document that you have edited locally, choose Remove Lock.

   In the BI system, the document retains the status it had before export.