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Export Management

Overview

Exports can be initiated from multiple locations in the application. All exports for a given project are managed at Settings->Project->Exports and are accessible by accounts with privileged project level roles. Managing these exports include the ability to check on the status, find, download, track activity, and delete exports. Activity history for an export can be found under the activity Analytics->Activities.

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Actions

The export data grid supports filtering, sorting, deleting, canceling, and downloading.

Filtering

Standard data grid filters are available on all columns.

Sorting

Ascending and descending sorting actions are supported on the Created Date/Time and Name fields.

Delete

Click on the Delete icon to delete exports from the Action column.

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Cancel

Click on the X to cancel an export that is in progress from the Action column.

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Download

For security reasons, download works as a two-step process:

  1. Click on the Create Export icon to create a download link that will remain active for 5 minutes.

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  2. Click on the Download Export icon to download the export.

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The Download Export icon can be clicked once for every link created.

Fields

Created Date/Time
This is the date and time the export was created and stored on the backend.
Name
This is the name the user gave for the export.
Type
This is the name of the export type:
  • Documents
  • Metadata
  • Metadata and Documents
  • Raw Entities
  • Consolidated Entities
  • Activities
File Size
This is the compressed export size after the export is created.
User
This is the user who created the export.
Status
The status will display one of the following values: queued, exporting, compressing, completed, or canceled according to the workflow below. The user can press Cancel to stop the export at any time.
    flowchart TD
        subgraph Export
            A[Queued] --> B 
            B[Exporting] --> C
            C[Compressing]
        end
        Export --> F{User
Canceled
Export?} F --> | No | D[Completed] F --> | Yes | E[Cancel]

Notifications

The person who initiated the export will receive two types of notifications.

Email

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Notification Page

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Export File

Supported File Types

All exports are zipped up and compressed using 7zip and will end with a .zip extension.

Export File Naming Convention

All exports from the Export Management interface will be named using the following standard naming convention:

{{name}}_{{type}}_{{export_creation_datetime}}.zip

Where the:

  • filename will be changed to lowercase except for ‘T’ in the time string.
  • export_creation_datetime = yyyy-MM-dd’T’HH-mm-ss.
  • timezone for the datetime is the same timezone used to display the export creation datetime on the Export Management page.

Example: test_activities_2000-10-31T01:30:00.zip

History

The Export Management interface provides full visibility into the Create Export Link and Download Export From Link user actions, all of which are also logged in the project activity history.

Filter on the Create Export Link activity to see its activity history.

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Filter on the Downloaded Export From Link activity to see its activity history, including the IP address of the browser that downloaded the export.

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